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Sunny writes simple, educational money videos in your voice, coaches you while you film, then edits and captions them. Every video waits for your approval before it posts.
Free financial advisor video plan in about a minute No account needed 7-day free trial when you're ready
“The biggest risk to your money isn't the market. It's this.”
- Problem
- People make emotional money decisions when the news gets loud.
- Solution
- A written plan you trust makes it easier to stay calm when things get bumpy.
- Talking points
- Decide your plan before the headlines do.
- Know what you need this money for, and when.
- Talk to someone before making big changes.
- Call to action
- Comment PLAN and I'll share the questions I ask every new client.
Show up on social without it taking over your week
Prospects want to know you first
Short videos let people see how you think and talk, so the first meeting starts warm.
Finance content is hard to make simple
Sunny turns complex topics into one clear idea per video, in plain spoken English.
Compliance review slows everything down
Scripts avoid performance claims and specific recommendations, and nothing posts until you approve it, so you can send it for review first.
Hooks that stop the scroll
Every idea comes as a full script: hook, problem, solution, talking points and a call to action.
“The retirement question nobody asks until it's too late.”
“Most people overpay on this without realizing it.”
“The biggest risk to your money isn't the market. It's this.”
“Three numbers you should know about your own finances.”
Script, film, done
- Sunny writes your script from your website and your goals.
- You film on your phone with a teleprompter. Retakes are free.
- We edit and caption it: cuts, zooms, a hook title and your end card.
- You approve, Sunny posts to Instagram, TikTok, Facebook, YouTube or LinkedIn.
Made with compliance in mind
Sunny keeps scripts educational: no performance claims, guarantees or specific investment recommendations. Nothing posts until you approve it, so your compliance team can review every video first. You're responsible for your firm's rules.
Questions from financial advisors
- Does it give investment advice?
- No. Scripts are general education. They don't recommend specific investments or promise returns.
- Can compliance review before posting?
- Yes. Videos wait for your approval, so you can download and send them for review first.
- Will it work for a small practice?
- Yes. Most of our users run their own business and film on their phone.
- How much does it cost?
- Plans start at $39/month after a 7-day free trial. See pricing.
Your next video is
one script away
Paste your website and Sunny builds your financial advisor video plan in about a minute.
Build my free video plan