5 Must-Have Videos for Financial Advisor Websites

why Every Financial Advisor Needs these videos on Their Website

In today’s digital world, your website is often the first place potential clients learn about your financial advisory practice. To make a strong impression, it’s essential to use video content that’s concise, engaging, and impactful. Why short videos? Research shows that website visitors have limited attention spans, and videos under two minutes have the highest engagement rates. By keeping your videos short and to the point, you can effectively communicate your message without overwhelming your audience.

This blog outlines five essential videos every financial advisor should feature on their website. These videos are designed to establish trust, showcase your expertise, and guide potential clients toward taking the next step—all within a few minutes. Whether you're introducing yourself, explaining your services, or sharing success stories, these short-form videos are the perfect way to connect with clients and leave a lasting impression.

Let’s dive into the must-have videos and how to create them for maximum impact!

1. The “About Me” or Welcome Video

Build Trust by Sharing Your Story
This video introduces you and your practice, creating a personal connection with potential clients.

• Introduction (20–30 seconds):

  • Start with a friendly greeting and introduce yourself by name and title.

  • Mention your practice name and where you're based.

• Background (30–45 seconds):

  • Share a brief story of how you became a financial advisor.

  • Highlight your qualifications, certifications, or years of experience.

• Values and Approach (30–45 seconds):

  • Explain what motivates you to help clients achieve financial security.

  • Emphasize your unique approach (e.g., tailored strategies, client-first mentality).

• Call to Action (15–20 seconds):

  • End with an invitation to explore your services or schedule a consultation.

Total Length: 1:45–2:15

2. Services Overview Video

Clearly Define What You Offer
This video outlines your core services, showing how you can meet clients' needs.

• Introductory Statement (15–20 seconds):

  • State your mission to provide personalized financial solutions.

• Service Categories (45–60 seconds):

  • Break down your offerings into 2–4 categories (e.g., retirement planning, investment management, tax strategies).

  • Use simple, relatable language to explain what each service entails.

• Benefits to Clients (30–45 seconds):

  • Focus on the outcomes clients can expect (e.g., financial clarity, peace of mind).

• Unique Offerings (15–20 seconds):

  • Highlight anything that makes your services stand out, like cutting-edge technology, niche expertise, or a hands-on approach.

Total Length: 1:45–2:25

3. Client Testimonials

Showcase Your Success Stories
A testimonial video gives potential clients a glimpse of your impact through real success stories.

• Introduction (10–15 seconds):

  • Open with a client describing their problem before working with you.

• The Solution (30–45 seconds per client):

  • Have the client explain how your services helped solve their issue.

• The Result (30–45 seconds per client):

  • Focus on measurable outcomes or positive changes, such as reaching financial goals or reducing stress.

• Personal Touch (10–15 seconds per client):

  • Let the client share their favorite part of working with you.

Total Length (3 clients): 2:00–3:00

4. Educational Content Video

Position Yourself as an Expert
This video shares actionable tips or insights, building your credibility.

• Choose a Topic (5–10 seconds):

  • Start with a title card or quick introduction of the topic (e.g., “Today, we’re covering how to maximize your 401(k)!”).

• Break It Down (60–90 seconds per point):

  • Simplify complex topics into 3–5 key points.

  • Use examples or analogies to make the information relatable.

• Provide Value (15–20 seconds):

  • End with a summary or actionable takeaway.

Total Length: 3:00–5:00

5. Call-to-Action Video

Guide Visitors to the Next Step
This video drives action by clearly outlining what potential clients should do next.

• Introduction (10–15 seconds):

  • Start with a motivating statement like, “Take control of your financial future today!”

• The Offer (20–30 seconds):

  • Explain the value of scheduling a consultation, downloading a resource, or subscribing to your newsletter.

• Step-by-Step Guide (20–30 seconds):

  • Provide simple instructions for taking the next step (e.g., “Click the button below to book your free consultation”).

• Sense of Urgency (15–20 seconds):

  • Create urgency by highlighting the benefits of acting now.

Total Length: 1:00–1:30