01
Topics
A clear plan for what to talk about, built around the advisor’s expertise and audience.
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CLIENT CASE STUDY · FIVE QUARTERS WITH FINVIDI
From zero subscribers to 56+ sales calls in five quarters.
One advisory firm. A channel built from zero. Sixteen sales calls in the first four quarters—then 40+ more in Q5 alone. The advisor spent just 30–60 minutes a week reviewing scripts and recording.
Explore the results ↓
One client’s reported results across five quarters working with FinVidi.
56+
Sales calls booked across five quarters
$10M+
New AUM reported in the first four quarters
30–60
Minutes a week from the advisor
01 / THE STARTING POINT
The expertise was there.
The channel wasn’t.
When the firm began working with FinVidi, it had zero subscribers, zero videos and no YouTube presence.
The advisor had the knowledge clients needed. What was missing was a repeatable way to turn that knowledge into videos—without taking on another job.
FinVidi handled the topics, scripts, editing and publishing. The advisor focused on reviewing the scripts and recording.
02 / THE FOUNDATION · QUARTERS 1–4 WITH FINVIDI
Views became conversations.
Conversations became clients.
The first four quarters of consistent content gave prospects a way to get to know the advisor before booking a call.
132K+
Video views
1,700+
Subscribers
250+
Website & Calendly clicks
16
Sales calls booked in Q1–Q4
A warmer introduction.
The firm closed 4 of its 16 YouTube strategy calls—a 25% close rate. It reported an approximately 8% close rate from Facebook ads.
Close rates reported by this firm. YouTube: 4 clients ÷ 16 booked strategy calls. The Facebook comparison period was not specified.
BEYOND THE VIEW COUNT
Trust starts before
the first call.
Video gives a prospect time to hear your perspective, understand your approach and decide whether you’re the right fit.
For this firm, that translated into new client relationships and $10M+ in reported new assets under management.
03 / THE COMPOUNDING EFFECT · Q5 WITH FINVIDI
Then came Q5.
By their fifth quarter working with FinVidi, the channel was generating calls at a different pace. Q5 alone brought in 40+ additional sales calls—compared with 16 across the first four quarters combined.
SALES CALLS BOOKED IN Q5 ALONE
40+
Their fifth quarter working with FinVidi.
2.5×
The calls from the first four quarters. In one quarter.
16 calls in Q1–Q4 → 40+ additional calls in Q5. A growing library of videos gave more prospects a way to discover the firm and build trust before reaching out.
92K
Video views during Q5
2,900
Total subscribers reported in Q5
56+
Total sales calls across five quarters
04 / THE BUSINESS IMPACT
A channel with value
beyond the channel.
The new assets created an opportunity for recurring advisory revenue—not just a one-time increase in attention.
New assets under management
Reported in the first four quarters
Estimated new annual revenue
Illustrative advisory-fee estimate
Projected lifetime revenue
Projection, not realized revenue
Revenue figures are estimates supplied for this case study, not verified revenue or profit. The annual range corresponds to approximately 0.7–0.9% on $10M in assets. Lifetime revenue depends on fees, retention and other assumptions; those assumptions were not specified in the source case study.
05 / THE PROCESS
The advisor records.
FinVidi handles the rest.
For this client, the advisor’s weekly commitment was about 30–60 minutes reviewing scripts and recording.
02
Scripts
A structure to review before recording, so the advisor isn’t starting from a blank page.
03
Editing
Raw recordings turned into clear, polished videos ready for the channel.
04
Publishing
Consistent uploads that keep the channel moving while the advisor focuses on the firm.
BUILD YOUR OWN CONSISTENCY
You bring the expertise.
Let’s build the channel around it.
Talk with FinVidi about a video process that fits your firm, your audience and your calendar.
Book a free intro call ↗About this case study: results reflect one financial advisory client’s first five quarters working with FinVidi. The 56+ total combines 16 sales calls in Q1–Q4 and 40+ additional calls in Q5. Client identity is withheld. Results vary; this example is not a forecast or guarantee. Sales and AUM figures are client-reported.