Bring your CHIP profile to life.
Your story could be the reason someone chooses you.
CHIP professionals have already brought their stories to life. Each video was created remotely, with Idea Decanter’s team providing guidance, scripting, coaching, and professional editing.
Your CHIP profile helps prospective clients discover you. But what makes them feel you’re the right professional for them?
Your experience and credentials matter, but they’re only part of the picture. People also want to understand who you are, what matters to you, and what it might feel like to work with you. That’s where video makes all the difference.
CHIP has partnered with Idea Decanter, an award-winning video marketing agency that works with financial advisors, to make professional video easy, affordable, and accessible to CHIP professionals.
Comfortable on camera or never recorded a video before, they’ll help you tell your story with confidence.
One professional video. Many ways to build relationships.
Make your introduction more personal and memorable.
Help visitors get a feel for the person behind the credentials.
Introduce yourself to professional connections and potential clients.
Share your story with prospects before a first meeting.
Trust starts forming before the first meeting.
Clients rarely pick a financial professional on a single referral anymore. They look you up, read your profile, check LinkedIn, and compare you with a few others. Whatever they find is your first impression.
Consistent, personal content, video above all, gives prospects a real sense of who you are and how you think. It answers the questions they won’t ask yet, filters in people who fit your style, and keeps working long after you record it.
Only about half of advisors use video today. The ones who do are easier to remember and easier to choose.
of Americans in $100K+ income households will research an advisor online before hiring, even after getting a referral.Wealthtender study, 2025
plan to interview more than one advisor before choosing. Your profile has to stand out side by side.Wealthtender study, 2025
of financial advisors were using video in 2026, which leaves room to be the one people remember.Idea Decanter, State of Advisor Video 2026
say their next step is checking an advisor’s reputation through online reviews and awards.Wealthtender study, 2025
of people say watching a video has convinced them to buy a product or service.Wyzowl, State of Video Marketing 2026
Professional video without the production headaches
You don’t need a studio, expensive cameras, or experience on camera. You need a story worth telling. Idea Decanter helps financial advisors look and sound like the best versions of themselves, without turning them into video producers.
Ready
The team helps shape your message and writes a custom script that sounds like you, then ships you a pop-up studio kit so you can record from home or the office.
Set
An experienced video coach runs your session with one-on-one performance coaching, so you can relax, feel confident, and be yourself on camera.
Go!
Editors polish your footage into a professional video, ready to introduce you to prospective clients on CHIP and beyond.
Choose the video that’s right for you
Through CHIP’s partnership with Idea Decanter, you have two discounted ways to create a compelling professional introduction.
Profile Video
A professional introduction that puts a face and personality to your CHIP profile.
- Tell your story with a powerful video ✓
- Custom script written for you ✓
- Pop-up studio shipped to you ✓
- One-on-one performance coaching ✓
- Custom b-roll and stock footage —
Executive Profile Video
Your story, elevated with additional visual storytelling.
- Tell your story with a powerful video ✓
- Custom script written for you ✓
- Pop-up studio shipped to you ✓
- One-on-one performance coaching ✓
- Custom b-roll and stock footage ✓
Special partner pricing is available for eligible CHIP professionals. Schedule a call to explore your options and find the best fit.
Find Out More →“Working with Idea Decanter was easy… they provide support and editing for your videos at an affordable cost. My video turned out great.”
Watch the webinar
Hear from the CHIP and Idea Decanter teams on how professionals are using video to get found and get chosen.
Ready to bring your CHIP profile to life?
You have a story that deserves to be told. We’ll help you tell it. Schedule a quick conversation with Idea Decanter to learn about the exclusive options for CHIP professionals, ask questions, and see how easy it is to get started.
Book Your Video Growth Call → Mention CHIP when scheduling so the team can share your exclusive partner benefits.CHIP partner pricing on professional video with Idea Decanter
Book a Video Growth Call