Model FA Podcast

Model FA S2 EP01 | Video Marketing for Financial Advisors with Greg Rollett


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My guest today is Greg Rollett. Greg is an Emmy® Award-Winning Producer, Best-Selling Author, and media expert. Greg works with business owners from all over the world to create personality-driven online video and TV shows that generate more leads and sales for their business.Greg Rollett is the host of Ambitious Adventures, a travel reality show for entrepreneurs that you can find on Amazon Prime, Entrepreneur.com, and Facebook Watch. 


Video marketing for financial advisors can be intimidating. In this conversation, we discuss how advisors and planners can become a media personality. Greg breaks down the specific steps you can use to create short (“snackable”) videos to build that critical  “know, like, and trust factor” — every day, on every major social platform. This is a tremendous opportunity for advisors to reach their audience, and it can be done even if you have never had a video presence before.  

Don’t miss one of our favorite moments, when Greg breaks down the video strategy for a 1-1.5 minute video to build client engagement. I know that you will find Greg’s practical ideas on video marketing for financial advisors to be both useful and definitely do-able. And remember to check out the free video planner offered to our listeners to help you get started!

Looking for more ideas about video marketing for financial advisors?
Join the
Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. 


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Model FA PodcastBy David DeCelle

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