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Client Video


Capture your clients’ success stories on video. 

  • Real experiences
  • Expertly crafted
  • Always compliant

Client video testimonials have been long recognized as one of the most powerful marketing tools for businesses.

Thanks to the SEC marketing rule, individuals in financial services can now enjoy the benefits others have been enjoying for decades—using client reviews, specifically client video testimonials, to build trust in an authentic way.

Why the New SEC

Rules Matter

Your best salespeople are your happy customers. That is why most of your business comes from client referrals. 

When someone has a positive experience, they share it with those they know. That happens even more, today, thanks to social media.

 And part of their process will be discovery and validation.

81% of people go online before making a purchase decision

#1 Reason for Choosing an Advisor:


People do business with those they know, like, and trust. If they don’t trust you, they won’t buy from you. And to establish trust, you can’t just share facts about where you were educated and the services you provide.

To establish trust, people want to know how well you have worked with your clients. And there is no better way to get that validation than to hear from someone who has already worked with you. 

Thanks to the SEC marketing rule, client video testimonials are going to be a game-changer for financial advisors. It gives people a better understanding of you and allows you to build rapport and establish an emotional connection.

Discover the Power of Client Stories

Why Video Testimonials Are Crucial

Bringing authenticity and credibility to your financial advisory practice


Real clients sharing real experiences


Video content is more engaging than text


Testimonials can significantly influence client decisions

Client Video Testimonial Example

This video was shot 100% remotely in less than 1 hour using an Apple iPhone

Delivering Real Value

Benefits of Our Video Testimonial Services

Experience the power of authentic storytelling through our unique service offerings

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


100% Remote Video Production

We use the leading remote video technology to capture high-quality video remotely


Compliance Services

We understand the SEC regulations inside out and make sure all testimonials are fully compliant


Improve Online Reputation

With powerful testimonials, enhance your credibility and foster trust among your prospects


Increased Conversion Rates

Testimonials can significantly improve your conversion rates, turning prospects into clients.


Efficient Process

Our turnkey process ensures quick turnaround times without compliance concerns.

Don't Just Take Our Word For It

Video Testimonial Examples

See how our videos our building just faster

Experience the Difference Today

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