The demand for video continues to surge, driven by its ability to engage audiences, build trust and brand awareness, and establish thought leadership in a highly competitive industry.

The shift in behavior toward video consumption is undeniable with visual content preference over static formats. Video’s relevance in B2B marketing is also evident. According to the 2025 B2B Marketing Benchmark by LinkedIn:

• 78% of B2B marketers already use video in their strategies.

• 56% plan to incorporate video in the next year.

• Video is utilized across the B2B funnel, with 35% of marketers focusing on brand awareness, 29% on building trust, and 23% on driving conversions.

For financial services marketers, video offers a unique opportunity to simplify complex topics, build trust with advisors, and position their firms as indispensable partners in the advisor ecosystem.

The Rise of Video in Advertising

Video is a powerful tool for brand recall and emotional connection. Research indicates that viewers retain 95% of a message when delivered via video, compared to just 10% when reading text. This ability to evoke emotions and create memorable experiences makes video an indispensable marketing tool.

Why Video Works for Financial Services

Video captures attention more effectively than static content, thanks to its dynamic nature. It can convey complex ideas—such as regulatory updates, investment strategies, or technology solutions—in a short time, making it ideal for financial services firms. Additionally, video’s versatility across platforms ensures that businesses can reach their target audience wherever they are, whether through social media, email campaigns, or websites.

Key Benefits of Video for Financial Services Marketers

Building Trust

Video is a powerful tool for brand recall and emotional connection. Research indicates that viewers retain 95% of a message when delivered via video, compared to just 10% when reading text (Insivia). This ability to evoke emotions and create memorable experiences makes video indispensable.

Brand Awareness

In a crowded and competitive market, video helps firms stand out by showcasing their personality, values, and expertise. Whether it’s a technology firm demonstrating the efficiency of its platform or a professional services provider highlighting its industry knowledge, video provides a powerful way to resonate with target audiences.

Thought Leadership

Video positions firms as trusted industry leaders. Formats like virtual discussions and on-site interviews are particularly effective in building credibility and fostering trust. For example, a video series featuring expert commentary on market trends or compliance updates can establish your firm as a go-to resource for advisors.

Why video? Why now?

• 92% of businesses plan to spend the same or more on video marketing in 2026, with 61% of B2B marketers expecting their video investment to increase. (Source: Wyzowl and Content Marketing Institute)

• Short-form videos are becoming the most popular content type globally, with a 75% increase in consumption. In B2B media, concise, engaging videos drive higher completion rates. (Source: TECHRT, 2026)

• The average B2B buyer interacts with 13 pieces of content before engaging with a brand (Bookyourdata), making it crucial to include video in your marketing strategy as it is a highly engaging and easily digestible format that can capture attention, build trust, and effectively communicate your value proposition throughout the buyer's journey

These statistics underscore the growing preference for video content and its ability to deliver strong ROI for advertising campaigns targeting advisors and broker-dealers.

Transforming Your Marketing with Video Solutions from Wealth Management

WealthDesk Onsite Sponsorship

Capture live insights and authentic moments at major industry conferences with WealthDesk’s onsite sponsorship. During these select events, Wealth Management will conduct professional video interviews on-site. By sponsoring this video series, your subject matter experts (SMEs) will be featured in the interviews, and your branding will be prominently displayed on all videos produced during the filming period. This sponsorship positions your brand as a thought leader, generates high-value content showcasing your experts alongside industry influencers, and amplifies the impact of your conference investment by reaching a broader audience beyond the event attendees.

Watch an example:
Active ETF Misconceptions: Separating Facts from Fiction

WMTV On Location

Bring Wealth Management to your conference with WMTV On Location. Our team will attend your event to film professional video interviews featuring your subject matter experts (SMEs) and approved partners. This service enhances the attendee experience, delivers high-quality video content without adding work for your internal teams, and maximizes the value of your conference by enabling digital distribution of the content to a wider audience.

See this format in action:
Inside Advyzon’s Vision for the Modern Advisor Stack

FastChat Video

Virtual video interviews meet the growing preference for video-based B2B communication. This format showcases executive expertise in a digestible 5-7 minute format, delivers complex messages in a relatable way, and provides versatile content assets usable across multiple channels.

Example FastChat interview:
Grow and Find Meaning at Wells Fargo Advisors

Video is no longer optional—it’s essential for modern advertising strategies. Its ability to build trust, create brand awareness, and establish thought leadership makes it a powerful tool for businesses in the financial services industry and beyond. By leveraging video, marketers can elevate their advertising efforts, connect with advisors and registered investment professionals, and drive meaningful results.

Ready to harness the power of video? Reach out to learn more about our tailored video solutions. Take advantage of the growing demand for video to enhance your engagement, brand awareness, and thought leadership. Let us help you create impactful content that aligns with your goals and resonates with your audience.