Wealth Stories

We Specialize in Wealth Stories

How much one-on-one time can you spend with your clients and prospects? Video is a way to add a personal touch and leave an impression when you can't wring enough hours out of your day. 

With our deep experience in journalism and commercial photography, we tackle production differently.

Unlike many filmmakers and production companies, we take a narrative approach. We help you tell your story in an easy-to-understand, informational, and engaging way. And because we have so many clients in financial services, we know a thing or two about compliance. Plus, we help keep you on track and will turn your videos around quickly so you can start thinking about your next video project.

Our business is very personal and I think there’s something about that human touch that I think helps begin a relationship.
— Tim Wyman, CFP® / Managing Partner, Center for Financial Planning

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Here’s your chance to make a personal connection with your first-time website visitors.


Process video

Want to walk someone through the steps of your financial planning process? Create a video and use the visuals to make your message stick.

Bio Video

Use your own voice, video and visuals to give your bio page a boost. Get personal and connect with your target market.


Emergency Kit

Be ready to communicate with your clients at a moment’s notice. When the market drops, your video is ready to go.


vlog (video + blog)

Use a vlog to educate your clients and prospects, establish yourself as a thought leader, and answer the questions you’re always getting.


How-to Video

When you’re done explaining steps over and over to your clients on a phone call, try showing them how with a video.


background video

Add personality and interest to your virtual calling card. These days, you have to have a website. Why not make it better than the rest?

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Landing Page video

When you’re marketing a specific service, this video will engage clients and can help you simplify the complex.


Advocacy video

Trying to change the status quo? Video can be a powerful ally in your fight. Inspire, empower, and tug on those heartstrings.


blooper video

Not every marketing video has to be so serious. Let your clients peek behind the scenes and laugh along with you.


I do get that there is an entire world out there ... that this (video) is a new way to communicate and market our services and it’s time for us to move into this new generation.
— Mary Durie, CFP® / Quest Capital Management


Disclaimers are fun! That’s our motto at Idea Decanter. We know you have to jump through a lot of hoops with those acronym avengers (aka FINRA, FTC, & SEC). It’s our goal to make your content marketing as easy as it is compliant. We’re ready to work with your company’s compliance officers—they’re a notoriously pleasant crowd. If you don’t have ‘em, we can help you create a formal review process, checklists and all.

Video is a way of reaching people who wouldn’t take the time to get to the fine print to get to the important nuggets of what we really want them to take away.
— Traci Richmond , CFP® / Co-founder, The Meakem Group
Idea Decanter Rocks!
— Nate LeGrand , CFP® / President + CEO, CenterPoint Financial Group

Our wealth Clients

Pearl planning

Center for financial Planning

Quest Capital Management

ironstone consulting

CenterPoint Financial Group

legacy wealth

millstone evans

 stephens wealth management group

thimbleberry financial

The Meakem Group

Southwestern Investment Group

Goodrich + Associates

kaydan wealth

women’s leadership alliance

the page group 

Wagener-Lee WEalth Advisors