Knowledge Drip
Educational Videos
LEVERAGE YOUR KNOWLEDGE
Educational Videos Deliver Growth for Financial Professionals
You’re a financial expert, and we’re a team of educators and digital creators. Together, we turn your knowledge and credibility into education-based digital marketing programs that attract and retain multigenerational wealth management clients. Our fully managed programs make it easy and affordable.
THE OPPORTUNITY
Education as a Value Creator for Financial Advisors
Book Value Risk at Wealth Transfer
Without a strong relationship, 86% of inheritors leave their advisor within a year, leading to a potential 50% loss in book value. Spouses and the next generation have different needs and preferences, making engagement critical.
The Digital Divide in Financial Advice
Finfluencers are filling the gap left by advisors, capturing the next generation with digestible financial content on social media. Without a strong presence, real advisors risk losing relevance and missing chances to build trust early. Younger investors want accessible, engaging guidance—if advisors don’t provide it, someone else will.
Growing Appetite for Financial Literacy
Parents, youth, and governments are pushing for financial education as middle-aged parents worry about their children’s financial health. Clients with strong financial literacy tend to have higher net worth, are easier to work with, and value their advisor more.
FULLY MANAGED
Our Service Offerings
KNOWLEDGE DRIP
Educational Videos
$249 / per month
- Effortless Content Creation – Record biweekly, one-minute financial education videos with expert guidance.
- Designed for Digital Sharing – Each video is paired with suggested social media posts.
- Fresh & Evergreen Topics – We provide three biweekly topics (two trending, one evergreen) to build your content library.
- Professional Equipment & Coaching – Includes a lighting and microphone kit, plus voice and on-camera coaching.
- End-to-End Production – Our team handles all copywriting, imagery, video editing, and graphic design.
- Custom Branding – Three branded slides included for a polished and professional look.
SAMPLE VIDEOS
WHY USE EDUCATIONAL VIDEOS
Benefits
Educational Value
Provide clients and their families with research-backed, accessible financial education that helps them gain confidence and make informed decisions.
Advisor Access
A top complaint among investors is that they never hear from their advisor. Seeing your educational videos on a regular basis reminds clients that you’re knowledgeable, accessible and committed to their success.
Reach and Connection
Share your videos across various social media platforms to reach clients and prospects of all ages. Show your expertise and commitment to their success, developing loyalty and building trust.
Efficient Learning
Save time and reduce confusion with videos designed to clearly communicate important financial principles using statistics and real-life examples. This efficient delivery of information helps ensure that clients understand and retain the advice provided.
Help Demystify
Use videos to explain complex financial subjects with statistics and real-life examples. Ensure that your content is concise, understandable and relevant to different demographics.
Informed Decisions
Wealth education enables clients and their families to make stronger, more effective financial decisions. Knowing the impact of various financial strategies, such as the benefits of early investing, can empower and engage clients.
