Buzmo for financial advisors and RIAs
Faceless educational videos built to fit your compliance workflow. Every script lands in your inbox for CCO review. Nothing publishes until you sign off. $497 flat.
No contracts. Cancel anytime. Scripts are sent to you for approval before anything publishes.
Video titles for advisors
Video converts for advisors because the client relationship starts with trust, not performance. A prospect who watches five of your plain-language explainers arrives at the first call already half-convinced — and they got there without you touching a single hour of selling time.
And 20 more in the first month. Topics tune to your client base. Script defaults avoid dated figures, specific rate or return numbers, and product-specific recommendations. You and your CCO are the final reviewers.
Proof
The Three Questions to Ask Before You Consolidate Accounts
Hook: “Before you move any retirement money, there are three questions your current plan has to answer first.”
Body: educational only — no product names, no performance claims, no recommendations. Delivered for your compliance review.
25 thumbnails · published after your CCO sign-off
How it works
Name, website, client base, compliance workflow (RIA / BD / hybrid). 10 minutes, one form, one time.
In your brand, in advisor tone, no credit card. Script included so you see the review workflow before you commit.
We deliver each month’s 25 topics and scripts for your review. Nothing uploads until you sign off.
YouTube Shorts, TikTok, Instagram Reels — uploaded after script approval.
Pricing
No contracts. No setup fee. Keep every video — even if you cancel.
FAQ
You and/or your CCO do. Buzmo does not provide legal, regulatory, or compliance review under FINRA, SEC, state, or BD-specific rules. We deliver every script to you for your own process. Nothing uploads without your sign-off.
We deliver each month's 25 scripts in a single packet — plain-text, ready for your compliance software or your CCO's inbox. You mark approvals the way you already do; we upload only what's approved, on whatever cadence you set.
No. We do not interpret rules, and we will not claim a script is "FINRA-compliant" or "SEC-approved." Our script defaults avoid testimonial implications, specific return figures, and product-specific recommendations, but every rule interpretation is yours.
We default to no testimonials, reviews, or endorsements in any Buzmo script. If you want testimonial content under the SEC's 2021 Marketing Rule, you build that content and run it through your own compliance process — we won't default to it.
Yes. Script defaults avoid specific rate or return figures, performance comparisons, and hypothetical illustrations. If you want performance content, you approve it and own the disclosure.
The sample video is free. If the voice doesn't work, either we swap it or you walk, no charge.
You do. Every file, every caption, every thumbnail. Even if you cancel.
Yes. Month-to-month. Cancel anytime. Keep every video.
Pick your vertical
Patient-facing videos for solo and small-group dental practices.
Patient-education videos for private-practice medical, med-spa, chiro, PT.
Client-question videos for CPAs, bookkeepers, and tax firms.
Neighborhood-aware videos for agents, teams, and brokerages.
HVAC, plumbing, electrical, roofing, pool, and cleaning.
Back to the master overview on buzmo.co.
Last ask
The only way it happens without you is if someone else writes the scripts and ships on your approval. $497 flat. Starts with a free sample.
No card. No contract. Sample typically delivered within 72 hours.