Hello Page Video Guide

Purpose of Your Video

Your “hello” video has one simple job:

• Help prospects feel comfortable meeting with you
• Put a friendly face to your name
• Reduce anxiety about talking to a financial advisor

You are not trying to sell a product or do a full financial plan on video.

Think of it as a short version of how you introduce yourself in a first meeting, trimmed down to 60–120 seconds.

What to Include

Use this structure as a checklist. Write your points out, then say them in your own words. Use only statements that are true for you, and have your firm’s compliance team approve your script and video before you publish.

Start with a hook

Open with a question or statement about a worry your prospects already have.

For example:

• “Are you worried about whether your retirement savings will actually last?”
• “Do you ever feel unsure if you’re really on track for retirement?”

Keep in mind:

• Keep it to one sentence.
• Make it about them, not you.

Say hello and introduce yourself

Share your name, role, and a simple credibility point.

Template:

“I’m [Your Name], a [Your Role, e.g., financial advisor / CFP®], and I’ve been helping people [simple outcome, e.g., retire with confidence] for [X] years.”

Keep in mind:

• One or two short sentences.
• Avoid jargon and long lists of designations.

Explain who you help and what you help with

Be specific so the right people think, “That sounds like me.”

Template:

“I work mostly with [who you serve — e.g., people within 5–10 years of retirement], helping them [1–3 key problems you solve — e.g., make a plan for income, taxes, and protecting what they’ve saved].”

Talk about their problems and outcomes, not your internal process.

Share what makes you different (1–2 proof points)

Give one or two concrete reasons to trust you.

For example (pick one or two):

• “I explain every recommendation in plain language, so you always know why.”
• “I’ve helped more than 200 families retire in [your area/state].”
• “We follow a simple, step-by-step planning process so you always know what’s next.”

Keep this brief and specific, not a full firm history.

Add something personal

Show you’re a real person, not just a salesperson.

For example:

• “Outside of work, I’m a parent of two kids and I love coaching their soccer teams.”
• “When I’m not meeting with clients, you’ll usually find me hiking the local trails.”

One sentence is enough.

Reassure them and set expectations for the first meeting

Remove pressure. Explain what the first conversation looks like.

Template:

“Our first meeting is free and there’s no obligation. It’s simply a chance for us to talk through your questions and see whether we’re a good fit.”

You can also add:

“You won’t get a sales pitch — just a conversation about your situation and options.”

This helps nervous prospects actually book the meeting.

End with a clear and simple call to action

Tell them exactly what to do next.

Template (adjust to your setup):

• “If this sounds helpful, click the button below to pick a time that works for you.”
• “You can use the link on this page to schedule a short call. I’d love to hear about your goals.”

Keep in mind:

• Only one main action.
• Use the same wording you show on the button or link (“Schedule a Call”, “Book a Free Meeting”, etc.).

How to Record Your Video

You do not need fancy equipment. A smartphone or laptop is enough.

Before you record

1. Keep it short: Aim for 60–120 seconds.
2. Write a simple outline using the seven parts above: hook, hello, who you help, what’s different, personal detail, reassurance, and call to action.
3. Practice once or twice out loud so it feels natural, not memorized.

Need help remembering what to say?

Download a teleprompter app on your phone. It lets you read your script on the screen while looking toward the camera, so you do not have to memorize it.

• Search the App Store or Google Play for “teleprompter.”
• Paste your script into the app and set a scroll speed that feels comfortable.

Set up your space

• Choose a quiet, simple background: Use your office or a clean room. Remove clutter so the viewer can focus on you.
• Get decent lighting: Sit facing a window during the day or use a lamp or ring light in front of you. Avoid strong light behind you.
• Position the camera: Raise your phone or laptop to eye level. Frame yourself from mid-chest to just above your head.

Get yourself ready

• Posture: Sit or stand up straight, shoulders relaxed.
• Body language: Keep your arms open (don’t cross them).
• Eye contact: Look at the camera lens, not your own face on screen.
• Energy: Speak with about 10–20% more energy than usual.
• Voice: Talk slightly slower than normal and speak clearly, especially if many of your clients are older.
• Expression: Smile warmly at the start and end.
• Movement: Include a wave or gesture. After you upload, you pick a short, lively section of your video to play as the animated preview in your emails.

Get better audio (simple mic tip)

If you can do only one upgrade, make it audio. A simple wired lavalier mic that plugs into your phone (or a small wireless clip-on mic) will usually sound much clearer than your phone’s built-in microphone.

• Clip the mic about 6–8 inches below your mouth (center of chest).
• Keep it from rubbing on clothing or jewelry.
• Test a 10-second clip and listen with headphones before recording the full take.
• If your phone does not have a headphone jack, use the correct adapter (Lightning or USB‑C).

Record your video

1. Optional: Open your script in your teleprompter app.
2. Record 1–3 takes on your phone or computer, whichever is easiest. Aim for a clear, steady take. Small stumbles are fine.
3. Watch your best take. Check that you can hear yourself clearly, your face is bright and easy to see, and you sound relaxed.
4. Optional: Trim the start and end on your phone, or use a video editor such as Descript.

Your video is ready to upload.

Editing Your Video

You don’t need professional software to polish an intro video. Descript lets you edit your video by editing its transcript, and remove pauses and filler words.

When your video is ready, see Hello Pages to upload it and build your page.