01 / THE TIMEFinding the time
You can make time to record. It’s the strategy, planning, editing, and posting around it that can quickly become another job.
The Easy Way for Advisors to Win Clients on YouTube
We give financial advisors a done-for-you video system — custom scripts, editing and distribution — so you can show up without adding another marketing job to your plate.
Trusted By...
SOUND FAMILIAR?
Building a YouTube channel keeps coming back to three challenges:
You know you should be doing more video. It just keeps becoming another job.
02 / THE CONTENTDeciding what to say.
You know your clients and your craft. The challenge is turning that expertise into fresh video topics that fit your audience and your firm.
03 / THE CONSISTENCYKeeping it consistent.
You want video to become a habit, not another thing to chase. Keeping it moving month after month takes a process you can rely on.
And if you’re going to put time into video, it should actually bring you qualified leads.
Read the case study
You record. We handle the rest.
01We handle the editing
Simply upload your video, and we handle the rest:
- Upload It: Use our user-friendly portal to send us your video.
- Fast Turnaround: Receive a professionally edited and branded video within a few days.
- Easy Revision Process: Use our software to leave time-stamped notes from your phone.
- One-Click Download: Approve your video and download the file directly to your computer or phone.
02We create the scripts
We take the guesswork out of content creation:
- SEO-Informed Topics: Our constantly updated library of ideas and outlines keeps your content relevant and optimized for search.
- Industry Expertise: Topics tailored to position you as a thought leader in financial advising.
- Flexible Recording: Forget about nailing a perfect take—record naturally, and we’ll handle the rest in post-production.
03We provide the equipment
Our Complete Video Equipment Package makes recording easy:
- 4K Webcam: Crisp, professional-quality video.
- Lighting: Look your best on camera.
- Microphone: Clear, professional audio.
- Green Screen: An easy backdrop kit for your recording space.
- Best Practices Cheat Sheet: Quick tips to get the most out of your setup.
Plus, a setup call with a specialist.
We help you install and optimize your equipment, fine-tune your background and lighting, and record your first video with you—so you start with confidence.
04We maximize the distribution
Get more value from every video, across the platforms that matter to your audience:
- Distribution: We handle uploading your content to your chosen platforms.
- Custom Thumbnails: Eye-catching designs built to encourage clicks and engagement.
- SEO Optimization: Keywords and descriptions tailored to improve search visibility.
- Social Media Clips: Shareable clips optimized for Instagram, LinkedIn, and TikTok.
- Podcast Distribution: Get your podcast listed on Spotify, Apple Podcasts, and other major platforms.
FREE GUIDE + BONUS OFFER
2026 Video Equipment Guide
Not sure what gear you need? Get our camera, mic and lighting picks for three recording setups—with direct shopping links.
MobileWebcamPro studio
Bonus inside: a free webcam package with your first month of FinVidi.
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Tanner Westmoreland
Founder, FinVidi
The Fin behind the Vidi
Meet Our Founder
I spent more than a decade producing video before finding my way into the financial world. The more advisors I met, the clearer the opportunity became: YouTube is the best way for advisors to build trust with prospective clients before ever meeting them. But most lack the strategy, creative team, and ongoing support to make it work.
I built FinVidi to bring strategy, scripting, editing, and conversion support under one roof, so advisors could grow through YouTube without taking their focus off their clients. Today, I lead a team of creative professionals serving a select roster of advisor channels. My goal is simple: do work we’re proud of, and earn your trust and business every day.
Learn MoreOUR WORK
Selected Video Examples
Real advisor videos we’ve helped script, edit, package, and distribute for YouTube.
A TEAM BEHIND EVERY VIDEO
Choose your publishing pace.
Three plans. One production team. More time to focus on your firm.
Pay monthly, or save 10% when you pay for the year.
Build your foundation
Essentials
A steady rhythm of market updates and client communication.
$1,500/ month
Billed monthly.
No annual commitment.
2videos per month
Up to 6 vertical social clips per month*
Plus everything included below.
Most popular
Show up every week
Growth
A weekly presence with educational videos, podcasts, or webinars.
$2,500/ month
Billed monthly.
No annual commitment.
4videos per month
Up to 12 vertical social clips per month*
Plus everything included below.
Expand your presence
Ultimate
More content for advisors and teams ready to increase their output.
$4,000/ month
Billed monthly.
No annual commitment.
8videos per month
Up to 24 vertical social clips per month*
Plus everything included below.
*Up to three suitable vertical clips from each full-length video. All prices in USD.
Included in every plan.
The same production support. A different publishing pace.
Professional editing & branded graphics
YouTube channel management
Vertical clips for social media
Setup consultation & dedicated project manager
Client portal for uploads, feedback & downloads
Unlimited revisions
ALSO INCLUDED
Conversion strategy & lead-magnet materials.
Give viewers a clear next step—from watching your videos to becoming a lead.
OPTIONAL ADD-ONS
Add the support you need.
Available alongside your monthly or annual plan.
Scripting & SEO
+$500/ month
Turn your expertise into search-informed topics and scripts that make recording easier.
Complete Social Distribution
+$500/ month
Take your clips beyond YouTube. We handle post copy, scheduling, and publishing across your social channels.
“FinVidi helped me scale in six months what has taken other advisors years to do. The best part? I am now closing clients from these videos regularly!”
RK
Ryan Knoll, CFP®
Firm / role
“I am totally blown away by the format and layout of this video. I like the pace ... plus the slides that complement and don’t take away from the presenter.”
MF
Matthew Fitzgerald, CFP®
Firm / role
“The videos look GREAT! Thank you! Really looking forward to building more—already brainstorming ideas.”
JA
Jarrod Adams
Firm / role
“I have been getting lots of positive comments, many from other advisors—so great job!”
BM
Buddy McNeese, AWMA®, CRPC®
Firm / role
“If you’re thinking about doing video to promote your financial advisory practice, you should be thinking about FinVidi!”
GP
Gary Pia, CFP®
Firm / role
“You really go above and beyond, and I appreciate it.”
AR
Andy Rose
Firm / role