Video editing for financial advisors.
You already have hours of footage: TV and radio segments, webinars, client seminars. We re-cut it into short, captioned videos people actually watch, and nothing posts until you approve it.
Updated
What we build for advisors.
TV and radio segments, as Shorts
Your media appearances cut into 30–60 second vertical clips with captions, one idea per clip, so a segment that aired once keeps working.
Webinars and seminars, cut down
A 60-minute client webinar becomes a set of short, self-contained answers to the questions your clients actually ask.
A refresh of the library you have
The videos already on your channel or website, re-edited: a stronger first line, clean first and last frames, captions and a consistent end card.
Client-education explainers
Retirement income, Social Security timing, required distributions, market updates: talking-head explainers with charts built from figures you supply.
Versions for every place you publish
Sized for YouTube and Shorts, LinkedIn, Instagram and Facebook, a learning center on your website, or your email newsletter.
A compliance-ready review
Disclosures in your firm's wording, a timecoded list of every word on screen, numbered versions. You approve every video before anything posts.
Recent finance edits.
The problem we solve.
Most advisors who do media end up with a library nobody watches. The TV segment airs once. The webinar recording sits on a page. The channel fills with full-length uploads that get a few dozen views. The content is good, and it took real time and money to make. What's missing is the packaging: short clips with captions and a clear first line, which are what people scroll to, share, and send to a friend who's about to retire.
How it works.
- Send what you haveLinks or files: YouTube, Vimeo, Dropbox or Google Drive. Original recordings are best; finished edits work too.
- We pick the strongest momentsEach clip makes one point, opens on a clear first line, and carries captions that match your words exactly.
- You and compliance reviewEvery review cut comes with a timecoded list of all on-screen text, and each round is a new numbered version, so the approved file is never in doubt.
- Approved files, ready to postDelivered with titles and descriptions for each platform. We can post them for you.
Whether your firm answers to FINRA's communications rule or the SEC Marketing Rule, approval stays with your compliance team or principal; we build the edit around that review. Longer explainers run through our talking-head editing workflow and clips through short-form editing. Run a finance YouTube channel instead? See video editing for finance creators.
The services that fit.
Questions, answered.
Anything else? Message Mark and you’ll get a written reply within one business day.
No. Most advisors start with what they already have: TV and radio segments, webinar recordings, seminar footage or the videos already on their channel or website. Send the original files if you have them; finished edits work too.
Yes. Nothing is posted without your approval. Disclosures go on screen in your firm's wording, and every review cut comes with a timecoded list of each word on screen, so reviewers can check the text without scrubbing the video. We don't give compliance advice; approval stays with your firm.
No. We cut for clarity and length, captions match your words exactly, and we never add claims, figures or advice you didn't make. Charts are built only from numbers you supply.
Often, but it depends on your agreement with the network or station: some outlets don't allow their broadcast footage to be re-edited. Check what your appearances allow. Radio shows you own, webinars and your own recordings are usually yours to use.
Wherever your clients and prospects already are: YouTube and Shorts, LinkedIn, Instagram and Facebook, a learning center on your website, or your email newsletter. We size each version for where it will run, and we can post them for you.
Most projects are priced instantly: the quoter gives you an exact, itemized price in about two minutes. A whole library or monthly volume can be scoped by email.
Ready when you are.
See your exact price in about 2 minutes, or tell Mark what you’re making.
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