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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.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of wealth management firms at work in India

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

Sales and marketing for wealth management firms, the overview.

Last updated 8 Nov 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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Read the full video production and marketing page

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 practices registered as investment advisers
  • Registered investment advisory firms
  • Portfolio management services
  • Family offices
  • Mutual fund distributors
  • Insurance and wealth practices
  • NRI-focused wealth advisers
  • Retirement and pension planning practices

Not for

It is not the right fit if.

  • Your advisers will not appear on camera, and an investor wants to see the person, not a stock clip.
  • Your compliance officer cannot review a script before filming, so a finished video could not be used.

How it works

How the video marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Plan the distribution

    We agree where each video will live and what a viewer should do next, before a shoot is booked.

  2. 2

    Script and shot list

    A short script and shot list are written. For a hospital or clinic we flag claims that medical advertising rules do not allow.

  3. 3

    Clear permissions

    Releases are signed, locations agreed, and music chosen with its licence in hand. This is done before the camera is switched on.

  4. 4

    Film on location

    Filming runs to the shot list at your premises, with a short list of extra shots to cover the edits.

  5. 5

    Edit for each place

    The footage is cut into the shapes agreed at planning, with captions added and the call to action placed at the end.

  6. 6

    Publish and track

    Videos go live where planned. Views and enquiries are tracked by video against the baseline recorded before work began.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Does the adviser need to be comfortable on camera?
It helps, and most advisers improve quickly once they are working from a short, tested script rather than trying to speak freely.
How many videos does a firm need to start?
Four or five, covering the most common questions investors ask in a first meeting, is enough to begin seeing them shared and searched.
Can we show a client talking about how we helped them?
Treat it with great caution. Advertising rules for investment advisers and distributors can restrict testimonials and change over time, so check the current rules with your compliance officer before filming any client. A safer video shows the adviser explaining a process, with no client names and no reference to returns.
Should we leave comments open on our market-view videos?
Comments turn into questions about specific stocks or funds, and a public reply may read as advice to someone you have not profiled. Turn comments off or moderate them, and keep each video general and dated. Ask your compliance officer whether the video needs a disclaimer on screen.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for wealth management firms.

All articles

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.

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