Be the Sought-After Financial Planner in Your Area
Use video to raise your profile, your influence and your authority as the go-to financial planner in your local area
Transformo helps Financial Planners
Get more
clients
Differentiate your firm by delivering compelling video content that speaks for your potential clients.
Become a household name
Build your
credibility
Every week you just feed the app 2-4 minute teaching recorded by you and your client’s client and the app will do the rest.
Attention Financial Planners
Are you feeling overlooked in your community despite your expertise in financial planning? Do you find it challenging to attract new clients with traditional marketing methods?
At Transformo, we understand these frustrations and recognize the need for a more effective approach to showcase your valuable services.
Imagine a scenario where potential clients are actively seeking your advice, not because you chased them, but because they’ve seen your insightful content and trust your expertise. This is the future Transformo can create for you. Our app allows you to upload videos discussing financial strategies and insights, which we then transform into various content formats including blog posts, weekly emails, social media posts, and targeted Facebook ads.
These materials are then published across all relevant platforms—social media, your blog, YouTube, and more—ensuring that your message resonates widely within your community. This approach not only enhances your visibility but also establishes you as the trusted authority in financial planning.
Take the first step towards transforming your marketing efforts. Sign up for a free trial at Transformo and start attracting the clients you deserve.
How does Transformo make you #1 Financial Planners?
Every week you will deliver 5 proven, tried and tested marketing campaigns 90% done for you by Transformo. Just feed the app a 2-4 minute video each week and the app will do the rest.
Social Media
Each video is converted into a week’s worth of social media posts including two video posts, quote card and a blog post. This content is auto-published to all your social media platforms through the Transformo.
YouTube
Your video is auto-published to YouTube, and your YouTube Description and Thumbnail are auto-generated by the Transformo.
Weekly Email
Blog Post
Facebook Retargeting Ad
The copy for a Facebook retargeting ad is created through the Transformo, and you can download the content and upload it to your Facebook Ad account.
How it works
3 simple steps to launch 5 marketing campaigns every week from 1 video your client records
Step 1
Upload
Record and edit your video.
Step 2
Review
You will then check the campaign copy and approve the design assets created by the Transformo before you go live.
Step 3
Schedule
You schedule and the app will publish the content to your blog, socials, your YouTube channel and email it to your email list
Join other businesses building their influence
Become the go-to Financial Planner in your community in just 15 minutes a week
You Record 1 Video…The App transforms your video into 5 Marketing Campaigns…Using Your Voice, Your Content and Your Style
Business
$149
per month
- Unlimited videos
- Auto Post to all Social Platforms
- Email Marketing
- Full AI Content Generation
- Approval Workflow
- Quote Card Auto Generated Design
- YouTube Thumbnail Auto Generated Design
- Auto Post to Blog
- Auto Upload To YouTube
*Prices are in US Dollars
Better than a marketing agency
Get Started
Sign up to start transforming your videos in 5 marketing campaigns in just 6 minutes.