How Advisors
Start and Scale
with
Video

A system built for the modern advisor who wants to grow.

Self Guided Courses
Live Coaching and Q&A
Proven Results

Stop Overthinking Video
Start Showing Up

You know video matters but feel overwhelmed by the gear, the tech, or what to say.

You've dabbled with video, but it's inconsistent or not producing results.

You want video that builds trust and drives action—without wasting thousands of dollars and hundreds of hours figuring it out.

If any of these sound familiar, you're in the right place.

Pick a Starting Point

Choose the learning path that fits your budget, schedule, and learning style.

Foundations

FREE

No commitment required

Foundations Course Only
No Live Q&A
No Archive Access
No Coaching
Best Value

Insider

$97

monthly subscription

Foundations + Launchpad Courses
Monthly Live Q&A
The Vault Archive
No Personal Coaching
Waitlisted

Accelerator

$997

3 month program

Foundations + Launchpad Courses
Monthly Live Q&A
The Vault Archive
Bi-Weekly Group Coaching

Intensive

$2997

3 month program

Foundations + Launchpad Courses
Monthly Live Q&A
The Vault Archive
Bi-Weekly 1-on-1 Coaching

Bootcamp Resources & Support

Foundations

Online Course

Learn the theory and get the system. Define your audience, generate video ideas, and write your first scripts in about an hour—no camera required.

Launchpad

Online Course

A clear, simple path to show up as your authentic self on camera, set up your office with minimal equipment, and learn simple editing to share your first videos.

Insider LIVE

Monthly Video Call

Join the monthly learning and Q&A call to stay current, level up and get the answers you need.

The Vault

Video Archives

Access a growing archive of Bootcamp call recordings packed with strategies, examples and advisor success stories.

Group Coaching

Join small group sessions for personalized guidance, feedback, and accountability. Perfect for advisors who want structured progress and peer support.

1 on 1 Coaching

Work directly with an instructor for high-touch, personalized coaching. Ideal for advisors ready to accelerate results with focused attention and custom strategy.

Compare Learning Paths

Overview Foundations Insider Accelerator Intensive
Cost FREE $97 $997 $2997
Access Period 12 months 1 month
subscription
3 month
program
3 month
program
Best For Getting started Creating consistently
&
leveling up
Accountability
&
peer momentum
1-on-1 coaching
&
rapid growth
Resources & Support
Foundations Online Course
Launchpad Online Course
Insider Live Monthly Q&A
The Vault Video Archive
Small Group Bi-Weekly Coaching
1 on 1 Bi-Weekly Coaching
Pricing $0 $97 + tax
monthly
$997 + tax
one-time
$2997 + tax
one-time
Sign Up Join Now Join Waitlist Apply Now

What Advisors Are Saying

"Mike and Preet are masters of the craft. They helped me refine my skills and explore new tools. Highly recommended."

— Darren Coleman, CFP, FCSI

"This course taught me how to compose professional-looking videos and, more importantly, how to think about my content to make it more impactful."

— Jason Pereira, MBA, CFA, CFP

"Mike and Preet have tons of knowledge and experience to share. I'd recommend it to anyone who wants to seriously show up on video!"

— Vikas Tiwari, CFP, CIM

"This course helped me skip the trial and error. Now I'm making great videos and enjoying the process."

— Matt Poyner, MD, CFP

"Mike and Preet are incredibly knowledgeable and approachable. I'd highly recommend this to any modern advisor."

— Brandon Chapman, CFP, CLU

"The Advisor Video Bootcamp is a must for the next-generation financial advisor."

— Shawn Todd, CFP

"The program is fantastic. I had no idea where to start with video. Mike and Preet cut the learning curve with tips I wouldn't have found on my own."

— Cameron Smith, CIM

"Mike and Preet made video fun and easy—removing the hardest part of getting started."

— Nik Zabaljac, CIM, CFP

"Mike and Preet are the real deal. Thanks to them, I finally feel like this is doable."

— Paul Bethel, CFP, CLU, CIM

"Preet and Mike are wonderful coaches. They helped me get up to speed quickly and confidently."

— John De Goey, Portfolio Manager

"Preet and Mike helped me get comfortable, get confident, and just go for it. That first video turned out way better than I expected."

— Alaeddine Jabri, CFP, CLU

"The program was terrific—Preet and Mike condensed years of experience into actionable steps that accelerate your learning curve."

— Sean Wilson, CPF, CIM

"Mike and Preet, with their wealth of experience, are exceptional coaches who will inspire and motivate you."

— Roger Massicotte, Pl.Fin., FEA

"Mike and Preet are masters of the craft. They helped me refine my skills and explore new tools. Highly recommended."

— Darren Coleman, CFP, FCSI

"This course taught me how to compose professional-looking videos and, more importantly, how to think about my content to make it more impactful."

— Jason Pereira, MBA, CFA, CFP

"Mike and Preet have tons of knowledge and experience to share. I'd recommend it to anyone who wants to seriously show up on video!"

— Vikas Tiwari, CFP, CIM

"This course helped me skip the trial and error. Now I'm making great videos and enjoying the process."

— Matt Poyner, MD, CFP

"Mike and Preet are incredibly knowledgeable and approachable. I'd highly recommend this to any modern advisor."

— Brandon Chapman, CFP, CLU

"The Advisor Video Bootcamp is a must for the next-generation financial advisor."

— Shawn Todd, CFP

"The program is fantastic. I had no idea where to start with video. Mike and Preet cut the learning curve with tips I wouldn't have found on my own."

— Cameron Smith, CIM

"Mike and Preet made video fun and easy—removing the hardest part of getting started."

— Nik Zabaljac, CIM, CFP

"Mike and Preet are the real deal. Thanks to them, I finally feel like this is doable."

— Paul Bethel, CFP, CLU, CIM

"Preet and Mike are wonderful coaches. They helped me get up to speed quickly and confidently."

— John De Goey, Portfolio Manager

"Preet and Mike helped me get comfortable, get confident, and just go for it. That first video turned out way better than I expected."

— Alaeddine Jabri, CFP, CLU

"The program was terrific—Preet and Mike condensed years of experience into actionable steps that accelerate your learning curve."

— Sean Wilson, CPF, CIM

"Mike and Preet, with their wealth of experience, are exceptional coaches who will inspire and motivate you."

— Roger Massicotte, Pl.Fin., FEA

Meet Your Instructors

Preet Banerjee

Preet Banerjee

Co-Creator & Instructor

Respected personal finance content creator and consultant to the financial services industry. Preet brings years of experience in creating engaging financial content that resonates with audiences.

Mike Schwartze

Mike Schwartze

Co-Creator & Instructor

A multi-disciplinary professional with experience in finance, analytics, video production & strategy. Mike helps advisors translate technical knowledge into compelling video content.

Trusted by Professionals at Top Firms

RBC Dominion Securities TD Wealth Scotia Wealth Raymond James Ltd. Ecivda Financial Planning Clarify Wealth Designed Wealth Management Longevity Achieved Moraine Wealth Advisory Woodgate Financial Keybase Financial Group SaaS Wealth Insurance
RBC Dominion Securities TD Wealth Scotia Wealth Raymond James Ltd. Ecivda Financial Planning Clarify Wealth Designed Wealth Management Longevity Achieved Moraine Wealth Advisory Woodgate Financial Keybase Financial Group SaaS Wealth Insurance

Start with the Foundations course today for Free

Get the core of our $3000 Intensive Bootcamp — free. In under an hour, you'll define your audience, come up with 5+ video topics, and write your first script — all without touching a camera. Perfect for advisors who want to start using video but feel stuck.

Start for Free