# Financial Advisor Video Marketing

Financial education shorts for advisors and planners — one concept each, no performance claims, no recommendations, ready for compliance review.

Canonical page: https://www.veedio.co/tools/financial-advisor-video-marketing
Search intent: A US financial advisor, planner or RIA that wants educational video for prospects, and has to keep it inside marketing and compliance rules.

## What it produces

- 5 to 8 scenes, each with one spoken line and one generated frame
- A minute by default; 30, 60, 90 or 180 seconds are selectable in the composer (paid plans to 180s). Scene length comes from the narration's true duration
- ElevenLabs voiceover: 5 voices, narrating in any of 29 languages
- Word-timed captions burned in from the voice model's own character alignment
- A licensed music bed, ducked under the narration, loudness-normalised master
- 9:16, 1:1 or 16:9, 1080-class, no watermark on any plan

## Preset applied on this page

- Source type: prompt
- Voice: adam
- Captions: subtle
- Music: none
- Visual style: 3d
- Aspect ratio: 9:16

## The brief this page adds, verbatim

This string is prepended to whatever the visitor types before the scriptwriter
sees it — in the free preview on this page, in the video you generate after
clicking through to the composer, and in the API when you send
`preset: "financial-advisor-video-marketing"`. It is the only difference between this page and
the others.

> Write a short financial education video for a financial advisor or planner. Open on a common situation, explain one concept generally and accurately in plain English, and close by suggesting the viewer discuss their own situation with a qualified professional. State that it is educational, not individual advice. Never recommend a specific security or product, never mention returns, performance or guarantees, never use testimonials, and never invent figures, limits or tax rules.

## Example inputs from the page

- What a Roth conversion is, and the questions to ask before doing one
- Three things to do with a 401(k) when you change jobs
- What a fiduciary is, and why the word matters when you choose an advisor

## Free with an account

The widget on the page runs the real scriptwriter with this preset and returns the
script, the per-scene image prompts and the estimated runtime. That needs a free
account — it takes a moment and no card — and costs no credits. Rendering the
visuals, voiceover and final file does spend credits.

## How it works

1. **Pick a concept** — Something prospects ask about: rollovers, conversions, fiduciary duty.
2. **Education, not advice** — One concept, no products, no performance, no testimonials.
3. **Route through compliance** — The script comes back first; render once it is approved.

## Education is the marketing

Prospects choose an advisor whose explanations they already trust. Short videos that explain one concept clearly — what a Roth conversion is, what to do with an old 401(k), what fiduciary means — answer the questions people search for and show how you think, without saying anything a compliance officer would strike.

This preset writes one concept per video in plain English, in a measured voice over clean 3D-rendered scenes with no music by default, and closes by suggesting viewers discuss their own situation with a qualified professional.

## Written for compliance review

Advisor marketing is regulated — the SEC’s marketing rule for investment advisers and FINRA’s communications rules for broker-dealers among them — and the common problems are performance claims, testimonials, specific recommendations and anything promissory. The brief forbids all of them, labels the video as education rather than advice, and never invents figures, contribution limits or tax rules; type the figure you want and it uses it.

Because the script comes back before anything renders, it can go through your firm’s review and archive process first. Required disclosures go in the caption or on an end card added in an editor. This page is not compliance advice.

## Steady, evergreen, reviewable

Most financial concepts change slowly, so an approved library keeps working for years. Connect TikTok, Instagram and YouTube once and publish to TikTok, Reels and Shorts from the app, on every plan. Mini connects 1 account, Starter 3, Pro 6 and Studio 25.

Plans are monthly: Mini $7 (200 credits), Starter $19 (600 credits), Pro $49 (2,000 credits), Studio $149 (7,500 credits). A five-scene short in pictures costs 13 credits; with AI motion in every scene it costs 68. You see the price before you generate, and the first payment on any plan has a 7-day money-back guarantee. Starter ($19 a month, 600 credits) covers about 46 five-scene shorts in pictures, or about 8 with AI motion in every scene.

## Who it is for

- **Independent RIAs** — Education videos that show how you think, inside the marketing rule.
- **Financial planners** — Plain explanations of the decisions clients face at each life stage.
- **Advisors at broker-dealers** — General education to route through your firm’s review before posting.
- **Tax and retirement specialists** — Rollovers, conversions and distributions explained generally.

## Compared with making it the usual way

| | The usual way | With Veedio |
| --- | --- | --- |
| Input | Script, compliance pre-review, film, compliance post-review. | One concept, typed; the script goes to review before a frame renders. |
| Visuals | An advisor at a desk, or charts that imply performance. | Clean 3D scenes with no performance charts, one per line. |
| Voiceover | Book a VO artist, or record yourself and cut the breaths out. | Five ElevenLabs voices, re-recorded free whenever the line changes. |
| Captions | Auto-captions that drift, then an hour nudging keyframes. | Burned in from the voice model’s own word alignment, so they land on the syllable. |
| Turnaround | Days, and most of it waiting on someone else. | About a minute, and you watch it fill in scene by scene. |
| Changing it | Re-shoot when compliance changes a phrase. | Edit the line; only that line’s voice is re-recorded. |

## FAQ

### Is it compliant with the SEC marketing rule or FINRA?

It is written to avoid the common problems — performance, testimonials, recommendations, promises — but compliance is your firm’s determination. Route every script through your review process before rendering and publishing.

### Will it recommend investments?

No. The brief forbids recommending specific securities or products and labels every video as education rather than individual advice.

### Can I archive the scripts?

The full script is shown before anything renders, and each scene’s line stays visible in the editor afterwards. Keep copies in your firm’s own archive as your rules require.

### Can I try it before I pay?

Yes. Your first video is free: 30 seconds in pictures, with voice, music and captions. No card. AI motion, videos longer than 30 seconds and sound effects need a plan, from $7 a month.

### What does it cost?

Plans are monthly: Mini $7 (200 credits), Starter $19 (600 credits), Pro $49 (2,000 credits), Studio $149 (7,500 credits). A five-scene short in pictures costs 13 credits; with AI motion in every scene it costs 68. You see the price before you generate, and the first payment on any plan has a 7-day money-back guarantee.

### Can it post to LinkedIn?

Not directly: the app publishes to TikTok, Instagram and YouTube. Download the file and upload it to LinkedIn yourself; 1:1 and 16:9 suit LinkedIn feeds.

### Can I be on screen?

Not from your own footage. On Pro and Studio, a presenter scene puts a lifelike AI avatar on screen speaking your script, lip-synced to the voice you picked. It is an AI presenter, not you, and should not be presented as one of your advisors.

### Do we own the videos?

You own the videos on every plan and can use them commercially, paid ads included. There is no watermark on any plan, the export is 1080p, and the music beds are licensed for commercial use with no attribution.

### Do I have to sign up to try this?

Yes, a free one. Signup takes a moment and needs no card. Once you are signed in, the box at the top writes the script and the shot list for no credits — that is the part that decides whether the video is worth making.

### What does it cost?

Starter is $19 a month for 600 credits, Pro $49, Studio $149. A credit is a unit of pipeline cost rather than a video, so a five-scene short costs less than a nine-scene one, and you see the estimate before you spend anything.

### Do I own the videos, and is there a watermark?

You own them, on every plan, and there is no watermark on any plan, no resolution cap and no platform withheld. Four things do follow the plan, because they are what a video costs to make: AI motion and sound effects need Starter, and a presenter avatar and the choice of video model need Pro. Everything else — every voice, every language, every caption style, every aspect ratio — is the same on all of them.

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