Financial servicesRecipe #009
Shoot a 90-second origin story on your phone
Clients choose advisers they trust. A short, honest video about why you do this work does more than any brochure.
One video, used everywhere
Website, LinkedIn, email signature and every first-meeting follow-up.
Most adviser websites say the same things. Your story is the one thing nobody else can copy.
This recipe gets you from blank page to a finished 90-second video in one afternoon.
What this recipe does
- Finds your story with a few guided questions
- Turns it into a 90-second script
- Shows you how to film it on a phone
- Edits and captions it with free tools
What you get out of it
Saves time
One afternoon
Script, film and edit in about two hours.
Saves money
$0
No videographer needed to start.
Makes money
Warmer first meetings
Prospects feel they know you already.
Grows the business
Stand out
A face and a reason, not a logo.
Ingredients
- Your phone
- A window for light
- Claude
- CapCut or similar
- 2 hours
Method
- Find the story. Answer three questions with Claude.Interview me to find my origin story as a financial adviser. Ask one question at a time: why I started, a client moment that stuck with me, and what I want people to feel after working with me.
- Write the script. Ask Claude to turn your answers into a 90-second script in your own words.
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