Guides / Financial advisor

Guide for financial advisors

Financial advisor? Want more clients without showing your face?

You explain money for a living. Here is how to get you found: short videos with one clear money idea each, posted on YouTube Shorts, TikTok and Reels. No camera, no editor, no editing skills. This page gives you the prompt, 30 video ideas and a ready first script.

Write my first finance video free → Get the finance prompt
5 watermark-free videos a day, freeNo card74 languages

We get it

You're a financial advisor, not a video editor. You don't need to become one.

You can read a portfolio in minutes and explain risk in plain words. But video probably felt like a different job: cameras, lights, timelines, cutting, captions, music. So it stayed on the "someday" list.

With jajavideo you write (or let AI write) what you want to say. That's it. The built-in director splits it into scenes, picks a visual for every sentence, adds a natural voice-over, music and animated captions. You don't need to be a good speaker or writer either. The prompt on this page writes the scripts from your expertise. You just check that the ideas are accurate and compliant.

These videos share general information, not personal financial advice.

What you thought video needsWhat jajavideo needs
A camera and good lighting
Nothing. It's faceless
Hours in an editing app
One paste, a couple of minutes
Writing scripts from scratch
The prompt on this page
A voice you're happy with
300+ natural voices
A budget for an editor
5 free videos a day

Why video works for financial advisors

People hire an advisor they trust. A 40-second video builds that trust first.

Most people don't understand what an advisor actually does all day. Video lets them learn from you before they ever book a call, in the places they already spend their time.

Did you know? 54% of Americans now get news through social and video networks, more than through TV (50%).

Source: Reuters Institute, Digital News Report, 2025

Did you know? 78% of US YouTube viewers say YouTube has the most trusted creators for product recommendations.

Source: Google / Kantar, 2025

Did you know? 93% of video marketers say video helps people understand their product or service.

Source: Wyzowl, State of Video Marketing, 2026

Trust before the first meeting

Someone who watched ten of your explainers already feels like they know how you think. The first call becomes a conversation instead of a sales pitch.

You stand out in a crowded field

Lots of advisors write the same blog posts. Very few post calm, useful short videos regularly. Clear explanations, posted steadily, put you ahead of most of them.

Explain the invisible

Fees, risk and compounding are hard to see. A short that shows why a one-percent fee matters makes the value concrete for someone who never thought about it.

Be found where people look

Video gives you more places to be found: YouTube, TikTok, Reels, your own pages and your client emails. That is visibility, and visibility is how new clients find you.

See it before you try it

The whole process in one short tutorial

  • Signing up with Google in about 10 seconds
  • Pasting one script, or many with AAA in Bulk
  • Asking Jaja to write a script for you
  • Choosing a language, voice and caption style
  • Downloading the finished vertical video

Step by step

From zero to a week of finance videos in one sitting

Copy the finance prompt below

Add your name, your city or market, and who your clients are. Your details go straight into the prompt.

Paste it into Claude, ChatGPT or Gemini

You get 10 scripts, each explaining one specific money idea, each opening with a hook and ending with your name.

Check the facts like you'd check a client's plan

You're the expert. Fix anything that's outdated, unclear or not how you'd say it, and keep it general rather than personal advice. Five minutes.

Paste all 10 into jajavideo's Bulk tab

Sign up free, open Bulk, paste. The AAA lines split them into 10 separate videos.

Pick a voice, press Generate, then post or schedule

Each video is a vertical MP4 for Shorts, TikTok, Reels and Facebook. Post them at your own pace, or schedule them on the platforms so one goes live each week while you work.

The format

Plain text, a Title: line, AAA between scripts

No scenes, no visual directions. Just what should be said. This is exactly what you paste:

Paste into jajavideo → Bulk
Title: Financial tip: the fee you never see on your statement
Open your last investment statement and look for the fee line. Many people can't find it, because some costs are taken out before the number you see. A fund's expense ratio is charged inside the fund, so it quietly reduces your return year after year. Ask one simple question: what is the total cost of everything I own, added together? A one percent difference sounds tiny until you see it over twenty years. You don't need to be a math person to ask. You just need to ask. Want a plain-language fee checklist? Search Harborline Financial on Google.
AAA
Title: Financial tip: why "I'll start saving next year" costs so much
...
AAA
Title:

Topic: hook. Never read aloud. Tells viewers and YouTube what the video is about.

