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Top tips for filming your video for your adviser profile

Let’s walk through how to record a great introduction video of yourself

We recommend that you use a webcam either inbuilt, or connected to, your laptop to record your video.

Example script for demo video:

Hello, I’m Jodie, and I am a Quilter Financial Adviser based in London. 

I’ve been lucky enough to work with all sorts of people over the years—each with their own goals, challenges, and ideas about what financial peace of mind looks like. And that’s what I love most about what I do—no two days, or clients, are ever the same.

I hold a Diploma in Regulated Financial Planning and I’m a proud member of the Chartered Insurance Institute. These qualifications reflect my commitment to professionalism, integrity, and ongoing development. 

My services include:

  • Pension planning
  • Protection solution
  • Short and long-term savings
  • Investment planning

It’s a real privilege to be part of someone’s financial journey—helping them feel more confident and in control. And I’m always grateful for the trust people place in me. 

Thank you for taking the time to watch my video.