Video podcast production for financial firms, with your reviewers in charge
Our video podcast production for financial services gives your advisors a face and a voice on YouTube and Spotify. Your compliance team still decides what goes live.
You send the recordings. We edit the sound and picture together, add captions, and hold every file until your firm says it’s cleared.

What does a camera add to an advisor’s podcast?
Prospects can’t test-drive a financial firm. They can watch how your people think, and that goes a long way.
A face to go with the name
Prospects see how an advisor listens and answers before they ever book a meeting. That kind of familiarity is hard to fit on a bio page.
A second place to be found
Plenty of people now watch podcasts on YouTube. A full video episode puts your show where they already look.
Footage that works twice
One recording gives you the full episode and short clips for social media. Your reviewers can see both before anything posts.
Who owns compliance on a video podcast?
Your firm does. We’ll never take that job, and a production company that offers to should make you a little nervous.
What stays with your firm
- Deciding what can be said, shown, and captioned.
- Reading each episode against the rules that apply to you, such as FINRA Rule 2210 or the SEC Marketing Rule.
- Giving the final sign-off and keeping your own records.
What we do
- Ask on the first call who reviews, how long it takes, and what needs a look.
- Build those review windows into the recording and release calendar.
- Hold publishing until you tell us a file is cleared.
Your compliance team knows how those rules apply to your show. We don’t. It’s the same line we draw with our financial services podcast production clients.
Which parts of a video episode might your reviewers want to see?
Video adds text and graphics that audio doesn’t have. Ask your compliance team which of these they want in front of them.
| Piece of the episode | Why it may need a look | How we plan for it |
|---|---|---|
| The full episode | It shows what was said and how it looks on screen. | We send the finished cut for review before anything is posted. |
| Name titles and pop-ups | They’re words an editor adds on screen, such as a speaker’s title or a key point. | Add your firm’s preferred wording to the upload notes for the team. |
| Closed captions | A caption file (.srt) puts the whole transcript in viewers’ hands. | We deliver the file with the episode, so your reviewers can read it too. |
| Burnt-in captions | They’re built into short clips, where people scroll with the sound off. | Clips go through the same steps as the full episode. |
| Short clips | A single sentence can look different once it’s pulled out of context. | We cut the clips from the episode and hold them until they’re cleared. |
Why does the audio matter in a video podcast?

Plenty of video podcasts look fine and sound off. That tends to happen when the picture editor and the audio engineer never talk.
We’ve produced podcast audio since 2014, and every video episode gets the same audio work as our audio-only shows.
- Editing, mixing, and mastering on every voice.
- Picture cut to match the sound, so nothing drifts.
- One upload, one review, one team.
- Already working with us on audio? Adding video uses the same app and the same review step.
What does a finished video episode include?
1080p or 4K video
Color-graded and cleaned up before it reaches your reviewers.
Two caption styles
A closed caption file, or burnt-in captions that show on every platform.
Intro and outro
Bumpers, transitions, and name titles for each speaker.
Files for YouTube and Spotify
One finished episode, ready for both.
From raw footage to a cleared episode
Four steps, and your review sits inside them. Our podcast production process page has the full picture.
Upload your files
Send raw video and audio through the Resonate app, with notes for the team.
We produce it
Sound and picture get edited together so they match.
Review and approve
You get an email when it’s ready. Leave comments or approve it in the app.
Publish when cleared
Post to YouTube and Spotify after your firm signs off.
What kind of video show suits a financial firm?
Start with the audience, then pick a format your team can keep up. A podcast management producer can handle the scheduling around reviewers and advisor calendars.
Advisor and client shows
- One advisor talking through questions clients actually ask.
- A market commentary series, recorded ahead where topics allow.
- Interviews with the attorneys and accountants who refer you.
Product and education shows
- A fintech team walking through how its platform works.
- Short explainers cut from longer conversations.
- Clips that your podcast marketing services can turn into posts.
Questions about video podcasts for financial services
What is video podcast production for financial services?
It’s the editing and finishing of a recorded conversation so it works as a video, with audio, captions, and graphics ready for YouTube and Spotify. In a financial firm, it also means a schedule that leaves room for your own review.
Does your team handle compliance review?
No. Your firm decides what can be said and shown, and your compliance team signs off. We plan the calendar around that process and hold files until you clear them.
Can you edit the audio and the video?
Yes. Every video episode includes audio production, so one team edits, mixes, and masters the sound along with the picture.
Do we need special equipment to record video?
Not much. A decent camera or webcam, good light, and a solid microphone go a long way. We’ll suggest a setup that fits your space.
Which platforms can we publish video on?
YouTube and Spotify are the two main ones, and we deliver files ready for both. Your firm decides where each episode goes and when.
How much does video podcast production cost?
It depends on how often you publish and how much you want handled. The podcast cost calculator gives a realistic range, and a producer can talk through the details on a call.
Ready to see your advisors on screen?
Send us a recent episode or a sample recording. We’ll show you what we’d do with it and how it fits your review schedule.