Text

90–130 words of narration. One tip, one concrete detail, short spoken sentences.

Credit

Your name, last sentence. Read by the voice-over, so write sites as words: "yourbusiness dot com".

AAA

Alone on a line between scripts. Ten scripts, ten videos, one paste.

Copy, paste, done

The finance prompt: 10 expert scripts in one go

Fill in your details. The prompt updates as you type. Copy it into any AI chat and paste the answer straight into jajavideo.

Prompt for Claude · ChatGPT · Gemini
You are an expert short-form video scriptwriter and an experienced financial advisor who explains money in plain language. Write 10 scripts for faceless YouTube Shorts, TikTok and Reels for a financial advisor.

About me:
- Name or firm: [YOUR NAME OR FIRM]
- City or market: online, no specific city
- My ideal clients: people nearing retirement
- My focus: retirement planning and income
- Language of the scripts: English

Rules for every script:
1. Explain ONE specific, practical money idea that a regular person can understand and act on. No generic ads like "Want to retire early? Call me".
2. The first sentence is the hook: a common money mistake, a myth, or a real question my clients ask. It must keep the viewer watching past the first 3 seconds.
3. 90 to 130 words of flowing spoken narration (about 30 to 50 seconds). Plain language, short sentences. No jargon without a one-line explanation. No scene directions, emojis, lists or headings.
4. Include one concrete detail: a number, a setting, a field name, a real situation.
5. General education only. No personal financial advice, no promises of returns, income or results, no product recommendations, no guarantees. Say that people should consider their own situation or speak to a professional.
6. End with this sentence: "Want a plain-language checklist? Search [YOUR NAME OR FIRM] on Google.". Write any website as words, for example "example dot com".
7. Each script covers a different topic. Mix mistakes, myths, client questions, quick how-tos, retirement, saving and fees.

Format (follow exactly):
- Start each script with one line: Title: [topic]: [hook]. The title is not read aloud.
- Then the narration as one paragraph.
- After each script, a line that contains only AAA.

Output only the 10 scripts in this format, nothing before or after. I will paste them straight into jajavideo.

Need the next batch? Reply in the same chat: "Write 10 more, completely different topics."

Where to paste it, and what happens next

  1. Copy the prompt

    Fill in your details above, then press Copy prompt.

  2. Paste it into an AI chat

    Open any AI chat in a new tab, paste the prompt and send it. You get 10 scripts back.

    ChatGPT ↗Claude ↗Gemini ↗DeepSeek ↗

  3. Paste the answer into jajavideo

    Copy the AI's whole answer, open the Bulk tab in jajavideo and paste it. You get 10 finished videos.

    Open jajavideo →
Watch: prompt → AI chat → Bulk tab → 10 videos (70 seconds, with sound)

Made with this prompt

Three real finance videos, made on jajavideo

Each one is a single idea, a natural voice, a visual for every sentence and the credit at the end. Open a script to read exactly what was pasted.

Video 1 · The fee you never see on your statement

Read the script

Title: Financial tip: the fee you never see on your statementOpen your last investment statement and look for the fee line. Many people can't find it, because some costs are taken out before the number you see. A fund's expense ratio is charged inside the fund, so it quietly reduces your return year after year. Ask one simple question: what is the total cost of everything I own, added together? A one percent difference sounds tiny until you see it over twenty years. You don't need to be a math person to ask. You just need to ask. Want a plain-language fee checklist? Search Harborline Financial on Google.

