With the launch of Quantum’s in-house, 4000 square foot video and audio complex, we thought it would be a good idea to review the various types of videos that we produce, and how we can help you use this content to elevate your brand, attract new clients, and retain current relationships.
National News Presence
Quantum’s proprietary news channel and website, Retirement News Online, puts advisors in a national news setting to enhance credibility and impact SEO. Advisors benefit from the news interview format, and respond to questions posed by our experienced on-air talent.
https://www.youtube.com/@retirementnewsonline
https://retirementnewsonline.com/
Educational Explainer Videos
One of the most effective types of video content for financial advisors is the educational explainer. These videos break down complex financial topics—like Roth conversions, Social Security strategies, or tax-efficient retirement planning—into simple, visual, and relatable explanations. By using plain language and visuals such as charts or animations, advisors can make intimidating topics approachable. Educational videos not only demonstrate expertise but also position the advisor as a trusted guide who helps clients make informed decisions without feeling overwhelmed.
Market and Economic Updates
Timely market update videos allow advisors to share insights on current economic trends, market volatility, or policy changes that may impact clients’ portfolios. These videos work best when they are short, clear, and solution-focused, rather than overly technical. By regularly producing updates, whether weekly, monthly, or in response to significant events, advisors show that they are proactive, well-informed, and looking out for their clients’ best interests. This consistent presence helps keep the advisor top of mind and strengthens client confidence during uncertain times.
Case Studies
Storytelling is a powerful tool for building trust, and client testimonial videos bring that trust to life. By featuring real clients sharing their experiences—how an advisor helped them navigate retirement, protect their family’s future, or achieve a financial milestone—these videos create emotional resonance. Compliance permitting, testimonials can also be anonymized or told through scripted “case study” formats to protect privacy. These narratives help prospects see themselves in similar situations and envision the benefits of working with the advisor.
Firm Profile
Financial planning is about more than numbers; it’s about life goals. Lifestyle videos allow advisors to connect on a personal level by sharing content that reflects their values, community involvement, or client lifestyle aspirations. Examples include videos highlighting charitable giving strategies, planning for travel in retirement, or supporting local businesses. By aligning financial strategies with real-world dreams and causes, these videos humanize the advisor and appeal to clients who value a relationship built on shared priorities.
Webinar Highlights and On-Demand Workshops
Hosting webinars is a proven lead-generation strategy, but repurposing those sessions into shorter, on-demand clips extends their value. Advisors can extract the most engaging moments, such as answers to common questions, key takeaways, or compelling visuals, and package them as standalone videos. These can be shared on social media, embedded in email campaigns, or added to the advisor’s website resource library. This not only maximizes the reach of the original content but also provides prospects with convenient, accessible insights on their own schedule.
Pre and Post In-Person Event or Meeting Videos
You can also utilize videos to introduce yourself to a prospect before an upcoming meeting, follow up with someone after they’ve attended an event, or run a sizzle reel video onscreen before your in-person event starts.
These are just a few of the types of videos we can produce for you, and ways videos can be used by your firm. To find out more how Quantum’s multimedia support can help expand your marketing efforts, or to schedule some time in our studio, reach out to your Quantum consultant today at 800.440.1088.
Ryan Pavesic is a talented videographer who brings hands-on creativity, technical skill, and attention to detail to every production in the Quantum studio. From setting up and editing content to managing all aspects of a shoot from start to finish, Ryan helps ensure each project runs smoothly and looks polished. His background spans roles in broadcast news, graphic design, and commercial production, and even includes work on a short film featured on Amazon.
