Most lists of video ideas for financial advisors are generic. They hand you a pile of topics with no order and no reason to record any of them this week. You make two videos, run out of ideas, and the camera goes quiet.

A better way is to organize ideas around the moments your clients actually live through: meeting you for the first time, a new baby, open enrollment, a scary headline, the question they ask every week. When you know the moment, you know the next video. Every idea below keeps to a few simple rules: no named companies or securities, no returns or market numbers, and no client stories or testimonials. Your firm's review process has the final word on every script.

Getting to know you

Before someone becomes a client, they want to know what working with you feels like, and a short video answers that faster than a bio page.

  • How you work, in plain words. Your approach, explained the way you would to a friend.
  • Why you became an advisor. The real reason, told in your own words.
  • What a first meeting is like. What to bring, what you will ask, and what happens next.
  • Your process, step by step. From the first call to an ongoing plan, with no jargon.
  • Who you work best with. The people and situations your practice is built for.
  • Life outside the office. A hobby or cause that shows who you are.
  • How you are paid. A plain explanation of your fees and what they cover. Have your compliance team review this idea before you script it.

Your practice

Changes inside your practice touch clients directly, and a video tells them what is happening before they have to ask.

  • Meet a new team member. Who they are, what they do, and when clients will hear from them.
  • A new service. What it is, who it is for, and how to ask about it.
  • An office move. The new location, where to park, and what stays exactly the same.
  • A custodian change. What clients will see, what they need to do, and who to call.
  • Your client service calendar. What clients can expect from you through the year.
  • The best way to reach you. Who handles which questions, and what happens after someone asks.
  • Your succession plan. Who looks after clients if you are ever unavailable. Have your compliance team review this idea before you script it.

Seasons of the year

The calendar gives you a fresh reason to reach out all year, so seasonal videos are the easiest ones to keep on schedule.

  • Tax season prep. The documents worth gathering early, and where to send them.
  • A year-end checklist. A few items worth a look before the calendar turns.
  • Open enrollment. How to read workplace benefit choices without guessing.
  • Back to school. Talking to kids about money, and the basics of saving for education.
  • Holidays and family money talks. How to bring up money when the family is together.
  • A new year check-in. Simple questions to ask yourself as the year starts.
  • Giving season. How to give with a plan instead of in a rush.

Life events

Big life changes send people looking for help, and a video that names their moment shows you understand what they face.

  • Getting married. The money conversations worth having early.
  • A new child. The planning checklist new parents ask about first.
  • Buying a home. How a purchase fits with the rest of a plan.
  • Changing jobs. What to do with old workplace accounts and new benefits.
  • Caring for aging parents. The first conversations, and the documents to find.
  • A death in the family. What can wait, what can't, and where to start.
  • Selling a business. Questions an owner should ask long before a sale.
  • Retiring. Turning savings into a paycheck, and the questions the first year brings.
  • Receiving an inheritance. Why the first step is to slow down.
  • Going through a divorce. Getting organized when everything feels uncertain.

Already have a moment in mind? Book a demo and we'll walk you through the whole workflow on a topic you choose, from script to finished video.

Markets without the noise

When markets get loud, clients want a calm voice they already trust, and one video can reach all of them at once.

  • A headline in plain words. What the news says, what it means for a long-term plan, and what it doesn't.
  • Why you don't react to a bad week. How you plan for rough stretches before they happen.
  • What you are watching. The few things on your radar, and why most of them don't change the plan.
  • What volatility means. A plain definition, and how your planning accounts for it.
  • Why you don't make predictions. What you focus on instead.

Planning concepts

One concept per video keeps each one short, easy to follow and easy to send when a client asks about it.

  • Beneficiary designations. What they do, and why to check them after any life change.
  • Wills and trusts. What each one does, in plain words.
  • Roth and traditional accounts. The basic tradeoff of paying tax now or later.
  • Required minimum distributions. What they are, and why they matter in retirement.
  • An emergency fund. Why it comes before almost everything else.
  • Diversification. What it means, and what it can't promise.
  • Rebalancing. What it is, and why you do it.
  • Powers of attorney. Who can act for you if you can't.

Answers to questions you hear every week

If you answer the same question over and over, record the answer once and send the video the next time it comes up.

  • "Am I on track?" What on track really means, and how you check.
  • "How much do I need to retire?" Why the answer starts with how you want to live.
  • "Should I pay off my mortgage early?" The tradeoffs worth weighing.
  • "Should I be doing something right now?" Why the answer is often to stay with the plan.
  • "Who actually holds my money?" How custody works, in plain words.
  • "Can you help my kids?" How you work with the next generation.

Write the script before you record

An idea becomes a video once it has a script. Keep each one to a single point: name the moment, say the one thing that matters, and close with a next step. An opening can be as simple as this:

"Hi, I'm [Name], [title] at [Firm]. If you're [life moment], here's the first thing I'd look at."

Keep to the same rules as the ideas above, and leave blanks for anything specific to you until you fill them in.

In Cue, you can start a script four ways: from your firm's approved script library, from a draft Cue writes based on a trending news article or your own topic, from your own words, or from an uploaded Word, PDF or text file. You edit every word, then lock the version you will record, so reviewers can see exactly what you said. See how drafting works on the AI script writer page.

Turn one idea into a week of content

One recording can carry you through a week. Cue turns each video into three formats, 16:9, 4:5 and 9:16, each with burned-in captions, your name and title in a lower third, and your firm's disclosure slide. You also get an SRT caption file, a readable transcript and a LinkedIn post drafted in your voice. Here is one way to use them:

  • Early in the week: post the 4:5 cut on LinkedIn with the drafted post, edited until it sounds like you.
  • Midweek: share the 9:16 vertical cut where people watch short video on their phones.
  • Later in the week: put the 16:9 version on your website or in your client email.
  • Any time: shape the transcript into a short article or newsletter section.

Cue never posts for you, so every piece goes out through your firm's own review and publishing process. See the formats and caption-based editing on the editing and formats page.

Pick the next moment

You don't need a content calendar to start. Look at what your clients are living through this month, pick the idea that fits, and record it. Then do it again next week.

Which moment is next for your clients? Book a demo and we'll take one idea from this list from script to finished video with you, then set you up with a 14-day free trial.

This guide is general information, not legal or compliance advice. Your firm's compliance team decides what each video can say.