Video 2 · Why "I'll start saving next year" costs so much

Read the script

Title: Financial tip: why "I'll start saving next year" costs so much"I'll start saving next year" is one of the most expensive sentences in personal finance. Money you save early has more time to grow, and time is the part you can't buy back later. Here's a simple picture: save a hundred a month from age thirty, and you have thirty-five years of growth. Start at forty, and you have twenty-five. Same monthly amount, very different finish line, because the early years do the heaviest lifting. The fix isn't dramatic. Pick one small amount you can move automatically this month, even twenty-five, and let it run. Tomorrow is fine for a lot of things. This isn't one of them. Want a simple starter checklist? Search Harborline Financial on Google.

Video 3 · The question to ask before any big money move

Read the script

Title: Money question: what to ask before any big money moveBefore you make any big money move, ask one question: what would have to be true for this to be a bad idea? It sounds negative, but it's how careful people think. Say you're thinking about moving your savings into something new. Write down three things that would make you regret it: you need the money sooner than you thought, the costs are higher than you expected, or you don't actually understand how it works. If one of those is true, slow down. If none are, you're probably reasoning, not reacting. It takes five minutes and it has saved people from a lot of expensive decisions. Want a one-page decision checklist? Search Harborline Financial on Google.

Never run out

30 finance video ideas your clients actually search for

Each one is a full video. Paste any line into the prompt, or into Jaja inside jajavideo, and ask for a script.

Mistakes
  1. Never checking the total cost of your investments
  2. Keeping all your savings in one account
  3. Chasing last year's winner
  4. Selling when the market drops
  5. Ignoring the fees inside your funds
  6. Saving with no goal in mind
  7. Waiting for the perfect moment to start
  8. Borrowing from retirement savings for a holiday
  9. Keeping an old account you never look at
  10. Making a big money move in one evening
Myths and client questions
  1. "How much do I need to retire?"
  2. "Is now a bad time to invest?"
  3. "Do I need a financial advisor if I'm young?"
  4. "Are fees really that important?"
  5. "Should I pay off the mortgage or invest?"
  6. "What's the difference between saving and investing?"
  7. "Can I retire on just my workplace retirement plan?"
  8. "Why did my balance drop if I didn't sell?"
  9. "Is a robo-advisor enough?"
  10. "What does a financial advisor actually do?"
Quick how-tos
  1. Find the total fee on your statement in 5 minutes
  2. Set up an automatic transfer tonight
  3. Write your three money goals on one page
  4. Check your retirement account contribution
  5. Build a one-month buffer before investing
  6. Read a fund fact sheet in 60 seconds
  7. Split saving into short, medium and long term
  8. Review your insurance in one sitting
  9. Make a simple plan for a raise
  10. A starter checklist for your first investment account

Your planning instinct applies here too

What makes a finance Short get watched

Think of it as a client meeting in miniature. The first line is your opening question, and one clear idea is the whole agenda.

The first 3 seconds are your opening question

Open with the mistake, the myth or the question clients actually ask. If the first sentence doesn't earn their attention, nothing after it is seen.

Title as Topic: hook

"Financial tip: the fee you never see on your statement" tells the viewer and the platform exactly who it's for.

One idea per video

Same rule as a good client meeting. Three ideas in 40 seconds means none of them sticks.

Help first, credit last

No "Want to retire early? Call me!" openers. The idea earns attention. Your name in the last line earns the follow-up search.

Test like you test plans

Make the same idea with three different first sentences. Keep the hook that holds viewers and reuse that pattern.

More videos, more people who know you

You tell clients that good planning takes time. So does an audience. You don't have to post often, but the more useful videos you put out, the more people learn your name. Make a batch in one sitting and schedule them.

Think bigger

More than marketing: new ways to earn with video

When a finished video costs you a couple of minutes, video stops being a cost and becomes something you can offer.

Did you know? 57% of video marketers say video reduced the support questions they get.

Source: Wyzowl, State of Video Marketing, 2026

Add "a video every week" to your service

Clients appreciate steady, calm explanations, and most advisors send nothing between meetings. Offer a short weekly video as part of your service: you write the ideas with the prompt, jajavideo makes the videos, and you send them under your firm's name. Commercial use is included on every plan, and on Unlimited you can put your own logo on the videos.

