How to Use Video Effectively in Advisor Marketing: Key Strategies for Financial Professionals
In Episode 10 of the Full Advisor Coaching Podcast, Kristin Harad, CFP®, welcomes Katie Braden to discuss the art of using video effectively in advisor marketing. If you’re a financial professional looking to stand out in a sea of advisors, this episode is packed with insights to help you transform your video content into a client magnet. Katie Braden, Founder of Advisor Video Marketing, shares her expertise on how financial advisors can make the most of video to build stronger client relationships and enhance their marketing efforts.
Stand Out with Video Marketing
In today’s crowded financial services industry, advisors are constantly seeking new ways to differentiate themselves. Katie highlights the importance of video marketing as a tool for breaking through the noise and creating meaningful connections with clients. While many advisors may feel camera-shy or unsure of how to incorporate video, Katie makes it clear that authenticity is the key. Forget about flashy, overly-produced videos—clients want to see the real you. This episode is all about showing financial advisors how to do just that.
Authenticity Over Production
Katie emphasizes that the magic of video marketing lies in its authenticity. Clients aren’t looking for perfection—they want to see who you are and how you can help them. In this episode, she explains why simple, unscripted videos often have a greater impact than professionally-produced ones. Authenticity builds trust, and when clients feel they can relate to you, they’re more likely to engage with your services.
Whether you’re just starting out or have been hesitant to hit “record,” Katie’s advice is clear: focus on being yourself. Authentic video content allows potential clients to feel a personal connection, which is critical in building long-term relationships.
Practical Steps to Start Using Video
One of the most valuable takeaways from this episode is Katie’s emphasis on starting small. You don’t need a ton of fancy equipment or a fully polished video setup to begin using video effectively. In fact, Katie offers technical tips for beginners, showing advisors how to use what they already have—whether it’s a smartphone or a simple webcam—to create professional-looking videos.
Consistency is key in video marketing. Katie recommends starting with evergreen content—videos that will remain relevant over time. From introductory videos to FAQ responses, these pieces of content will continue to provide value long after they’re created, streamlining your marketing efforts.
Boost Client Engagement Through Strategic Video Content
Katie dives into specific strategies for using video to keep clients engaged. One of her favorite techniques is batch recording, which allows advisors to create multiple videos in one session and release them over time. This method ensures you maintain a consistent presence without the stress of constantly producing new content.
Personalized video messages are another game-changer. Whether it’s sending birthday wishes or personalized check-ins, these videos add a thoughtful touch that strengthens client relationships and helps you stay top-of-mind.
Technical Tips for Novices
For those new to video marketing, Katie provides practical advice on making the most of the resources you already have. From setting up a simple background to ensuring clear audio, these tips help financial advisors create high-quality videos without the need for a professional setup.
Katie also touches on the importance of lighting, camera positioning, and sound quality—all achievable with basic tools and minimal investment. The goal is to make your videos look and sound professional while maintaining that essential authentic touch.
Incorporating Personal Touches to Build Client Trust
Katie stresses the importance of personalization in financial services, and video is one of the best ways to achieve that. Whether you’re recording a birthday greeting or offering a quick, personalized update on a client’s financial plan, these small gestures make a big difference in building trust.
Clients want to feel valued, and adding personal touches to your video content not only keeps clients engaged but also reinforces your role as a trusted advisor. In this episode, Katie shares how she has used video to create a more personalized experience for her clients, helping them feel more connected to her services.
Takeaways from the Episode
- Authenticity Trumps Production: Why simple, genuine videos resonate more deeply with clients than highly-produced ones.
- Start Small: Practical advice on using what you already have to create professional-looking videos.
- Strategic Video Content: Tips on batch recording and personalized video messages to keep clients engaged.
- Consistency is Key: How to create evergreen content that continues to provide value long after it’s made.
- Personal Touches Matter: The value of incorporating personalized elements like birthday wishes to strengthen client relationships.
This episode is a must-watch for financial professionals who want to boost their marketing efforts and build stronger client relationships through video. Katie Braden’s actionable advice will help you overcome camera shyness, simplify your video production process, and transform your content into a powerful client engagement tool. Ready to stand out from the crowd? Watch Episode 10 of the Full Advisor Coaching Podcast and learn how to use video effectively in advisor marketing.