Video Production for the Financial Planning Industry

Financial planners face distinct advantages when the economy does well and macroeconomic conditions result in higher income yields, healthy markets, improved employment, and stronger than average discretional incomes which cause consumers to make more money and seek financial assistance to ensure they’re “doing the right thing” with their incomes. Unfortunately, macroeconomic trends toward financial safety don’t last forever, and consumers find themselves in debt, without steady employment, struggling to get by and in need of help; and when this happens, the financial planning industry experiences revenue loss such as was the situation in 2019 when sharp declines in revenue would be experienced across the board. Video Production for the Financial Planning Industry focuses on helping to spread the word, increase audience awareness, boost consumer engagement and drive leads for businesses that provide financial advice.

Tapering inflation concerns will fuel appreciating asset values and boost fixed-income markets that are important to financial planners, and as industry revenue increases in this $59 billion dollar market, more households will appropriately seek financial planning assistance. Experts in financial planning & the promotion of financial advice will focus heavily on the use of key economic indicators to remind wealthy households of their need to properly manage their finances.

Beverly Boy Productions offers many different expert video production services for financial planners to help them increase audience awareness and grow profits for their firms. From promotional videos & video marketing, to training videos and expert interviews, we can’t wait to help you grow your financial planning and advice business to the next level.

Promotional Videos for the Financial Planning Industry

Promotional Video Production for the Financial Planning Industry is mostly focused on the creation of short, engaging videos that promote financial safety nets, high yield dividends, investments, and fee-based financial advice services. Many financial planners will utilize promo videos to increase community awareness of their services & key opportunities on social media, their corporate website, or on television but promos can also be distributed via email marketing campaigns. In fact, studies have proven that including a video in your email campaign can increase click through rates by up to 300% or more!

Marketing Videos for the Financial Planning Industry

Marketing videos are used at each stage of the funnel to draw consumer awareness to financial planners, generate leads, and boost client conversions in order to grow financial portfolios and boost revenues & profits for the financial advisor. Optimized videos will always have the end goal of bringing in viewers to produce revenue for the clients as the key purpose, but they can come across as fun, engaging, or otherwise inviting videos that reach a wide audience of viewers with financial advice, financial literacy, and other important data that is closely connected to improving audience awareness around financial topics & campaigns.

Financial advisors can benefit from the creation of expert marketing videos which will:

• Increase revenue generation up to 49% faster than non-video campaigns.
• Increase the number of qualified leads generated by 66% or more.
• Increase landing page conversions.
• Increase email click through rate.
• Drive more qualified connections & social media reach.

Video is so prominent and important to today’s marketing campaigns for financial planners that 87% of marketers that are using video agree it is the best media for increasing ROI for their campaigns!

Training Videos for the Financial Planning Industry

The use of training videos for the financial planning industry can have several key benefits. Financial planners can use training videos in their hiring and onboarding initiatives to improve employee engagement, increase productivity, and ensure that new hires are understanding the complex topics that they’re teaching. In fact, studies prove that employees retain 95% of messaging that is provided in a video compared to about 10% when written manuals are offered.

Training Video Production for the Financial Planning Industry is also incredibly valuable on the client level. Financial planners can introduce video-based training programs to their clients to help clients understand complex money & financial investment topics, to learn how to properly utilize software & tools offered by the financial planning company, or to otherwise understand complex concepts relative to financial literacy & investment opportunities.

Interview Videos for the Financial Planning Industry

As a financial planner, getting your clients to invest their time & commit their money to you for proper care is a huge order. If your clients don’t trust you, they’re not going to commit. Fortunately, interview videos provide a one-way direct connect to your audience to help your clients feel confident in the expertise and experience that you bring to managing their financial portfolios.

In fact, interview videos can:

• Increase client trust & commitment to your business.
• Improve conversions & drive increased leads for your campaigns.
• Boost confidence & ensure client acceptance of your services.

Ask Team Beverly Boy about the use of interview videos, and the various other expert services in Video Production for the Financial Planning Industry that can help you to achieve your financial planning & investing goals for your clients!