Example: 20 clients × 4 videos a month = 80 videos
Your cost on Unlimited: $27 a month in total
Your price: whatever steady client communication is worth to your firm

Video for your client newsletters

Drop a 40-second explainer into your monthly email. It's more memorable than another paragraph and it shows your work in seconds.

Turn every client question into a Short

Keep a list of the questions you answer most. Each one becomes a script, and the same answer serves hundreds of people instead of one.

Reach clients in their language

Families who prefer Spanish, Japanese or Arabic can watch your explainer in their own language. jajavideo speaks 74 languages, so you can offer what most firms can't.

Explainers that build trust before a call

Send a prospect a short video explaining the three things to check before choosing an advisor. It's more personal than a brochure and it shows how you think.

Try it now, no signup

Let Jaja write your first finance video

Jaja is jajavideo's script assistant. Tell it your name and your clients, and it writes your first finance script right here. Like it? Turn it into a finished video in one click.

You can ask Jaja for more scripts, other topics or other languages after you sign up. Free accounts get 5 watermark-free videos every day.

JajaScript assistant
Hi! I write Shorts scripts for financial advisors. What's your name or firm, and who are your clients? I'll write your first video.

Price

Cheaper than one hour of a freelance editor

Free

$0
  • 5 watermark-free videos a day (≈150 a month)
  • Unlimited after that, with a small credit
  • No card

Unlimited

$27/month
  • Unlimited videos, no watermark
  • Your own logo
  • Priority queue, Bulk mode

Unlimited + Long

$47/month
  • Everything in Unlimited
  • Landscape videos up to 4 minutes
  • Top queue priority

Paid plans are monthly PayPal subscriptions you can cancel any time. The free plan needs no credit card.

Never made a video before? Start here

Every question a first-timer asks, answered

You've never edited a video and never used a system like this. That's fine. Most people who use jajavideo hadn't either. Pick any question below. Can't find yours? Ask Jaja, our agent.

Getting started

I have never edited a video in my life. Can I really do this?

Yes. You never open an editing program, never cut anything and never touch a timeline. You paste text into a box, pick a voice, and press Generate. jajavideo does every video step for you: it splits your text into scenes, picks a picture or clip for every sentence, records the voice-over, adds music and puts animated captions on screen. If you can copy and paste, you can make a video.

What exactly do I need before I start?

Three things: an email or Google account to sign up, a few sentences about a financial topic (or the prompt on this page to write them), and a few minutes. No camera, microphone, software, design skills or credit card.

How do I sign up?

Go to jajavideo.com and press "Continue with Google". It takes about 10 seconds. You can also sign up with an email address. No card is asked for.

What's the very first thing I should do after I sign up?

Make one test video before anything else. Open the dashboard, stay on the Single tab, and paste this:

Title: Retirement tip: check your fees
Most people never look at the fees inside their retirement account. A one percent fee might not sound like much, but over thirty years it can quietly eat a large slice of your savings. Find your fund's expense ratio, compare it with a low-cost index option, and ask whether the difference is worth it. Small changes now can add up later. Search ClearPath Financial Planning on Google.

Choose English and any voice, press Generate, and in a couple of minutes you'll see your first finished video. After that, everything else on this page will make sense.

How long until I have my first video?

Usually a couple of minutes per video. If many people are making videos at the same moment it can take a bit longer. You can close the tab: you'll get an email the moment it's ready.

Do I need to install anything?

No. Everything runs in your browser, on a computer or a phone.

Scripts: what the video says

What is a "script"?

Just the words the voice will say in the video. Nothing technical. For a 30–50 second video that's about 90–130 words, roughly one short paragraph.

I'm not a writer or a speaker. Who writes the scripts?

You don't have to. You have three easy options. One: copy the financial prompt on this page into Claude, ChatGPT or Gemini, and it writes 10 scripts for you. Two: inside jajavideo, type one line like "a tip about emergency funds for young families" and press ✨ Write script. Three: ask Jaja, the script assistant, for ideas in plain words. Your only job is to read the result and make sure the financial information is accurate and compliant.

