Idea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and purpose.

Show notes:

2:30 What should my videos be about?

3:30 Leveling up from the written word

4:45 Bringing your authentic POV to your audience

7:50 Onboarding new clients with an Airplane Video from the team at Center for Financial Planning

10:45 Laura attempts hard math (don’t judge)

11:40 Pre-shoot jitters and fixes in post-production

14:45 Do I need to know how to produce a video? (it’s no mystery)

16:30 Sharon talks about the video “gateway drug”

19:00 Getting real (this one’s about you, Doug)

21:45 The MOST IMPORTANT step that so many people skip

26:40 What you could be doing with video on Facebook that you didn’t even know about (Sharon talks pixels!)

30:45 Taking your bio to the big screen

32:15 When your video needs a refresh

35:00 Jake talks about “exposing yourself”

37:00 How to get started — even if it’s DIY

39:30 A little something special for the listeners! #freebie

Why are whiteboarding videos so engaging?

Jill Addison gives us a look into the effectiveness of using this video marketing strategy your clients and prospects.

Do you want a suite of videos to share with your clients? If so, get inside the FA Client Machine: https://fz203.isrefer.com/go/jw3/JacobWagner/

BONUS: Click here to schedule your complimentary 15-minute Video Marketing Strategy Session: http://www.scheduleyou.in/ELJh3eUIHh

Galen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number of ways that video game enthusiast might find themselves needing a financial planner. He's been there to help.

Show Notes:

1:27 Galen introduces his firm

2:19 What is Twitch™?

5:04 What does Twitch™ have to do with finance?

10:51 How do you find clients through Twitch™?

12:13 Twitch™ streamers are looking for more than just financial planning

15:26 The challenges of finding clients in this niche

21:58 Galen talks student loan initiatives

26:31 How Galen's marketing is moving his firm forward.

31:38 Galen gives advice to other planners

E23 | What it means to be a credible authority by 4FP Agency

How do you recharge from working? How do you keep your mental peace?

In this episode Sophia shares the ways that she helps keep peak performance through letting the quiet moments support the clarity of her mind.

The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they?

Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.

E20 | How a Business Coach helps you overcome Imposter Syndrome by 4FP Agency

Sameer Somal joins the show to talk about one of my favorite topics. Online Reputation Management and your Digital Presence. How do you make the right digital impression?

Rianka joins the show and shares details about what it was like to start Your Greatest Contribution. She shares great tips on what to do, and what to avoid, when starting out.

Take your writing from good to great! This episode will help you compartmentalize your writing process. It will show you how to get started and not just stare at a blank screen.