The Real #Finfluencers

Ep. 32: Traci Richmond’s 9-Year Video Playbook


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Financial advisor Traci Richmond of The Meakem Group joins The Real #Finfluencers to share what nine years of consistent video has taught her about visibility, credibility, and client connection.

At The Meakem Group, Traci has used video not just as a marketing tool, but as a way to create clarity for prospects before they ever book a call. Over time, she’s seen how short-form content, website videos, and steady consistency can transform both visibility and the client experience.

In this episode, Traci reveals:

• Why short-form video works best when you get straight to the point
 • How sending prospects to website videos changes the tone of the first meeting
 • The simple way she tracks real ROI through email replies and client conversations
 • Why perfection slows momentum — and clarity builds trust
 • Her advice for advisors who are still waiting to feel “ready”

If you’ve been wondering whether video truly moves the needle for advisors, Traci’s nine-year playbook offers both proof and a practical blueprint.

Resources:

• The Meakem Group: https://www.themeakemgroup.com/

 • Watch the full Real #Finfluencers series: ideadecanter.com/the-real-finfluencers

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

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The Real #FinfluencersBy Laura Garfield