Practitioner content · narration-led · landscape 16:9
How to make a financial advisor video
The reliable structure for a financial advisor video is a numbered list: open on a counter that states the stake, then walk through N rules or criteria, each one locked to a single sentence and a single chart, and close on a card that says who you are and how to reach you. baz ships this as the Financial Advisor content skill — a roughly 58-second landscape reel on a warm neutral canvas, where each scene holds exactly one idea for as long as the narration takes to say it.
The shortcut: run a skill instead of starting from scratch
A skill is a context file that teaches an AI agent one specific video style — its structure, pacing, typography, motion grammar and sound design. Hand an agent the skill plus your product, and it rebuilds that video for you. The steps below are what the Financial Advisor content skill already encodes, so you can follow them by hand or let the skill carry them.
baz is a library of video skills: context files that teach an AI agent a specific motion-graphics style, so it can rebuild that video for your product, with your brand, from your inputs. Run a skill inside your own coding agent — Claude Code, Codex — or directly in the baz editor.
What you need before you start
Required
- The data points behind each rule — the actual figures, with sources
Makes it materially better
- The financial claims you want to make, written as sentences
- Charts, a market note, or the underlying financial statements
- Your practice name and contact details for the outro card
How to make a financial advisor video: step by step
Pick a number and commit to it in the title
Numbered content works because it tells the viewer exactly what they are getting and when it ends. "Four things people get wrong about drawdown" outperforms "thoughts on drawdown" for a reason — the viewer can see the finish line.
Open on a counter, not an introduction
The hook is a hero counter — a number that states what is at stake. Do not open by introducing yourself; the outro card is where you do that, once you have earned the attention.
Lock one sentence to one scene
Each rule gets exactly one sentence of narration and one visual. This constraint is what keeps the reel moving. If a rule genuinely needs two sentences, it is two rules or it is not making the cut.
Give every claim a chart, not a bullet
A number spoken aloud evaporates. The same number as a chart that builds while you say it stays. If a rule has no data behind it, either find the data or reconsider whether it belongs in a data-led format.
Keep the canvas constant
The background stays the same warm neutral across every scene. That consistency is what makes a series look like a publication. Changing the canvas per scene makes six episodes look like six different channels.
Close on the advisor card, and get the disclosure right
End with who you are, your practice, and how to get in touch. Financial content is regulated — include whatever disclosure your jurisdiction and platform require, and keep the language descriptive rather than advisory unless you are licensed to advise.
What the finished video actually contains
Approximate timings for a ~58 seconds cut. Treat them as a shape to hit, not a spec — the exact durations shift with your script and your music.
| Time | Beat | What is on screen |
|---|---|---|
| 0:00–0:06 | Hero counter hook | A single number counting up, stating the stake before any context. |
| 0:06–0:14 | Framing | What the list is and why it matters — one sentence. |
| 0:14–0:48 | Numbered rules | One scene per rule: the sentence, the chart building underneath it. |
| 0:48–0:58 | Advisor outro card | Practice name, contact, and required disclosure. |
Mistakes that cost you the view
Introducing yourself first
Do this instead: Lead with the number. Nobody has a reason to care who you are until you have told them something useful.
Two sentences on one scene
Do this instead: One sentence, one scene. The moment a scene carries two ideas, the pacing sags and the viewer starts scrolling.
Claims with no chart
Do this instead: Visualise every rule. In a data-led format, an unsupported assertion stands out precisely because everything around it is evidenced.
Changing the canvas per episode
Do this instead: Keep it constant. Visual consistency is what turns a set of videos into a recognisable channel.
Slipping into advice language
Do this instead: Describe and analyse. "Investors often" is a very different statement from "you should", and the difference is a compliance one.
Run it from your own agent
Skills are designed to run inside a terminal agent like Claude Code or Codex, against a project you control. The same skill produces the same style whether it runs in your agent or in the baz editor.
npm install -g bazaar.it@latest
# Install this skill into your agent (Claude Code, Codex or Cursor)
baz skill add financial-advisor-editorial-reel
baz project create --name "Financial Advisor content for my product"
baz prompt "make a financial advisor video" --stream-json
baz review --summary --json
baz export start --wait --format mp4 --jsonOperations draw from a prepaid balance. See the CLI reference for the full command set.
Common questions
Can I run this as a weekly series?
That is the intended use. The structure is deliberately repeatable — pick a new number and a new list each week, and the format carries the production. The visual consistency across episodes is what builds recognition.
Does it write the narration?
It can draft from the facts you supply, but the claims are yours to verify. In regulated content, treat any generated sentence as a draft until you have checked both the figure and the framing.
Do I need video editing experience?
No. The skill carries the editing decisions — shot order, pacing, type treatment, transitions, sound design. You supply the raw material and the facts about your product; the agent assembles the cut. You review it and ask for changes in plain language.
Can I run this in my own coding agent instead of the baz editor?
Yes. Skills are designed to be run from a terminal agent like Claude Code, Codex or Cursor. Install the CLI with `npm install -g bazaar.it@latest`, then `baz skill add <slug>` to pull the skill into your agent. The same skill produces the same style whether it runs in your agent or in the baz editor.
What does it cost?
baz bills against a prepaid dollar balance rather than a seat subscription — you top the balance up and each operation (generation, voiceover, render, export) draws a listed amount from it. There is no per-seat fee to make a video, and the price of each operation is published.
Can I change the video after it renders?
Yes, and this is the point of doing it as code rather than as a flat render. Every scene is a real component you can edit — ask the agent to re-time a beat, swap a screenshot, rewrite a line, or change the accent colour, and only that part rebuilds. You are not re-rendering from scratch each time.
Will every video from this skill look the same?
The grammar is the same — that is what makes it a skill and not a template. The content is not: your brand colours, typography, screenshots, copy and data all come from your inputs. Reusing one skill across a series is a feature, because episode three lands in the same visual language as episode one instead of being rebuilt from scratch.
Related guides
Pick a skill. Get the video.
Run the Financial Advisor content skill in your own coding agent, or in the baz editor. Usage comes out of a balance you top up, with a listed price per operation — no seat subscription to make a video.