Video Production for Financial Planning & Advice

As a $57 billion industry consisting of over 144,000 businesses, it’s critical that you stand out among your competition. An effective marketing campaign is crucial for targeted marketing and positioning yourself to succeed. Compared to other forms of advertisement, Video Production for Financial Planning & Advice is a crucial consideration for your company.

Video production is an incredibly engaging marketing strategy for financial planning and advice companies. It allows you to reach potential clients while retaining current ones. At Beverly Boy Productions, we work with personal financial planning companies to create powerful promotional videos, expert interview videos, and customer testimonials. Through video production, our team shows the world the financial services your business offers and, ultimately, the impact you have on your clients. Our videos engage your audience and allow you to reach your marketing and internal communication goals. While you plan finances for your clients, let us plan your upcoming marketing videos!

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Promotional Videos for the Financial Planning & Advice Industry

Giving your financial planning company center stage is critical in reaching new clients. As stated, promotional advertising keeps it in the spotlight and maintains current clients. Promotional Video Production for Financial Planning & Advice engages your target audience, making it likely for them to recognize your company and either return for more information or stay as a pre-existing client. 


Promotional videos for financial planning companies work by being short and engaging. While they’re effective for television, most brands distribute promotional videos across online platforms. These include your company’s website, social media pages, email campaigns – anywhere you expect your target audience to spend their time online. The average internet user spends nearly two and a half hours on social media, after all, and that number is only expected to increase. A short and high-quality promotional video on your Twitter or Facebook page could increase engagement, attract new clients, and effectively share your business with the world.

Marketing Videos for the Financial Planning & Advice Industry

Video Production for Financial Planning & Advice is as crucial as any other industry. With over 82% of the internet consisting of video content, this is a remarkable opportunity you do not want to miss out on.

Whether you want to share your personal financial planning or brokering and dealing services, video marketing is an incredible way to help clients find your business. Some of the many benefits of video production include:

– Spreading the word about their business, brand, products, or services
– Establishing the business as an authority in the financial planning and advice industry
– Increasing brand authenticity, building trust and credibility with clients
– Influencing buying decisions (90% of customers say a video helps them make a buying decision, according to Forbes)

Video marketing offers a unique way to build trust with your audience, inform potential clients, and share your services across any platform, from social media to your own website.

Training Videos for the Financial Planning & Advice Industry

Training in the financial planning industry is crucial in keeping the wheels of your business turning. Brand new financial planners may come and go like a revolving door. Personalized training videos remove the issues that come with traditional in-person training, allowing business owners and directors to save time and money while improving learning outcomes for their employees.
Indeed, training videos:

– Have a higher overall employee watch rate; employees are 75% more likely to engage in video training than they would with manual training
– Have greater flexibility; an estimated 42% of employees prefer the flexibility of video over other forms of communication and training such as scheduled in-person training or written manuals
– Have a higher retention rate; people recall upwards of 90% of what they see in a video compared to about 20% of what they read
– Will make employee training more effective while reducing training costs; each video can be used over and over again, and improved comprehension makes videos 83% more effective

Training videos are a simple and accessible way to engage your financial planning professionals while keeping training consistent throughout your company.

Interview Videos for the Financial Planning & Advice Industry

You probably think of applying for a job when you think of “interview videos,” but interview videos for the financial planning industry also include styles of marketing videos. Expert interview videos for financial planning are videos that share the perspective of your company’s team and industry leaders. These might be your senior financial planning analysts, directors, or CFO/CEO. On the other hand, customer interviews are another video that allows your targeted audience to hear what clients have to say about your business.

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Both of these types of videos can build credibility for your company and increase trust and understanding with your potential clients. They share insight from professional perspectives as well as a point of view they can relate to. Whether you’re interested in sharing your company’s leadership or what your customers have to say about your company, interview Video Production for Financial Planning & Advice is an effective way to help your company stand out above the rest.

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