GET READY TO RECORD

Idea decanter idea kit

Idea Kit in Action

CREATE. ENGAGE. CONVERT.

The last thing you need is canned, off-the-shelf video content.  If your goal is to engage prospects and convert them to clients or nurture your existing client relationships, then we can help.  We’ll take you through our custom story process, live coach you in your record sessions, and deliver videos that make you sound as great as you are!

Ready to get rolling?

READY
We will send you a gear kit and work with you on concept, messaging, and delivery strategy.
SET
For your shoot, all you need is a fully charged iPhone and Wi-Fi.
GO!
Once you hang up, your videos are in our experienced hands. We’ll get editing and deliver professional videos that you can use.

SPEAK TO YOUR SPECIALTY

Leo Walker
Wells Fargo Advisors

MAKE A CONNECTION

Karen Coyne
Clarity Planning

INSPIRE YOUR PROSPECTS

James Russo
Altrius Capital Management

TELL A STORY

Peter Tedstrom
Tedstrom Wealth Advisors

SHARE YOUR “WHY”

Laura Webb
Webb Investment Services

INTRODUCE YOUR TEAM

Birch Run Financial

SUPPORT A CAUSE

Legendary Mustang Sanctuary

SPEAK THEIR LANGUAGE

Maria Fraile
Raymond James & Associates

DARE TO BE DIFFERENT

Traci Richmond
The Meakem Group

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We're getting better at it as we do more videos, but the Kit Coaches helping us with the inflection of a word … that's really cool, real-time help.
Bill Keen, CRPC®
Founder and CEO, Keen Wealth Advisors
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
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
Traci Richmond testimonial
Video is a way or 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
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
Nate Legrand testimonial
Idea Decanter Rocks!
NATE LEGRAND, CFP®
PRESIDENT + CEO, CENTERPOINT FINANCIAL GROUP
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WOW….all I can say is WOW. This is fantastic! I have shown it to the people whom I value their opinions the most – my brother, my former business partner, my husband, my assistant and a few colleagues. They all say the same thing – it is fantastic!
Liz Tkacz Breitner, CFP®
ASSOCIATE VICE PRESIDENT, LIZ TKACZ BREITNER WEALTH MANAGEMENT

FAQs

Idea Kit is perfect for creating ongoing content. In fact, we have packages with deep discounts on video if you sign up for a year’s worth of content. But if you don’t need 12 videos, we can create a custom package to fit you. Some Kit clients only need us to produce a single video project. We can do that!

If you’re creating a year’s worth of content, we offer monthly autopay options. If we’re working together on a single project, you’ll be billed your account setup up front and the project cost when you have a final video in hand.

 

We send it straight to you. As soon as you sign up for Idea Kit, we ship you a ring light and a couple of light stands with a phone mount and a lavalier mic. We’ve tested different lights and a dozen mics. You’re getting our top picks.

 

Yes! As soon as you’ve been through the revision process, we’ll send you a downloadable link. You just click it and save the MP4 file to your computer. Then you can upload it to YouTube, your website, and directly to social platforms.

 

You’re in luck. We specialize in ideas at Idea Decanter! The first step in our process is to work with you to create a “Playlist” for your content. After our consulting session, you’ll get your custom Playlist in spreadsheet form with ideas assigned to months. The plan is flexible and it helps keep you on track.

 

To teleprompt or not to teleprompt, that is the question. And a good one! You decide if you’d like your script on the screen, just bullet points, or if you’d prefer to record Q&A style. If you want to use a script, we’ll load it to the in-app teleprompter and roll it for you to read. We can work with you to boil that messaging down to bullet points if you prefer that in your teleprompter. Or you may choose to do a Q&A video. In this style, we work in advance to identify messaging, audience, and your call to action. Then, during your record session, we ask you questions to cover all those points we planned. After we’re done recording, we cut out the questions and take the best bits of what you said and build your story.

Remote video shoots are less expensive, take less time, and can be a great way to create professional, ongoing video marketing content. But if adding “WOW” factor to your website is your main goal, we recommend finding out more about on-site video production.

 
 

Get a personalized story plan, custom scripts and all the gear you need

WE WORK WITH FINANCIAL PROFESSIONALS FROM:

We work with financial professionals from