For Financial Advisors & Planners

Generations Wealth Planning Website on a Computer

Creative Services 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.
Generations Wealth Planning Videos

Video Production for Financial Planners & Advisors

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."

Kevin Lyons

Types of Video Content for Financial Advisors

Our creative team of experts will work diligently with your firm on every aspect of video creation to ensure your engaging video connects with the appropriate audience and ideal clients.  Below are just a few examples of the wide range of video content we create for professionals just like you:
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Market Update Videos

Produced monthly or quarterly explaining how the market reacted and what may have caused the rises or falls, then adding your investment advice options and predictions for the upcoming month or quarter,  in addition,  introduce new investment products or alternative investments
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Case Study Videos

Showing and explaining exactly how to read and interpret an income statement
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About Us Videos

Introducing yourself and your partners, sharing your specialized focus
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Explanation/Explainer Videos

Sharing knowledge on money market funds, tax planning, estate planning, college planning, retirement planning,  insurance planning, tools for financial success, and setting and achieving your long-term financial goals

Services with Your Content Compliance Matters in Mind

The Captivation team is also mindful of the regulations and restrictions placed on the content you produce. We can work closely with you and your compliance department to ensure all content produced is standards (such as FINRA) compliant.

Contact us today to discuss your next project. We look forward to speaking with you.
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Client Testimonials

As a local nonprofit, we hold an Annual Celebration and Grant Awards Ceremony each year. Due to our current in-person limitations, we looked to Captivation Agency to help us take our program virtually.  From the outset, they were accommodating and patient, guiding us skillfully through the process with ease. To me, that is equally as important as the final product, and they certainly delivered on both counts. The video was absolutely amazing and is a production that elevates the mission of Impact100 SRQ in the Global Impact community, and across our own community as well. We look forward to our next project!

Amy Tupper

Amy Tupper

Vice President, Impact100 SRQ
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