A Founder Video Package
That Makes Your Firm Standout.
FinVidi creates 3 polished founder videos — each 2–3 minutes long — for financial advisory firms. Filmed on-site or remotely, edited for web, and delivered with reusable branded video assets.
- 3 founder videos (2–3 min each)
- On-site ($5,000) or remote ($2,500)
- Travel included on-site
- Delivered in ~2 weeks
Designed for RIAs, wealth management firms, and advisor teams that want a stronger first impression online.
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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 package of founder videos 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, these videos give prospects a real sense of your voice, personality, process, and professionalism — and they can live across your website and sales funnel.
The Complete Advisor
Founder Video Package
You get 3 branded founder videos — a founder story, a firm overview, and an advisor process video, each 2–3 minutes long. Choose on-site filming or a guided remote option your team can shoot from the office.
- 3 branded founder videos (2–3 min each)
- Founder story, firm overview & advisor process
- Custom animated logo intro/outro
- Branded graphics package
- Edited web-ready final videos
- Reusable clips for future content
- Approx. 2-week turnaround after filming
- 3 branded founder videos (2–3 min each)
- Guided self-filming with a shipped filming kit
- Founder story, firm overview & advisor process
- Custom animated logo intro/outro
- Branded graphics package
- Edited web-ready final videos
- Approx. 2-week turnaround after filming
What We Create
Founder Interview
We capture the story, philosophy, and personality behind the firm.
Team & Office B-Roll
Natural footage of the office, team interactions, meeting spaces, and day-to-day client experience.
Advisor Process
We help communicate how the firm works with clients and what prospects can expect.
Branded Motion Package
Custom animated logo elements and branded video graphics — reusable across future content.
A Simple Package of Videos That Can Work Across Your Entire Marketing Presence
Your founder videos can live on your homepage, about page, email follow-ups, prospect nurture sequences, social channels, and referral partner introductions. They become a simple, polished way to help prospects feel more comfortable before the first conversation — and they can support your sales funnel at every stage.
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
Example Founder Videos
These are the 3 videos included in every package — a founder story, a firm overview, and an advisor process video.
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.
Simple Process. Minimal lift from your team.
Planning Call
A short call to understand your firm, your audience, your message, and the best filming approach.
On-Site Filming
We come to your office, film the interviews, capture B-roll, and gather everything needed for the final videos.
Edit & Brand
We edit your 2–3 minute videos, add branded graphics, animate your logo, and polish the story.
Final Delivery
You receive your final homepage videos and reusable video assets for future marketing use.
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.
Want to Turn Three Videos Into a Full Video Marketing System?
For firms that want to keep building momentum after the founder videos, FinVidi also offers ongoing monthly video marketing packages for advisors — including YouTube strategy, scripting, editing, short-form clips, and content distribution support.
Explore ongoing monthly video marketing packages designed specifically for financial advisors and RIAs.
Explore Ongoing Video Packages →Common Questions
How long are the videos?+
Each final 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 interviews and helps shape the message. The goal is to make the videos sound natural, not overly scripted.
Is travel really included?+
Yes. The on-site package is priced as a simple $5,000 flat fee with travel included, so there are no surprise travel invoices. The remote option is $2,500 — you film at your office with a kit we provide.
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 three polished founder videos — filmed on-site or remotely — delivered with reusable branded video assets.
On-site $5,000 (travel included) or remote $2,500. Built specifically for financial advisory firms.