You know video is a powerful tool for financial advisors. But how do you get started? Our video toolkit includes seven essential checklists, templates, and calendars to create your first video marketing strategy.

By signing up for our toolkit, you’ll get new assets in your email inbox every week for 4 weeks. This plan will take you through the entire process of planning, filming, and distributing your first video to grow your firm. Follow our steps and become a video master!

As always, consult your compliance department for rules surrounding video before getting started.

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 Fill out the form to get the toolkit delivered to your inbox.

Sign up for our video toolkit to receive:

  • Script template and guide
  • Pre-production checklist
  • Guide to Youtube
  • Calendar and content plan

Become a Video Master

Receive your weekly video tools and create your first video marketing strategy.