Using AI to Script Videos for Financial Advisors
Learn how financial advisors can use AI to create video scripts, generate outlines, and optimize content for any platform.
Creating high-quality video content is a key strategy for financial advisors to connect with clients, build trust, and establish authority. But scripting videos can be time-consuming and overwhelming. Fortunately, AI makes the process much easier, helping you craft tailored scripts or even outlines to streamline your workflow.
In this blog, we’ll walk you through how to use AI effectively to generate video ideas, create scripts or outlines, and optimize your content for specific platforms. Plus, you’ll get a set of customizable prompts to start using AI right away.
1. Gather Reliable Sources
Before using AI to script your video, start with good information. Gather data and insights from trusted sources, such as:
Market reports, financial news, or recent trends.
Key statistics or real-life examples to illustrate your points.
Questions or concerns you’ve heard directly from clients.
Why It Matters: AI can’t invent accurate data—it needs input. Supplying clear and relevant information ensures your video content is both useful and credible.
Example Prompt:
”Summarize the following market trends into key points for a 2-minute video"
2. Choose Full Scripts or Outlines
Depending on your style, you can use AI to generate a complete script or just an outline to guide your own writing.
Prompt for a Full Script:
"Write a 90-second video script for YouTube explaining the latest Federal Reserve interest rate decision and its impact on retirees."
Prompt for an Outline:
"Provide a 3-point outline for a 2-minute Instagram video about how young professionals can start saving for retirement."
Benefits of Outlines:
Faster to generate and easier to customize.
Keeps your video conversational and allows more flexibility in delivery.
Gives you a clear structure without over-scripting.
3. Set Clear Parameters
To get the most out of AI, provide detailed instructions that fit your needs. Define:
Time Limit: Specify how long the video should be (e.g., 60 seconds, 3 minutes).
Audience: Target the script for specific groups (e.g., retirees, small business owners, or young professionals).
Tone: Indicate whether the tone should be conversational, professional, or casual.
Platform: Tailor the script or outline for platforms like YouTube, Instagram, LinkedIn, or TikTok.
Example Prompt:
"Write a 2-minute video script outline for LinkedIn explaining the importance of estate planning for high-net-worth individuals in a professional tone."
4. Optimize for SEO and Clickability
Titles and descriptions play a huge role in attracting viewers. AI can help craft engaging, SEO-optimized titles and descriptions that drive clicks and traffic.
Prompt Example for Titles:
"Optimize this title for SEO and maximum click-ability on YouTube, keeping it under 60 characters: ‘Retirement Tips for 2024.’"
Prompt Example for Descriptions:
"Write a 150-character description for Instagram Reels about the basics of dollar-cost averaging, optimized for engagement."
5. Review, Personalize, and Refine
AI is a great starting point, but the magic happens when you personalize the output.
Add your unique insights or examples to stand out.
Adjust the tone to fit your personal or brand voice.
Simplify or expand sections to better fit your audience’s needs.
Once your script or outline feels authentic, you’re ready to record!
Fill-in-the-Blank Prompts for AI
Here are customizable prompts you can use to generate video ideas, scripts, and outlines:
"Write a [time] video script for [platform] explaining [topic] for [niche audience]."
Example: "Write a 90-second video script for Instagram about the basics of budgeting for young professionals."
*"Provide a [number]-point outline for a [time] video on [topic], tailored to [platform]."
Example: "Provide a 3-point outline for a 2-minute LinkedIn video about investment strategies for small business owners."
*"Optimize this title for SEO and maximum click-ability on [platform], keeping the title short: [title]."
Example: "Optimize this title for SEO and maximum click-ability on YouTube: ‘Market Trends Analysis 2024.’"
"Write a description for a [platform] video about [topic], focusing on engaging [niche audience] in under [character count] characters."
Example: "Write a description for an Instagram Reel about the importance of emergency funds, targeting Gen Z professionals, in under 150 characters."
*"Generate 5 video ideas for [niche audience], each lasting [time limit], optimized for [platform]."
Example: "Generate 5 video ideas for retirees, each lasting 3 minutes, optimized for LinkedIn."
Conclusion
AI can revolutionize how financial advisors script and plan their video content. Whether you want a fully written script or a simple outline to guide your delivery, AI tools can save time and boost creativity. By using clear prompts with defined time limits, target audiences, and platforms, you can ensure your videos are engaging, relevant, and effective.
Start with these prompts and customize them to fit your needs—and watch your video strategy take off!
