Five sessions that teach you how to build a video system that compounds into clients.
Session 01 · Why VideoPreview · 5 min free
Full Access · Free
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The Sessions
Everything you need to start.
Video is hard to start and easy to scale. I'm here to help you skip that learning curve.
Video is the awareness engine and the trust engine. The case for short-form as a financial advisor, the stats that end the debate, the advisors already winning with it, and the objections that have kept everyone else on the sidelines.
Video is hard up front and easy later. This is the operating system: how many videos to commit to, how to batch a full quarter in one go, the four-step compliance workflow, the profile setup for each of the High Five, and why your first ten posts should go up by hand.
Video alone doesn't sign clients. This is the four-step funnel that does: content built for your ideal client's problems, a Link in Bio landing page that converts, a qualifying form that routes leads correctly, and a booking page that closes. Plus the niche-as-Venn-diagram framework and the 5 ways to talk about any problem.
Audio first, lighting second, camera third, background last. The triangle setup, framing rules, gear tiers from budget to high-end, and the exact filming workflow that gets you a usable take.
A live walkthrough of the system we use ourselves. Build a Sage profile that captures your voice using stylometry, pull ideas from the Trends tab or generate them, script in minutes (in batch when you want), export the compliance package, hand editing to AI or our human team, then generate descriptions and thumbnails and post. One tool, every step.