Transform Your Cold Outreach with Video: Powerful Tips for Financial Advisors to Boost Client Connections!
Using video in your cold outreach can be a game-changer, especially if you’re a financial advisor looking to stand out and make personal connections. In a recent episode of the 10-Minute Marketing Makeover, hosts Katie Braden, CFP®, and Derek Pollard, PhD, reviewed a video cold outreach example from financial advisor Tyler Shamblin. They shared valuable tips on how financial advisors can improve their video outreach for higher engagement and client connection.
Why Use Video for Cold Outreach?
Video cold outreach is a unique way to connect with potential clients. It allows you to showcase your personality, expertise, and authenticity in a way that standard email or text outreach often fails to convey. Tyler’s video, directed at sales professionals, was an excellent example of how financial advisors can start using video for outreach. His approach was conversational and transparent, making his message more relatable.
Results from Tyler’s Outreach:
- 15 video messages sent
- 3 responses received
- 1 booked meeting
These impressive numbers show that even a slightly imperfect video can have a strong impact, reinforcing Katie and Derek’s message: Take action over waiting for perfection.
Tips for Effective Video Cold Outreach
Katie and Derek provided practical advice to help financial advisors create more impactful videos for cold outreach. Here are some key takeaways:
1. Keep it Short and Sweet
Tyler’s video was effective, but Katie and Derek suggested shortening it to between 42 and 47 seconds. A concise message respects the viewer’s time and increases the chance they’ll watch the whole video.
2. Use Video Platforms Wisely
Tyler’s outreach video was shared via LinkedIn DMs, but you can also use email if it’s more convenient. For both platforms, video allows you to stand out by providing a more personal touch than text alone.
3. Focus on Stability and Eye Contact
Small adjustments like using a tripod to keep the camera steady and positioning the camera at eye level can make your video look more professional. When your setup feels like a one-on-one conversation, it helps build trust with potential clients.
4. Lead with Transparency and Personality
Tyler’s relaxed, transparent approach was praised for its authenticity. He was upfront about the fact that it was a cold message, which made him relatable. Katie noted that showing some personality—such as a small, self-deprecating joke—can go a long way in creating a genuine connection.
5. Set Expectations and Honor Them
Tyler mentioned he would take “just 30 seconds,” but his video ran longer. Derek and Katie highlighted the importance of setting expectations and sticking to them. If you say the video will be short, keep it that way to show you value your viewer’s time.
Leveraging Video for Higher Engagement
If you’re still on the fence about using video, consider that 88% of people prefer video over other types of content because it feels more personal. Katie pointed out that sending a video message, even for something as simple as a birthday wish, can set you apart. Video is a powerful medium for creating memorable impressions and building connections.
Take Action: Don’t Wait for Perfection
One of the strongest messages from Katie and Derek’s conversation was that action beats perfection. Tyler’s video wasn’t perfect, but by taking action, he got results. Katie emphasized that those who start now, even with small imperfections, will differentiate themselves from those who hesitate. Don’t let perfectionism hold you back; focus on continuous improvement.
Ready to Transform Your Outreach Strategy?
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