facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!

By Namisha Goel Outreach

Video Marketing for Financial Advisors: 3 Ways to Promote Video on Your Website and Blog

5 minute read
Video Marketing for Financial Advisors: 3 Ways to Promote Video on Your Website and Blog Featured Image
Today, video marketing is one of the most influential ways to get yourself out there. When it comes to video marketing for financial advisors, there are two main types of videos you can create- more branded/polished videos for your homepage or “about me” page vs. more raw material videos for your blogs. These two video types tend to look different, and also have a different impact on your clients and prospects. Having unique videos on your home screen and your blogs can significantly boost your business and help you stand out from the huge pool of competitors.
video marketing

Below we will provide a roundup of advisor websites who have done a great job incorporating videos on their websites and blogs.

Homepage Videos

Homepage videos tend to be more branded and polished. After all, this is usually the first video that prospects and clients will see when they come to your site. Therefore, it’s important that this video reflects the best representation of you. This video should be a basic explanatory video that showcases who you are and what you do.

Take a look at this example below from Miller Premier Investment Planning, LLC.

homepage video

Here is another example from YellowWood Wealth Solutions. These homepage videos focus on how YellowWood was formed and why it was built.

homepage video from YellowWood Wealth Solutions

About Me/Us Videos

Like homepage videos, about me/us videos also tend to be more branded and polished. However, these are a bit more personal and engaging, as you’re trying to get the viewer to resonate with you and your firm. These videos help your clients and prospects see who you are and often your clients and prospects form a first impression from these videos.

Here is an example from Platinum Bridge Wealth. As you can see, this video is taken on the beach which adds a personal touch. This specific video features the financial advisor himself, letting the viewer put a face to the name.

about us video platinum bridge wealth

Here is another example from Weiss Financial Group

weiss financial group about us video

Videos On Your Blog

Did you know that the average person spends 88% more time on a website that has video? Furthermore, people retain 95% of a message when they watch a video in comparison to just 10% when reading only text. These statistics offer undeniable insight that videos are a much better source of sharing content than typical long-form blog posts. Your videos on your homepage and about us section are broad – focusing on you and your firm in general. On the other hand, videos on your blog are about a specific financial topic that your clients and prospects are interested in. Also, there is more flexibility when it comes to creating videos on your blog- they don’t have to be AS professional and branded as your website videos. However, they still need to look good as they are a reflection of you and your brand. 

Here is an example of Miller Premier Investment Planning’s video blog. These videos are doodle-style.

In the examples below, the video blogs feature the financial advisor themselves rather than being a doodle blog like the one above.

Perspective Financial Services:

Thinking Big Financial:

Sophos Financial:


Is your Marketing Strategy Ready to Soar?

We’re ready to help your content take flight 🚀! Work with Twenty Over Ten’s team to build a website and start driving more leads for your firm. With automatic site archiving, unlimited blogging, and site archiving for compliance — we’ve got everything you need!

Let’s Go!

About the author

Namisha Goel

Namisha is a Content Creator at Twenty Over Ten, passionate about fostering community growth. A Bollywood enthusiast, she loves to travel and hopes to experience all seven wonders of the world.