What's the "Title:" line for?

It names your video so you can find it later. It is never read aloud and never shown in the video. Use the pattern Topic: hook, for example Title: Budgeting tip: why "I'll save what's left" fails.

Do I write anything about the pictures or scenes?

No. Write only what should be said. jajavideo's built-in director reads your sentences and chooses a matching visual for each one by itself.

How do I make people contact me at the end?

Make the last sentence your credit, for example "Search ClearPath Financial Planning on Google." The voice reads it out. If you mention a website, write it as words, "clearpath dot com", so the voice says it correctly. Jaja can also add the ending for you if you tell it your website or phone number.

Can I fix a word or a sentence the AI wrote?

Of course. It's just text. Change anything before you paste it into jajavideo. If you notice a problem after the video is made, edit the text and make it again.

What if I run out of ideas?

Use the 30 ideas on this page, write down the questions your clients ask you, or reply to the AI in the same chat: "Write 10 more, completely different tips." You can also paste one of your blog posts and ask for five scripts based on it.

Bulk: many videos in one paste

What is Bulk, in simple words?

Bulk lets you paste several scripts at once and get a separate video for each one. Instead of making ten videos one by one, you paste ten scripts in one go and come back to ten finished videos.

How does jajavideo know where one video ends and the next starts?

Put a line with only AAA between scripts. Each script starts with its own Title: line. Here is the smallest possible example, 3 scripts that become 3 videos:

Title: Retirement tip: the 4% rule is a starting point
The four percent rule is a common starting point for retirement withdrawals, but it isn't a law. It was based on historical data and a certain mix of stocks and bonds. Your own plan should reflect your spending, your health and how long you expect retirement to last. Review it every year with a professional. Search ClearPath Financial Planning on Google.
AAA
Title: Insurance tip: don't skip disability cover
Your ability to earn an income is probably your biggest asset, yet many people insure their car and not themselves. Long-term disability cover can protect your household if illness or injury stops you working. Check what your employer already provides before you buy anything extra. Search ClearPath Financial Planning on Google.
AAA
Title: Investing myth: you need a lot to start
You don't need a large lump sum to start investing. Many low-cost funds let you begin with small regular amounts. The habit matters more than the amount at the beginning. Choose a diversified fund, keep costs low, and increase the amount when your income rises. Search ClearPath Financial Planning on Google.

Real scripts should be longer (90–130 words), but that's the whole idea: Title, text, AAA, repeat.

Where do I paste them?

In the dashboard, click the Bulk tab (next to Single), paste everything into the big box, choose the language and voice, and press Generate. All videos use the same voice and caption style.

Do I have to write "AAA" myself?

No, if you use the prompt on this page. It already tells the AI to put AAA between scripts, so you copy the AI's answer and paste it as it is.

I forgot the AAA lines. What happens?

If each script starts with its own "Title:" line, jajavideo still splits them correctly. AAA is simply the safest way to be sure.

Can I mix languages in one Bulk paste?

It's best to paste one language at a time, so every video gets a voice that matches. Make the English batch, then the Spanish batch.

Where do I find all the videos afterwards?

On your Videos page. Each one appears as soon as it's ready, and you get an email when they're done. Download them any time within 30 days.

The video itself

Will my face or voice be in the video?

No. The videos are faceless: real images and short clips, a natural AI voice-over, music and captions. Nobody appears on camera, and you never record your voice.

Can I choose the voice and the captions?

Yes. Choose from 300+ natural voices in 74 languages, and from 5 caption styles: Classic, Karaoke, Word Pop, Box Highlight or Two-line.

What if I don't like how a video came out?

Press "Make it again — free". It's made again from the same script with fresh visuals, and it never counts against your free videos.

How long can a video be?

Shorts can run up to about 3 minutes of narration, but 30–60 seconds usually works best. The Unlimited + Long plan adds landscape YouTube videos up to 4 minutes.

What format is the video?

