In Episode 65 of In The Suite, Katie Braden, CFP®, the energetic Founder and CEO of Innovating Advice, shares her journey of innovation, adaptation, and global video empowerment. At the time of recording, Katie was known by her former name, Kate Holmes, but now she’s proudly embracing her full name, Katie Braden. This episode is a must-watch for financial advisors who want to grow their business authentically and embrace video marketing to build stronger connections with clients.
As the founder of Innovating Advice, Katie provides consulting, coaching, and community support for forward-thinking financial planners. She’s also the co-host of the Video Creation Masterclass, a three-month course designed to help financial advisors become more confident and comfortable on camera. In this episode, Katie shares her insights on video marketing, the importance of continuous innovation, and how to empower yourself professionally and personally by asking, “Why not?”
The Power of Video for Financial Advisors
Katie Braden is a passionate advocate for using video marketing as a powerful tool for financial advisors to grow their practice and connect with clients authentically. In this episode, she discusses how advisors can leverage video to create more meaningful client relationships, improve engagement, and increase brand visibility.
Katie’s expertise has taken her around the globe—working with financial services professionals in over 35 countries and territories. Her unique perspective on video marketing for financial advisors is deeply rooted in her belief that innovation is essential for success. Financial advisors who embrace video marketing will not only stand out but also build trust and authority in a crowded market.
Innovation and Adaptation: Key to Success
Katie’s spontaneous approach to life and business is guided by one simple question: “Why not?” This mindset has allowed her to continuously innovate and adapt both professionally and personally. Katie encourages financial advisors to step outside of their comfort zones and take the leap into video marketing, especially if they’re hesitant.
In this episode, Katie also highlights how her Video Creation Masterclass helps financial advisors overcome their fears of being on camera. The course teaches them how to create high-quality, relatable video content that feels genuine while improving their confidence and comfort levels. Video is not just about technology—it’s about human connection and sharing your message with clarity and authenticity.
Growing the Global Financial Planning Profession
Katie’s work isn’t just limited to helping individual financial advisors—she’s a key figure in propelling the global financial planning profession forward. Her impact spans 35 countries and territories, making her a truly global voice in the world of financial advice. In Episode 65, she shares how video marketing has the power to break geographical barriers, allowing financial advisors to connect with a broader, international audience.
Her work as the host of The Innovating Advice Show has also allowed her to continuously bring new ideas, innovations, and global perspectives to financial advisors everywhere. Available on all major podcast platforms, her show offers more insights into how advisors can keep growing and adapting in an ever-changing industry.
Takeaways from the Episode
- The Power of Video Marketing: Learn how financial advisors can use video to grow their business and engage clients authentically.
- Innovation and Adaptation: Katie explains how constantly innovating and adapting professionally will lead to greater success in today’s fast-paced world.
- Global Video Empowerment: Discover how video allows financial advisors to connect with clients globally and break through geographical barriers.
- Building Confidence on Camera: Find out how Katie’s Video Creation Masterclass helps advisors overcome their fears and start creating compelling video content.
- Why Not? Katie’s life philosophy encourages financial advisors to take risks, innovate, and ask themselves the empowering question, “Why not?”
Katie Braden’s journey of innovation and global empowerment will inspire you to embrace video marketing and adapt to the ever-evolving financial landscape. Ready to take your financial advisory business to the next level with video? Watch Episode 65 of In The Suite for expert advice and strategies to grow authentically.