Branded Videos

We brand our videos to your firm

We’ve built a library of videos that cover a wide variety of topics and we’re producing new videos each and every month. You’re able to select which videos you’d like branded to your firm and posted to your website.

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Sample of our videos

Click below to watch any of our videos.

Maximize Your Health Savings With an HSA

Maximize Your Health Savings With an HSA

Maximize your health savings account benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.
Understanding the Backdoor Roth IRA

Understanding the Backdoor Roth IRA

Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.
IRS opens ERC Voluntary Disclosure Program

IRS opens ERC Voluntary Disclosure Program

If you’re a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.
The 1031 Exchange Explained

The 1031 Exchange Explained

In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we'll explain how a 1031 exchange works and important considerations when using one.
What To Do With Old Retirement Accounts

What To Do With Old Retirement Accounts

You likely have at least one old retirement account if you’ve ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we’ll provide options for what to do with those old accounts.
Two Estate Planning Strategies to Help Protect Wealth

Two Estate Planning Strategies to Help Protect Wealth

A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
The Key Functions of Your Nonprofit Board

The Key Functions of Your Nonprofit Board

Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.
Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.
NLRB Decision May Affect Your Workplace Policies

NLRB Decision May Affect Your Workplace Policies

Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company’s rules.
Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we’ll explain what it is, how it’s calculated, and how it affects a business’s profitability, cash flow, and overall growth.
Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.
How Top CEOs Found Success Through Immersion

How Top CEOs Found Success Through Immersion

Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining valuable insights that transformed their companies. Learn how their firsthand experiences led to innovative improvements and a better understanding of their customers' needs.

Select, edit and publish branded thought-leadership articles to your website

Each month, Marketing by Numbers produces 6 new articles that you can publish to your site. Best of all, you’re able to edit any of the articles; add or remove content, add a quote from a partner, mention services you provide, or whatever your heart desires. Our articles are professionally written and cover a wide variety of topics including recent legislation and changes in tax law.

See sample articles →

Article & Video FAQs

How does exclusivity work for videos?

You will be the only firm in your area able to use a specific track of videos. Each track of videos is unique based on the topics, scripts, actors, and post-production designs. Your exclusive area is generally a 5 to 15-mile radius from your office, depending on the population density of your geographic area.

Can we attribute the articles to our firm or an individual within the firm?

Absolutely, you can list your firm as the author or an individual expert.

Do you create custom content?

We do not create custom content, but we love getting topic recommendations.  If you are looking to create custom content be sure to check out our AI Writing Assistant.

Will “Marketing by Numbers” show up anywhere in the video or article page?

No way.  You’re always listed as the author and expert.

Don't just take our word for it...

We are crazy busy and Marketing by Numbers enables us to send really impressive videos to our clients with limited work on our part.
Steve Dolins

Managing Partner and Co-Founder, The Dolins Group, Ltd.