Stand out as the go-to financial authority with video marketing – done for you.

The videopro plan is the premier YouTube marketing system designed to build unshakeable trust, magnetically attract ideal clients, and position you as the expert.

Or Book A Call to learn how the power of video can help you dominate your market.

Are you blending in with other advisors?

Maybe you’re finding it hard to build genuine trust before the first consultation, or you’re seeing competitors with less experience grabbing the limelight. The truth is you deliver incredible value, but your marketing doesn’t truly convey your expertise and build a deep connection with your financial firm.

It's time to stop hiding your expertise and start building real authority that attracts clients effortlessly.

The videopro plan is your fast-track to becoming the recognized financial authority.

Forget the steep learning curve and technical headaches of DIY video marketing. The videopro plan is your all-inclusive video marketing solution.

We provide the strategy, expert coaching, professional production, and YouTube optimization needed to consistently create authentic videos that resonate, build massive trust, and establish you as the leading voice in your niche.

Transform into the go-to financial authority.

dominate search & youtube

+ YouTube SEO Optimization
+ Keyword Monitoring
+ YouTube Page Optimization

We ensure your channel and videos are primed to rank high on YouTube and Google, capturing prospects actively searching for your expertise.

effortless, professional video creation

+ Complete Video Production
+ Scripts, Coaching & Editing
+ Thumbnails & Descriptions

We handle the heavy lifting! From idea to polished video, including coaching to make you comfortable and authentic on camera, we make creating high-quality video effortless for you.

build deep trust & connection at scale

+ Authentic Video Strategy
+ Reputation Enhancement
+ Build Unmatched Trust

Video allows prospects to see the real you. We help you craft content that showcases your personality and expertise, building rapport before they even reach out.

turn viewers into qualified leads

+ Strategic Email Sequences
+ Engaging Social Media Posts
+ Integration With Website

We don't just publish videos; we promote them across social channels and use targeted email sequences to nurture viewers into becoming valuable prospects and clients.

It’s time to invest in your firm’s growth with the videopro plan.

What is being the recognized expert in your market worth? The videopro plan is an investment in building significant brand equity, attracting higher-quality clients, and creating a lasting competitive advantage.

PLAN INVESTMENT:

videopro

Become the go-to authority with authentic video marketing with no long-term contracts or massive setup fees.

INCLUDES:

YouTube SEO Optimization
+ Keyword & Competitor Tracking
YouTube Videos (2/mo) 
+ Page Setup & Optimization
+ Thumbnails & Descriptions
+ Scripts, Coaching & Editing
+ Email Marketing
+ Social Posts (6/mo)
Dedicated Success Advisor

+ Monthly Progress Meetings

$0 setup
$999/mo

Generating real results for advisors like you…

Video marketing expertise tailored for financial advisors.

Anyone can edit video. We specialize in creating compliant, compelling, and connection-driven video content specifically for financial advisors.

We understand how to build trust in this industry and our coaching is designed to bring out your authentic voice, not turn you into a generic talking head. The videopro plan is about building sustainable authority, not just chasing viral views.

Getting video authority is so easy!

Step 1:
Buy Online or Book a Call

Buy online or book your call. We define your unique angle, ideal viewer, content pillars, and YouTube strategy.

Step 2: Guided Content Production

We provide scripts/outlines and personalized coaching to help you film engaging, authentic video content easily. Send us your raw footage, and we’ll handle professional editing, create compelling thumbnails/descriptions, and optimize everything for YouTube SEO.

Step 3: Promotion & Lead Nurturing

We publish your videos, promote them via social media, and implement email sequences to capture and nurture leads.

Financial video marketing on YouTube is a no-brainer.

What are you waiting for? Go for it!

With the videopro plan, you finally get to show your expertise and personality to thousands of prospects on the world’s second largest search engine- YouTube - automatically, 24 hours a day, seven days a week!

Elevate your firm’s status with the videopro plan’s high-impact video marketing.

The videopro plan empowers you to become the go-to expert in your field through the power of video. We offer a comprehensive video marketing strategy designed to amplify your reach, build trust, and drive exponential growth.

Plan INCLUDES:

  • Establish your expertise, build trust, and attract a wider audience with professionally produced YouTube videos covering key financial topics and showcasing your unique insights.

  • Create a visually appealing and strategically optimized YouTube channel that enhances your brand and improves discoverability.

  • Ensure your videos are easily found by potential clients by optimizing titles, descriptions, and tags, and promoting your videos across relevant platforms.

  • Enhance the visual appeal of your channel and videos with custom-designed thumbnails and consistent branding elements.

  • Expand your reach and capture the attention of a broader audience with short-form, engaging video content optimized for the YouTube Shorts feed.

  • Tempt your audience to watch your latest YouTube videos with strategically written emails.

  • A series of three social media posts per YouTube video boosts the anticipation and reach you earn within your target market

  • Receive personalized and strategic guidance from a dedicated account manager with extensive experience in digital marketing for financial advisors.

  • Gain valuable insights into your video performance with detailed analytics tracking and regular reports to inform your content strategy.

  • Receive in-depth monthly reviews of your marketing performance with expert analysis and actionable recommendations for continuous improvement.

Let’s dig into the details of the videopro plan:

  • While both build authority, the videopro plan accelerates trust and connection significantly. It allows prospects to see your personality, hear your voice, and feel like they know you before the first meeting, leading to warmer leads and faster conversions. It's about building deep rapport at scale.

