Ready to Amplify Your Financial Advice Business? See How Video Can Attract and Retain the Right Clients.

Grow Your Practice and Transform Client Engagement By Making Video a Core Part of Your Strategy

Where Personality Meets Expertise: Connect Better, Convert Faster

Be Unforgettable

Stand out by being yourself on camera. Your unique personality attracts your ideal clients like a magnet.

01

Forge Stronger Connections

Videos enable you to build trust and rapport in double-quick time.

02

Deepen Client Relationships

Keep clients engaged with regular video content, strengthening your partnership.

03

THE JOURNEY

Become a Video Pro

Level Up Your Video Skills with Advisor Video Marketing

Build Comfort and Confidence on Camera

Say goodbye to jitters and hello to your most authentic self.

Master the Technical

Ace your lighting, audio, and editing. Or let us handle the editing for you!

Create Valuable Content

Develop a winning strategy to consistently grow your business.

Learn from Katie Braden, CFP®

Elevating Financial Advisors Through Video

Katie Braden, CFP®

Katie is an 18-year veteran in the financial planning industry who founded Advisor Video Marketing to merge her love for financial planning and the transformative power of video.

FEATURED IN

Our Services

Take Your Pick: From Workshops to 1:1 Coaching and More

Ongoing Coaching & Editing

Branding & Editing Forms

AMA (Ask Me Anything)

1:1 Coaching

Kevin Neoh, CFP®, MBA

“One of the things you can look forward to when participating is the opportunity to join a group of advisors. You can learn new things from these advisors who are passionate about different areas of life.”

Jamie Yarbrough, Managing Director

“The whole course will teach you from start to finish, and even post production and editing.”

Jeff Brown, President

“I would highly recommend it to any advisor out there who wants to learn how to be as efficient as possible with their time. Lastly, it was just a fun group, we got to talk and share ideas.”

Wayne Firebaugh, CPA, CFP®, AIF

“Before spending seven weeks with Katie, I couldn’t have told you the difference between a B roll and a B list movie. Now I know how to use all of these things, plus a whole lot more to make compelling video.”

Natalie Yan-Chatonsky, CEO

“I’d like to thank Katie for her support and the sharing of knowledge, as well as for pushing us. She has guided us through structuring, improving the setting and lighting environment, effective use of equipment, and building confidence in producing our content.”

Vincent Barbera, CFP®, MSFS

“This workshop aims to help advisors get more comfortable in front of the camera. I strongly encourage any advisor who’s feeling a little nervous about dipping their toe into that video water, jump right in and embrace it.”