A vertical 1080×1920 MP4, the standard size for YouTube Shorts, TikTok, Instagram Reels and Facebook. Make it once, post it everywhere.

Will faceless videos make me look less professional?

Not when each video teaches a real, specific financial tip. People judge a short by whether it was worth their time. A clear explanation of a common money question with your name at the end reads as expertise.

Posting & scheduling

Do I have to post a video every day?

No. Post at the pace that suits you. The simple rule is: the more useful videos you put out, the more potential clients learn your name. Two or three a week is a fine start. Steady beats occasional bursts.

I don't have time to upload every day. What can I do?

Schedule them. Make a batch of videos in one sitting with Bulk, then use the scheduling tools that the platforms already give you for free, so one video goes live each day (or every other day) while you work.

  • YouTube: upload in YouTube Studio and choose "Schedule" instead of "Public", then pick the date and time.
  • Instagram and Facebook: Meta Business Suite lets you schedule Reels ahead of time.
  • TikTok: on the TikTok website you can set a future posting time when you upload.

One hour on Sunday can fill the whole week. Platform menus change from time to time, so look for the "Schedule" option when you upload.

Where should I post first?

Start with one platform you already use or where your clients are, often YouTube Shorts or Instagram. Once that's a habit, post the same videos on the others. They're already the right size.

What should I write in the description?

One or two sentences about the tip, your business name, and how to contact you. On YouTube, add a link to your website if your channel allows links.

Does jajavideo upload the videos for me?

No. You download each video and post it yourself, so you stay in control of your accounts.

Results

How soon will I get clients from this?

Nobody can promise that, and we won't. Like any marketing, video builds up over time. Give it a steady few months, look at which topics get watched, and make more like those.

How do I know what's working?

Each platform shows you views and how long people watched. Look for videos that keep people watching past the first few seconds, and repeat their topic and opening style.

My first videos got few views. Did I do something wrong?

Probably not. New accounts often start slowly while the platform learns who your videos are for. Keep posting at your own pace, make your first sentence stronger, and keep each video to one clear tip.

Do these videos help my clients' financial understanding?

They can. Short, clear explanations of general financial concepts can help people feel more informed and more comfortable asking questions. They are not personal advice, and no video guarantees new clients, so always include a general-information disclaimer.

Clients & business

Can I make videos for my clients and charge for them?

Yes. Commercial use is included on every plan, so you can publish videos on your clients' accounts and sell video as part of your financial planning packages.

Can I put my own logo on the videos?

Yes, on the Unlimited plans. Every video is watermark-free, or carries your own logo if you want it.

Can I make videos in my clients' languages?

Yes, in 74 languages including right-to-left ones like Arabic, Persian and Urdu. Ask the prompt to write in that language, then pick a voice in the same language.

Free plan & price

Is it really free?

Yes. Every day you get 5 completely watermark-free videos, about 150 a month, with no card. After those 5, you can keep making videos with a small "Made with jajavideo" credit.

When do my 5 free videos reset?

Every day at 00:00 UTC.

Do failed videos or redos count?

No. Only finished videos count, and "Make it again" is always free.

What do the paid plans add?

Unlimited ($27/month): unlimited watermark-free videos, your own logo, priority in the queue. Unlimited + Long ($47/month): everything in Unlimited plus landscape videos up to 4 minutes. Both are monthly PayPal subscriptions you can cancel any time.

Ask our agent

Questions about making videos as a financial advisor? Ask.

Never made a video? Not sure what to write, how Bulk works or how to schedule? Ask Jaja in your own words. It knows jajavideo and it knows what financial advisors need.

JajaAnswers questions for financial advisors
Hi! Ask me anything about making videos for your advisory work: getting started, scripts, Bulk, scheduling, compliance or the free plan.

A better way to get clients

Don't work harder — work smarter.

Let your videos bring you clients, and let the clients come to you.

Your first 5 videos are free today

You explain money for a living. Let people see it.

You're an expert in your field. Short videos are one of the fastest, easiest ways to show it, and you don't need to be a speaker or a writer: the prompt writes the words, jajavideo makes the video.

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