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FUTUREPROOF CITYWIDE • MAR 8-11

Record your advisor origin story

Visit the FINNY Booth (#210) at Future Proof to experience the Advisor Video Bootcamp. Turn your origin story into a high impact prospecting video!

Advisor video bootcamp

What to expect

Step into our beachside studio and record a professional advisor story video. With hands-on guidance from our team, you’ll capture a confident, authentic message and leave with a polished video you can use immediately.

What you get:

15 minute guided recording session

Professional lighting and audio

A professional video for marketing and prospecting

Reserve your spot
Reserve your spot

Watch the official Future Proof recap video

Get ready

Things you need to know to get ready

Refine your story

Clarify your message to sound natural, confident, and authentic.

Record your video

Get guided, professional recording in our beachside studio.

Post and generate leads

Use your video to engage prospects and strengthen client relationships.

Remember Mad Libs?

Here’s a script to get you started

A little prep makes a big difference. Use our Mad Lib–style outline so your story sounds natural, confident, and compelling on camera.

Video script
Copy

Hi, I’m [NAME], and I’m the [TITLE] at [COMPANY].

I first became interested in financial planning when [HOW YOU GOT STARTED].

I chose this career because [WHY YOU ENTERED THE PROFESSION].

Today, I work with [WHO YOU SERVE] and help them [KEY VALUE YOU PROVIDE].

I’ve been doing this for [NUMBER] years, and what I love most is [WHAT MOTIVATES YOU].

If you’re looking for a trusted partner to help you with your financial future, I’d love to connect.

pro tip: keep it short

Videos under 60 seconds drive higher engagement and completion

Get inspired

See what others are doing

Check out this example from Ann Hynek from Hestia Wealth and Wellness