Video Editing for Financial Advisors
Financial advisors have the best content problem: everyone wants to know about money, and almost nobody explains it clearly. The catch is compliance. We edit with that built in — no performance claims, no return projections, a disclaimer end card on every video, and a review-ready export your compliance officer can approve before anything goes live.
Is this for you?
✓ Good fit
- Independent advisors and RIAs building a client base
- Planners specialising in a niche — physicians, tech employees, retirees
- Advisors whose compliance team allows social video with review
✕ Not ideal for
- Advisors whose firm prohibits social media entirely
- Content promoting specific securities or returns
- Anyone wanting to bypass their compliance process
What financial advisors should be posting
Financial Advisors content, in numbers
What's included
Pricing
Every video is up to 60 seconds of finished output. A 90-second video counts as two. Unlimited revisions, no contract, cancel anytime.
Frequently asked questions
How do you handle compliance?
We deliver a review copy before publishing. Your compliance officer approves or comments, we revise, then it goes live. Every video gets your required disclaimer as an end card and in the caption. We never add claims.
Can you edit market-reaction videos quickly?
Yes — Growth and Scale plans include 24-hour and 12-hour turnaround, so a video recorded at 9am about that morning's news can be live by evening after review.
What if my firm has specific branding rules?
Send the brand guide. We apply fonts, colours, logo placement and required text exactly. Consistency is easy for us — it's what we do all day.
Do financial advisors get clients from Reels?
Yes — especially niche advisors. A viewer who's a nurse and sees 'financial planning for nurses' will DM. Generic 'save more money' content doesn't convert; specific does.
Send us your footage. We'll handle the rest.
Upload to a shared Drive folder, first cut in 24–48 hours, unlimited revisions, published to your accounts.
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