We all know that the best source of business for financial advisors is referrals and word of mouth. We also know that money can be a very personal and emotional topic. So how do you get people to know you, like you, trust you, and then refer people to you?
Join us as we discuss the powerful tool of video to help you gain trust with prospects, stay top-of-mind, educate clients, and display your knowledge and competence about complex financial topics. Best of all, you can use video in every area of your marketing strategy: blog posts, social media, and email. Get ready to supercharge those referrals with video!
Transcript
0:00 Hey there, financial advisor. My name is Hugo, CEO of Indigo Marketing Agency, and we work with independent financial advisors, helping them better market themselves online and attract more of their ideal clients.
0:16 Now, in today’s video, I want to walk you through a quick shortcut to get people to know you, like you, and trust you, because, let’s face it, your ask to the consumer, to your ideal client, is basically, “Hey, trust me with your life savings. Trust that I know what I’m talking about.
0:33 That I’m competent, that I’m capable, that I’m gonna be there for you and that we will be able to work together.”
0:38 A lot of it is relationship-based and then getting them to trust you. We all know that the best source of business for you is referrals and word of mouth, and most advisors grow their business that way.
0:50 I’m asking you to do more video so you can supercharge those referrals. You can convert cold leads from the internet because when you’re doing videos and explaining complicated financial concepts or talking to them about retirement or their finances and money.
1:07 We all know that money can be a very personal and emotional topic. Seeing somebody like you on camera, they will make a connection with you.
1:17 They will trust you. By the time they raise their hand and reach out to you and say, “Hey, I want to do business with you,”
1:23 they already know you. Obviously, they already like you because they’re watching some of your videos and they trust you because you’ve shown competence through your videos, you’ve educated them, you’ve taught them new topics.
1:35 It’s also a great way to stay top-of-mind if you’re releasing consistent videos about various topics and pushing those out on social media, on email marketing with unconverted prospects, with your existing clients, people will start sharing that.
1:50 And when they are ready to make the leap and raise their hand and say, “Hey, I’m willing too, I’m ready to engage,” it’ll be an easier sale.
1:57 You don’t have to chase somebody, you don’t have to convince them because they’ve already consumed a lot of your content.
2:03 It’s pretty common that our clients, when they are doing a lot of content and then somebody jumps on a discovery call or free consultation with them, they’re ready to go because they’re like, “I’ve watched all of your YouTube videos” or “I’ve listened to your podcast or I’ve
2:20 read your content,” right? And so video is an incredibly powerful tool. My encouragement to you in this video is simply to do more video.
2:29 I hope you found this helpful. I’m gonna be producing more quick little videos like this, so we need to practice what we preach.
2:36 We have a great team that’s producing a lot of great content but I’ll personally pop in here and shoot some videos and some trainings on digital marketing, on messaging, on marketing strategy, SEO, paid ads and a bunch of really cool things.
2:48 But get started with video, make a commitment to yourself to produce at least one video a month, but ideally more. If you can get on a weekly cadence of videos, you can get a simple camera setup, or just on your phone, flip your screen over, and start talking, and push that as part of your marketing
3:05 strategy, as part of your social media marketing strategy, as well as your email marketing. Hope you found this video helpful.
3:11 I’ll talk to you soon.