Financial advisor video marketing – STOP making these awful mistakes!

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Financial advisor video marketing doesn’t have to be the big deal that everyone makes it out to be. The first time I ever did a video, I was a disaster. I was making all the mistakes I’m about to tell you.

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I send you one actionable, practical marketing tip a day. Please sign up here!

Sara Grillo, CFA is a highly fun and slightly crazy marketing consultant based in NYC.
I am an irreverent and fun marketing consultant for financial advisors.

Financial advisor video marketing doesn’t have to be dry and boring!!!

Most videos get zero traction because they are overwhelming to the viewer. Don’t make it harder than it needs to be. Videos should present powerful, short snippets that compel the person to take an action – not to drone on and on.

  • There is no need for a teleprompter. It makes you look like a robot. If you are talking for so long that you can’t remember what to say, make the video shorter.
  • People are consuming video in shorter amounts. Instagram and TikTok, YouTube shorts, etc. Use 15 second clips to get people to watch the longer video.
  • Reduce the amount of ideas you discuss. It’s not written down on paper. People can’t hold multiple ideas in their mind. Discuss one idea per video.
  • Lots of energy. I’d rather have you make a shorter video, but have it be super energized and entertaining. Financial advisor videos are typically not, so it won’t be hard to stand out from the crowd.
  • Subtitle the video. Most videos on social media for example are watched on mute.
  • As for the technicals, I did a podcast on this which you can watch here.

Hint: the microphone doesn’t matter

Question from a financial advisor who wants to make videos: “What is the best microphone to use?”

Ha ha you’re gonna love my response!

It doesn’t matter one iota!!!!

Here’s why.

Most social media videos are watched on mute.

Think about it.

?When you’re in line at the supermarket watching a video on your phone, do you really want the 2024 Roth contribution limits blasting for everyone else to hear?


But I see soooooo many of you financial advisors ponying up all sorts of cash for the most expensive microphone.

Nobody cares.

Use an affordable software like Zubtitle (by the way, they have a free plan) so you can subtitle your videos. That way the people watching on mute can read the words while the cashier checks out their asparagus.

How to get the best lighting for your videos

What is the best lighting to use when I am recording a video?

How’s this for some real talk? LoL.

Ignore aaaaaallll those marketing people telling you to go out and fuss over some expensive “halo lamp”.

Natural light is the best!

Record facing the window – never with the window at your back or you’ll be silhouetted.

You want to record when the sun is low to mid range, not at its peak. So the best hours are about 9 to 11 AM or 1 to 3 PM in your local time.

And that’s all the financial advisor video tips I’ve got for ya!

Alright that’s all for now.

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Or if you want more…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. See you in the next one!

-Sara G


Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. For such a recommendation, consult with a financial advisor.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Opinions stated by third parties may not be correct and do not reflect the views of Grillo Investment Management, LLC. Grillo Investment Management, LLC may not be held accountable for any statements made by third parties.

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