Educational whiteboard videos, personalized video shorts, and done-for-you social media.
Video Marketing Built for Financial Professionals
When prospects Google you or search social media, your content should make you look current, credible, and easy to trust.
We help you stay consistent without living on social media.
Compliant-Friendly
100+ Videos
We do it for you
Especially for Financial Advisors
Prospects are already checking you out, make it count.
How We Help
Even great advisors lose opportunities when their online presence looks outdated or inconsistent. We’ll create a strong video presence that helps prospects quickly understand your value and feel comfortable taking the next step.
Look active and professional
Let people get to know you before the first conversation
Encourage warm prospects to reach out
Generate organic growth so you can focus on your business
Branded Whiteboard Videos:
Simplify Complex Financial Topics
Our educational whiteboard videos are professionally produced and branded for your practice, making it easy to explain financial topics and stay top of mind—without creating content yourself.
Choose from our library of over 100 videos on a variety of financial topics.. What’s included:
- Professionally produced, clear, and easy to follow
- Branded for your practice with your name and contact details
- Ready to use across your website, email follow-ups, and social channels
Video Shorts: Build Trust Fast
Short-form video helps people get to know you before reaching out. Our guided process makes it comfortable and easy.
We turn your recording into polished clips you can confidently use in your social media and other digital marketing.. What’s included:
- Guided video shoot — you don’t have to be perfect or memorize anything
- Video shorts with dynamic captions ready to use in your digital marketing
- YouTube uploads and mp4 files
A Simpler Approach to Video Marketing
Many advisors struggle to stay consistent with video marketing because it’s time-consuming and ends up feeling forced and awkward. We solve these problems.
Credibility-first
No gimmicks—just clear, professional content that builds trust.
Done-for-you
We guide the process and handle the production, so you’re not stuck figuring it out yourself.
Built for consistency
A steady, sustainable rhythm that’s easy to maintain—because consistency matters more than bursts.
What you’ll get in the 15-minute demo
Real world examples of video shorts and whiteboard videos built for financial topics
A simple done-for-you plan based on your current online presence
How social media marketing can work without constant stress
Clear next steps, even if you are not ready today
How It Works
Book a quick demo
See examples and the simplest path to start.
Choose your content
Video shorts, whiteboard videos, or both, based on your goals.
We handle the work!
So you stay consistent without it feeling forced or awkward.
Video Marketing Machine
If the idea of social media is overwhelming, Video Marketing Machine brings everything together—your whiteboard videos, video shorts, and thoughtfully selected creative, educational content—into a reliable publishing rhythm.
It runs automatically and consistently, so you don’t have to think about it.
Benefits:
A reliable posting schedule of engaging content including your videos, educational graphics, and current articles that supports your prospecting
Less stress and mental load because you don’t have to figure out what to post
An active, credible profile that puts your best foot forward when prospects Google you or search on social media
“Wonderful people to work with… couldn’t be happier with Client Machines!”
Randy Cashmore
Cashmore Financial
See What This Could Look Like For You
Schedule a 15-minute demo to see examples and the simplest path to building online credibility and consistency