A TEAM BEHIND EVERY VIDEO

Choose your publishing pace.

Three plans. One production team. More time to focus on your firm.

Monthly Annually Save 10%

Pay monthly, or save 10% when you pay for the year.

Build your foundation

Essentials

A steady rhythm of market updates and client communication.

$1,500/ month

Billed monthly.

No annual commitment.

2videos per month

Up to 6 vertical social clips per month*

Plus everything included below.

Choose Essentials

Growth

A weekly presence with educational videos, podcasts, or webinars.

$2,500/ month

Billed monthly.

No annual commitment.

4videos per month

Up to 12 vertical social clips per month*

Plus everything included below.

Choose Growth

Expand your presence

Ultimate

More content for advisors and teams ready to increase their output.

$4,000/ month

Billed monthly.

No annual commitment.

8videos per month

Up to 24 vertical social clips per month*

Plus everything included below.

Choose Ultimate

*Up to three suitable vertical clips from each full-length video. All prices in USD.

Included in every plan.

The same production support. A different publishing pace.

Professional editing & branded graphics

YouTube channel management

Vertical clips for social media

Setup consultation & dedicated project manager

Client portal for uploads, feedback & downloads

Video SEO optimization

ALSO INCLUDED

Conversion strategy & lead-magnet materials.

Give viewers a clear next step—from watching your videos to becoming a lead.

OPTIONAL ADD-ONS

Add the support you need.

Available alongside your monthly or annual plan.

Custom Script Writing

+$500/ month

Custom-written video scripts tailored to your expertise, your audience, and your voice—so you can record with confidence.

Topic researchVideo scriptsWritten in your voice

Complete Social Distribution

+$500/ month

Take your clips beyond YouTube. We handle post copy, scheduling, and publishing across your social channels.

Post copySchedulingSocial publishing

ROI CALCULATOR

What could video
return to your firm?

Explore your first-year return on FinVidi—and the longer-term value of the clients you bring in.

Explore your potential return.

Fee model

Average annual revenue per client

New clients from video / year15

Starts at 15, a survey benchmark across all channels. Adjust to your expected clients from video.

Years a client stays10 years

Your FinVidi plan

Payment option

Include optional add-ons

Custom Script Writing · $500/month Complete Social Distribution · $500/month

YOUR FIRST-YEAR RETURN ON FINVIDI

650%

Illustrative revenue-based ROI after your FinVidi cost

Annual client revenue$225,000

Annual FinVidi cost$30,000

Revenue less FinVidi cost$195,000

Annual revenue per client$15,000

2 new clients would cover your annual FinVidi cost.

Lifetime value of your new clients

Lifetime revenue · all new clients$2,250,000

Lifetime revenue per client$150,000

15 clients retained for 10 years at unchanged fees. Gross revenue before costs; not profit or lifetime ROI.

Illustrative estimates, not a forecast. Annual figures assume a full year of fees per new client and exclude servicing costs, taxes, and other marketing expenses. Starting values are editable examples, not industry averages or typical FinVidi results.

How the calculation works

Annual revenue = new clients × annual revenue per client. For AUM fees, annual revenue per client = assets × fee percentage. ROI = (annual revenue − annual FinVidi cost) ÷ annual FinVidi cost × 100. Break-even clients = annual FinVidi cost ÷ annual revenue per client, rounded up. Annual billing saves 10% on the base plan and is paid upfront; add-ons remain $500 per month each.

Lifetime revenue = annual revenue per client × years retained, multiplied by this year’s new clients for the total. It assumes unchanged fees, no early attrition, no additional client cohorts, and no discounting. It excludes all costs and is separate from annual ROI.

About the starting values: $15,000 annual revenue per client and a 10-year relationship are editable planning assumptions. The AUM example uses $1.5 million at 1%. Kitces research reports a median 1% fee for AUM-only advisors serving a $1 million client; actual fees and client values vary. Adjust these values to fit your firm.

Why start at 15 new clients? Broadridge’s 2024 Financial Advisor Marketing Trends Report, based on 403 U.S. advisors surveyed in late 2023, reports an average of 15 new clients annually. This covers all acquisition channels, not video alone, and is not an expected FinVidi result or a universal advisor average. Use only the new clients you expect to attribute to video when evaluating this scenario.

Value beyond the first new client.

A consistent video presence can support more than acquisition.

Stronger client relationships.

Stay present between meetings. Use video to explain market changes, answer common questions, and remind clients why they chose you.

Longer-lasting revenue.

The relationship can outlast the first year. Each additional year a client stays adds another year of fees—explore that potential with the tenure slider above.

A stronger business to build on.

Think beyond this year’s revenue. Recurring client relationships and an established brand can support enterprise value as you grow your firm.

From advisors who’ve been there.

★★★★★

“FinVidi helped me scale in six months what has taken other advisors years to do. The best part? I am now closing clients from these videos regularly!”

Ryan Knoll, CFP®

★★★★★

“I am totally blown away by the format and layout of this video. I like the pace ... plus the slides that complement and don’t take away from the presenter.”