Before You Work With Your Parents' Financial Planner...

@socialcap

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Facetfacet.com

Financial advice from a certified financial planner at an affordable fixed fee. Includes financial planning, retirement planning, and investing.

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Why it worked

The video effectively uses a common pain point (concerns about financial planning) and presents a clear, numbered list of potential problems with existing solutions. It then offers a specific, differentiated alternative with a clear call to action, making it relatable and actionable for viewers.

Summary

The video lists five potential drawbacks of traditional financial planners, such as high fees and complex products, before introducing Facet as a different solution. Facet is presented as a service offering a team of certified professionals with rigorous training and a flat fee structure.

Structure

1Introduction to the topic
2Five potential issues with parents' financial planners
3

Original caption

5 things your parents’ financial planner is hoping you never figure out and why @facet is the right next step for you. #facetad #facet #financialplanning #financialadvisor

More from @socialcap

Product placement

Facet: acts - it is a financial planning service that provides a team of CFP professionals to guide clients through investments, tax saving strategies, and equity planning. Removing it would change the video's purpose. Facet is also mentioned as a Registered Investment Advisor (RIA) with the SEC, which is part of its description of services. This is part of its function, so it ACTS. Removing it would change what happens in the video.

Call to action

Go to facet.com/tyler to book your intro call today

On-screen text

Before You Work With Your Parents' Financial Planner... If you're thinking of working with the financial planner who worked with your parents, you may wanna know these five things first. Number one: they may have been taking a percentage of your family's money for decades. Good years, bad years, years they earned it. Years they may not have. The one constant in an uncertain market is they still got 1%. Number two: they could be putting you in expensive mutual funds that charge way more than a basic index fund, and those higher fees could easily drag down your overall performance. Number 3: And they probably set Aunt Diane up with a complex annuity that's incredibly hard to unpack or get out of. But hey, they also might just have some of the most attractive commissions in the industry. No. 4. They may keep trading in and out of your account even though we and they know that time in the market historically beats timing the market. No. 5. And they've convinced you that managing your money is so complex that only they can handle it. In reality, their credentials may have just been passing a couple of multiple choice exams years ago. Facet is different. You get a team of CFP professionals, a credential that requires years of rigorous training, thousands of hours of real planning experience, and a demanding board exam. They'll guide you through the complex stuff. Your investments, tax saving strategies, even your employer stock and equity planning. One flat fee, no percentages, no commissions. Go to facet.com/tyler to book your intro call today, cause it's time to make a choice that's right for you, not your parents.

Transcript

If you're thinking of working with the financial planner who worked with your parents, you may wanna know these five things first. Number one, they may have been taking a percentage of your family's money for decades. Good years, bad years, years they earned it. Years they may not have. The one constant in an uncertain market is they still got 1%. Number two, they could be putting you in expensive mutual funds that charge way more than a basic index fund. And those higher fees could easily drag down your overall performance. Number three, and they probably set Aunt Diane up with a complex annuity that's incredibly hard to unpack or get out of. But hey, they also might just have some of the most attractive commissions in the industry. No. 4. They may keep trading in and out of your account, even though we and they know that time in the market historically beats timing the market. No. 5. And they've convinced you that managing your money is so complex that only they can handle it. In reality, their credentials may have just been passing a couple of multiple choice exams years ago. Facet is different. You get a team of CFP professionals, a credential that requires years of rigorous training, thousands of hours of real planning experience, and a demanding board exam. They'll guide you through the complex stuff. Your investments, tax saving strategies, even your employer stock and equity planning. One flat fee, no percentages, no commissions. Go to facet.com/tyler to book your intro call today. It's time to make a choice that's right for you, not your parents.