This Month’s Video!
January 2025 - Does a New Year Mean New Financial Goals?
The Simple 3-STEP Process is Below
1)ONLY $247/MONTH and THE FIRST MONTH IS FREE (CANCEL ANYTIME)!
90 SECOND VIDEO Based on a trending topic
You get the video file Branded for your firm
COMPLIANCE-FRIENDLY & compliance edits are always free
Current Month’s Video
Want to see more?
Check out a couple previous month's videos
Watch the full playlist dating back to early 2021
FINANCIAL ADVISOR PLUG-N-PLAY VIDEO PLAYLIST
2) NEXT I SEND YOU A SHARED DRIVE AND PUT YOUR VIDEO IN IT MONTHLY
You simply download the video and written content and start using it right away.
3) LASTLY, YOU STAY TOP OF MIND WITH EXISTING CLIENTS AND POTENTIAL CLIENTS
Check out the feature that Barron’s wrote on my clients and myself!
Charles Alexander
I understand that this is new territory for you which makes you feel uneasy and overwhelmed.
That's why I work primarily with busy professionals just like you, have 80+ testimonials and 800+ videos, and created a simple process that just works.
Really want to talk about it first? No problem.
Click below and let's schedule a brief call (no sales pitches, I promise)
What Are Financial Advisors Just Like You Saying?
Dean Shore, CFP®, Shore Wealth Management - “Charles created three videos for our office. Each one came out better than expected and Charles was great to work with. Since boosting these videos on our social media accounts we have driven more traffic than ever before back to our website. Thank you for the help Charles.”
Israel Guitian, Guitian Wealth Management - “Charles helped us create a few videos and they all came out great! We use the videos on our website and we email and text them to our current and prospective clients. Charles is always very helpful.”
Ken Haycraft, Raymond James & Associates, Inc. -“Charles has been spot on with understanding my story. The result is an excellent explainer rendition of who I am and how we help clients succeed. I am planning developing a few more explainer animations that target various niche market we serve.”
Gary Alt, Monterey Private Wealth Inc. - “Charles did a fantastic job working with us to refine our story and script and putting it into an explainer video that tells people what we do. We look forward to sharing this with clients and prospects.”
Lynn Chen-Zhang, Zhang Financial - “Charles has created some nice videos for us. We enjoyed working with him !”
Gene Pospicil, Financial Strategies Group, LLC - “Charles did a great job of reflecting the character of our company in our explainer video. He caught the essence of what we do, and made it understandable by anybody!!! A talented communicator. His service was both professional and responsive. I am confident we'll be back for more!”
Kevin Campbell, Peaks Financial - “Charles was great to work with. Very responsive, great videos, and very understanding when we had delays on our side to deal with. I highly recommend him and will use him again.”
Brent Matthew, Scottsdale Wealth Advisory, LLC - “If you're using one channel in marketing, you're losing any traction gained to shore up your original message. Charles ability to create explainer videos bring that client to shore up other marketing efforts for me and those I’m trying to educate to become more prudent investors. I encourage to connect with Charles to see what he can do for you!”
Pat Cope, Cope Private Wealth - “Charles' work is outstanding. The video he did for my business is first class all the way. I recommend him highly.”
Cory Marlow, Financial Partners, Inc. - “Charles was fantastic to work with and brings a lot of value with his explainer videos. I would highly recommend using his services!!”
James Miller, Baobab Wealth Management - “Charles has created several animated explainer videos for me and made the creation process easy. He went above and beyond to help me learn how to use my videos in my marketing effectively. I get compliments all the time on the quality of the videos that Charles has made for me and they have made a big difference in my marketing success!”
Joseph P. Curran, Breachway Investments - “I was looking for a video to showcase my business. I am very happy to have found Charles Alexander. The process was very efficient and the end result is more than what I hoped for. Now I have a video for my website, social media, email signature, and more. Very happy customer!”
Randy Carver, Carver Financial Services, Inc. - “Charles and his firm, produce several explainer videos for us. Their expertise in generating content and production is helpful, their services are invaluable and of great value. I would highly recommend Charles to any business looking at doing explainer videos.”
William R. Slepcevich, Slepcevich Financial Group, LLC - “We are extremely happy with the work Charles has done for us. Many wonderful comments and also referrals to new business because of the video he has set up for our company. We will certainly be using his expertise again. We highly recommend Charles!”
Justin Irving, Irving Financial & Insurance Solutions - “I’m excited about the videos I had Charles put together. I feel It’ll be a very good, cost effective marketing tool. He’s probably one the most chill people to work with .... it was a pleasure.”
Christopher Mercado, Mariner Advisor Network - “Working with Charles is an absolute delight. His process of creating custom marketing videos is very simple, and guided by his knowledge, skill-set and expertise, we are thrilled with the results – thanks Charles!”
Stacy Chitty, Blue Vault Partners, LLC - “Charles is a super creative and talented professional, took a very basic description, peaked at our website and ran with it, creating 3 super descriptive, attractive, professional-looking videos. I strongly endorse Charles for your storytelling projects.”
Paul Jones, Raise Finance - “His instructions for production were easy to follow and he produced videos in a timely and professional manner. I’ve used the videos on my social media platforms as well as on my website and it captures people’s attention. I would have no hesitation in recommending Charles.”
Paul Winkler, Paul Winkler, Inc. - “I really enjoy working with Charles. He's creative and has a great understanding of the operation of a small business and communicating with the public. Everyone who has seen the cartoon videos he has done for me absolutely loves them.”
The Honest Answers to Your Questions
So who exactly is this for?
Independent financial advisors/firms that are holistic and need fresh content regularly.
Can I just skip a month when I want to?
Nope. Either you're in or you're out:)
Can I cancel anytime?
You sure can.
Can I request edits?
You can for the custom-created videos, however, this content package is not editable.
Can I get the schedule of upcoming videos?
Nope. The videos are based on current topics surrounding financial advising and that changes regularly.
Can you show me how to use my content?
Here are the exact step-by-step instructions on different ways to use your new content!