Done-for-You AI Video Content for Financial Advisors
Prospects hire the advisor who educated them — be that advisor every week
Assurgit builds your AI avatar and voice clone, writes compliance-safe educational scripts, and publishes to LinkedIn, Instagram, TikTok, and YouTube — every week, completely hands-free.
Real Result — Week 1
“WellPreparedLife grew their business 50% in their first week with Assurgit — without filming a single new video.”
— Asa Rogers, Founder of Assurgit
The problem every financial advisor faces — and how we solve it
“Prospects Google their advisor before ever calling — and you have no content for them to find”
Weekly educational videos on LinkedIn and YouTube ensure that when your ideal client searches for financial guidance, your face and voice are what they find — building trust before the first call.
“Compliance anxiety paralyzes you from posting anything”
Every script stays in educational territory: financial literacy, planning concepts, behavioral psychology. No specific recommendations, no performance claims. You (and your compliance officer) review before anything goes live.
“You spend your days managing portfolios and client calls — content creation never makes it onto the calendar”
Your AI avatar creates content while you manage clients. Setup takes 30 minutes. After that, five polished videos publish every week without you touching a camera or editing app.
How it works for financial advisors
30-minute setup call
We capture your voice clone, build your avatar, and brief ourselves on your specialty, ideal client (retirees, business owners, young professionals), and any compliance parameters your firm requires.
We research relevant financial topics every week
Our AI monitors what your target clients are searching — tax questions, retirement concerns, market anxieties — and builds a content calendar around real, timely demand.
Compliance-safe scripts arrive Monday morning
5 educational scripts in your voice — no specific recommendations, no performance claims, no FINRA-trigger language. Review and approve, request changes, or auto-publish.
Videos are rendered and human-reviewed
Every video goes through human QC before publishing. Caption accuracy, rendering quality, and platform formatting all checked.
Auto-published to your platforms
LinkedIn, Instagram, TikTok, YouTube — posted at optimal engagement windows, formatted per platform. Zero manual work from you.
What your content looks like
Educational, trust-building content that positions you as the expert your prospects turn to — not a pitch. Here are examples of scripts we write for financial advisors:
Plans for financial advisors
One new AUM relationship typically covers years of the service. Start with Launch to prove the system, then scale.
| Plan | Price | Videos/Week | Platforms | Publishing | |
|---|---|---|---|---|---|
| Launch | $397/mo | 5/week | IG, TT, LI, YT | MP4 delivery | Get Started → |
| StarterMost Popular | $997/mo | 5/week | IG, TT, LI, YT | Auto-publishing | Get Started → |
| Growth | $1,997/mo | 10+/week | IG, TT, LI, YT | Auto-publishing + White-glove | Get Started → |
All plans include avatar + voice clone, human QC, and research-backed scripts. Full pricing details →
Frequently asked questions
Is AI video content compliant for financial advisors and RIAs?
Our scripts stay firmly in educational territory — general financial literacy, behavioral finance concepts, planning frameworks, and market education. We do not produce specific investment recommendations, performance claims, or anything that constitutes personalized investment advice. You review every script before publishing and can request changes at any time. Many advisors also route scripts through their compliance team before approval.
What kind of video content works for financial advisors?
Educational content about financial planning concepts consistently outperforms promotional content for advisors. Videos explaining how Roth conversions work, what sequence-of-returns risk means, how to think about asset allocation at different life stages, and common behavioral mistakes investors make — these build trust with prospects long before they're ready to book a call.
Will my compliance officer need to review the scripts?
We recommend routing scripts through your compliance process on the Starter and Growth plans, which include script review time built into the workflow. On Launch, you receive scripts Monday morning and have the window before Thursday publishing to route them internally. We write for educational compliance by default — no specific tickers, no performance projections, no calls to action that could trigger FINRA rules.
Which platforms should financial advisors prioritize?
LinkedIn is the highest-ROI platform for advisors targeting high-net-worth individuals, business owners, and corporate executives. YouTube builds long-term search authority for terms like 'how to reduce taxes in retirement.' Instagram and TikTok reach younger accumulators who will need advisory services in 5–10 years — building that awareness early is a significant competitive advantage.
How long until I see results?
Most financial advisors see meaningful profile growth and inbound connection requests within 30 days. Direct inquiries from qualified prospects typically begin in the 60–90 day range as the algorithm identifies your audience. The compounding effect of consistent content means month 6 typically outperforms month 1 by 5–10x.
Start educating. Start attracting your ideal clients.
Book a free 30-minute call. We'll walk through exactly what your content would look like and how we keep it compliant for your firm.
Book Your Free CallNo commitment. No credit card. Just a conversation.