✅ Marketing & Video Services for Financial Planners

Build Authority, Educate Clients, and Grow Your Book with Jetty Productions’ “Everything Marketing”

Today’s investors don’t just want numbers—they want confidence, clarity, and someone they can trust. At Jetty Productions, we help financial planners and wealth advisors grow their practice through consistent, compliant, and engaging content that builds long-term client relationships.

From introductory videos to content around planning, retirement, taxes, and legacy, our Everything Marketing package gives financial professionals the tools to stay relevant, earn trust, and consistently attract qualified leads.

🎯 Why Financial Planners Need Ongoing Content Marketing

The financial planning industry is built on credibility. A well-managed, educational marketing presence makes it easy for prospects to take the first step—especially for high-net-worth clients or retirees.

Here’s what your practice needs to stay top-of-mind:

• 🎥 Professional video content that builds authority and personal connection

• 📊 Educational content that demystifies money matters

• 📍 Local SEO for searches like “retirement advisor near me”

• 📱 Ongoing social presence for client touchpoints year-round

• 💬 Messaging that reflects integrity, trust, and long-term value

📦 Everything Marketing for Financial Planners – Monthly Package

💼 Jetty Wealth Visibility Package – Starting at $2,500/month

A marketing system focused on nurturing relationships, boosting referrals, and growing your client list.

🎥 Monthly Video Production

• “Meet Your Advisor” or “Why We Plan Differently” intro

• Educational finance video (e.g., “How Roth IRAs Work”)

• Retirement or tax strategy explainer videos

• Short-form Reels for financial FAQs or myths

📲 Social Media Management

• 10–12 posts/month (LinkedIn, Facebook, Instagram)

• Topics like retirement, tax savings, market basics, legacy planning

• 2–3 videos/month + visuals and captions optimized for engagement

🌐 Web Copy & SEO Optimization

• Monthly blog post or service page (e.g., “Retirement Planning in Jupiter, FL”)

• Google Business Profile and SEO keyword targeting

• Copywriting that balances compliance and accessibility

📈 Lead Capture & Strategy

• “Book a Free Portfolio Review” or “Let’s Talk Goals” CTA setup

• Secure forms + link tracking

• Monthly report + optimization call

📺 Smart Video Topics for Wealth Advisors

• “How to Prepare for Retirement at Any Age”

• “What Makes a Fee-Only Planner Different?”

• “How to Reduce Taxes with Smarter Planning”

• “Client Story: From Uncertainty to Clarity”

• “Financial Advice for Business Owners & Entrepreneurs”

💰 Ideal for:

• Fee-Based & Fee-Only Financial Planners

• Independent RIAs

• Wealth Management Firms

• Retirement Specialists

• Tax-Aware or Holistic Planning Teams

📍 Supporting Financial Advisors Across Palm Beach County

Jetty Productions works with advisors and planners throughout:

• Jupiter

• Palm Beach Gardens

• West Palm Beach

• Delray Beach

• Wellington

• Boca Raton

• Treasure Coast and Surrounding Areas

🚀 Why Financial Professionals Choose Jetty Productions

• 🎬 We create polished content that inspires trust

• 📲 We simplify financial topics without sacrificing depth

• 📍 We increase your visibility to ideal, high-value clients

• 🔁 We help advisors stay relevant across the financial calendar

🎁 Free 1-Hour Strategy Session for Financial Advisors

Let’s align your messaging with your goals—whether you’re targeting growth, transitions, or client education.

📍 Based in Palm Beach County | Helping Financial Advisors Grow with Confidence

Jetty Productions – Helping You Build Wealth Through Trust-Driven Marketing.