Advisors are constantly pulled in multiple directions. Between managing client portfolios, responding to market shifts, and evaluating new products, their time is in short supply and their attention is highly selective. For alternative investment firms, this creates both a challenge and an opportunity. Your message needs to be sharp, timely, and easy to engage with. That is exactly where short-form video shines.
Short videos consistently outperform longer formats when it comes to engaging advisors. And no, this is not simply a social media trend creeping into the professional world. It is a broader shift in how people consume content, even in industries as sophisticated and regulated as financial services. If your firm wants to connect with advisors in a way that is both modern and effective, short videos are a highly strategic tool.
Time Is a Barrier—Short Video Lowers It
Think about your own behavior. When a ten-minute video pops up, does it feel manageable or like a stretch? Now consider seeing a one-minute clip with a clear focus. That feels doable. Advisors feel the same way. A short video allows them to gain value quickly without having to carve out significant time in their day.
This format fits into the in-between moments. It works when someone is between meetings, walking to the car, or even scrolling during a break. It requires no formal setting, no huge mental commitment, and no major disruption. That accessibility makes all the difference in building engagement over time.
Capture Attention Quickly and Keep It
One of the key reasons short videos are so effective is that they allow you to connect with your audience immediately. You have just a few seconds to catch someone’s attention. A clear, concise message delivered in a video format is much more likely to resonate than a paragraph of text buried in an email.
The beauty of short videos is that it forces focus. You are not trying to say everything at once. Instead, you distill your message into its most essential form and deliver it in a way that is easy to absorb and act on. Whether you are highlighting a strategy, announcing a fund, or reinforcing a key differentiator, short video allows you to do so with clarity and polish.
Humanizing Your Brand Through Video
Beyond the format itself, video brings a unique opportunity to show the human side of your firm. In an industry full of structure, disclosures, and formal content, seeing the face and hearing the voice of someone from your team has tremendous impact. It feels more personal and more trustworthy.
When you feature a real person—whether it is a salesperson, executive, or product specialist—you build a connection. You are no longer just a firm presenting a strategy. You are a team of professionals offering insight, partnership, and accessibility. People do business with people, and video makes that real in a way no white paper could.
You Likely Already Have the Content
Many firms assume video requires a full-scale production or an entirely new content strategy. The truth is, most already have everything they need. A thought leadership piece can be repurposed into a quick video. A fund announcement can be paired with a 60-second summary from a team member. A market update can become a two-minute perspective piece that advisors can watch on their own time.
The key is not perfection. It is consistency, clarity, and a tone that reflects your firm’s expertise without sounding robotic. Some of the most compelling short videos are simple and direct. A clean background, good lighting, and a confident delivery go a long way.
Elevating Advisor Engagement Starts Here
Short videos are not a shortcut. They are a smart way to meet your audience where they are. By making your message easier to digest and your people easier to connect with, you are creating a more dynamic and memorable experience for advisors.
If your current approach feels overly text-heavy or buried in technical documents, now is the time to evolve. A thoughtful short video strategy can help you communicate with greater impact, reach more advisors, and support your overall marketing goals in a modern, efficient way.
And if you are wondering how to bring this to life, we would be happy to explore what is possible. Sometimes, the most effective strategies are the simplest ones.
Let’s help you make your message both easier to share and harder to ignore.
About Marketing Intent
Marketing Intent is a sales-focused marketing firm specializing in alternative investments, committed to creating marketing that drives sales. With our deep expertise, we help financial advisors take notice of your firm, ask questions, and engage with your story. Let us help you create marketing that supports raising capital and amplifies your message. Reach out to Marketing Intent today to learn more.
