Even referrals check.
They’ll look you up either way. Make what they find worth a call.
Done-for-you bio videos for financial advisors
Give your prospects a reason to call.
You give us three hours. We give you video that elevates your standing as an advisor.
See our work
Like what you see?See our work
Why video
Your prospects look you up before they call. Give them more than a bio.
What they find today
- Boilerplate copy that sounds like every other advisor’s site
- Credentials, but no sense of how you think or talk
- No way to tell if you’re a fit until the first meeting
What they find with video
- Your voice, your judgment and your personality
- Familiarity before you’ve met, the way a podcast host feels familiar
- A clear reason to call, or a polite pass that saves you the meeting
Amplify you, not your calendar.
Your style and expertise reach more people without more meetings.
Stay present with clients.
Keep clients current on what you know, without “touching base” calls.
Answer it once.
The questions every client asks, answered in your tone, on repeat.
Your time
Advisor bio videos only take about 3 hours of your time total.
Want the details on each step?
See the full processGood video is hard to make. That’s the part we handle.
The technical side takes years to learn. Knowing what to say so a prospect trusts you enough to call isn’t on the Series 7.
We do the preparation, direction and editing. You show up and talk shop.
Interview questionsTalking points built around your firm’s policiesEquipment shipped to you, or our studioOn-camera directionEditing
See our workDon’t know what to say? Not a natural on camera? We’re for you.
Our founder and head director (more about him below) is a lifelong actor and financial-services presenter who has raised millions talking on camera for private equity funds. He has directed hundreds of speakers to come across just as trustworthy and authentic as they are in a one-on-one meeting.
You know how to sell. You need someone who knows how to capture it on camera.
Record remotely with equipment we ship to you, or at our beachside studio in San Diego. We prepare talking points customized for your ideal clients and your firm’s policies. You just show up and talk shop with Drew.
No scripts to memorize. We guide the conversation.
See our work
See what a guided conversation can become.
A clear introduction. Your own words. A reason to get in touch.
Your words
Talking shop, unscripted.
Guided on camera
We handle framing, lighting and direction.
A reason to call
A close that invites the next conversation.
Sample film frames. People shown are illustrative footage.
100% satisfaction guaranteed. If for any reason you aren’t happy with your video and decide not to use it, we’ll refund you.
See our workMeet your director,
Drew Carpenter.
You don’t have to be a natural on camera.
Drew’s background is unusually well suited to directing interviews for high-trust professionals. He spent nearly 20 years as a radio personality, interviewing people from all walks of life. He then launched a voice-acting career he continues today, voicing ads, brand films and training content, and writing copy for brands including Google, Allstate, Ryder and Alaska Airlines.
Along the way he began writing and delivering investment webinars to accredited investors for several large commercial real estate and private equity firms. He built and sold his own residential property-management company and is an active real estate investor.
One more fact makes him a particularly good fit: he started his career with a paralyzing fear of public speaking. He knows how intimidating a camera can be, even for very accomplished people, and how to direct clients so they come across as they are in real life: confident, self-assured, knowledgeable professionals.
Private pilot.Active scuba diver.Forever a bad surfer.
Let’s make a video you’d be proud to send a prospective client.
We handle the preparation, direction, and editing. You bring the expertise.
FAQ
Questions advisors ask
Something else on your mind? Bring it to your consultation.
How much of my time does this take?
About three hours from start to finish: a short consultation, a 45-minute Zoom so we can get to know you and your practice, and the recording itself. We handle the preparation, direction and editing.
Do I need to write or memorize a script?
No. We prepare talking points customized for your ideal clients and your firm’s policies. Drew guides the conversation; you show up and talk shop.
I’m not a natural on camera. Will this work for me?
That’s exactly who we’re for. Drew started his career with a paralyzing fear of public speaking, and he has directed hundreds of speakers to come across as trustworthy and authentic as they are one-on-one.
Where do we record?
Remotely, with equipment we ship to you, or at our beachside studio in Mission Beach, San Diego. Either way, we guide you every step of the way.
Can my firm review the video before it’s shared?
Yes. Talking points are prepared with your firm’s policies in mind, and you and your firm review the edit before anything is shared.
What if I don’t like the result?
You’re covered by our 100% satisfaction guarantee. If for any reason you aren’t happy with your video and decide not to use it, we’ll refund you.
Is a trip to the San Diego studio tax deductible?
It may be. Ask your CPA.