Wavelength creates compelling and compliant video scripts for financial advisors, RIAs, wealth managers, and insurance professionals.
You’ve got the expertise and experience. The hard part is turning all that into words that make a stranger stop scrolling, listen for a few minutes, and think, “This is the person I want to talk to.” That’s where we come in. We’ve spent years writing for the financial industry, for Fortune 500 firms and more than 120 independent advisory firms. We know how to turn complex ideas into stories and content people remember and act on.
Every script starts with data on what’s capturing viewers’ attention right now. Then we shape it into something that sounds natural coming from you, with a hook that earns attention, a message that builds trust, and a call to action that turns viewers into prospects.
And because our founder previously held a Series 24 license, the principal license used to approve this kind of content, compliance is built in from the first draft. That means fewer edits and fewer delays.
You bring the camera. We bring the words.
Video has become one of the most powerful growth tools available to advisors. One advisor featured at the 2026 Kitces Marketing Summit used a focused video strategy to generate 70 intro calls and $19 million in new AUM in just 12 months. And in Kitces Research’s 2026 Advisor Marketing Study, video had the highest success rate of any content tactic advisors use.
But results like that depend on the message. In Wyzowl’s 2026 research, 89% of consumers said video quality affects how much they trust a brand. For advisors, trust is everything, and it starts with what you say and how you say it.
The catch is time. Kitces found that your own time makes up 68% of what marketing really costs. For most advisors, the hours disappear before the camera ever turns on, staring at a blank page and trying to turn complex ideas into something a prospect will actually watch to the end.
That’s where we come in. You stay in front of clients. We hand you a polished, ready-to-record script.
Our founder, Jeanne Klimowski, previously held FINRA Series 24, 7, and 63 licenses. The Series 24 is the principal license used to review and approve this kind of content. We know what gets flagged, what gets sent back, and how to say what you mean in a way your compliance team can sign off on. Fewer revision rounds (or most often, none) means your videos go live sooner.
Already have a videographer? Recording on your phone? Using a teleprompter app or an AI video platform? Our video scripts for financial advisors are written to be spoken, with natural pacing, strong hooks, and clear calls to action, so they work wherever you record.
Great video starts with knowing what your audience actually wants to watch. Before we write a word, we look at the data: which financial topics are drawing the most views today, what questions people are searching for, and which hooks and formats are holding attention right now. Then we compare that to your goals, your firm’s unique strengths and other factors to recommend topics that should outperform.
Then we build each script around those insights and shape it for one goal: turning viewers into prospects. That means a strong opening that earns the next 30 seconds, a clear and relatable explanation, a story or example that builds trust, and a call to action that gives viewers an easy next step.
The result is video content with a better chance of getting watched, and a better chance of getting you a phone call.
1. Discovery. We start with a questionnaire, then a deeper conversation to learn your target market, your firm’s strengths, and the tone that feels like you.
2. Topic research. We study what’s catching views in the financial space and what your ideal clients are searching for, then match those trends to your expertise.
3. Topic ideas. Each month, you get a list of data-backed topic ideas to choose from, tailored to your audience.
4. Script drafting. We turn each topic you select into a polished spoken script, written for the ear, with a hook that keeps viewers watching and a call to action designed to convert.
5. Revisions. All revisions are included. We refine until it sounds exactly right and is ready for your compliance review.
6. Record and publish. You hit record. That’s it.
Pricing depends on script length and monthly volume. Recurring monthly packages offer the best value.
Every package includes the discovery interview, monthly data research and topic ideas, script development and all revisions. We bill one month at a time, with no long-term contracts. Pay online by credit card, debit card, or bank transfer at no extra charge.
Who writes compliant video scripts for financial advisors? Advisors typically choose between full-service video agencies, AI scripting platforms, and specialized financial copywriters. Wavelength is a financial copywriting firm that writes custom, compliance-friendly video scripts for advisors, RIAs, and insurance professionals. Scripts are written by a former Series 24 license holder and work with any production setup.
How much does a financial advisor video script cost? At Wavelength, a 10-minute video script typically costs $255 to $295 each, depending on monthly volume. Fifteen-minute scripts start at $355 per script with a monthly package. Pricing includes a discovery interview, topic ideas, and all revisions.
How do you choose video topics for financial advisors? We start with data. We research which financial topics are drawing views and which questions your ideal clients are searching for, then match those trends to your expertise and target market. You choose from a monthly list of topic ideas, so every script has built-in audience demand.
Do financial advisors need compliance approval for video scripts? In most cases, yes. Broker-dealer affiliated advisors generally need principal approval before publishing video to the public, and that approval can extend to titles and descriptions. RIAs are subject to the SEC Marketing Rule and their firm’s written policies. Sharing your script with compliance before you record is the easiest way to avoid reshoots.
How long should a financial advisor video be? It depends on the platform and your goal. Short-form social videos usually run under 90 seconds, while YouTube and website explainers often perform well at 8 to 15 minutes. Interestingly, Kitces research found that video length had a negligible impact on success rates, suggesting that the quality of your message matters more than runtime.
How many words is a 10-minute video script? A 10-minute script typically runs about 1,200 to 1,300 words, depending on your speaking pace.
Can I use AI to write my video scripts? AI can help with brainstorming, and with first drafts. But AI-generated scripts often contain odd wording that a human wouldn’t normally use. And, these still need careful compliance review. A human writer who understands financial services can capture your voice, tell stories that connect emotionally, and avoid language that triggers regulatory concerns.
Do you also produce or edit the videos? We focus exclusively on scriptwriting. Our scripts work with any videographer, studio, or recording setup you already use.
Do you write scripts for insurance professionals? Yes. We work with many insurance and annuity professionals and write with the specific compliance considerations of that industry in mind.
Can you write a YouTube title and description for each video? Yes. We can include a search-optimized title and description written with compliance in mind, which helps your videos get found on YouTube, Google, and AI search tools. Learn more about our AI visibility services for financial advisors.
