Plain-English explainers
Your answers to common money questions cut tight, with simple on-screen text that helps people follow.
Video editor for financial advisors
Video editor for financial advisors
Clear money education. Edited to pass review.
People choose an advisor they already understand and trust. We edit calm, clear education videos from your recordings — with disclaimers in place and a workflow built around your compliance approval.
Education-firstDisclaimers appliedCompliance-friendly workflowFrom $299/mo
9:160:28
9:160:39
9:160:30Low-risk start
Try a 5-video test batch first.
Send footage for your own footage and get 5 finished edits at the Starter rate, about $10 a video. Judge the hooks, captions and turnaround before you commit to a monthly plan.
What you get
Trust is the whole product.
Disclaimers every time
Your required disclosure text added to every video in the same place, the same way.
Review-ready drafts
Edits delivered in batches your compliance team can approve in one pass, with a clear change log for revisions.
Animated explainers
Concepts like compounding or tax wrappers shown with simple motion graphics — no stock-market clichés.
Seminar & webinar clips
Client education events and webinars repurposed into short clips, with attendee privacy respected.
Calm brand style
Restrained captions and colours that suit a regulated, professional firm.
Why advisors struggle with video
Advisors know video builds trust. The friction is everything around it: recording, editing, adding disclaimers, waiting for compliance, fixing the one line they flagged, and doing it again next week. Most firms try for a month and stop.
The fix is a predictable batch workflow. You record once, edits come back together, compliance reviews them together, and the approved batch is scheduled.
What advisors post
- Question clips — the questions clients ask in every first meeting.
- Myth clips — common money misconceptions, explained calmly.
- Life-event clips — retirement, inheritance, selling a business, a new baby.
- Firm culture — who you are and how you work with clients.
What this service does and doesn’t do
YASH EDITS edits video. It doesn’t write financial content, give advice or perform compliance review — that stays with you and your firm. What it does do is make your approved message look professional, apply your disclosures consistently, and make revisions quick when compliance asks for a change.
Works for independent advisors, planners, wealth management firms and insurance professionals in the US, UK, Canada and Australia. Related: video editing for consultants and talking-head editing.
How it works
Raw footage toready-to-post.
One project lead, one shared folder, direct feedback. Built for remote clients in any timezone.
- 01
Send footage
Drop raw clips, references and brand assets into a shared Google Drive or Dropbox folder.
- 02
Brief & analysis
Every clip gets watched. The strongest moment and the hook worth leading with are picked first.
- 03
Structure & cut
Story first: tight pacing, clean cuts, dead air removed.
- 04
Visual build
Captions, b-roll, motion graphics, sound design and color.
- 05
Review
You leave notes and talk directly to your project lead — no layers in between.
- 06
Delivery
Platform-ready exports, organised and named, ready to schedule.
Pricing
Monthly packages, in USD.
Every package covers a month of short-form edits. Need more than 100 a month? It’s quoted as a custom plan. Full pricing details →
STARTER
30 REELS / MONTH
$299
For creators building consistency. ≈ $9.97 PER EDITED REEL
- Professional editing
- Clean cutting
- Premium captions
- B-roll integration
- Sound design
- Color treatment
- Vertical export
- Organized delivery
GROWTH
60 REELS / MONTH
$499
For creators and businesses increasing content volume. ≈ $8.32 PER EDITED REEL
- Everything in Starter
- 60 edited reels
- Enhanced motion graphics
- Advanced B-roll
- Stronger visual storytelling
- Brand consistency
- Priority workflow
SCALE
100 REELS / MONTH
$899
For serious creators and businesses publishing at scale. ≈ $8.99 PER EDITED REEL
- Everything in Growth
- 100 edited reels
- Advanced visual treatment
- Premium motion graphics
- Custom editing style
- Batch workflow
- Priority editing queue
FAQ
Before we start.
Do you handle compliance approval?
No. Your firm’s compliance team reviews and approves content. The editing workflow is set up to make that review fast: batched drafts, consistent disclaimers and quick revisions.
Can you add our required disclosures?
Yes. Send the exact text and placement rules once, and they’ll be applied to every video.
Will the videos look too flashy for a financial firm?
No. The style for advisors is deliberately calm and professional — no hype, no stock-ticker graphics unless you want them.
How do I send footage?
Through a shared cloud folder — Google Drive, Dropbox or similar. Upload raw clips plus any references, logos, fonts or notes.
How do revisions work?
You review each edit and leave notes directly with your project lead — no ticket queues. Revisions are unlimited on every plan, and each reel is delivered within 24 hours.
I’m outside India — is that a problem?
No. The whole workflow is remote: shared folders, written briefs, async review notes and WhatsApp or email for quick questions. Pricing is in USD.
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Explore →Guides
Read before you hire.
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