In this episode of How Advisors Can Grow with Video, Katie Braden, CFP®, Founder of Innovating Advice, joins Jay Coulter to discuss how financial advisors can leverage the power of video to enhance client communication and grow their business. As video marketing continues to be the most engaging form of client communication, many advisors struggle with how to get started or improve their video strategy. Katie shares her proven formulas for finding success with video, offering practical tips that every advisor can use.
With detailed insights into everything from building confidence on camera to mastering the technical aspects of video production, Katie explains why video is a game-changing tool for financial advisors looking to differentiate themselves and create more meaningful client relationships.
The Benefits of Video Marketing for Financial Advisors
Katie starts the episode by explaining the core benefits of using video for financial advisors. Video offers an authentic and direct way to communicate with clients, allowing advisors to build trust and credibility in ways that traditional methods like email or voicemail can’t match. Katie shares how using gratitude videos, for example, can make a lasting impression on clients and keep the advisor top of mind.
Throughout the episode, Katie highlights the importance of creating genuine, engaging content that resonates with clients. Whether you’re sending quick updates or explaining complex financial concepts, video allows you to connect on a deeper, more personal level, which helps foster long-term client relationships.
How to Build Confidence on Camera
One of the major challenges advisors face is feeling comfortable and confident on camera. Katie provides actionable steps to help advisors overcome this hurdle, starting with simple practices like smiling before recording and focusing on delivering value rather than worrying about being perfect. Katie emphasizes that clients appreciate authenticity, so being yourself on video is often more impactful than trying to achieve a polished, scripted performance.
Jay Coulter also contributes to the conversation by sharing his studio setup ideas, offering practical suggestions for creating a professional-looking video without the need for expensive equipment.
Mastering Video Tools: Loom & BombBomb
Katie and Jay dive into the technical side of video, discussing popular video tools like Loom and BombBomb, which are particularly useful for financial advisors. These tools allow advisors to record quick, personalized videos that can easily be shared with clients, making communication more efficient and impactful.
Katie explains that using video tools like these not only helps to maintain personal connections but also saves time, as advisors can record and send videos in place of writing lengthy emails or making multiple phone calls.
Why Video Is Better Than Voicemail
One key insight Katie shares in this episode is why video is a better communication tool than voicemail. Video allows clients to see your facial expressions and body language, which conveys emotion and sincerity far better than a voice message. By incorporating video into your communication strategy, you can create a more engaging and personal experience for your clients.
Overcoming Technical Challenges & Common Mistakes
Katie also covers the technical side of video production, providing a demo on how to achieve high-quality audio and avoid common setup mistakes. From framing the shot to optimizing lighting, Katie walks through the essentials for creating professional-looking videos without needing expensive equipment or advanced editing skills.
She also points out the importance of avoiding common mistakes, such as poor camera angles or cluttered backgrounds, which can detract from the overall quality of the video.
The Innovating Advice Community
Towards the end of the episode, Katie talks about why she started the Innovating Advice Community, a supportive space for financial advisors who want to grow their businesses through innovative approaches like video marketing. The community provides resources, coaching, and a network of like-minded professionals, all working towards the goal of improving their practice through authentic communication and creative strategies.
Katie shares the benefits of joining the Innovating Advice Community, including access to her Video Creation Masterclass, which helps advisors build confidence, create engaging content, and master the technical aspects of video marketing.
Takeaways from the Episode
- The Power of Video for Financial Advisors: Katie explains how video can create more meaningful connections with clients and improve communication.
- Building Confidence on Camera: Practical tips for getting comfortable and authentic in front of the camera.
- Using Loom & BombBomb: Learn how these video tools can help streamline client communication and make interactions more personal.
- Mastering the Technical Side: Key insights into improving audio, video setup, and avoiding common mistakes.
- Joining the Innovating Advice Community: Discover the benefits of being part of a network that supports financial advisors in growing their business through innovative strategies like video marketing.
If you’re ready to start using video to enhance your client relationships and grow your advisory practice, don’t miss this episode with Katie Braden. Watch now to learn actionable tips on how to get started with video, build confidence on camera, and create content that resonates with your clients.