✳ PLAYBOOK · EDUCATE · MEDIUM
Finance tip short on Medium
Give the viewer one actionable finance tip they can apply this week.
What to produce
- Threaded breakdown - (no aspect)
- Tip + steps carousel - 1:1
Recommended inputs
- Screen share
- Talking head
- Whiteboard
Platform-specific guidance
- Hook
- Lead with the dollar impact, not the topic.
- Aspect
- 1:1
- Duration
- 60s
- Captions
- Plain text
- Reframe 16:9 to 9:16
- No
- Safe-zone overlay
- Not required
- Caption guidance
- Number-led captions work well for finance (e.g. 'Save $1,200/year').
Workflow
Pitfalls to avoid
- Promising specific returns (compliance risk)
- Talking head with no proof
Tools and presets
Frequently asked
How do I make a finance tip short for Medium?
Pick the tip; Define + apply; Record + screen-share; Caption numbers.
What aspect ratio should I use on Medium?
Use 1:1 (Medium's safe native ratio).
Do I need burned-in captions on Medium?
Plain text is enough; no burned-in captions needed.
Which export preset should I pick?
No sourced preset for this surface yet; use MP4 H.264 + AAC as the safe default.
Sources
LinkedIn B2B Institute (verified 2026-09-18) - HubSpot content types overview (verified 2026-09-18)