Short-form video for advisory firms

You already recorded it.
Let it win you clients all week.

Webinars, market updates, podcast appearances: your firm already produces the video. We turn it into short vertical clips, human-reviewed and delivered in batches your compliance workflow can approve before anything posts.

Send us a recent video The compliance workflow

We reply with 3 finished clips, free. They are yours either way.

The visibility gap

The next generation
of clients
scrolls first.

Advisors who show up consistently in short-form video are building practices from it. Most firms do not lack the material. They lack a safe, repeatable way to turn existing recordings into posts.

Marketing agencies charge $3,000 to $8,000 a month. Full-service advisor marketing bundles strategy, ads and web work. If you only need your recordings turned into clips, you are overpaying by an order of magnitude.
Consumer AI tools are a compliance question mark. Uploading client-facing recordings to consumer clip tools raises questions your CCO does not want to answer. Ours is a private, human-run process.
Posting without review is not an option. Every piece of advisor content needs review and retention. A clip service that ignores that reality creates work instead of removing it.
How it works

Recording to
approved clips.
One weekly batch.

1

Send the recording

A webinar, a market commentary, a podcast appearance, a client education session. Any video or audio you already produce.

2

We clip, verbatim

A person selects complete, self-contained moments. Captions are verbatim to the recording: no paraphrasing, no invented claims, no added hooks that change meaning.

3

Batch delivery for review

Clips arrive as one reviewable batch with full transcripts of each clip, ready for your compliance review and your archiving workflow before anything is posted.

What you get

Built for firms,
not influencers.

5 to 8 clips per recording, each a complete thought, 30 to 60 seconds.

Verbatim captions checked by a person, with tickers, names and terminology spelled correctly.

Per-clip transcripts included with every delivery, so review and books-and-records archiving are painless.

Your firm's branding: colors, logo, disclosure line placement of your choosing on every clip.

Vertical format for LinkedIn, YouTube Shorts, Instagram and Facebook.

Nothing auto-posts. You approve, you publish, or we schedule only what passed your review.

Process, not promises

Designed to make your
CCO's job boring.

We are not your compliance department and we do not give regulatory advice. What we do is run a process with no surprises in it, so your existing review workflow keeps working exactly as it does today.

Footage never touches third-party AI tools Your recordings are processed on our own private systems, not uploaded to consumer clip platforms.
Verbatim only Captions and titles quote the recording. We never paraphrase advice or invent performance language.
Batch review before posting Everything is delivered for approval first. Rejected clips are revised or discarded, no questions.
Archive-ready delivery Files plus per-clip transcripts in one folder, ready for your retention system.
Questions

Asked by every
firm we talk to.

Do you post on our behalf?

Only if you ask, and only clips that passed your review. The default is delivery to you: your team approves and publishes through your normal channels.

How do you handle compliance review and archiving?

Every batch ships with per-clip transcripts and source timestamps so your reviewer sees exactly what was said and where it came from. You retain everything in your own archiving system; we keep deliverables available for re-download.

Is our footage used to train AI, or uploaded to third-party tools?

No and no. Recordings are processed on our own systems by our own pipeline and a human editor. Nothing is sent to consumer AI clip platforms and nothing is used for training.

Can you add our required disclosures?

Yes. Give us your standard disclosure line and placement once and it appears on every clip automatically.

What source material works best?

Webinars, market updates, podcast interviews and client education sessions all clip well. If you are unsure, send one recording and judge the free samples.

What if we want to stop?

Cancel with one email, effective immediately. The pilot batch is a one-off precisely so you can evaluate the work and the workflow first.

What does it cost?

It depends on how often you record and how much review your compliance process needs. Send one recording first and get three clips free, then we will scope it properly.

No pitch, just proof

Send one recording.
Get 3 clips free.

Send a link to a recent webinar or video and we will return three finished clips with transcripts, in your firm's style. Run them past your reviewer. If the workflow fits, we will talk.

Prefer email? hello@promptplayhq.com