If you know me, you know I love creating videos. It’s one of the easiest, most efficient ways to reach your audience. It requires no editing, no proofreading, and no time spent at the keyboard trying to figure out what to write.
Videos also perform really well. For the advisors we work with, we know that if we send out a blog post with a video, it will receive twice as many clicks as the same topic in text format. If you’re comfortable creating videos, I highly recommend you jump in front of a camera and commit to using them in your marketing. They’re effective and almost guaranteed to work.
Wondering the best way to create videos as a financial advisor? Watch this short video as I walk you through how I make creating videos for myself really easy—and how you can too.
3 Easy Ways to Create Videos As a Financial Advisor
There are three main ways I recommend financial advisors create videos. The right method for you will depend on your firm, style, budget, and preferences.
Method 1: Record Yourself on Zoom
At this point, we’re all comfortable hopping on Zoom calls. Because of this, one of the quickest ways to create a video is to simply record a Zoom call of yourself talking on whichever topic you think will resonate with your audience.
If you’re a client of ours, this type of video service is included in your marketing. We take your Zoom video, edit it, deploy it on your website, promote it on social media, and make you look great. All we need is the raw video footage.
Method 2: Go to a Video Studio
The second method is to actually go into a studio and have a professional video made. This can be a cost-effective way to create high-quality, evergreen videos for your website as the studio has all of the best camera, lighting, and audio equipment. I personally went to a studio to create the videos for my home page (the ones with the white background). It was a great investment in my business and a great use of my time.
Method 3: Bring a Video Crew to Your Office
The third way is to have a video crew come to your office and shoot the footage for you. This is the method I use most. Twice a month, I set up a video shoot, have the crew come to my office for about an hour, and we shoot small videos like the one in this article.
This is a great method for busy advisors who need help sticking to a schedule. If you have a crew coming to your office every month, then you have a built-in deadline to prepare your videos and get them out on time.
3 Video Topics Every Financial Advisor Should Have
Okay, by now you may be sold on the idea of using videos in your marketing. But now the question is, what should you talk about? I recommend every advisor start with these three video topics:
1. Why You Became a Financial Advisor
Every person who happens upon on your website wants to know why you started your firm and why you’re passionate about what you do. Put this video on your About Me or Team page and it’s guaranteed to grab some attention.
2. Who You Serve and How You Help
This is a great video to add to your home page as it gives a brief overview of the types of clients you serve and how you help them accomplish their goals.
3. What to Expect When You Work With Us
This last video is great for your Services page. It gives an overview of your process and what potential clients can expect when they hire you.
Do you start new client relationships with an introductory call? A short survey? How many times do you meet before you create a personalized financial plan? This video addresses all these unknowns, so prospects feel at ease about taking the next step with you.
Need Help With Your Marketing?
If you need help creating videos as a financial advisor, schedule a free strategy session here. Together, we’ll brainstorm the best ways for you to connect with your audience on camera.
And if you’re a current client of ours, reach out if you’d like to put some video topics on your calendar. Once you record, we’ll edit your raw footage, make it look great, and deploy it across your website and social media channels.
To learn more about what we do for financial advisors and their marketing, watch my free webinar on What We Do & How We Help. In this webinar, I walk you through everything financial advisors need to know about marketing. You can even use this information to do your own marketing if you don’t want to work with us directly.
For weekly marketing tips for financial advisors by video, subscribe to our YouTube channel here: https://www.youtube.com/c/IndigoMarketingAgency.