Why does my firm need a video?

Videos convey emotion and give your business the ability to authentically communicate its value and connection in a more exciting and engaging way than simple images, tedious words, or standard ad content. Videos can boost engagement, social media shares, generate clicks and incite action.

How Do We Get An Affordable Video?

Resources has partnered with Optix Digital Media to provide video production services at our national conference. As part of this partnership, Resources has contracted a unique value-add opportunity for our member firms. Interested firms can highlight their business in a 60 to 90-second promotional video, captured right there at our national conference. This video can be used on your website, in prospecting emails, on social media, or in presentations and meetings.

What will MY video look like?

The video below was produced for SHA Retirement as part of this special video package during last year’s conference. This video took less than thirty minutes of time to capture with Kelley and David. It’s a great example of what you can expect for the quality level and style for your video.


Three Options To Choose From

We have developed three different video themes for you to choose from. The on-location video interview footage will encompass the majority of your video. We'll also coach you on reading a scripted voice-over narration, if-needed. This will help structure the video and tie the interviews together. 

Each video will be customized to include your firm’s logo, color scheme, contact information and a custom call-to-action, such as "Call to schedule an appointment" or "Visit our website for more information."


1) General Firm Overview

“People don’t buy what you do… they buy why you do it.” Simon Sinek

This quick video will help viewers get a feel for you and your firm. Through the narrative and questions, we will communicate not “what you do” but “why you do it.” Interview questions will address your firm’s value to clients, attitudes of your team and your firm’s differentiators in the marketplace.

2) Retirement Plan Sales

“What you do proves what you believe” Simon Sinek

This quick video will briefly explain your firm’s value to potential plan sponsors encouraging them to reach out to your office for more information about your services. Interview questions will address what types of problems you are helping plan sponsors solve, your firm’s experience in the industry (generally) as well as what successful outcomes look like for employers and participants.  

3) Wealth Management Focus

“People will forget what you did, but people will never forget how you make them feel.” Maya Angelou

This quick video will dive specifically into the wealth management side of your business giving clients a brief introduction to your firm and your wm services before they step through the door. Interview questions will address your firm’s general approach to wealth management, the goals that you help your clients reach and what successful outcomes look like.


What's the Quality We Can Expect? 

Optix Digital Media works with numerous clients across the Midwest to produce high-quality and engaging videos. They've filmed videos for several financial services organizations and understand the challenges and opportunities this industry faces. 

Cost to Our firm

The cost to your firm for is $1,000 per video, which is a 60% savings on the full cost of this video!

You have the option of purchasing one, two, or all three of the video themes. Due to time constraints and budget limits, additional customization to the finished video is not available at this discounted price. 

We want to take advantage of this opportunity

Simply click on the link below and reserve a time slot at the national conference. Once this is completed, you will be emailed a contract by Optix Digital Media. For additional questions about the videos, please email Kaleena Fong at kfong@riaadvisor.com.

All video interview reservations must be submitted by Friday, July 27.