Build authority with FinKit

For advisors who aren’t creating enough video content each month to keep up…

FinKit is 52 Weeks of Authority-Building Short-Form Video Content

Your Next Client is Scrolling.
Make Them Stop and Pay Attention.


Short-Form Video Leverages Social Media Algorithms to Capture Attention

Audiences prefer bite-sized videos on platforms like LinkedIn, YouTube Shorts, and Instagram Reels.

Platforms prioritize short-form video, achieving 86% higher engagement than traditional video content.

Engagement with shorts is skyrocketing


Most advisors haven’t adapted to the short attention spans and algorithms driving engagement on social media. That creates an opportunity for you to get ahead in your market.

2 hours of time = 3 months of done-for-you “snackable” videos

3x-4x more views on YouTube

2x-4x more views and engagement on LinkedIn

2x more engagement on Facebook

“Race ahead with snackables to use on YouTube Shorts and Instagram Reels.”

“With every post, you’re not just covering ground; you’re seizing attention, weaving tales that captivate in the sprint towards lasting impact and community resonance.

Instead of boring jargon, I get personal – talking about my family, races, or charitable endeavors. People can tell I’m being authentic instead of trying to sell them something.

That power of video helped me 2.5x my book of business.”

-Ari Baum
Endurance Wealth Partners

Ready to build influence every week?

FinKit turns 2 hours each quarter into 52 weeks of engaging short-form videos that accelerate your influence with…

✅ New audiences on YouTube, LinkedIn, Facebook, and Instagram who will see more of your content

✅ New prospects who get warmed up with video emails

✅ Referrals from clients empowered to advocate for you with shareable videos

✅ “Dead” leads who need timely video touches to stay top of mind and reengage

Just 3 Steps Each Quarter to Get 12 Weeks of Snackable Videos

1. Turn Your Best Insights Into Weekly Videos
Sit for a remote video interview with a professional video coach who will tease out your best stories, insights, and personal tidbits to humanize you and your brand.
2. Create 12 Weeks of Video in Just a 2-Hr Session Each Quarter
You’ll get 12 weeks of edited, compliance-approved video shorts to post across your social media channels, email, and website PLUS engaging social copy to make them easy to share.
3. (Optional) Done-For-You Posting Makes Social Media Effortless
Our extra Post & Promote service will format, post, and track your videos across PLATFORMs every week.

Hard truth: advisors fail to create consistent video content because of time crunches, technical problems, and content creation hurdles

We created FinKit to make professional, authority-building, consistent video content effortless (for less money than you’d expect)

No more struggling to find time to create content—spend just 2 hours per quarter for 52 weeks of professional content.

No more staring at a camera, wondering what to say —we interview you to capture high-impact stories, snackable insights, and personal history that build connection.

No more fumbling with tripods, lighting, and awkward camera angles—guided recording sessions ensure perfect setup, lighting, and framing every time.

No more guilt that you’re falling behind—built-in accountability and weekly videos keep you active and visible on the platforms your audience uses most.

No more worrying if your videos are compliant—we’ve got 10 years of experience across hundreds of compliance teams so we’ve got you covered.

“My team sends video links to referrals and existing clients with the intent that they should be shared among the clients’ networks.

We started doing this, and we saw my referral rate jump 112% with no other changes.”

-Traci Richmond
President, The Meakem Group

Ready to Build Influence?

We work with financial professionals from

WE WORK WITH FINANCIAL PROFESSIONALS FROM: