For RIAs & Wealth Management Firms

A Founder Video That Makes 
Your Firm Standout.

FinVidi creates polished 2–3 minute homepage videos for financial advisory firms — filmed on-site, edited for web, and delivered with reusable branded video assets.

  • Fixed $4,000 package
  • Travel included
  • Filmed at your office
  • Delivered in ~2 weeks
  • Built specifically for financial advisors

Designed for RIAs, wealth management firms, and advisor teams that want a stronger first impression online.

FinVidi

Featured on

Kitces.com
Social Advisors
PPC Financial Planning
The Problem

Most Advisor Websites Say the Same Thing. Video Helps Prospects feel the Difference.

Before a prospect ever schedules a meeting, they're already forming an impression of your firm. A founder video gives them a faster way to understand who you are, what you believe, who you serve, and what it might feel like to work with your team.

Instead of relying only on written website copy, this video gives prospects a real sense of your voice, personality, process, and professionalism.

The Offer

The Complete Advisor 
Founder Video Package

A complete on-site video package built to give your firm a stronger homepage presence and a library of reusable branded video assets.

Flat Fee
Advisor Founder Video Package
$4,000
Travel included
  • 2–3 minute homepage founder video
  • On-site interview filming
  • Office and team B-roll
  • Custom animated logo intro/outro
  • Branded graphics package
  • Edited web-ready final video
  • Reusable B-roll clips for future content
  • Approx. 2-week turnaround after filming
Schedule a Call →
DELIVERABLES

What We Create

01

Founder Interview

We capture the story, philosophy, and personality behind the firm.

02

Team & Office B-Roll

Natural footage of the office, team interactions, meeting spaces, and day-to-day client experience.

03

Advisor Process

We help communicate how the firm works with clients and what prospects can expect.

04

Branded Motion Package

Custom animated logo elements and branded video graphics — reusable across future content.

Why It Matters

A Simple Video That Can Work Across Your Entire Marketing Presence

Your founder video can live on your homepage, about page, email follow-ups, prospect nurture sequences, social channels, and referral partner introductions. It becomes a simple, polished way to help prospects feel more comfortable before the first conversation.

Schedule a Call →
  • Improve the first impression of your website
  • Help prospects get comfortable before booking a meeting
  • Give referral partners an easy asset to share
  • Create reusable footage for future marketing
  • Establish a consistent branded video look
OUR WORK

Example Video Styles

Founder Story Video

A personal, trust-building video centered around the founder's background, values, and client philosophy.

Firm Overview Video

A polished homepage intro that explains who the firm serves, how the team works, and what makes the firm different.

Advisor Process Video

A clear, client-facing video that explains the experience of working with the firm from first meeting to ongoing planning.

Process

Simple Process. Minimal lift from your team.

01

Planning Call

A short call to understand your firm, your audience, your message, and the best filming approach.

02

On-Site Filming

We come to your office, film the interview, capture B-roll, and gather everything needed for the final video.

03

Edit & Brand

We edit the 2–3 minute video, add branded graphics, animate your logo, and polish the story.

04

Final Delivery

You receive your final homepage video and reusable video assets for future marketing use.

Timeline

Designed to Be Completed Quickly

Most projects are delivered within approximately 2 weeks after filming, depending on review timing and feedback. The goal is to make the process simple, efficient, and easy for your team.

Optional Add-On

Want to Turn One Video Into a Full Video Marketing System?

For firms that want to keep building momentum after the founder video, FinVidi also offers ongoing monthly video marketing packages for advisors — including YouTube strategy, scripting, editing, short-form clips, and content distribution support.

Bluespring referral offer

Firms referred through Bluespring receive 10% off ongoing FinVidi recurring packages.

CodeBLUESPRING
Explore Ongoing Video Packages →
FAQ

Common Questions

How long is the final video?+

The final homepage video is typically 2–3 minutes long — long enough to communicate your story clearly, but short enough to hold attention online.

Do we need to write a script?+

No. FinVidi guides the interview and helps shape the message. The goal is to make the video sound natural, not overly scripted.

Is travel really included?+

Yes. The package is priced as a simple $4,000 flat fee with travel included, so there are no surprise travel invoices.

What do we need to prepare before filming?+

We'll send a simple prep guide before the shoot. Most firms only need to confirm the filming location, identify who will appear on camera, and set aside time for interviews and B-roll.

Can we use the footage for other videos later?+

Yes. The package includes reusable B-roll assets that can support future social posts, website updates, recruiting content, and other marketing videos.

Is this only for founders?+

No. It can feature a founder, advisor, leadership team, or multiple team members depending on the firm's goals.

Ready to Give Your Firm a Stronger First Impression?

Get a polished 2–3 minute founder video, filmed on-site and delivered with reusable branded video assets — all for one fixed fee.

$4,000 flat fee. Travel included. Built specifically for financial advisory firms.