Your introduction video earns the first meeting.
Nobody hands their retirement to a stranger after a cold call. They watch you first, decide whether you sound like someone they could trust with the number, and then they stall, because the next step is a phone call about money. With StreamAgent behind your video, it asks what they are planning for, plays the part of your approach that fits, and books the first meeting. After that meeting, a private video made for that one household walks them through what you heard and books the next step. Nothing about them is ever public.
Recorded for one household. Opened by one household.
After the first meeting, the video that does the real work is not public at all. Carmen records a three-minute video for that one household and sends them the link:
- What she heard: the goal, the timeline, the worry
- The plan she recommends, and what it costs
- The planning meeting, booked inside the video
The household gets something made for them, because it was. They watch it together at their own kitchen table, pause on the fee, rewatch the part about the timeline, and book the planning meeting before it ends. Carmen sees the moment they watched it and what they paused on. The decision that used to take three follow-up calls takes one evening.
A first meeting on Wednesday. A plan accepted by Monday.
- Sunday, 8:40 pm
A couple in their late fifties find your video after a search about retiring early. They pick "retirement income" and hear how you think about it, in your words. Before it ends it asks for a name and a way to reach them, and offers a first meeting.
- Wednesday, 2:00 pm
The first meeting is not a pitch. They already know how you work and how you charge, so the hour goes to their numbers. At five, Carmen records three minutes for them, password-protected, and sends the link.
- Sunday, 9:15 pm
They watch it together, pause on the fee, rewatch the timeline, and book the planning meeting inside the video. Carmen sees it Monday morning, with the moments they paused on. The relationship started a week ago on a Sunday night, without a cold call.
Before the first meeting, you know what they watched.
Every prospect has a page: which part of your approach they watched and for how long, where they paused, what they said they were planning for, and a heat tier from all of it. Carmen opens it before the meeting and knows whether this household lingered on retirement income or the business sale. The meeting starts where their attention did, and the dossier goes into the CRM her firm already runs.
Bring any video. StreamAgent does the rest.
StreamAgent is a video lead-generation platform that puts an AI team behind the videos you record: each one gets itself found, asks every viewer who they are, captures and scores leads, books calls, and reports back what it learned.
- Gets you found
- Your video and its transcript show up for people searching for an advisor who handles what they are planning for, and assistants can quote your approach in your words.
- Asks who is watching
- After the first meeting, one household gets one private video, password-protected, that walks them through the plan and books the next step.
- Captures the lead
- A name, a way to reach them and what they are planning for, captured inside the video, scored so a household with a date and a decision rises first. Nothing is shown to anyone else.
- Fills your calendar
- The first meeting is booked inside the introduction video and the planning meeting inside the private one, with confirmations and reminders sent for you.
- Reports back
- Every Monday: who watched, what they said they were planning for, who met, who watched their private video, and which part of the approach to sharpen.
Asked and answered.
Everything I publish has to go through compliance. Does this fit?
The public video is one script, recorded once, that your reviewer has seen. The private videos go to one household each, password-protected, never indexed, and can be archived when the plan is signed. Every video, lead and change is in an audit log you can export.
Can I say how I charge without quoting a fee to everyone?
Yes. The public video can explain how you charge and leave the number for the meeting, or say where fees start. The private video says the fee for that household, and no one else sees it.
Is what a prospect tells the video kept private?
Answers are captured into your account only. They are not displayed anywhere, they are not shared, and you can export or delete them. A private video opens with a password for the people you sent it to and never appears in search.
My firm has several advisors. Can leads go to the right one?
Yes. Lead routing sends each lead to an advisor by rule, round robin or what they said they were planning for, with the dossier attached, and every lead lands in the CRM the firm already runs.
Start with the video you already have.
Upload it, and StreamAgent proposes where the question goes and which short clips would complete it. Nothing changes until you say yes. See pricing, read what StreamAgent is, or watch the demo that asks you something.