How to Use Video Effectively in Advisor Marketing (Ep. 10)
Stop blending in with every other advisor out there!
Discover strategies that transform your videos into client magnets. In this useful episode of the Full Advisor Coaching Podcast, Kristin Harad welcomes Katie Braden, CFP®, to explore the power of video marketing for financial advisors. Learn how effective use of video makes advisors more relatable and accessible, boosting client engagement and trust.
Whether you aim to overcome camera shyness or enhance your content strategy, this episode delivers actionable insights you can put to work immediately.
Key Highlights:
- Authenticity Over Production: Discover why simple, authentic videos resonate more deeply with clients than highly-produced ones
- Practical Video Integration: Start with easy steps towards video marketing, emphasizing consistency and evergreen content
- Technical Tips for Novices: Get practical advice on using what you (probably) already have to create videos that look and sound professional
- Strategic Content Engagement: Explore how personalized video messages and batch recording can maintain client interest and streamline your workflow
- Personal Touches That Matter: Learn the value of incorporating personal elements like birthday wishes to strengthen client relationships
- And much more!
Resources:
- Free Resource: 8 Steps to Get Started with Video
- Website: ProudMouth
- Website: Loom
- Website: BombBomb
- EP 6: Changing the Conversation in Financial Planning with Colleen Bowler, CFP®
- EP 5: The Art of Niche Marketing in Financial Advice with Kristen Luke
Connect with Kristin Harad:
- LinkedIn: Kristin Harad, CFP®
- FullAdvisorCoaching.com
- X: KristinHarad
- Email: kristin@fulladvisorcoaching.com
- Scheduling for a Fit Assessment
Connect with Katie Braden, CFP®:
About Katie Braden, CFP®:
With 18 years in financial services, Katie turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors.
She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.
Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council.
Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.
Katie’s a big believer in living life to the fullest today, not in some far-off future. She brings that attitude and energy into her work (when she’s not jumping on a plane with her husband to explore a new destination or out hiking with friends!).
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