Financial advisor video marketing made easy.

1. The Kit

A. Lighting

We provide a rechargeable LED light to help you look your best. It's hard to look professional if your face isn't illuminated.

B. Microphone

While your phone can shoot great video, it doesn't have the best mic. Our kit includes a shotgun mic to provide crisp and clear audio.

C. Tripod

The framing and stability of your shot matters. We provide a tabletop tripod that creates a sturdy platform for your shots.

2. The Scripts

Keep your series buzzing using our scripts built for financial advisor videos. We send you two per month on a variety of personal finance and planning topics. With the equipment and the video ideas taken care of, you’ll be much more likely to stay the course and become a leader in financial advisor videos.

3. The Editing

Cut and Color

We want you to look good! Our cuts are for tightening up your talking points; our color grading to help your exposure and skin tones.

Graphic Overlays

We drop in some snazzy graphics that showcase your series title, your name, your logo, or any other callouts that fit your video style.

Background Music

We add in background music to help set the mood in your video. Whether it’s upbeat, silly, or serious, we’ll help you get it just right.

Let's discuss adding video to your practice.

Financial Advisor Video Plans...


$1,999 down then $299/month
  • Up to Two Videos per Month
  • Oechsli Mobile Kit Included
  • Test Footage Review
  • Custom Video Branding
  • Script Library Access


$1,999 down then $399/month
  • Up to Two Videos per Month
  • Oechsli Mobile Kit Included
  • Test Footage Review
  • Custom Video Branding
  • Script Library Access
  • Custom Video Thumbnails
  • Video Captioning


$1,999 down then $599/month
  • Up to Two Videos per Month
  • Two Video Snippets per Month
  • Oechsli Mobile Kit Included
  • Test Footage Review
  • Custom Video Branding
  • Script Library Access
  • Custom Video Thumbnails
  • Video Captioning
  • Video Hosting
  • One Coaching Session per Month
  • Multiple camera angles


Inquire for pricing
  • Scalable Video Solutions
  • Centralized Corporate Branding
  • Custom Compliance Workflows
  • Managerial Dashboard
  • Script Library Access
  • Access to Training Tutorials
  • Hosting and File Sharing Options


Frequently Asked Questions about the Mobile Program

The down payment covers three things: your Oechsli Mobile Kit, the planning and coaching time with us, and the buildout of your video template (intro, callouts, etc.).  All you need for the best financial advisor videos!

Our max video length is five minutes.

We’d love to edit your webinars. The pricing is $750 for up to 30 minutes or $1,000 for up to an hour. This includes a prep call before you record to make sure your webinars come out just right.
We include one revision of each video at no additional cost. Additional revisions will need to be priced separately.
Most newer smartphones, Apple or Android, will work with the Oechsli Mobile Kit.
Each additional video is 50% of the monthly program cost.
The goal with a custom thumbnail is to entice people to click on your video. We can do this for you by adding your branding and snazzy titling.  The best financial advisor videos on YouTube all have this.
85% of Facebook video is watched without sound. So if you plan to post your videos through social media, captioning is a smart strategy.
The video package you choose includes up to two videos (basic or plus) or four videos (premium). We will produce up to that amount of videos for you. Unused videos do not roll over from month to month.
When you shoot a video, you’ll be able to upload it using our secure file transfer system straight from your phone.
If you already have the right equipment for financial advisor video, but want to use our monthly scripts and video production, your down payment would drop to $1,700. Most of the down payment goes towards the initial template build-out and consultations, not the equipment.
That’s why we offer Oechsli Studios! Come to our office for pristine homepage footage, promotional videos, or other content that’s going to get a lot of eyeballs.
After the initial 5 minutes we charge $75 in 5 minute increments.
We aim for a 48 hr turn around time for each of your films. If you submit multiple videos in the same day, our goal is to have the first back to you in 48 hours.
We keep your video files for 90 days. After this 90 day period we delete your old files to allow for new content to circulate effectively.

Any time during the month however if you turn in a film within the last 4 days of the month the turnaround time will be delayed an additional 48 hours. 

Yes, you can pause for one month with no additional charge.

We ask that you provide all revision requests within 10 days of receiving your film. After that films will be considered finalized.
These are 15-30 second clips from your full length film. They are commonly used in social media posts such as reels, shorts, stories etc.