Wealth management firms · Video marketing
Let investors see the adviser explain a plan before they book a meeting.
Video marketing for a wealth management firm means short, plain videos of the adviser explaining a real question. That could be how a systematic investment plan works, or what changes at retirement. GullySales scripts and produces these so an investor sees the person they would be trusting before the first call.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What video marketing means
Video marketing is using short videos, such as a product demonstration or a customer walkthrough, to explain your business on social media, your website and Google listings. GullySales scripts, shoots and edits these videos around the questions buyers ask before they visit or call.
Also for wealth management firms
- Content marketing for wealth management firms
- Social media for wealth management firms
- Branding for wealth management firms
- Buyer journey for wealth management firms
- Buyer personas for wealth management firms
- Digital marketing for wealth management firms
- Email marketing for wealth management firms
- Lead generation for wealth management firms
Sales and marketing for wealth management firms, the overview.
Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For wealth management firms
Where it usually goes wrong, and what we would do.
“A face on screen beats a stock photo every time”
An investor deciding who manages their money reads more trust into two minutes of the adviser explaining a concept than any written page can carry.
“Keep it to one question per video”
A video trying to cover five topics loses the investor by the second one. One clear answer to one common question performs better and is easier to reuse.
“Reuse the video across the website and social media”
The same explainer video works as a website page, a social post and part of a follow-up email, which makes the production cost worth it.
What we do
What we deliver for wealth management firms.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Adviser-on-camera explainer series
Short videos of the adviser explaining one concept at a time, such as how a systematic investment plan works.
Result: An investor sees the person managing their money before the first call.
Tested script per video
A short, plain script for each video, written from real questions investors ask, rather than the adviser speaking freely.
Result: Advisers come across clearly instead of rambling on camera.
Reuse plan across website, email and social
A standard way to place the same explainer video on a website page, in a follow-up email and as a social post.
Result: One video does the work of three pieces of content.
Starter set of four or five core videos
A first batch covering the most common first-meeting questions, built to start earning views and searches.
Result: The firm has video ready to answer its most-asked questions.
Filming day plan sized to adviser comfort
A filming schedule and coaching so advisers new to video are guided through a short, manageable session.
Result: Advisers get comfortable on camera without a stressful production process.
How the result is measured
- Views
- Watch time
- Enquiries traced to video
Recorded as a baseline before work starts, so every later report has an honest comparison.
Videos worth making
Film the adviser answering what an investor checks before trusting you with money.
- Who we are and how we are registered
- The adviser states their name, their registration and how the firm is paid. Ask your compliance officer what must appear on screen under the current rules, and place the video on the about page.
- How our fee works
- A plain explanation of the fee basis, whether an advisory fee or commission, with no comparison of returns. Put it on the fee page so an investor comparing firms does not drop you before calling.
- What happens in the first meeting
- Walk through the documents to bring, the risk profiling questions and what the investor receives afterwards. Send it when a referred investor books the first meeting.
- NRI questions on repatriation
- A general explainer on NRE and NRO accounts and moving money home, with a note to seek advice on their own case. Share it with NRI enquiries before the first call.
- When the salary stops
- A clip on what changes in planning at retirement, with no return figures or product names. Use it on the retirement page and in the follow-up after a proposal.
- Compliance sign-off and an archive
- Send each script and final cut to your compliance officer before posting, and keep the approved version with its approval date. Rules for advisers and distributors differ and change, so show no past returns.
Who it is for
This is written for these wealth management firms.
- Independent financial advisers
- Registered investment advisory firms
- Portfolio management services
- Family offices
- Mutual fund distributors
- Insurance and wealth advisory practices
- NRI-focused wealth advisers
- Retirement and pension planning practices
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the video marketing work runs
- 1
Plan the distribution
We agree exactly where each video will live before booking a single shoot.
- 2
Script and shot list
A short script or shot list is prepared so the day of filming has a clear purpose.
- 3
Film on location
Filming happens at your premises, scheduled to minimise disruption to your working day.
- 4
Edit for each platform
Footage is cut into the formats agreed at the planning stage, not a single version stretched to fit everywhere.
- 5
Publish and track
Videos go live where planned, with views and enquiries tracked from that point.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Does the adviser need to be comfortable on camera?
How many videos does a firm need to start?
Can we show a client talking about how we helped them?
Should we leave comments open on our market-view videos?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for wealth management firms.
6 min read · 6 Oct 2026How buyers decide which lender or adviser to trustPeople choosing a bank, lender, insurance agent, adviser or payment company start from a name someone gave them, then check you before they call. This post sets out what they look for and where firms lose them.
8 min read · 21 Sept 2026Premium audience advertising strategyNo platform in India sells you verified income. Everything offered as affluence targeting is inference, and the cheapest filter you own is putting the price in the first frame.
9 min read · 21 Sept 2026How to advertise to property investorsAn investor is buying an exit, not a home. You cannot target him as an investor because housing ads are restricted, so the numbers in the creative and the broker network do the work instead.
More for wealth management firms
Everything else we would do for you.
Closest to this: content and social
Also for wealth management firms
Or start from the overview: sales and marketing for wealth management firms.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.