Discover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P, and guests Dave Alison, CFP®, EA, BPC, founder and CEO of Alison Wealth Management, and Elizabeth “Betsy” Larson, WMCP®, BPC, financial consultant at Special Needs Advanced Planning. Listen in as these successful financial professionals share their strategies for leveraging video content to grow their businesses, educate clients, and establish thought leadership in their niches. Learn about equipment essentials, content creation tips, and how to effectively reach your target audience through video. Whether you're just starting with video or looking to optimize your existing strategy, tune in for actionable insights on harnessing the power of video to enhance your marketing efforts and grow your financial advisory business.

Resources:

• C2P Resource: Podcasting/Video Equipment Guide
• Dave’s Suggested Video Recording Software: Riverside
• Estate Planning Tool: Wealth.com
• AI Video Editing Tool: Opus AI
• Video Email Software: Bomb Bomb
• Video Editing Freelancers: fiverr
• AI Video to Text Tool: loom

Statistics:

Why Video Captions Are Key to Greater Engagement and Showing Up in More Searches | Crisp