7 video types financial pros should be creating
- Cindy Schrauben
- Apr 4
- 5 min read
By Cindy Schrauben
Great Gus Marketing
Last week, a financial advisor client asked me, “Do I really need to create videos? Can’t I just stick with blogs and emails?”
My answer? If you want to connect with today’s clients and prospects, video isn’t optional anymore.
Consider these statistics from Wyzowl’s Video Marketing Statistics 2025 report:
89% of businesses use video as a marketing tool
93% of video marketers report a positive ROI
73% believe videos between 30 seconds and 2 minutes are most effective
People are 2x more likely to share video content than any other type of content
98% of people have watched an explainer video to learn more about a product or service
For financial professionals specifically, video offers a unique opportunity to humanize your services and build trust. Relationships are a vital part of financial services. Seeing your face and voice helps prospective clients feel they know and trust you.
So, what types of videos should you be creating?
Following are seven types of videos every financial professional should consider adding to their marketing strategy.
1. Informational videos
Informational videos allow you to share your expertise. The key is to avoid jargon and break down complex financial concepts using easy-to-understand language.
Ideal length: 2 to 3 minutes. Research shows viewer engagement drops significantly after the 2-minute mark.
Pro tip: Use visuals, charts, or simple animations to illustrate concepts that might be difficult to explain with words alone.
2. Market update videos
Your clients want reassurance and clarity when the market fluctuates or economic conditions change. Market update videos allow you to explain what’s happening and, more importantly, how it might impact your audience.
Again, avoid industry jargon. What seems like basic terminology to you might be confusing to your clients. Focus on the real-world implications of market changes.
Ideal length: 1 to 2 minutes for regular updates and 3 to 4 minutes for more significant market events.
Distribution channel: These work especially well in email newsletters or as part of a regular series on your social media platforms.
3. FAQ videos
What questions do you hear most often from clients? These topics make perfect video content.
By answering frequently asked questions, you’re helping your current clients and addressing the concerns of prospects who may have the same questions.
Ideal length: 1 to 2 minutes per question. Consider creating a series of short videos rather than one long FAQ video.
Technical consideration: Good audio quality is particularly important for FAQ videos, as you’re delivering specific information that viewers need to hear clearly.
4. Get-to-know-you videos
Building the “Know, Like & Trust” factor is crucial in financial services. Get-to-know-you videos help humanize your business by sharing your story, what drew you to financial services, and why you’re passionate about helping clients achieve their goals.
Don’t be afraid to let your personality shine through. Clients choose to work with people they connect with, not just with those who have the right credentials.
Ideal length: 2 to 3 minutes
Distribution channels: These videos work well on your website's “About” page and as pinned posts on social media profiles.
5. Expert interview videos
Deepen your audience’s understanding of a topic by interviewing another expert. This could be a tax professional, estate planning attorney, or even a colleague with a different specialty.
Make sure the interview is jargon-free and focuses on information your audience will find valuable. Having a conversation with another expert also positions you as someone who’s connected and collaborative.
Ideal length: 5 to 10 minutes, depending on the topic complexity
Technical considerations: For interview videos, invest in a simple two-person setup with separate microphones for clear audio.
6. Timely videos
The financial world changes day by day and even hour by hour. Timely videos allow you to respond quickly to market shifts, tax law changes, or seasonal opportunities. You can offer tax tips during tax season, retirement planning strategies at the beginning of the year, or even fun videos celebrating holidays.
These videos show that you’re current and engaged with what’s happening in your industry and the broader world.
Ideal length: 1 to 3 minutes
Pro tip: Create a simple template for these videos so you can produce them quickly when timely topics arise.
7. Testimonial videos
Nothing builds credibility like hearing from satisfied clients. Testimonial videos feature happy clients who can explain first-hand why they love working with you and how you’ve helped them achieve their financial goals.
Compliance consideration: Be sure to follow all regulatory guidelines regarding testimonials. The SEC’s updated marketing rule allows for testimonials but with specific disclosures and requirements.
Ideal length: 1 to 2 minutes per testimonial
Technical consideration: If possible, film these at your office with proper lighting to ensure a professional look that reflects well on your business.
Getting started with video marketing
You don’t need expensive equipment to create effective videos. Here’s what you need:
A smartphone with a decent camera (most modern phones will work perfectly)
A simple tripod or phone stand ($15 to $30)
A clip-on Lavalier microphone for better audio ($20 to $50)
Natural lighting or a basic ring light ($30 to $60)
Most importantly, you need to be consistent. Schedule regular video creation sessions and start with the types that feel most comfortable.
Distribution strategy
Creating videos is only half the battle; you also need to share them effectively:
Website
Embed videos on relevant pages of your website
Include video thumbnails in your newsletters. According to GetResponse Email Marketing Benchmarks, emails that include video have click-through rates 96% higher than emails without video.
Social media
Upload videos natively to each platform rather than sharing links
YouTube: Create a channel to house all your video content in one searchable location
LinkedIn: Financial professionals often see the best engagement on this platform
Compliance Considerations
Financial professionals face unique compliance challenges when creating video content:
Always have your compliance team review videos before publishing
Keep recordings of all published videos as part of your records
Be mindful of making specific performance claims or guarantees
Follow regulatory guidelines regarding testimonials and endorsements
Consider adding appropriate disclosures as text overlays or in video descriptions
Measuring Success
Like any marketing effort, you should track how your videos perform:
View count: How many people watched your video
View duration: How long viewers stayed engaged
Engagement: Comments, likes, and shares
Conversion actions: What viewers did after watching (contacted you, signed up for a newsletter, etc.)
These metrics will help you refine your video strategy over time and focus on creating more of what resonates with your audience.
Final Thoughts
Video marketing might seem intimidating at first, but it’s one of the most effective ways to build connections with prospects and deepen relationships with existing clients.
Start small with just one type of video, get comfortable with the process, and then expand your video library over time. Your authenticity is more important than perfect production value, especially in financial services, where trust is paramount.
The most important step is to begin. Your future clients are waiting to see who you are and what you know – show them through the power of video.
I’m a copywriter and strategic marketer for financial professionals. I'm ready to help if you’re a financial advisor or financial coach and want assistance creating marketing that will connect with your ideal clients! Book your free 10-minute strategy call today.
Based in Kalamazoo, Michigan, Great Gus Marketing specializes in copywriting, content writing, and marketing strategy.
