The Easy Way for Advisors to Win clients on YouTube
FinVidi gives financial advisors a done-for-you video system — custom scripts, editing and distribution — so you can show up consistently without adding another marketing job to your plate.
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how it works
Our subscription service makes creating professional, branded video content effortless. From start to finish, we handle it all—so you can focus on growing your practice.
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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 us time-stamped notes from your phone
One-Click Download: Simply approve your video & download your file directly to your computer or phone
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We take the guesswork out of content creation:
SEO-Informed Topics: Our constantly updated library of ideas and outlines ensures your content is relevant and optimized for search engines.
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.
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We make recording easy with our Complete Video Equipment Package, which includes:
4K Webcam: Crisp, professional-quality video.
Lighting: Ensures you always look your best.
Microphone: Clear, professional audio to match your video quality.
Green Screen: Easy backdrop kit compatible with any space.
Best Practices Cheat Sheet: Quick tips to get the most out of your setup.
Plus, we’re with you every step of the way:
Set-Up Call with a Specialist:
We help you install and optimize your equipment.
Fine-tune your background and lighting for a polished, professional look.
Record your first video with you to ensure you're off to a confident start.
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We maximize the value of your video content by ensuring it’s ready for seamless distribution across your desired platforms. Our services include:
Distribution: We handle uploading your content to the platforms that matter most to your audience.
Custom Thumbnails: Eye-catching designs to boost clicks and engagement.
SEO Optimization: Keywords and descriptions tailored to improve search visibility and reach.
Social Media Clips: Shareable, attention-grabbing clips optimized for platforms like Instagram, LinkedIn, and TikTok.
Podcast Distribution: Get your podcast listed on all major platforms, including Spotify, Apple Podcasts, and more.
expertise
MARKET COMMENTARY
Enhance your communications with insightful market commentary tailored to your audience's interests.
communications
Define and distinguish your brand with concise statements that resonate with clients and stakeholders.
Podcasts
Empower your brand with custom podcasts that amplify your voice and engage your audience.
TESTIMONIALS
Build trust and credibility with professionally produced testimonials that highlight client successes.
WEBINARS
Leverage our expertise to provide webinar replays that educate and convert your target market effectively.
advertisements
Drive your sales with compelling collateral that articulates the benefits and features of your financial services.
our Work
These are real advisor videos we’ve helped script, edit, package, and distribute for YouTube.
Choose your plan
we’ll do the first Video for free!
Perfect for: Creating weekly content such as market commentary or enhanced client communication, ensuring regular engagement with a professional touch.
Perfect for: Producing long-form content like podcasts and webinars, complemented with optimized social media clips to boost audience reach and interaction.
Perfect for: High-performing channels ready to scale their presence with a high-volume strategy to maximize reach and build authority fast.
All Plans Include
✓ Setup Consultation: Get started right with a consultation to tailor our services to your specific needs.
✓ Easy-to-Use Client Portal: Securely upload and manage your projects with tools designed for efficiency.
✓ Dedicated Project Manager: Have a single point of contact to ensure your projects run smoothly and on schedule.
✓ Mobile Upload & Review: Conveniently upload, review, and download your videos directly from your mobile device.
✓ Unlimited Revisions: Freedom to revise until every detail meets your satisfaction.
why advisors trust finvidi
Instead of spending full days writing, recording, and editing, Ryan now spends about 30 minutes creating content and gets a polished video back in two days. With consistent, professional YouTube videos tailored to financial planning, he’s reaching new audiences and turning views into clients.
“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!” – Ryan Knoll, CFP®
Contact Us
✅ No Annual Contracts
✅ No Spam, Ever
Let’s Connect — Send Us a Message
✅ Zero Commitment
FAQs
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FinVidi is a video marketing service built specifically for financial advisors and RIAs. We help you create, edit, and distribute professional videos that showcase your expertise, connect with clients, and drive real growth for your practice.
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Why should financial advisors create video content?
Video is the preferred method of communication in today’s digital world. It’s personal, impactful, and proven to work—86% of marketers say video helps generate leads. For financial advisors, consistent, high-quality video content builds trust, showcases expertise, and transforms you into a thought leader.
Videos allow clients to see and hear you, creating a stronger connection.
They are easily shareable across social media and email, reaching a broader audience.
Search engines like Google and YouTube favor video content, helping you rank higher and get discovered.
Videos simplify complex financial topics, engaging viewers in a format they actually prefer.
At FinVidi, we make creating professional, branded videos effortless so you can stand out and grow your practice.
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Unlike general video agencies, FinVidi understands financial planning and compliance. Our team researches trending financial topics, writes advisor-friendly scripts, edits your recordings, and delivers polished videos optimized for YouTube, LinkedIn, and advisor websites.
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No — most advisors only spend about half an hour per video. You review a script, record your thoughts, and send it back. We handle editing, graphics, and distribution-ready files.
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Many advisors begin to see new client inquiries within 3–6 months of consistent posting. One advisor scaled a YouTube channel to hundreds of subscribers and 80+ videos in six months — and now closes clients directly from those videos.
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Yes. We work with your compliance requirements to ensure all scripts and final videos are review-ready before posting.
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We focus on YouTube marketing for financial advisors, but also provide assets for LinkedIn, websites, and email campaigns to maximize your reach.
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We offer tiered service packages, from starter options for individual advisors to comprehensive video strategies for larger firms. You can choose the level that matches your goals.
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We make it easy. You’ll upload your videos using our secure, user-friendly portal, accessible from any device. You may also email us your video if you prefer that method.
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Your first week with FinVidi is all about getting you set up for success:
Setup Call: We help you install your equipment, optimize your space, and walk you through the recording process.
Custom Branding: Receive branded graphics and music for a consistent, professional look.
By the end of the first week, you’ll be ready to confidently record and upload your first videos.
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Standard video edits are delivered within 3 business days (Monday through Friday).
If your project requires more complex editing, we'll provide an estimated delivery time and keep you updated throughout the process. Our goal is to ensure high-quality results while maintaining a fast and reliable workflow.
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Yes. Each full-length video includes up to 3 vertical short clips, repurposed from the main video and selected based on what makes sense for short-form. Our focus is quality and clarity — not forcing clips where they don’t belong.