Financial Advisor Video Marketing
Grow your wealth management business
With so much information about financial health, it is important to uniquely position yourself as a trusted resource. When you demonstrate your expertise using video, you'll attract more trust within your network of prospects and referral sources.
- Connecting with the millenial demographic in a way they consume content
- Educating prospective clients as they think over their decision to switch advisors or move assets under management
- Staying in-touch with clients to maintain the relationship so they come to you with questions - not other advisors - boosting retention rate
- Publishing informative and educational content - not specific investment advice or strategy for a situation - keeping messaging compliant. Everything is approved before sent