Step-by-Step Process: Creating Your First Explainer Video for Financial Planning to Educate Customers

Explainer videos have become an increasingly popular tool for businesses to educate their customers on complex topics in a simple and engaging way. In the world of financial planning, where concepts can often be intimidating and overwhelming, creating an explainer video can be a powerful way to demystify the process for your clients. In this post, we will walk you through the step-by-step process of creating your first explainer video for financial planning to educate your customers. Step 1: Identify Your Audience and Message The first step in creating an effective explainer video is to understand who your audience is and what message you want to convey to them. Are you targeting young professionals just starting out in their careers, or are you looking to educate retirees on estate planning? Once you have a clear understanding of your target audience and the key message you want to communicate, you can move on to the next step. Step 2: Scripting and Storyboarding The next step is to create a script for your video that clearly and concisely explains the financial planning concept you want to educate your customers about. Keep in mind that explainer videos are typically short, so it's important to be clear and concise in your messaging. Once you have a script in place, you can create a storyboard to outline the visual elements of your video, such as animations, graphics, and text. Step 3: Design and Animation With your script and storyboard in hand, it's time to bring your explainer video to life with design and animation. Whether you choose to create the video in-house or hire a professional animator, it's important to ensure that the visuals are engaging and easy to understand. Remember to keep the design consistent with your brand's aesthetic and tone to maintain a cohesive look and feel. Step 4: Voiceover and Sound Design In addition to the visuals, the voiceover and sound design of your explainer video are crucial in conveying your message effectively. Choose a voiceover artist whose tone and cadence align with your brand's image, and consider adding background music or sound effects to enhance the overall viewing experience. Step 5: Testing and Feedback Before finalizing your explainer video, be sure to test it with a small group of customers or colleagues to gather feedback. Pay attention to their reactions and make any necessary tweaks to improve the clarity and impact of your video. Once you have incorporated the feedback, you can finalize your explainer video and prepare to share it with your customers. By following these steps, you can create a compelling and informative explainer video for financial planning that will educate and engage your customers. Remember to keep the messaging clear and concise, the visuals engaging, and the sound design impactful to ensure that your video resonates with your target audience. With the right approach, an explainer video can be a powerful tool in your financial planning education strategy.