For Financial Advisors & Planners

As a financial advisor, you work closely with your clients to give them your best financial advice and help them achieve their financial goals. It is important that your clients feel comfortable in the decisions they make with you and strive for a long-standing relationship with them.

Your business' marketing efforts deserve a team that will provide you with the same level of care and expertise that you give to your clients.  At Captivation, we can do just that, we specialize in video production for financial planners and advisors, in addition to all your marketing needs.

With over 20 years of experience, Captivation Agency is a full-service creative and video production agency that cares about its clients in the same way you do. Our unique approach to projects allows us to deliver the best in industry marketing content to those in the Financial Industry including Financial Advisors and Planners to help you reach and surpass your own business goals.

As a comprehensive provider of video production and creative services, our team of 10 highly experienced, award-winning, industry professionals have the ability to create and distribute video and animated content across a variety of platforms.

From careful planning of concept to production at our Sarasota-based studio (or on location at your preferred destination), to distribution, you will receive exceptional and skillful service - every step of the way.

Our complete in-house video production team has a deep understanding of the power of video to drive awareness to your financial planning firm, tell your story, and share your message.

Video is the ideal marketing tool to capture the attention of people and educate your audience for informational purposes, as well as inspire, inform, and guide them to take action - allowing you to connect personally with your clients. It gives your business the "human touch" and helps you build (and keep) trusting relationships with your current and potential clients alike.

"Our experience has been incredible. They are prompt, precise and professional. Thanks to the team our marketing campaign has not only been incredibly successful but also fun and enjoyable working with such great people."