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.

Benefits include:

  • 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
Ash Toumayants
Steve Case (Financial Independence, LLC)
Mario Giganti (Cornerstone Capital Advisors)
Brad Atkins (Liberty Partners)