Client Videos
Visibility. Engagement. Results.
Energize Your Outreach
This collection of 17 quick ‘Marketing’ videos are designed to become a powerful extension of your brand. Use them ‘As Is’ … or they can be specifically customized to share your unique message, reach your ideal clients, and highlight the exact solutions you deliver. Every personalized ‘Expert’ video will lead to more watches, shares, and direct inquiries, as they drive viewers straight to your calendar, website, or discovery call. Also, be sure to watch the ‘Parent’ videos used to attract Gen X and Millennial parents of college-bound students.
NOTE: It’s best to Use FireFox When Viewing Videos on a PC or Mac
Core Engagement Topics
Money Minutes: 7 Game-Changing Strategies for the Great Wealth Transfer
Money Minutes: It’s Time to Review Your Estate Plan to Protect Generational Wealth
Money Minutes: Review Mid-Career Risk Mitigation Strategies with an Advisor Now!
Money Minutes: Long-Term Care – The Silent Retirement Killer
Money Minute: Beat the Generational Squeeze – Work with an Advisor
Concerns About Retirement
Money Minutes: Your Nest Egg - Will It Last a Lifetime?
Money Minutes: Silver Tsunami Retirement & Healthcare Risks for Boomers
Money Minutes: Longevity - The #1 Financial Concern for Gen X & Millennials Today!
Money Minutes: Multiple Priorities? Will You Have Enough to Retire?
Money Minutes: Wake-Up Call for Retirees – Secure Your Future Now!
Timeless Client Openers
Money Minutes: The Power of Financial Advice for Wealth & Peace of Mind
Money Minutes: 5 Success Strategies to Help Gen X Women Master their Wealth
Money Minutes: Switching Jobs? Avoid Risks. Talk with an Advisor FIRST!
Money Minutes: 6 Key Success Factors Your Financial Advisor Needs to Know
Money Minutes: Financial Fitness Videos to Boost CTRs in 2026
Money Minutes: The $1 Billion Scam That Wants Your Savings!
Leverage through Employers
Money Minutes Corporate Video: Employers - The Hidden Cost of Financial Stress