Nobody Watches Videos

(except the Americans poised to inherit $60T)

Idea Kit makes it easy for financial advisors to record studio-quality videos with your phone.

Are you prepared for the $60T Wealth Tsunami that’s coming? Some financial advisors will ride the wave. Others will get sucked under. The differentiator is technology. If you watch video, and you realize that your prospects watch video, Idea Kit will get you ready to record. Idea Kit’s Secret Formula was built so you can record with confidence and grow your practice. Get on board with video.

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FOUNDED

ADVISOR VIDEO ACADEMY WEBINAR

GET MORE CLIENTS IN THE DOOR

With Chrissy Smith and Shandra Redwine
Congruence Agency

JUNE 14TH, 12 pm ET

As seen in

What we do

VIDEO IS A POWERFUL TOOL TO HELP GROW YOUR BUSINESS

CREATE

Record in Idea Kit's remote studio with a live performance coach guiding your session.

CREATE

Deliver more meaning because body language, expressions, and inflection can’t be conveyed in copy.
SEE HOW

ENGAGE

Communicate one carefully crafted message that your viewers can watch on-demand.

ENGAGE

Video connects you with prospects and clients and is always on (even when you're not).
SEE HOW

CONVERT

Engage your audience to grow your business.

CONVERT

Follow our process to turn your video into a marketing utility player.
SEE HOW

Fresh From The Blog

WE WORK WITH FINANCIAL PROFESSIONALS FROM:

GET A PERSONALIZED STORY PLAN, CUSTOM SCRIPTS, LIVE PERFORMANCE COACHING, AND A HANDS-OFF EDIT FOR YOUR MARKETING VIDEOS

Melissa Joy testimonial
I want to work with a marketing firm that isn’t limited by a financial services prism but is well-versed in my compliance constraints. When working with Idea Decanter, I get world-class creative advice with compliance-approvable process and delivery.
MELISSA JOY, CFP®, CDFA®
PRESIDENT, PEARL PLANNING
Traci Richmond testimonial
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, JD, CDFA®, RICP®
CO-FOUNDER, THE MEAKEM GROUP
Nate Legrand testimonial
Idea Decanter rocks!
NATE LEGRAND, CFP®
PRESIDENT + CEO, CENTERPOINT FINANCIAL GROUP
Dana Havens testimonial
People have loved our videos and have commented on how professional they look, how educational they are, and it seems we are gaining a lot of name recognition because they remember them.
DANA HAVENS
SENIOR FINANCIAL ADVISOR, RJFS AFFINITY WEALTH PARTNERS
Jeff Watson testimonial
I'm just blown away by how good it is and looking forward to doing all the others.
JEFF WATSON, CFP®
WEALTHCARE FINANCIAL

WILL VIDEO MARKETING WORK FOR YOUR PRACTICE?

Financial Advisors across North America are using video to connect with prospects, convert them to clients, and grow those clients into raving fans. The Idea Kit process makes it easy.

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