Get Instant Access to the 2026 State of Advisor Video Report
Unlock the research, trends, and insights shaping how advisors approach video now.
If video feels important but difficult to prioritize, this report will help. Inside, you’ll find original survey data, key trends, and practical insights you can use to better understand where the industry stands and what it could mean for your own marketing. Enter your name and email to get access.
What the Data Really Says About Advisor Video
Sharon, Laura, and Sherita break down how financial advisors are really using video today, and what’s holding the rest back. Watch the breakdown to see how you stack up against your peers, and where the real opportunity is hiding.
What you’ll learn:
- How your video approach compares to other advisors
- The biggest barriers holding advisors back, and how top performers work around them
- What the data says about time, repeatability, and making video sustainable
- Whether advisors actually believe video is worth the investment
- A simpler, more strategic next step you can take today
What Industry Experts are Saying about the Report:
“This report confirms that video is no longer optional for advisors, but random video will not drive real growth. The firms gaining traction are not necessarily spending more time creating content. They are building simple, repeatable systems to create, distribute, and track video in a way that builds trust and turns attention into action.”
Charlie Van DervenPresident, Social Advisors 
“In a world increasingly filled with AI-generated content, this report is what advisors need right now. The results are proof that video brings a level of authenticity and human connection that’s more important than ever."
Kelly EdwardsCEO & Chief Brand Strategist, Lawton Marketing Group 
“In a world where attention is fragment and trust is harder to earn, video is one of the fastest ways for advisors to differentiate, humanize their message, and build connection. This report makes it clear that the opportunity for advisors now isn’t belief, it’s execution. Learning to use video as a consistent, strategic extension of the advisor-client relationship is a tremendous way to rapidly drive growth.”
Kristin AndreeFounder, My FA Coach 
“What makes this report so valuable is that it doesn’t just confirm video works—it shows exactly where advisors get stuck and how to move forward in a practical, repeatable way.”
Mitch SlaterHead of National Sales Digital Communications, UBS 
“What this report does so well is validate what advisors have been telling me for years: there's a real difference between believing video moves the needle and knowing it does. And now we have the most specific picture yet of where that gap exists and what it's costing them.”
Derek PollardFounder, Constellar Creative 
