Video Marketing for Advisors

Creating and Distributing Content Across the Client Lifecycle

Discover powerful video marketing strategies for attracting and converting new clients

The 5 Foundational Videos You Need to Attract and Retain Clients

Looking for templated scripts? We got you.

Download our Video Guide to Getting Started, including video scripts, email and social media templates.

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How our customers use Ghost

Increase Communication with Clients with Personalized Videos

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Email marketing

Deliver important messages more effectively by embedding videos directly into your emails. Stand out in crowded inboxes while maintaining a personal, trusted connection with your clients.

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Deliver engaging video collections directly to your customers' phones or DMs for a quick and effective way to convey your message. Deliver quick updates, timely advice, or personalized check-ins while staying top of mind.

Social media

Share your video content across social platforms and direct clients to a trusted source—your own dedicated video library. Grow your brand, share valuable insights, and keep your clients engaged with content that truly matters.

Try Video Sharing for Yourself

Easily share video collections by grabbing the link and sending it to the recipient via email, text, or DM. When they click the link, they are taken directly to the video on your website.

Simply submit your email address, and you’ll receive an email highlighting how the GIF embed and video will look.

Use Video on your Website to Capture New Business

First impressions count! Convert referral traffic into meetings booked with engaging video content on your website.

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Tell your story

Differentiate yourself from the competition through storytelling to establish trust and personalize the online selling experience.

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Educate your clients

Use video to educate your audience about your expertise area, and maintain high engagement with video collections and multiple format options for a seamless viewing experience.

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Drive leads

Connect your message with action to drive conversion, not just views. Embed calls to action into every video, whether it's a meeting, phone call, or resources, to maximize its impact and drive business results.

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Video-focused website examples

See examples of video-focused websites being used by the top advisors and wealth managers in the country's largest financial institutions. See examples.

Start your video journey today

Ghost provides a complete solution for advisors who want to transition to a video-first online investor experience.Video Strategy and Capture ServicesGhost Modern Video Player

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Video Strategy and Capture Services

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Ghost Modern Video Player

Talk to a Video Expert

Get started with Ghost

Talk to a Video Expert today

Be sure to ask about our free virtual 30 minute video capture session. You’ll receive a ready-to-share short video clip that you can use on your website or social channels.

Get in Touch

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"Working with Ghost has been really easy. It’s been a very smooth transition, considering that this is out of the comfort zone for many investment advisors. Ghost has been amazing. "

Chantal McNeily

Investment and Wealth Advisor, RBC

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"I would sum up working with Ghost as fun! How the video looks on your smartphone is a thousand times better than what we have currently and that really separates [Ghost] from really any other technology I’ve seen on the market."

Paul Lauer

Branch Director, RBC Wealth Management

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"My site is more interactive, it's converting more, it's sexier, it just flows. Ghost makes it so easy. If you’re not [using video], you’re missing out on a lot of opportunities."

Alana Bemmann

Founder/CEO, Cosmopolitan Academy

Frequently asked questions