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Video Marketing for Financial Advisors

Helping Financial Advisors Overcome Challenges

Building Genuine Trust

Building trust can take multiple meetings, spanning weeks or even months. It’s the biggest hurdle in converting prospects to clients.

Compliance Hurdles

Even after producing a video, it must be approved by compliance. Frequent rejections and revisions can lead to mounting frustrations and higher costs.

Professional Video Production

Achieving high-quality video content is costly and time-consuming. Advisors have to visit studios or arrange for production crews to come onsite.

Effective Marketing

It can be frustrating investing time and money into videos only not  have them get seen and fail to provide the results you desire.

About Our Team

Committed to Delivering Excellence

Our team is composed of dedicated professionals with extensive experience in financial services, compliance, and video production. We pride ourselves on delivering high-quality, industry-compliant video testimonials and advisor profile videos that enhance our clients’ online reputation. Our approach is collaborative, tailored, and efficient, ensuring we meet your specific needs every step of the way.

David Vogel


David Vogel has a 20-year history in feature films and national TV commercials, He is also an experienced video strategist and digital marketer. Recognized as a leader in remote video production, he saw the SEC’s marketing rule change as a chance to innovate. By integrating remote video production with compliance, financial advisors have a powerful tool to build trust with prospects: client video testimonials.

Sander Ressler

Vice President

Sander Ressler has broad and deep expertise in compliance, supervision and operations – including more than 30 years of hands-on, frontline experience with broker-dealers and registered investment advisers. He rose from state regulator to CCO of multiple firms. Frequently quoted in industry publications, he is an expert columnist for Wealth Solutions Report.

Frequently Asked Questions

What you need to know about Vidiance

Vidiance specializes in producing compliant video content specifically tailored for financial advisors. Our 100% remote video production process allows us to interview you and your clients, no matter where you are, in as little as 30 minutes. Plus, with our compliance oversight, we alleviate the frustration of endless revisions and ensure that your video meets industry regulations.

Typically if you want professional quality video content, you would hire a local video production company. They would bring a crew including a videographer, gaffer, sandman, director, and producer and all the necessary equipment including HD video cameras, lighting equipment and sound gear. And you would have to hire them for the entire day regardless of how much video you need shot.

With remote video production it is now possible to capture professional quality video without the cost or logistics associated with an in-person video production crew. Now thanks to smartphones, mobile apps, and the internet, it is now possible to hire a virtual video production crew to help you capture video whenever you want and wherever you want.

Unlike hiring an in-person crew, you can hire them for as little as an hour or all day if you want so it makes capturing professional quality video possible for any advisor, no matter what their budget.

Our compliance oversight ensures that your video meets industry regulations to minimize and, in most cases, eliminate the need for compliance revisions. This makes the process easy for you, your compliance department and avoids video editing overages.

Yes, you should be the one choosing the clients to be interviewed for the testimonial videos. Once you have, you can help your client schedule or if you provide us with their name, email address and mobile number, we will coordinate with them to schedule their remote interview.

All of our video testimonial shoots are interview-based. That means that our professional interviewer is remotely asking questions of your customer through our mobile app. 

The key to a great video testimonial is a great story. And you get a great story by knowing what questions to ask. An interview is a dynamic process which requires someone who knows how to ask follow up questions to help uncover the most compelling story possible.

Yes, absolutely. Our remote video production service can be used to create advisor profile videos. Instead of interviewing a customer, we can interview a financial advisor to tell their story and the story of their business. 

Because people have a short attention span, we try to keep a customer video testimonial to between 90 and 120 seconds. This means we are only using about 15% of the footage shot.

Typically, our clients love the first edited version of their video testimonial and don’t require any revisions. But if you want, we include two rounds of revisions.

We deliver your edited client video testimonial in 10 business days or less.

At Vidiance, we offer a 100% satisfaction guarantee. If you are not completely satisfied with the final video, we will work with you to make the necessary changes until you are happy with the outcome.

Yes, our short-form 30-second video testimonials are not only great for social media but also as paid advertisements. If you are looking to attract new prospects, YouTube video ads is a great option available to financial advisors. Be sure to check with your company to see if they allow the use of video for paid advertising. 

As a remote video production service, there are no limits on the types and kinds of videos we can create. Besides client video testimonials and advisor profile videos we help advisors be seen as a trusted advisor with educational videos.

We also offer video consulting, video marketing, video SEO, and advertising services.  Schedule a call with one of our video marketing consultants to find out how remote video can help you in your business.

Leverage client testimonials and the SEC’s new marketing rule for growth