get ROI with Video
Built for Financial Advisors Like You
Idea Decanter makes it incredibly simple to build authority and grow your practice with video.
Our proven 3-step Video Growth Code helps you create authentic, authority-packed content, stand out on video, and attract dream clients who already know you’re a fit.
Get 52 Weeks of authority-building short-format video content
“We’d been posting content on social media, but the first Inspire Confidence video we shared, it immediately resulted in a client.”
~Saša Mirković, CFP®, MBA, CRPC®
Inspire Confidence Group
“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 in 2021, and we saw my referral rate jump 112% with no other changes.”
~Traci Richmond, JD, CDFA®, RICP®
Meakem Group
VIDEO PACKAGES
3 Ways to Launch your video plan
Instant Video Impact | Idea Kit | FinKit | |
|---|---|---|---|
How many videos do I need? | 2 | 1-12/yr | 52/yr (weekly!) |
Are scripts custom written for me? | Scripts pre-written | Scripts written just for you
| Yes -or- you can record Q&A style |
How long are my videos? | About 2 minutes | 3 minutes or less | Under 60 seconds (vertical) |
Is my video gear included?
| Yes | Yes | Yes |
Does someone keep my project on track? (You get a dedicated Producer/Project Manager) | Yes | Yes | Yes |
Do I get help finding a location & lighting my shot? (That’s your Idea Kit Coach!) | Yes | Yes | Yes |
Do I get live performance coaching? (Your Idea Kit Coach does that, too!) | Yes | Yes | Yes |
Can I get help posting on social media? (Your Post + Promote team is ready) | Yes | Yes | Yes |
Advisors Winning with Video
Want to see how other financial advisors are connecting with prospects and winning new clients with video? Check out The Real #Finfluencers interview series. Get practical tips you can use. And get better results from video marketing.
“The Idea Decanter team really made it simple. I was also really impressed with the quality for the editing. And I’ve been pleased with the feedback on the videos so far!”
Jim Harvey, CIMA®, CPWA®
President, Opus 111 Group”
As seen in
Fresh From The Blog
How Financial Advisors Can Build the Right Video Marketing Budget
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WealthManagement.com Picks The Real #Finfluencers as a Wealthies Finalist
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The Real #Finfluencers Ep. 38: Casey Pascuzzi on How to Stop Wasting Money on YouTube
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Let Your Happy Clients Do the Convincing
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The Real #Finfluencers Ep. 37: How Alexis Allen Turns Interviews Into New Business
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Meet Darwin Guggenbiller: From Blueprints to Broadcasts
Growing up on a dairy farm in western Ohio, Darwin Guggenbiller learned early that meaningful things take work. As…
You Can't Improve What You Don't Measure
Advisors, we see you. You’re putting yourself out there on LinkedIn and YouTube. You’re creating videos, posts, articles. You feel…
The Real #Finfluencers ep. 36: Liz Hand on Getting Out of the Video Editing Rabbit Hole
Video can feel like a creative playground, until suddenly you’re five hours deep editing a five-minute video, tweaking every cut,…
How One Advisor Turned COI Marketing Into a $40M Pipeline
Gerry Scott has a $40 million pipeline of business expected to come in over the next one to two months.…
The Real #Finfluencers Ep. 35: Tom Fields on What Actually Works with Video
If you think video ROI starts and ends with likes, comments and impressions, Tom Fields would tell you to think…
Stop Letting Monday Decide Your Marketing Momentum
I hate to tell you this, but your “Monday Morning Plan” doesn’t work. Let me say up front, you are…
The Real #Finfluencers Ep. 34: Jane Mepham and Manasa Nadig on Getting Specific
What happens when two niche experts stop overthinking content and start recording the conversations they’re already having? In this…
The State of Advisor Video Report 2026
The First Clear Picture of What’s Working in Advisor Video For years, financial advisors have heard the same message: video…
Planning for a Crisis Can Help You Avoid One
You know the value of planning for the future; it’s something you do for your clients daily. But, have you…
The Real #Finfluencers ep. 33: Mark Rapoza’s Client-First Video Strategy
Most advisors don’t quit video because they run out of motivation. They quit because they’re chasing the wrong finish line,…
Then. Now. How: The Only Client Testimonial Framework You Need
There’s an old Irish saying that goes like this: We live in the shelter of each other. In marketing…
The Real #Finfluencers Ep. 32: Traci Richmond’s 9-Year Video Playbook
What do you learn after nearly a decade of showing up on camera as a financial advisor? In Episode…
When Growth Demands Leverage: Elevare’s Fractional CMO Results
When you’re in rapid growth mode, time isn’t just money. Time is THE limiting factor. John Ledesma, Founder and CEO…
The Real #Finfluencers Ep. 31: How Art Dinkin 10xed His Visibility With Consistent Video
When Art Dinkin, CFP®, owner of DV Financial, first dipped his toe into video, he wasn’t chasing instant ROI. He…
Win the Visibility Wars: Your 2026 Video Strategy
As you’re planning your 2026 marketing strategy, here’s the truth you can’t ignore: the visibility wars are already underway ……
The Real #Finfluencers ep. 30: Ryan Canfield on the Future of Advisor Video
Consistency pays off. Financial advisor Ryan Canfield knows it because it’s advice he’s always giving his clients. But he also…
Naughty or Nice: Your Official 2025 Marketing Checklist
A Holiday creation from the elves at Idea Decanter Every December, we start asking the big questions. Not “Did…
The Real #Finfluencers ep. 29: Gerry Scott on Turning COIs into a Referral Engine
What if your marketing wasn’t about asking for referrals—but building a system that naturally creates them? That’s exactly what…
The Real #Finfluencers Ep. 28: Katherine & Christopher Tipper Share Their 401(k)ouple Secrets to Video
You’d think after 300 videos, you’d learn a thing or two about what your audience wants to watch. And what…
Exclusively for Advisors who want to become a trusted thought leader and grow with video without becoming a production expert.
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