In this value-packed session, Grow with the Power of Video, Katie Braden, CFP®, Founder of Innovating Advice, joins four other financial industry veterans to share actionable strategies for leveraging video to grow your business. Whether you’re new to video marketing or looking to enhance your existing approach, this hour-long presentation provides everything you need to start using video to attract ideal clients, gain referrals, and boost your credibility in the financial services industry.
Katie Braden kicks off the session with an insightful 10-minute presentation on how financial advisors can get started with video marketing today, offering simple and practical tips that will help even beginners create authentic and engaging content. With years of experience empowering financial advisors to grow through video, Katie’s advice is designed to help you stand out and connect with your audience on a deeper level.
Why Video Marketing is Essential for Financial Advisors
In today’s digital world, video marketing has become a must-have tool for financial advisors looking to attract clients, gain referrals, and boost their online presence. Katie explains that the power of video lies in its ability to create authentic, personal connections that build trust and credibility with clients. Video allows you to showcase your expertise, communicate your message clearly, and differentiate yourself from other advisors.
Katie’s session offers practical, easy-to-follow steps for getting started with video marketing, whether you’re back in the office or still operating virtually. From choosing the right equipment to crafting compelling messages, Katie provides the guidance you need to begin leveraging video today.
3 Video Ideas to Rip Off and Duplicate
In addition to Katie’s presentation, Laura Garfield and Sharon Gottula of Idea Decanter offer three creative video ideas that financial advisors can R&D (rip off and duplicate). These ideas are designed to help advisors quickly create content that resonates with their target audience, allowing them to connect with clients in new and engaging ways. Whether you’re creating educational videos, client testimonials, or quick market updates, these ideas will inspire you to think outside the box and produce content that drives engagement.
Advertising Dos and Don’ts
Kalli Fedusenko of Kalli Collective provides an insightful presentation on the dos and don’ts of video advertising. For financial advisors looking to increase their visibility and reach a broader audience, understanding how to advertise your video content effectively is crucial. Kalli’s tips cover everything from targeting the right audience to avoiding common pitfalls that can waste time and budget.
Creating Mass Exposure for Your Content
Charlie Van Derven of Social Advisors wraps up the session by sharing strategies for creating mass exposure for your video content. In today’s crowded online space, simply producing videos isn’t enough—your content needs to be seen. Charlie offers actionable tips on how to get your videos in front of the right people through social media, email marketing, and more. By amplifying your content, you can attract more clients and grow your business more efficiently.
Why Video is the Best Investment for Your Business
This session highlights that video is one of the most effective tools financial advisors can use to grow their businesses. Whether you’re using video to communicate with clients, attract new prospects, or enhance your online presence, the benefits of video marketing are unmatched. Katie Braden and the other industry experts in this session emphasize that video marketing is not only about production quality—it’s about creating meaningful connections with your audience and building trust over time.
Takeaways from the Session
- Getting Started with Video Today: Katie Braden shares simple, practical steps to start creating videos and connect with clients authentically.
- Creative Video Ideas to Try: Learn three video concepts from Idea Decanter that can be easily adapted for your financial advisory practice.
- Advertising Tips for Success: Kalli Fedusenko covers the dos and don’ts of video advertising to ensure your content reaches the right audience.
- Increasing Video Exposure: Charlie Van Derven provides actionable tips for amplifying your video content to reach more clients and grow your business.
- The Power of Video for Financial Advisors: Understand why video is one of the best investments you can make to attract ideal clients and boost credibility.
If you’re ready to see why video marketing is an essential investment for your financial advisory practice, don’t miss this session. Watch the replay and learn from Katie Braden and other industry experts on how to leverage video to grow your business and make a lasting impact.