A list of financial advisor video ideas is only useful if the people watching could become clients of your firm.
A business owner preparing to sell a company has different questions than a federal employee approaching retirement. Both may search for financial advice. They should not get the same content plan.
Start with the client you want to serve, the decision they are facing, and the next step you can genuinely help with. Then choose the title. Below are 18 original topic ideas organized that way, plus a simple process for choosing your first six.
Choose the audience before you choose the topic
Write one sentence: “We help [specific people] work through [specific planning situation].” Be precise enough to make an editorial decision.
“People who want to retire” leaves almost everything on the table. “Couples within five years of retirement who need to coordinate two different retirement dates” gives you an actual conversation to start.
Use these three questions to narrow it down:
- Who asks you this? Think about questions from the clients your firm serves well.
- What is happening now? A retirement date, job change, business offer, or family transition gives the question context.
- What would a helpful next step look like? The video should connect naturally to your services without turning every explanation into a sales pitch.
Keep a separate note about who the video is not for. That helps the writer avoid expanding a useful, specific topic into a general finance lecture.
18 financial advisor video ideas by ideal client
These are editorial prompts for advisors, not financial recommendations for viewers. The suggested next steps are options to adapt to services your firm actually offers. If you choose a worksheet or checklist, create and review it before promising it in a video.
1. Pre-retirees and newly retired couples
| Viewer's decision | Example video title | Suggested next step |
|---|---|---|
| Whether retirement plans are ready | Five Years From Retirement? Start With These Planning Questions | Retirement-readiness conversation |
| How to coordinate two retirement dates | When One Spouse Retires First: What Your Plan Needs to Address | Household retirement-timeline worksheet |
| How to organize the first year | Your First Year Without a Paycheck: What to Review Before You Retire | First-year planning checklist |
Research before scripting: Identify which assumptions the example needs, such as household spending and benefit timing. Verify any rules or figures you introduce. These topics fit a retirement-planning practice, but may be too broad for a channel dedicated to one employer's benefits.
2. Business owners considering an exit
| Viewer's decision | Example video title | Suggested next step |
|---|---|---|
| When to start personal planning | Thinking About Selling Your Business? Build Your Personal Plan First | Business-exit planning conversation |
| How to evaluate life after the sale | What Would Life After Selling Your Business Actually Cost? | Post-sale lifestyle worksheet |
| Which professionals to involve | Who Should Be on Your Planning Team Before a Business Sale? | Planning-team coordination checklist |
Research before scripting: Define the advisor's role alongside the owner's attorney, accountant, and transaction specialists. Avoid presenting a sale price as spendable proceeds. Skip this cluster if business transitions are outside your firm's work.
3. Executives and employees with equity compensation
| Viewer's decision | Example video title | Suggested next step |
|---|---|---|
| How to prepare for a vesting event | RSUs Vesting Soon? Questions to Bring to Your Planning Team | Equity-compensation planning discussion |
| How to understand employer exposure | How Much of Your Financial Life Depends on One Company? | Employer-exposure inventory |
| What to check before changing jobs | Changing Jobs With Stock Compensation? Gather These Documents First | Job-transition document checklist |
Research before scripting: Be explicit about the award type and plan documents. Do not treat restricted stock units, incentive stock options, and other awards as interchangeable. Keep employer-specific examples out unless you can verify the details and explain their limits.
4. Federal employees approaching retirement
| Viewer's decision | Example video title | Suggested next step |
|---|---|---|
| How to organize retirement preparation | Federal Retirement Planning: What to Gather Before Your First Meeting | Federal-retirement document checklist |
| How to evaluate a proposed date | Before You Pick a Federal Retirement Date, Map These Questions | Retirement-timeline discussion |
| How to connect separate planning pieces | Your TSP Is One Part of the Plan: Questions for Federal Employees | Whole-household planning conversation |
Research before scripting: Start with current OPM retirement resources and the applicable plan's official documents. Specify the employee group and retirement system. Do not generalize federal benefit explanations to state workers or imply government affiliation.
5. State employees, teachers, and other pension participants
| Viewer's decision | Example video title | Suggested next step |
|---|---|---|
| How to prepare for a pension discussion | What to Bring to a Pension Planning Meeting | Pension document checklist |
| How to understand available elections | Before Choosing a Pension Option: Questions for Your Household | Household pension-planning discussion |
| How to coordinate different benefits | One Household, Two Retirement Systems: Where to Start | Benefits inventory worksheet |
Research before scripting: Name the actual system when discussing its rules. Use its current official materials. An employer or plan-specific video can show useful expertise, but only if the advisor understands that system and keeps the content current.
6. People navigating a major family transition
| Viewer's decision | Example video title | Suggested next step |
|---|---|---|
| How to organize an inheritance | Received an Inheritance? Questions to Organize Before Making a Plan | Inheritance-planning conversation |
| How to prepare after a divorce | Rebuilding Your Financial Picture After Divorce: Where to Start | Financial inventory checklist |
| How to prepare for caregiving | Helping an Aging Parent: How to Prepare for a Family Money Conversation | Family-meeting preparation worksheet |
Research before scripting: Keep the tone calm. Separate the advisor's work from legal and tax advice, and verify any account-specific rules discussed. Do not turn grief, uncertainty, or family conflict into an urgent sales hook.
Score ideas before you write scripts
Use this editorial scorecard. It is a prioritization tool, not a search-volume estimate or ranking prediction. Give each item zero, one, or two points:
- Client fit: Zero for a general audience; two for a clearly defined client you want to serve.
- Real questions: Zero for a guess; two when the question appears repeatedly in your own client or prospect conversations.
- Useful expertise: Zero if you would repeat generic advice; two if you can explain a process, distinction, or example clearly.
- Next-step fit: Zero if the CTA feels attached at the end; two if it follows naturally from the viewer's problem.
A high score earns research time, not automatic publication. Check the current search results and your available channel or website query data. Look for unanswered questions, confusing explanations, and overly broad titles. A competitor's view count does not establish that a topic brings qualified leads.
Turn one idea into a usable video brief
Here is a fictional example for the “one spouse retires first” topic:
- Audience: Couples planning different retirement dates.
- Question: What should we coordinate before the first person stops working?
- Promise: Explain a planning conversation, not calculate a universal retirement answer.
- Outline: Map the dates, list household questions, explain what information the advisor needs, and identify decisions requiring more analysis.
- Example: Use an explicitly fictional couple. Label assumptions and avoid unsupported outcome claims.
- CTA: “If you and your spouse are planning different retirement dates, we can discuss what that means for your household's plan.”
- Review: Verify factual claims and route the full video package through your firm's process.
That brief gives a writer something specific to build. “Make a video about retirement” does not.
Choose six connected topics, not six unrelated trends
For your first six videos, pick one audience. Cover two early questions, two planning decisions, one common misunderstanding, and one explanation of your firm's planning process.
This is a suggested starting mix, not a proven publishing formula. Review what viewers ask, which topics bring relevant inquiries, and whether the people booking conversations fit your practice. Keep improving from there.
If you want help turning your expertise into a manageable video plan, talk with FinVidi about your audience and goals. You can also review our video packages and scripting option before deciding how much help you need.