Video marketing is a powerful aspect of digital content, that can have hugely positive effects for financial planners. Not only can video improve your SEO, increase conversions, and help you stand out on social media, video is also extremely versatile. From topic explainers, detailed how-to’s, customer testimonials, success case studies – the uses for financial planning videos are endless.

However, creating effective video content isn’t as simple as clicking film and uploading it to Facebook. At Clients+ we specialise in creating high-quality digital content for financial planners, including compelling financial planning videos.

Here are our 6 top tips to help you create great financial planning videos, every time.


1 – Start with a Compelling Headline

Just like all digital marketing content, click-worthy headlines are the key to grabbing the attention of your audience. In order to ensure people watch your video, you need to inspire them to click play. Your headline should give insight into what they will gain from watching, as well as explain how the video will help to solve their pain points.


2 – Grab Your Audience with Your Intro

The majority of viewers will click away from your video within the first 10 seconds. This is why it’s so important to engage your audience from the start. Your introduction should be inline with your headline, or viewers will think they have fallen for a clickbait title. It should also be in line with the rest of the video, so your audience knows exactly what to expect.


3 – Always Add Captions

Another key fact to keep in mind is that the majority of videos on social media are watched without sound. By not including captions you’re instantly leaving out a large number of potential viewers. Creating good captions isn’t just about accuracy! They need to be easily read throughout the whole video, and clear on both desktop and mobile.


4 – Tell a Story

For your video to be really effective it needs to make a connection with the viewer. To do this, you need to approach your video content as a storyteller, rather than a marketer. Most people don’t like being sold to outright, instead, they want to know how you can help them. Stories compel them to stick around to the end, ensuring that they hear that all-important Call to Action.

If you’re stuck for video content ideas, sign up to Clients+ for free and browse our library of animated financial planning videos.


5 – End With A Strong CTA

The Call to Action (CTA) is possibly the most important aspect of your video. Once you’ve grabbed their attention, and held it to the end of your video, you need to make sure the viewer understands the exact next steps they should take. It doesn’t matter what the CTA is, as long as it makes sense with the video, fits into your overall marketing campaign, and is easy to follow.


6 – Don’t Forget About SEO

Finally, don’t forget to optimise your content for SEO. This is important for every video, but especially if this is a public video available on YouTube. Once you have your SEO keywords, be sure to include them in the title, search tags, and video description. SEO for video content doesn’t take up much time, but it goes a long way to helping your video rank higher and pushing organic traffic to your website.