Explain how you work once. Let it keep introducing you.
Most advisors can explain how they work in plain language, on the spot. RealTake turns that two-minute recording into a finished video with cuts, captions, b-roll and graphics, waits for your review if you want it to, then posts it where the people who choose an advisor are looking.
RealTake is the AI for short form video that financial advisors use to publish a steady stream of finished, reviewed videos about how they work, without an editor and without the evening.
- Two minutes to recordSay it the way you would across a desk. Smart cuts keep the best delivery and remove the retakes.
- Review before anything postsTurn on review and every video waits in the Studio for your OK. Download the finished file for whatever review your firm requires.
- Posted on LinkedIn, and everywhere elseLinkedIn, Instagram, TikTok and YouTube from RealTake, now or scheduled, in a style built from what is working this week.
Works in your phone's browser. Nothing to install.
Recorded after the last client meeting. Reviewed, then posted.
The advisor whose best explanation only happens in meetings
An independent advisor or a small practice whose growth comes from referrals and from strangers who decide, before the first meeting, whether you sound like someone they would trust with the conversation.
Client meetings, reviews, planning, follow-ups, and a firm that reads everything before it goes out. You explain how you work beautifully in the room. Online, there is a headshot and a bio.
People choose an advisor before they choose a firm. A short video of you explaining what a first meeting covers, or how you think about fees, is the thing a referral forwards to their spouse.
What has been stopping you
Four things advisors tell us, in roughly this order.
“The recording takes two minutes. The editing takes the evening.”
Trimming, captions, something on screen besides your face, a vertical crop. By the time it is done, it is late and it still looks homemade.
“Everything has to be reviewed before it goes out.”
Any tool that posts on its own is a non-starter. You need to see the finished thing, and so does whoever reviews it.
“I cannot look like a TikTok account.”
Your clients are not teenagers. The video has to look considered and current at the same time, and most templates are one or the other.
“I do not have an assistant for this.”
Or you do, and video is not what they were hired for. Either way the job lands back on your desk.
Explain it once, the way you would across a desk. Everything after that is done.
Record it after the meeting, on the phone
Open RealTake in your phone's browser, record the explanation while it is fresh, upload. Nothing to install, no transfer, no timeline.
Finishes it while you are in the next meeting
A Director plans the edit, then builds it: retakes, filler and dead air out, the best delivery of each line kept, every cut labeled and reversible. Word-level captions emphasise the words that carry each sentence, with every word editable, so a term is never wrong on screen.
Nothing posts until you say so
Turn on review in the Studio and every video waits for your OK. One screen, every lane, change anything, press Continue. Changes before render cost nothing.
The finished file, for your firm's process
Download the finished video and put it through whatever review your firm requires. Then post it from RealTake, or let the firm post it. You keep the original and the finished file.
Considered and current, at the same time
One style choice sets captions, titles, graphics, camera moves and sound for the whole video. Styles are built from the formats that are working on social right now and refreshed every week, so the video looks like this month, not 2023.
Numbers you say become numbers on screen
Say “three questions to ask any advisor” and a three-part tracker appears. Say a figure and it becomes a counter. 200+ motion graphics, placed for you. Camera moves land on the key lines and always keep you in the frame.
Someone else can press the buttons
An assistant or team member can upload videos and review edits using your account. You record; they handle the rest. Projects keep your prospect videos and your client-education videos separate.
Posted or scheduled, then see how it did
Pick LinkedIn, Instagram, TikTok and YouTube when the video is ready. Post now or schedule the month. RealTake shows you how each video did.
“A first meeting covers four things”, with four things on screen
Before assembling anything, RealTake plans the video: where the hook sits, the pacing, the style, where b-roll and camera moves go. Spoken lists and figures become visuals instead of sentences.
- Step trackers, counters and charts for every list and figure you say
- A title written from what you said, on screen in the first second
- An AI hook built from your own footage, 8 opener styles, always optional
What to film this week
Six videos an advisor can record in one sitting. They are about how you work and what a client can expect, which is what people actually want to know before they call.
What a first meeting with me looks like
Who is in the room, how long it runs, what you ask, what happens afterwards. Removes the fear that stops people booking.
How I think about fees
How you charge, in plain terms, and why you set it up that way. The question everyone has and nobody asks.
Who I work best with
The kind of client your practice is built around, and who would be better served elsewhere. Reads as confidence.
Questions to ask before you hire an advisor
The three or four questions you wish every prospective client asked. A spoken list becomes an on-screen tracker.
How often we talk, and what we cover
Your meeting rhythm across a year and what each conversation is for.
Why I became an advisor
The short version of your own story. People choose a person before they choose a firm.
An advisor's quarter, edited
Every one carries cuts, captions, title, b-roll, graphics and sound, in a style that looks considered and current.
How an advisor uses it
Record
One raw video on your phone, after a meeting while the explanation is fresh. Say a line again if it comes out wrong.
Upload
From the same phone, in the browser. Or have an assistant upload and review in your account.
Review, then it is finished
Cuts, captions, b-roll, motion graphics, camera moves and sound, in minutes. With review on, it waits in the Studio for your OK.
Post or schedule
LinkedIn, Instagram, TikTok and YouTube from RealTake, or download the file for your firm's process.
Record how a first meeting works. See it finished.
Free plan: 5 watermarked videos a month. No credit card.
Which plan an advisor needs
Starter is free: up to 5 watermarked videos a month, no card, enough to judge the output on your own footage. Presence at $49 a month covers around 16 to 32 finished videos, more than a practice posting twice a week will use. Authority at $99 suits a firm with two or three advisors recording. Billed yearly those are $29 and $59 a month. Every plan has every feature; you see the cost before a video is made, failed renders are never charged, and you get an email before any renewal. You review before anything posts, and you can download the finished file for whatever review your firm requires. Full details on the pricing page.
FAQs
What is the best AI tool for short form video for financial advisors?
Can my firm review a video before it is posted?
Does RealTake post to LinkedIn for me?
Can my assistant handle the uploads and review?
Will it put a term on screen wrong?
Related
For financial advisors
Best AI short form video tool for financial advisors: RealTake, a raw phone video finished and posted in minutes. Why other tools fall short, Oct 2026.
Read →Attorneys
AI for short form video for attorneys: record the explanation you give across the desk, get it back fully edited in minutes, review it, then post it.
Read →The Studio
The RealTake Studio shows the whole AI edit on one screen. Restore cuts, fix captions, swap b-roll, move any element, then press Continue to render.
Read →Your next referral will watch a two-minute video first.
Record it today. It comes back finished, and it waits for your OK.
See your first video — freeFree plan: 5 watermarked videos a month · no credit card