SERVICES

12-Week Workshop

12-Week Advisor Video Workshop

The next workshop meets every Wednesday via Zoom, 10:00-11:00 AM PT, May 7th – July 23rd, 2025.

Registration ends April 4. It’s a small, hands-on group with structure, accountability, and personal support.

Interested? Schedule an intro call here.

Why You Shouldn't Miss This

Highly Personalized Coaching

With a maximum of 10 participants, you’re not just a face in the crowd. You get the personalized attention you deserve.

For Financial Pros, By A Financial Pro

If you’re a financial advisor or planner, or work with those who are, this is for you!

Communication That Works

With a maximum of 10 participants, you’re not just a face in the crowd. You get the personalized attention you deserve.

Beginner-Friendly

No previous video experience or special equipment required. We guide you every step of the way.

Not Your Regular Workshop

We make the learning fun and dynamic. Be ready to step out of your comfort zone!

What You'll Gain

Comfort & Confidence on Camera

Say goodbye to camera jitters and hello to a confident on-screen presence that resonates with your target audience.

Technical Mastery

No more fumbling with settings or worrying about lighting. You’ll walk away knowing how to create videos that look and sound professional.

Engaging Content

Discover easy ways to make videos that connect with your audience, helping you attract the clients you’ve always wanted while deepening relationships with the ones you already have.

Consistency

Imagine having a library of video content ready to share, all thanks to our hands-on assignments that ensure you’re always one step ahead.

Workshop Schedule

Next Workshop

May 7th – July 23rd, 2025
Every Wednesday via Zoom
10:00-11:00 am PT / 1:00-2:00 pm ET

Interested? Schedule a call here. Registration closes soon!

Here's What's In Store

First Six Weeks: Video Foundations

Lay the groundwork for your video marketing efforts. You’ll master basic skills and techniques, getting you comfortable and capable in front of the camera. No more trial and error; we give you a roadmap to success.

Next Six Weeks: Video Marketing Mastery

Once you’ve got the basics, we’ll focus on creating content that resonates with your target audience and converts viewers into clients.

Bonus Benefits

Two Professionally Edited Videos

Showcase your skills and personality with videos that you can proudly feature across all your platforms.

You'll Receive Custom YouTube Thumbnails

Not even sure what a thumbnail is? No worries, we’ll cover that in the workshops and because we know you have 101 other things going on, we’ll even build your custom YouTube thumbnails for you (like those below), matching your brand, style, and personality.

You'll Also Get A Custom YouTube Banner

You may not be sure you want a YouTube channel right now, and not every advisor does, but we’ll talk about why you should have one, exactly how to set it up, and we’ll even create a custom YouTube banner for you. Here are a few banners we have crafted, which are currently in use on advisors YouTube channels.

Kevin Neoh, CFP®, MBA

“One of the things you can look forward to when participating is the opportunity to join a group of advisors. You can learn new things from these advisors who are passionate about different areas of life.”

Jamie Yarbrough, Managing Director

“The whole course will teach you from start to finish, and even post production and editing.”

Jeff Brown, President

“I would highly recommend it to any advisor out there who wants to learn how to be as efficient as possible with their time. Lastly, it was just a fun group, we got to talk and share ideas.”

Wayne Firebaugh, CPA, CFP®, AIF

“Before spending seven weeks with Katie, I couldn’t have told you the difference between a B roll and a B list movie. Now I know how to use all of these things, plus a whole lot more to make compelling video.”

Natalie Yan-Chatonsky, CEO

“I’d like to thank Katie for her support and the sharing of knowledge, as well as for pushing us. She has guided us through structuring, improving the setting and lighting environment, effective use of equipment, and building confidence in producing our content.”

Vincent Barbera, CFP®, MSFS

“This workshop aims to help advisors get more comfortable in front of the camera. I strongly encourage any advisor who’s feeling a little nervous about dipping their toe into that video water, jump right in and embrace it.”

Client Testimonial

Unbeatable Value: $2,997

Your Ticket to Amplified Connections and Greater Impact

Feeling stuck on the sidelines of video marketing?

You’re not just enrolling in a workshop—you’re gaining a 12-week game-changing journey.

With hands-on coaching and personalized content strategies, you will effortlessly deepen connections with your current and ideal clients and position your business for enduring success.

Spots are limited to ensure personalized coaching, and they fill up! So if you’re considering it, schedule an intro call below.