An advisor asked me last week, “Is it okay to record videos in the woods?” He loves being outside and was wondering if it would be “professional enough” to step out of the office and...

Don’t read on until you’ve taken 1:42 to watch the video above! Financial advisors are wired for precision. You triple-check your numbers, ensure every financial plan is airtight, and take pride in delivering excellence to...

Using a script can make video recording easier—or way harder. If you’ve ever tried reading from a script and felt robotic, stiff, or just off, it’s not because you’re bad at it. It’s because you...

Struggling to come up with video ideas and scripts? Learn how financial advisors can use AI to generate content topics, write engaging scripts, and create high-quality videos faster and more efficiently....

Katie's top recommendations for hardware, software and tools to help you break through decision fatigue and get the equipment you need!...

Traveling but still want high-quality video? Discover my must-have compact gear for stable, well-lit, and professional videos—without checking a bag!...