Explainer Video

Explainer videos are short, focused videos (typically 60-90 seconds) that simplify complex topics and communicate value propositions clearly. For financial advisors, explainer videos help prospects understand services, processes, and financial concepts that might otherwise seem complicated or intimidating.

Types of Explainer Videos

Common types include

• Animated explainer videos (graphics and voiceover)
• Live-action videos (advisor speaking to camera)
• Whiteboard animation (drawing concepts while explaining)
• Screen recordings (showing software or process)
• Hybrid approaches combining multiple styles

Use Cases for Financial Advisors

Effective explainer video topics include

• 'How we work' process overviews
• Service explanations (what is financial planning)
• Fee structure clarity
• Common financial concepts (dollar-cost averaging, rebalancing)
• Client onboarding process
• Technology platform tutorials

Best Practices

• Keep videos under 2 minutes (60-90 seconds ideal)
• Start with the problem, then present your solution
• Use clear, jargon-free language
• Include captions (most social media plays without sound)
• End with clear call-to-action
• Focus on one concept per video
• Ensure professional quality (audio particularly critical) Explainer videos increase engagement and conversions because video communicates faster than text and holds attention better. Websites with explainer videos see 80%+ increased conversion rates on landing pages.

Examples

• A financial planner creating a 90-second animated video explaining their flat-fee financial planning process, embedded on their homepage, increasing consultation requests by 47%
• An RIA developing a series of 60-second explainer videos on financial concepts like 'What is a fiduciary?' that rank in YouTube search and drive traffic
• A wealth manager using explainer video on their services page showing exactly what clients receive, reducing confusion and improving qualified consultation requests