Consultant launches video platform for advisers

According to a statement, FinFlix was created by Ms Pearse, founder of Jenesis Consulting, and Shakira Moss, chief executive of Doodler. 

The subscription-based platform offers advisers access to a library of videos and mulit-media that can be used to help break down complex topics for clients.

Ms Moss said, “I wanted to keep the learning aspect of the videos and tools focused on keeping it simple and creative so the adviser doesn’t lose the client in the education journey.

“The content needs to be engaging, but not complicated.”

Ms Pearse added that advisers are able to incorporate their own branding into the videos as well as host them on their websites.

“It was important to build a platform that allowed a seamless transition to an advisers’ brand. The clients need to feel like they are never leaving their advisers’ website to access these videos and tools,” she said.

“At the end of the day, this is about ensuring the financial adviser is the go-to person for any advice that the potential or existing client may need.”