Done-for-You Video Marketing for Financial Advisors
Video editing. YouTube management. LinkedIn posts. Blog posts. Done.
For advisors ready to grow with strategy, clarity, and consistency.
Done-for-You Video Marketing for Financial Advisors
Video editing. YouTube management. LinkedIn posts. Blog posts. Done.
For advisors ready to grow with strategy, clarity, and consistency.
All the Tips You Need
Videos & Blog
How It Works
This is not a course or a marketplace. This is a hands-on, personalized service for advisors ready to commit to a smarter video strategy.
You record your content. We handle the rest — from editing to publishing to promotion.
See exactly what’s included below.
Everything You Need to Grow With Video
Designed for financial advisors ready to delegate their video-first content and finally get consistent with video — without DIY frustration.
What You Get: Strategy. Execution. Results.
- Strategy, scripting help, and compliance coordination
- Coaching on technology, setup, comfort and confidence on camera
- Monthly: 1:1 strategy call + 3 group coaching sessions
- Full YouTube Management:
SEO-optimized YouTube titles, descriptions, thumbnails, playlists
SEO-optimized YouTube Shorts
SEO + GEO blog posts (Generative Engine Optimized for AI search)
LinkedIn posts aligned with each video
Custom project management
- Up to 15 hours of video editing per month
Bi-weekly video cadence: $1,597/month (must start here)
Weekly video cadence: $2,997/month
Limited to 10 clients total.
Waitlist is currently in effect.
Grow Your Practice and Transform Client Engagement By Making Video a Core Part of Your Strategy
Where Personality Meets Expertise: Connect Better, Convert Faster
Be Unforgettable
Stand out by being yourself on camera. Your unique personality attracts your ideal clients like a magnet.
01
Forge Stronger Connections
Videos enable you to build trust and rapport in double-quick time.
02
Deepen Client Relationships
Keep clients engaged with regular video content, strengthening your partnership.
03
THE JOURNEY
Become a Video Pro
Level Up Your Video Skills with Advisor Video Marketing
Build Comfort and Confidence on Camera
Say goodbye to jitters and hello to your most authentic self.
Master the Technical
Ace your lighting, audio, and editing. Or let us handle the editing for you!
Create Valuable Content
Develop a winning strategy to consistently grow your business.
Learn from Katie Braden, CFP®
Elevating Financial Advisors Through Video
Katie Braden, CFP®
Katie is a 20-year veteran in the financial planning profession, having founded Advisor Video Marketing to merge her passion for financial planning with the transformative power of video.
FEATURED IN
Stephanie J. Lee, CFP®
Susan Dawson, Marketing Director
Corey Beal, CFP®
Nick Covyeau, CFP®
Mary Schmid
Randy Hux, Founder & President
DOWNLOAD FREE EBOOK
Begin Your Video Journey
Download Our Free eBook, “8 Steps to Get Started with Video“
