For advisors, RIAs + wealth managers Financial advisor brochures that build trust first.
High-net-worth prospects ignore email and forget brochures. A video brochure puts you in their hands: your face, your philosophy and your process, on an HD screen that plays the moment it opens.
The short answer
What is a financial advisor video brochure?
A financial advisor video brochure is a premium printed brochure with a built-in HD screen and speaker that plays your video when opened. Advisors and wealth managers use them as pre-meeting kits, direct mail for financial advisors and onboarding pieces that explain complex strategies clearly.
It does the trust-building before the first meeting, so prospects arrive having already met you.
- Best for
- Pre-meeting, onboarding, referrals
- Screens
- 5″, 7″ and 10″ HD
- Formats
- Brochure, mailer, box, folder
- Starting price
- From $26 / piece at volume
- Minimum order
- None
- Turnaround
- 20 days from approved art
- Proofs
- Digital proof for your review
- Video
- Bring yours or we produce it
Use cases
How advisors use
video brochures.
Built for financial advisors and wealth managers: one piece that introduces you, explains the value and stays in the room after you leave.
Arrive already trusted
Mail or drop off a video brochure before the first meeting so prospects are pre-sold on you and your approach.
Engaging high-net-worth clients → EducationExplain the strategy
Walk prospects through retirement, estate or tax strategies in plain language they can replay with a spouse.
Choose a brochure size → Direct mailReach prospects by mail
A video mailer to a targeted list gets opened, watched and kept, where postcards get recycled.
Video mailers for advisors → OnboardingWelcome new clients
A welcome kit with your team on video, what happens next and how to reach you.
Welcome kits in a video box → ReferralsEquip your CPAs and attorneys
Give centers of influence a piece they can hand to their clients, so your introduction travels.
Pair it with a video business card → EventsFollow up on seminars
Send attendees home with your presentation on video instead of a slide printout.
Video presentation folders →Client story · Raymond James
Retirement planning,
presented on video.
Raymond James used a hardcover video brochure to present retirement planning strategies to high-net-worth prospects. The result was more booked consultations and higher trust from clients who valued the clarity of the presentation.
Faith Driven Investors paired a premium hardcover mailer box with a 7″ video brochure to spark conversations with prospects and referral sources.
See more case studies →
Formats that fit
Pick the piece
for the moment.
Every format plays your video the moment it opens. Each guide covers sizes, pricing and client work.
How it works
One team,
start to finish.
Bring finished files, or hand us the brief. You talk to the founders, not a call center.
Strategy
We define the audience, the message and the format that fits how you sell.
Design & video
Our designers, editors and copywriters build the piece and the video. You approve a digital proof.
Build & load
Every piece is printed, assembled, loaded with your video, charged and tested.
Ship or mail
Shipped to you in bulk, or packed, addressed and mailed to each recipient.
In their words
What clients say.
I’ve worked with PrintAVizion on a number of projects and quality and service have been amazing and top tier every time. If you’re not using them you’re missing out on opportunities that truly set your company apart from the competition.
Questions
Financial advisors FAQ.
Not sure which format fits? A 30-minute call gets you a recommendation, a plan and a price.
Book a call ↗What is a financial advisor video brochure?
It is a premium printed brochure with a built-in HD screen and speaker that plays your video when opened. Advisors use it to introduce themselves, explain their process and build trust before the first meeting.
How do financial advisors use video brochures?
The most common uses are pre-meeting kits for prospects, direct mail to a targeted list, new client onboarding, referral partner kits for CPAs and attorneys, and seminar follow-up.
Is direct mail effective for financial advisors?
Direct mail works best when it is hard to ignore. A video mailer arrives as a premium package, plays your message on open and tends to be kept and shared rather than recycled.
Can my compliance team review it before production?
Yes. You approve a digital proof of the print and the video before anything is produced, so you can route it through compliance first.
How much do video brochures for advisors cost?
Video brochures start at $26 each at volume, video mailers at $35 and video boxes at $63. There is no minimum order, so you can start with a small run for your top prospects.
Can you produce the video?
Yes. Send your footage and we edit it, or our team produces the video, writes the copy and designs the piece.
How long does production take?
Custom pieces ship 20 days from approved artwork. Tell us your event or campaign date and we plan backward from it.
Other industries
Video in print
for every industry.
Your next step
Hold one before you decide.
The price guide reaches your inbox in sixty seconds. A sample you can open, play and pass around follows within a week.
Prefer to talk? (813) 803-5200 · Mon–Fri, 9am–5pm ET. A person answers.