Model FA Podcast

Model FA S2 EP05 | Video Blogging for Financial Advisors with Bill Winterberg


Listen Later

My guest today is Bill Winterberg. Bill is founder and president of FPPad.com and a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see his YouTube channel here) and is widely recognized as an independent authority on the subject of technology in financial services.

In this conversation, we discuss the importance of using video blogging for financial advisors to showcase their expertise and value to both clients and prospects. When you take a concept and show it in a video, using authentic communication that isn’t blog-speak, you supercharge your ability to connect with your audience. Bill provides an objective and unbiased perspective of technology trends in the industry. He is generous with tips for all advisors who want to grow a practice with using video blogging. 

Don’t miss one of our favorite moments, when Bill explains why most advisors have an aversion to video, and what you can do to get over it. Are you afraid of being on camera?  How could your clients benefit from you showing them something on video (as opposed to writing a lengthy email)? You will love all the practical ideas shared in this episode. I hope it inspires you to shoot a video today!

Looking for more ideas about video blogging 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.

Resource Links

Connect with The Model FA

Web  Social

Did you enjoy the Model FA Podcast?

Never miss an episode! Subscribe to get automated updates about all future episodes.

Enter your email address here

 

...more
View all episodesView all episodes
Download on the App Store

Model FA PodcastBy David DeCelle

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

47 ratings


More shows like Model FA Podcast

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,213 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,343 Listeners

Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

586 Listeners

The Magellan Network Podcast by Joseph Lukacs

The Magellan Network Podcast

28 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,115 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,851 Listeners

Exit Is Now - Plan Accordingly With Scott Snider by Scott Snider

Exit Is Now - Plan Accordingly With Scott Snider

10 Listeners

Not Another CEO Podcast by Not Another CEO

Not Another CEO Podcast

15 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

184 Listeners