Video planning for financial advisors

Your firm, on camera.
Every week.

Plan, script, and track every video in one place, from the first idea to ready to film.

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How it works

See exactly where every video stands.

One simple process for every video, so nothing stalls and everyone knows what is next.

Find the ideaTopics from this week's news and your best videos
Write the scriptA draft in your own voice, ready to edit
Get it approvedSend for review and keep a record
Film itA prep checklist and a teleprompter file
Hand it offCaptions, a brief, and copy for your editor

Everything before the camera, handled.

The Social Security question couples get wrong Trending
Your mortgage video, part two Top performer
Inflation and your retirement plan Evergreen

Never wonder what to film.

Fresh topics every week, each with a reason it matters now.

Sentence length
Conversational
Says "we"
Questions
"here's the thing""for most families"

Scripts that sound like you.

Circulis learns how you write, then drafts every script to match.

EDITOR BRIEF
00:00 Hook
00:12 Intro
00:40 Point 1
CAPTIONS captions.srt
TITLE Roth conversions, explained

A clean handoff, every time.

Captions, chapters, titles, and a brief your editor can follow.

Book a demo

See Circulis with your own topics.

  • A 20 minute walkthrough, built around your niche
  • Your first three video ideas, ready to script
  • Setup help for you and your team

Prefer to explore on your own? Create an account