Easy ways to use videos to market your firm

Key Points

    • Video is extremely popular. The average person watches 17 hours of online video per week1.


    • RIA (Registered Investment Advisor) firms have a unique opportunity to strengthen relationships and get the attention of new clients through video.

    • You don’t need fancy equipment or special skills to make engaging videos. Just show up, be yourself, and pay attention to a few key details.

We're all watching a lot of online videos these days. The average person watches 17 hours of online video per week.1

Video is popular for many reasons. They’re engaging, easy to digest, and give a real-life picture of what is going on. And they can even help you learn something new.  Marketers like video because they’re relatively easy to create and can be promoted in so many different channels. 

Video can also help clients feel more connected to your firm. It’s a chance for them to get to know their advisor better (and meet others on the team) and to feel smart about their investments. You can create videos that keep clients informed on what's happening at your firm, educate them about financial planning and the markets, and show off what sets your firm apart.

So, what does it take for an RIA firm to develop a video strategy? Here are 10 quick tips to get you started.

Illustration showing that people watched an average of 17 hours of online video per week in 2023

1. You don't necessarily need fancy equipment

It can be helpful to have a nice camera, but online viewers aren't expecting it. In fact, many people value a less polished, more authentic approach to videos, especially on social media. A good smartphone, the right lighting, and a decent microphone can get the job done. Also, make sure you have someone who can cut mistakes or add basic graphics such as names and titles.

2. Choose your video format

Think about what kinds of videos you want to create. Will you be making “explainer” videos where one person describes how something works? Will you post interviews where investors, analysts, or teammates share their latest insights? Will you have multiple segments? How long will your videos be? The sooner you decide on format, the easier it will be to plan and execute each video. 

Deciding on a format will also help you market your videos. A catch-all video can make it hard for your audience to know what to expect. Focus on a particular topic, develop a specific visual style, organize your videos on YouTube or your website, and create a plan to promote the videos. You also improve the odds that viewers will watch longer and absorb more of the content because they know what to expect before they click.

3. Have a story to tell

Story arch challenge to solution

Stories draw us in and help us connect to the speaker and the topic. One way to build in a story arc is to establish a challenge and then offer a solution. Or, you could simply open with an anecdote that illustrates the topic you're discussing in some way. And don't forget, every marketing effort is a chance to tell your firm's story. Look for opportunities to tell your audience where your firm has been and where it’s going.

4. Keep it short

A few seconds is an eternity online. If your video gets too long, viewers will click away. Get into the topic as soon as possible, keep your story concise, and save credits and extra information for the end.

5. Be yourself

You don't have to have a big personality to make good videos. A relaxed, clear, conversational approach is what people are looking for from an advisor video. Of course, if you're charismatic or a little quirky, and that's part of your firm's brand, then go for it.

6. Pay attention to detail

What's in the background? Is there a strange sound just outside the door? What are you wearing? Many of the details we look past as we go about our lives become magnified on video, so look and listen closely before you film a video.

7. Add video captions

80% of people are more likely to watch a video if there are captions

Many people watch videos with the sound off, especially in public places. And 80% are more likely to watch the whole videoif there are captions.2 Even for short videos, take the time to add captions. Most low-cost video editing software makes it easy to add text. Plus, adding captions ensures your videos are accessible for any audience.

8. Develop a cadence

 Illustration of a calendar

How often do you want to post videos? You don't have to be rigid about it, but its helpful to have calendar to help make sure you post videos regularly so that viewers will begin to expect each new release.

9. Post your videos in multiple places

Social media, your website, emails—you can even use your videos in digital ads. And don't forget podcasts. If the story in your video is compelling or you do a lot of interviews, it's easy to separate out the audio and post it to a podcast feed.

10. Provide value

No one wants to watch a video that feels like a waste of time. Make videos that have a distinct purpose and that current (or prospective) clients will find interesting. And don't forget to include a call to action so that your video can deliver ROI for your firm.

What you can do next

  • Elevate your firm's profile with marketing tips and tools that can help you gain more visibility, increase your market reach, and connect with new clients.
  • Consider a custodian that is invested in your success. If you're thinking about becoming an independent RIA, contact us to learn more about the potential benefits of a custodial relationship with Schwab.


1 Video Marketing Statistics 2023, Wyzowl, https://www.wyzowl.com/sovm-results-2023/ .
2 Forbes, Verizon Media Says 69 Percent Of Consumers Watching Video With Sound Off, 2019.