Free white paper for wealth management firms
Getting every advisor on camera without losing control of what they say.
The case for putting your whole bench on camera, not just the few who enjoy it, and what a firm has to build to make that safe. Written for marketing and compliance leaders.
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What's inside
Six sections. Every figure sourced.
01
The trust is in the wrong place
Why the most trusted voice in wealth management is missing from where investors now learn, drawing on CFA Institute's 2026 survey of more than 2,400 investors.
02
What video actually does
A randomized study of 7,609 adults on where video's advantage really sits: believability, not persuasion.
03
Why it has to be the whole bench
Why a program that only covers leadership reaches the wrong relationships.
04
Why programs stall
Four failure points, and none of them are about advisors being camera-shy.
05
Six controls for scale
What has to be true before a firm can let every advisor speak on camera under its name.
06
A 30-day pilot plan
Who to include, what to measure, and what to leave off the list.
Who it's for
Written for the people who have to say yes.
Marketing leaders
Who want every advisor visible, not just the few who volunteer, and need a program that runs without a production team.
Compliance teams
Who need to know what was said, who approved it, and where the record lives before they sign off on video at scale.
Firm leadership
Who want a small, measurable pilot before committing the whole firm to anything.
Rather see it than read it?
Book a demo and we'll show your team how Cue puts these controls to work, from approved script to finished video.