  • Video positions you visually as an expert confidently sharing valuable insights. Consistency on a platform like YouTube builds a library of proof, demonstrates your knowledge depth, and creates a 'celebrity effect' within your niche, making you the default choice prospects think of.

  • It powerfully does both. The authority and trust built through video act as a magnet for ideal clients. Viewers often transition directly into leads (via calls-to-action in videos/descriptions), and they are typically more qualified and pre-sold on your expertise.

  • YouTube is the world's second-largest search engine. Videos there have a long shelf life, can rank in Google search results, and allow for deep engagement (longer watch times). It's the premier platform for building a searchable video library that establishes long-term authority.

  • Many advisors rely solely on text or generic marketing. Committing to authentic video immediately differentiates you. It showcases your unique personality and approach in a way text cannot, making your brand more memorable and relatable in a crowded marketplace.

  • Building a successful YouTube channel requires consistency. While initial engagement might happen sooner, expect significant traction (substantial subscriber growth, consistent views driving leads) to build over 6-12 months as your content library grows and YouTube's algorithm recognizes your authority.

  • We track a combination of metrics: YouTube analytics (views, watch time, subscriber growth, traffic sources, audience retention), website traffic referred from YouTube, lead source tracking (how many leads mention your videos), and qualitative feedback from prospects on how video influenced their decision.

  • Absolutely! Authenticity trumps slickness. Our included coaching specifically addresses this – helping you structure your thoughts, find your natural presentation style, and build confidence. We focus on clear communication and showcasing your genuine expertise, not creating actors.

  • Yes. The key is authenticity and providing value relevant to your specific audience. Whether you're analytical, relationship-focused, high-energy, or calm, video allows you to connect with clients who resonate with your genuine style. We tailor the strategy accordingly.

  • No. While we implement best practices for growth, specific vanity metrics like views or subscribers depend heavily on audience behavior and algorithm dynamics. We guarantee a consistent, high-quality production process, strategic optimization, and coaching designed to maximize your potential for building authority and generating leads through video.

  • We aim for efficiency. With our coaching and scripting support, many advisors can film their raw footage for all 2 videos in one dedicated session (e.g., 1-2 hours) per month. The coaching helps streamline preparation and filming.

  • You don't need a Hollywood studio! Often, a good smartphone, a simple microphone, and decent lighting are sufficient to start. Part of our initial process includes consulting on your setup and providing recommendations based on your budget and goals.

  • Our coaching focuses on making you comfortable and effective on camera. This includes helping refine video topics/scripts for clarity and impact, offering tips on delivery and presentation style, building your confidence, and ensuring your authentic expertise shines through.

  • Collaboration is key. We'll typically provide scripts or outlines for your review before filming. After editing, you'll receive a draft video for review and feedback. We accommodate reasonable revisions to ensure you're fully satisfied before anything is published.

  • We conduct keyword research specific to video search behavior. For each video, we craft optimized titles, detailed descriptions incorporating keywords and calls-to-action, relevant tags, create custom, clickable thumbnails, and ensure technical settings are correct for maximum visibility.

  • It's comprehensive support: Topic ideation/strategy, scripting assistance/outlines, pre-filming coaching, professional video editing (including adding intros/outros, graphics, lower thirds), custom thumbnail design, writing optimized descriptions, and uploading/scheduling on YouTube.

  • We build content with an awareness of typical financial industry compliance needs (e.g., avoiding guarantees). We will work with you to incorporate necessary verbal or visual disclosures within the video and standard disclaimers in descriptions. However, final compliance review and approval of all content (scripts, videos, descriptions) remains your responsibility. We provide drafts well in advance for your internal review process.

Our website and digital marketing plans scale with your firm.

WEBSITE & GROWTH

webpro

Leave a lasting impression with a custom website and more.

INCLUDES:

Sales-Focused Financial Website
+
Website Copywriting
+ Website Design
+ Website SEO Setup
+ Website Programming
+ Website Launch
+ Website Analytics Setup
Optional Support & Maintenance
+ Website Updates & Service
+ Website Hosting

$2,333/mo for 3 months
$199/mo (optional)

Not sure? Learn about webpro!

CONTENT Marketing

leadpro

Get more engaged leads with done-for-you content marketing.

INCLUDES:

Website SEO Optimization
+ Keyword & Competitor Tracking
Lead Generating Content
+ Custom AI Model or Download
+ Landing Pages & Opt-Ins
+ Blog Posts (2/mo)
+ Email Marketing
+ Social Posts (6/mo)
Dedicated Success Advisor

+ Monthly Progress Meetings

$0 setup
$699/mo

Not sure? Learn about leadpro!

VIDEO marketing

videopro

Become the go-to authority with authentic video marketing.

INCLUDES:

YouTube SEO Optimization
+ Keyword & Competitor Tracking
YouTube Videos (2/mo) 
+ Page Setup & Optimization
+ Thumbnails & Descriptions
+ Scripts, Coaching & Editing
+ Email Marketing
+ Social Posts (6/mo)
Dedicated Success Advisor

+ Monthly Progress Meetings

$0 setup
$999/mo

Ready to stop competing and start commanding attention as the authority?

Don't let fear or uncertainty hold you back from leveraging the most powerful marketing tool available today. Let's build your video presence and establish your expert status.

Discover how authentic video can revolutionize your practice. Book today!