Firm Overview

Sell your firm. Tell prospective investors about your Client-First Philosophy, Investment Strategy and Niche Client Base.

Market Commentary Vlog

Instead of posting a PDF to your website. Why not post a video each quarter regarding your feedback on market performance?

Client Testimonials / Case Studies

With the SEC adopting a new Modernized Marketing Rule, financial advisors can proactively use testimonials (from clients), endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Investor Benefits

Independent. Fee-Only/Based. Fiduciary. Comprehensive. Express the importance and your firm's passion.

Educational Events

Hosting a local educational class for investors? Record it and we'll add it to your AdvisorFlex Website.

Team Bios

People like to put a face to a name. Why not take it a step further. Show clients and prospects how passionate your team really is about performance.

What's your video project?

1. Strategy and Planning

Work with our video marketing experts to figure out what videos you need and how to use them to accomplish your business objectives, so we can set standards for what they should look like and what content they’ll contain. Following a formal methodology, we’ll help you refine a strategy for producing and deploying your videos for maximum effect.

2. Remote Video Capture

The subject of your video logs in to a recording session with a Live Director via an smartphone or web browser (with webcam).

A Remote director with the ability to tweak camera settings remotely will be there to assist on the video shoot, to help your subject look and feel their best, hit their talking points (by script or interview), and record an effective video.

Footage is recorded locally (for much higher quality video compared to streaming), and uploaded to our private cloud for editing.

3. Editing & Review

Our editors take the footage and edit it into a rough cut. This includes content editing, color correction, audio optimization, and adding any design elements you have requested (logo sequences, a call-to-action, names and titles, etc.)

You’ll be provided a private link to our video collaboration platform, where you can comment on the rough cut of your video, ask questions, and request modifications with pinpoint accuracy.

We’ll lead you through two free rounds of edits for each video, to make sure that you get the videos that you need. Most videos are edited and delivered within 7 days.