Finance & Wealth Management promo video
Finance and wealth-management videos should speak at a calm pace in clear, measured language. One number that proves expertise, one sentence that sums up the approach and a call to book a conversation are enough.
70–105
recommended tempo (BPM)
cinematic
music mood · corporate, luxury, emotional
calm
motion personality · energy 35/100
Editorial
first recommended style
Audience
Who are you talking to?
Long-term investors and families who keep their distance from exaggerated promises.
Recommended styles
In the order the industry playbook recommends them.
Color palettes
Every palette passes a readability (WCAG) check. If you have brand colors, use those.
Light theme
Heritage
Accent #1F4E79
Sample buttonDark theme
Private
Accent #C9A45C
Sample buttonDark theme
Evergreen
Accent #7FC8A9
Sample buttonFont pairings
Display and text font pairings; all of them are free on Google Fonts.
| Display font | Text font | Mono |
|---|---|---|
| Newsreader 600 | IBM Plex Sans 400 | — |
| Playfair 600 | Manrope 400 | — |
Story formats
The script skeletons that work best in this industry.
Stats reveal
Reveals a few verified numbers in turn and says what they mean.
Myth vs fact
Corrects common misconceptions and shows expertise without hard selling.
Customer story
Opens on a real customer's strongest line and proves the result.
Manifesto / brand film
Says what the brand believes in short, rhythmic lines.
Listicle
A numbered list ("3 reasons", "5 tips") that earns saves and shares.
Problem → solution
Names the pain, makes it felt, then shows the fix and how it works.
Carousel to video
Turns a swipeable post into a moving video with sound.
Hook examples
- “Without a plan, the market decides for you.”
- “A calm strategy for your savings.”
- “Let's read the numbers together.”
Call-to-action examples
Avoid
- guaranteed returns
- presenting past performance as a promise
- pressure and urgency language
Niches (7)
This playbook also covers the niches below; your niche is recognized automatically when you create a video.
Frequently asked questions
What music works for a financial advisor promo video?
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Music at 70–105 BPM with a cinematic, corporate, luxury, emotional feel. Instead of copyrighted songs, use music composed for the video or commercially licensed tracks.
Which colors suit a financial advisor promo video?
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The playbook's 3 palettes are Heritage (light), Private (dark), Evergreen (dark). If you have brand colors, use them, and keep at least 4.5:1 contrast between text and background.
Which style should a financial advisor promo video use?
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The first pick is Editorial: Magazine pages, numerals, page turns. Alternatives: Luxe and Minimal.
How long should a financial advisor promo video be?
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15–60 seconds for Reels, 15–35 for TikTok and Shorts, 6–15 for Stories. For a first video, 20–30 seconds is enough for most businesses.
Make your financial advisor promo video now
This playbook is applied automatically; you only describe what you promote.
Similar industries
Sources behind this playbook