Frequently Asked Questions
What is Advisor Video Marketing all about?
Advisor Video Marketing aims to help financial advisors – and the wonderful people that work with advisors – embrace video as a powerful tool for connecting with clients and prospects. We offer practical workshops, focused 1:1 coaching sessions, and more, designed to make video marketing accessible and enjoyable.
How do the workshops work?
Our 12-week workshops are designed to get you comfortable with video marketing. They are hands-on experiences in a small group that provide valuable tips, coaching, and best practices to make video a fun and effective part of your client engagement and growth toolkits.
I'm interested in 1:1 coaching, but what can I expect?
Our 1:1 coaching sessions are ideal for financial advisors looking for targeted, immediate guidance. We can assist with video review, strategy, video presence coaching, and other aspects of video marketing. Each session is tailored to address your unique questions and challenges.
What's Katie’s availability for speaking engagements?
Katie is available for virtual and, when possible, in-person speaking engagements. Topics generally focus on the transformative impact video can have in the financial advisory industry. Availability can vary, so it’s a good idea to reach out early with your date in mind!
I'm completely new to video marketing; is this for me?
Absolutely! Whether you’re new to video or have some experience, Advisor Video Marketing is for financial advisors at all stages of their video journey. We provide actionable advice and practical skills that can help you effectively engage with your audience – while having fun!