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Be the advisor they trust before the first meeting

Turn the product, myth, or question you answer every week into videos that look and sound like you, made for the feeds where your next client scrolls.

This week's client noteDraft
Writing for
Kind of note

We draft a plain-English script with sources; you edit every line before anything renders.

Client note, exampleWritten for advisors Illustrative

Three topics every finance pro ends up covering

Each row is an app skill card. Pick one here, and the same card opens after sign-up.

No.NoteWritten forKind
01
Roth conversion, explainedSample advisor, illustrative
AdvisorsProduct explainer
02
How much do you need to retire?Sample advisor, illustrative
AdvisorsMyth buster
03
Meet the financial advisorSample advisor, illustrative
Prospects who look you upIntroduction

Your expertise, your review, your face on screen

Start from the commentary you already publish. Nothing goes on camera, and nothing renders, until you have read the script.

  1. 01

    Name the product, the myth, or paste your profile

    Add the commentary you already ran past compliance if you have it. We draft a plain-English script from it, with sources.

  2. 02

    Read and edit every line

    Change any line, then export the text for your principal or your files.

    A Roth conversion moves money from a traditional IRA to a Roth. You pay income tax on the amount now; qualified withdrawals later are tax-free.

    Whether it makes sense depends on your tax bracket today versus in retirement, and on how you would cover the tax bill.

    If you want to see your own numbers, reply to this note, and we will set up a time.

  3. 03

    Your avatar delivers it

    Record once, with a consent video. Your finance cards wait in the app. Download the MP4 and the script for your records.

    Product Explainer prompt card in the HeyGen app home for finance professionals

Trusted by people whose name is the business

A self-directed IRA custodian, a mortgage broker and a gold coin dealer with 1.2M+ YouTube subscribers. Numbers are theirs; links go to the full stories.

12videos per hour

5xfaster video production

With HeyGen, we could create short, snappy videos that maintained a professional quality. The scalability it provided was a game-changer for our team.

Jesse BrileySr. Manager, Marketing Engagement, Equity Trust Company
Read the story

10 mininstead of 2 hours per video

10xfaster video production

If I wanted to do one video, it would take me two hours from start to finish production-wise. Now, I can do that in less than ten minutes.

Tim StaceyMortgage Broker, California
Read the story

1.2M+YouTube subscribers

2,000+YouTube videos published

HeyGen feels like having a reliable virtual version of yourself that can help you create content whenever you need it.

Kouji IshiyamaFounder and Creator, Gold Coin Online
Read the story

Real advisors, real results, real faces

Only what the product does today. Nothing here is legal advice; your compliance officer has the last word.

  1. 1

    "A deepfake of me is a liability."

    Every video twin starts with a consent video you record yourself, reading an on-screen code. Only your account can render with your likeness, and HeyGen removes twins on request.

  2. 2

    "My compliance team will never approve this."

    The workflow is script first: you read and edit every line before anything renders, then download the MP4 and the script for your pre-approval and your archive. FINRA guidance applies the same communication standards whether a person or an AI tool produced the content.

  3. 3

    "My clients want the real me."

    Use your avatar for the recurring, educational explainers you would otherwise skip. Many advisors keep their introduction and client testimonials as real footage; the choice is yours.

Questions advisors ask before they start

Does my compliance team see the script before the video exists?

Yes. Nothing renders until you have read the script. Export it as text for your principal, edit any line, then render.

How do I archive what I publish?

Download the MP4 and the script for every video and file them in the archive your firm already uses. HeyGen does not replace your books-and-records system.

Is the video labelled as AI-generated?

You control the script and the on-screen text. Many firms add an AI-generated disclosure to the script or the lower third; we recommend it for client-facing content.

Who can render videos with my likeness?

Only your account. Every video twin starts with a consent video you record yourself.

Which languages can my avatar speak?

Produce videos in 177+ languages and dialects from one recording.

What does it cost?

Start free. Paid plans are listed on the pricing page.

Explain it once. Send it to everyone who asks.

Pick the product, the myth, or your profile. You read the script before it renders, and the same card opens after sign-up.