The new branded Money Minutes Videos deliver bite-sized, high-impact financial education to quickly empower viewers with timely trends and essential financial literacy basics. Our core mission when creating these videos was to demystify money matters and spark immediate, practical action … while underscoring the value of partnering with a trusted advisor to navigate complexities, avoid costly mistakes, and achieve lasting security and financial success.
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Financial Wellness Insights
The following articles highlight a few of the recent financial trends that are impacting Financial Pros and their clients .
Motion Graphic Videos: A Game-Changer for Financial Pros
Employers: The Hidden Toll of Employee Financial Stress
Financial Institutions: Compelling New Digital Trends
6 Costly Myths about Credit Scores
HigherEd Scams for 2026
Class of 2026: Job Hunting Mistakes to Avoid
What Clients Are Saying
“These videos helped us develop a better long-term plan with our Advisor, Josh, as we plan for college for our daughter, and long-term care for both our parents.”
John Richards, New York, NY
“So eye-opening. The videos quickly helped me work with Angie, my Advisor, to put some key planning decisions into perspective.”
Terry Johnson, Chicago, IL
“We hadn’t considered talking with an advisor to help plan for the six-figure inheritance we anticipate in the coming year prior to viewing the video. Working with Drew definitely kept us from making costly mistakes.”
The Carlson Family, Atlanta, GA
“I wanted to help my granddaughter do a better job of planning for college than her older siblings did. These videos really helped. Thanks so much!”
Josh Henderson, San Francisco, CA