Adding $10–50M in AUM to wealth management & financial advisory firms by turning social media views into qualified retirees and pre-retirees on their calendar.
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Every video starts with a real problem your future client has, and ends with them trusting you to solve it.
We start with a question they're already worried about, like Social Security timing or taxes in retirement.
You on camera, edited for a 40+ audience: calm pace, clear motion graphics, no noise.
Valuable information and a real solution. No empty talk. This is where trust is built.
They book a call already knowing you, already trusting you, and ready to work together.
More than editing. A full system from the first video they watch to the meeting on your calendar.
Most advisor videos are edited for 20-year-olds. Your audience is over 40, and they want clarity they can trust.
Each one is a video that shows you're the advisor with the answer.
Videos I've edited and strategized for financial advisors over the past three years.
Editing, motion graphics and scripts made for advisors and the retirees they serve.
The advisors I work with prefer to keep their videos private. These samples use an AI presenter so you can see my scripting, editing and motion graphics. Client videos follow the exact same method, with the advisor on camera.
Most advisors spend thousands on ads before they know what their audience wants to hear. Content lets you find out first, for free.
A 20-minute call. I'll review your content and share three video ideas built for your ideal client.
your@email.com