A system built for the modern advisor who wants to grow.
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.
Choose the learning path that fits your budget, schedule, and learning style.
No commitment required
monthly subscription
3 month program
3 month program
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.
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.
Join the monthly learning and Q&A call to stay current, level up and get the answers you need.
Access a growing archive of Bootcamp call recordings packed with strategies, examples and advisor success stories.
Join small group sessions for personalized guidance, feedback, and accountability. Perfect for advisors who want structured progress and peer support.
Work directly with an instructor for high-touch, personalized coaching. Ideal for advisors ready to accelerate results with focused attention and custom strategy.
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 |
"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
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.
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.
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