SERVICES
Video Strategy & Production
End-to-end video for financial content creators. You bring the analysis; scripting, production, and distribution are handled: YouTube channel launch and growth, video ad creative, ad campaign management, webinar editing, and short-form, all built to turn viewers into subscribers.
Video is where investors go to decide whether they trust someone.
An article proves you can write. A video proves there's a person behind the thesis with conviction in it, and conviction is most of what an investor is buying. The analysts compounding audience fastest right now are almost all on camera, and it isn't because their research is better.
The reason most analysts skip it isn't camera shyness. It's that the production stack is genuinely hard: what to make, how often, how long, how to package it so the algorithm carries it, how to turn one recording into a week of assets, and how to point all of it at something that converts. It's a full discipline, and it sits a long way from reading a 10-K.
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WHAT'S INCLUDED
What's included.
Video scripting: structuring the analysis for camera, so it has a hook, a through-line, and a close. Most analysts can write research and have never had to write for a viewer whose thumb is already moving.
YouTube channel launch and growth: channel architecture, content strategy, packaging, thumbnails, titles, publishing cadence, and the growth loop that turns viewers into subscribers to your research, not just to the channel.
Short-form video: the clipping and packaging discipline that turns a single long-form recording into a week of native short-form for YouTube Shorts and X. Different platforms, different edits, one production session.
Video ad creative: ads built specifically for financial research offers, where the buying decision is considered rather than impulsive and the creative has to establish credibility before it asks for anything.
Ad campaign management: campaign structure, targeting, budget allocation, and ongoing optimization against cost-per-view and completion, not vanity impressions.
Webinar editing: turning long live sessions into tight, publishable assets, and into the short-form and ad creative that keeps working long after the webinar ends.
Packaging for reach and conversion: every asset built to travel and to point somewhere. Video that gets watched and sells nothing is a hobby.
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HOW IT WORKS
How the engagement runs.
If you've never done video, the usual entry point is a Proof of Concept video, one polished asset produced end to end. It's the lowest-commitment way to find out how your audience responds before committing to a cadence.
From there, a three-part series establishes whether the format compounds, and ongoing production or a custom retainer takes over once it does. Ad campaigns can run alongside any of these or stand on their own.
This fits analysts who want to be on camera and don't want to run a production operation, and publishers who need paid video that performs against a real cost-per-acquisition target.
It also fits analysts already publishing video who suspect — usually correctly — that the packaging is costing them most of the reach.
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PROOF
What the work has produced.
A recent video ad campaign for an investment research product delivered a $0.01 average cost-per-view against a $0.02–$0.05 industry benchmark, a roughly 65% view rate against a 15–30% norm, and a 98.3% completion rate.
Those are paid-media numbers on financial research creative, an audience that is notoriously expensive to reach and notoriously quick to scroll.
Two decades of media production across major news networks and digital media sit behind this work: ABC News (Nightline, 20/20), NowThis, and CBS Interactive, with the most recent five years in financial media and subscription services.
Current and past clients include High Dividend Opportunities, Cestrian Capital Research, Navigating The Market, Tech Cache, I/O Fund, and Elliott Wave Trader.
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