Clear, Professional Content for Financial Advisors
Where your expertise becomes communication.
Build Trust
Earlier
Professional, advisor-focused content
helps prospects feel confident
before they ever book a call.
Clear, professional videos help clients
understand who you are, how you work,
and what they can expect.
Explain Your
Value Clearly
A dependable flow of content keeps
clients informed and reinforces your
expertise with minimal effort.
Stay Top of Mind Consistently
Specialised Support for Financial Professionals
I’ve spent more than ten years producing financial content for BNN Bloomberg,
Amanda Lang, TD Wealth, and national Canadian audiences.
I understand the clarity, accuracy, and compliance standards financial
professionals work within. My role is to turn your expertise into content
that is easy for clients to understand and simple for compliance to review.
Whether the topic is planning, markets, or client expectations, I focus on
helping you communicate in a measured, professional way that builds their trust
and supports your practice without adding to your workload.
Professional Video Production for Advisors and Planners
Whether you record on your own or want full production support, I create clear, professional content that reflects your experience and meets compliance requirements.
Common projects: evergreen explainers, market commentary, client updates, podcast repurposing, branded charts and infographics, and clean, measured editing aligned with review standards.
You speak. I handle the rest.
Content Strategy Built Around Your Practice
A clear, organised content plan that reflects how you communicate with clients.
Built around: client questions, planning conversations, and the rhythm of your practice.
This can include quarterly Q and A themes, monthly updates, evergreen explainers, or branded visuals that simplify complex ideas.
A practical structure that stays consistent and
easy to maintain.
Social Media Without the Time Sink
One recording session becomes a month of platform-ready content.
Tailored for: LinkedIn, Instagram, YouTube, and the channels your clients use most.
Deliverables include clips, Reels, Stories, quote graphics, branded visuals, and full platform formatting or scheduling support.
A simple workflow that keeps you visible
and professional.
How it Works
A simple process built for the way financial professionals communicate.
Plan
We outline topics based on client questions and planning themes.
Edit
Record
You record 10–20 minutes of video in your office
or remotely, with full production support if needed.
Deliver
You receive a month of platform-ready content,
with optional formatting and scheduling support.
I prepare clear, professional content with captions,
graphics, and compliance-conscious phrasing.
What You Get Each Month
Each month, you receive a complete set of edited videos, captions, branded visuals,
and platform formatting for LinkedIn, Instagram, and your website.
Content is delivered review-ready and organised, making it easy to stay consistent without adding
extra work to your week.
Projects With Leading Names in Canadian Finance
Selected work supporting advisors, wealth teams, and financial media across Canada.
Testimonials
“Jameson brought a level of professionalism and clarity that elevated every episode of the BNN Bloomberg Smart Wealth podcast. His technical skill, attention to detail, and understanding of financial audiences made him an invaluable partner in the production process.”
— Thane Stenner
Founder, Stenner Wealth Partners | Host, BNN Bloomberg Smart Wealth Podcast
“Jameson’s understanding of client relationships made him a trusted collaborator on projects that required care, clarity, and professionalism. Our clients had complete confidence in him.”
— Maryam Behmard
Associate Vice President, Head of Content Strategy and Delivery, TD Wealth
Who This Is For?
This service is for advisors, planners, and boutique wealth teams who want
professional communication support without adding more work to their week.
It’s a strong fit for independent CFPs and fee-for-service planners who value
consistency, accuracy, and content aligned with regulated financial practices.
If you want to explain your process clearly, build trust earlier, and maintain
a polished presence without spending hours planning, filming, or editing,
this is a good match. If you’re looking for high-volume posting or
trend-driven content, this service is likely not the right fit.
Ready to improve how you communicate with clients and prospects?
Book a short call and we’ll outline a content approach that fits your practice.
Jameson Taylor
Tel: 647-832-5744