Financial Advisors Want to Know: How Video Can Build Your Brand and Attract Clients - Ep. 82 Laura Garfield

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Laura started her career in broadcast journalism learning how to ask the right questions to get to the heart of the story. In 2014, she co-founded Idea Decanter to help advisors leverage digital content to build authority and grow their businesses.

Key Takeaways:
Video is Essential for Modern Client Engagement
Advisors who use video marketing effectively are seeing significant results in building relationships and gaining client trust, especially as more consumers prefer to watch rather than read.

The First 5 Seconds Matter
When creating videos, the first few seconds are critical in grabbing the viewer's attention. Advisors should focus on delivering value immediately rather than introducing themselves or giving a general background.

Video Builds a Stronger Connection
Including video on key pages like your website's homepage and bio page helps prospects connect with you more effectively, fostering a stronger relationship even before they meet you in person.

Use Video as Part of Your Lead Funnel
Video should be integrated into your email lead funnel. Advisors who use videos to introduce themselves or explain key topics have prospects arriving feeling like they already know them, making for smoother, more productive meetings.

Consistency is Key to Success
Advisors who have embraced video marketing for several years and remained consistent have seen their businesses grow. Success comes from making the decision to start, and then sticking with it. The more you do it, the better you get at it.

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