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When creating FAQ videos, the focus should be on providing value, education, and helpful information without any overt self-promotion or recommendation of specific products or securities.

Here are some SEC compliant educational video ideas that we can create for financial advisors:

  • Explainer videos breaking down complex financial concepts, strategies, and products in a simple, easy-to-understand way
  • Videos that provide market analysis, commentary, and insights to help guide clients’ investment decisions
  • Thought leadership interviews with financial experts sharing their perspectives on industry trends
  • Step-by-step tutorials for using financial planning tools or software platforms
  • Videos introducing the advisor’s overall philosophy and approach to money management
  • Office tour videos giving a behind-the-scenes look at the advisor’s operation
  • Educational webinars recorded and repurposed as videos
  • Videos spotlighting an advisor’s credentials, certifications, awards, and community involvement

The Benefits of Educational


  • Demonstrates your expertise and establishes trust with prospective clients. Videos allow you to showcase your knowledge on relevant topics.
  • Provides helpful information to current clients, deepening relationships and positioning you as a trusted guide.
  • Allows for complex concepts to be explained in an easy-to-understand, visual format. Visuals aid comprehension.
  • Can be reused across multiple platforms like websites, social media and email nurturing campaigns. Extends the content’s reach and shelf life.
  • Helps attract organic search traffic by using relevant keywords. Well-optimized videos can boost SEO.
  • Allows personality and passion for finance to shine through in an engaging way. Humanizes advisors.
  • Educating leads nurtures them into sales-ready prospects already aligned with advisor’s service offerings.

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