Has Video Officially Killed The Radio Star? with Katie Braden (Ep. 57)

Has Video Officially Killed the Radio Star? The Power of Video Marketing for Financial Advisors

In Episode 57 of the Advisor Mentorship Podcast, Jeremy Houser sits down with Katie Braden, Founder of Advisor Video Marketing, to explore how financial advisors can harness the power of video marketing to stand out in today’s crowded digital landscape. With the rise of platforms like Google and YouTube, financial professionals must find innovative ways to build trust, engage with clients, and showcase their expertise. Video content offers an unparalleled opportunity to do just that.

Katie Braden brings her wealth of experience and expertise in video marketing to this episode, providing valuable insights into how advisors can overcome common hurdles like imposter syndrome and low engagement, leading to significant business growth. If you’re a financial advisor looking to strengthen your client relationships and boost your online presence, this episode is packed with actionable advice and resources.

The Power of Video Marketing in Financial Services

In today’s digital-first world, standing out as a financial advisor can be a challenge. With so much competition online, how can you ensure that clients and prospects see you as a trusted expert? Katie Braden argues that video is the solution. By creating authentic and relatable video content, financial advisors can establish meaningful connections with their audience and differentiate themselves from the crowd.

Katie shares her personal experiences with video marketing, including how it has transformed her own business and the businesses of those she has mentored. From overcoming the initial fear of being on camera to building a consistent video strategy, Katie walks listeners through the practical steps needed to make video marketing a cornerstone of their client engagement efforts.

Overcoming Common Video Marketing Challenges

One of the key takeaways from this episode is Katie’s candid discussion about the hurdles financial advisors often face when trying to implement video marketing. Whether it’s imposter syndrome, a fear of low engagement, or uncertainty about how to get started, Katie offers solutions to help advisors push past these barriers.

Katie emphasizes that video marketing doesn’t have to be overwhelming. By starting small and focusing on authentic, client-focused content, advisors can build confidence and develop a strong video marketing strategy over time. Her 12-week workshop, designed specifically for financial professionals, equips advisors with the skills and tools they need to produce captivating video content and exude confidence on camera.

The Benefits of Video Marketing for Financial Advisors

Video marketing provides several key benefits for financial advisors looking to strengthen their digital presence:

  • Establishing Trust: Video allows clients to see and hear you, which helps build trust and rapport more quickly than traditional written content.
  • Showcasing Expertise: Through video, you can easily explain complex financial concepts in a relatable way, positioning yourself as a knowledgeable and approachable advisor.
  • Engaging Clients and Prospects: Video content offers an interactive way to engage with your audience, keeping clients informed and connected while attracting new prospects.

Katie shares stories from her own career and the success of advisors she has mentored, illustrating how these benefits have led to stronger client relationships and business growth. Whether it’s using video to answer frequently asked questions, provide market updates, or share personal insights, financial advisors can use video to offer real value to their audience.

Tools and Resources to Get Started

If you’re ready to dive into video marketing but don’t know where to begin, Katie offers practical advice on the tools and resources available to financial advisors. From affordable cameras and lighting setups to user-friendly video editing software, Katie breaks down what you need to create professional-looking videos without a big budget.

She also highlights the importance of using platforms like YouTube to expand your reach. By optimizing your video content for SEO and sharing it across social media platforms, you can boost your visibility and connect with a wider audience.

Takeaways from the Episode

  1. Leverage Video for Trust-Building: Learn how video marketing can establish trust with clients more effectively than text-based content.
  2. Overcome Video Marketing Hurdles: Katie offers strategies to overcome common challenges like imposter syndrome and low engagement.
  3. Get Started with Practical Tools: Discover the affordable tools and resources you can use to begin your video marketing journey.
  4. Strengthen Client Relationships: Use video to enhance client engagement and foster stronger relationships.
  5. Katie’s 12-Week Workshop: Get a sneak peek into Katie’s workshop that equips advisors with the confidence and skills needed to produce high-quality video content.


For financial advisors looking to grow their business and build stronger relationships with clients, video marketing is the way forward. In this episode, Katie Braden provides the insights and tools you need to get started, along with real-world success stories that show how powerful video can be. Ready to take your marketing strategy to the next level? Watch Episode 57 and discover how to harness the power of video marketing for your financial advisory business.

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About 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.

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