Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients.

How can you effectively use video to attract clients and maintain strong client relationships?

In this episode, Referral Coach Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to explore how financial advisors can effectively use video to attract new clients and strengthen current client relationships. 

By listening to this episode, you’ll learn actionable strategies and best practices for integrating video into your marketing and client engagement efforts, drawing from real-world examples and expert advice from Katie. 

Bill and Katie discuss: 

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• Different ways advisors can use video to enhance client experience and drive business growth
  
• Overcoming common fears and obstacles in creating authentic and effective video content
  
• Practical tips for setting up and optimizing your video environment for professional quality
  
• Specific case studies showcasing how top-performing advisors are successfully using video to build trust and deepen client relationships
  
• …And more!
  

Resources: 

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• RapidFire Referrals
  
• Get a copy of “The Language of Referrals”
  
• Get a copy of “Radical Relevance”
  
• Ep. #8 – How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
  
• Ep. #28 – How to Build a Referral Only Practice on a Powerful Story with Tyson Vines
  
• Ep. #39 – 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
  
• Ep. #58 – Building Connections that Turn into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting with Alice Tang, ChFC, MIM
  

Connect With Bill Cates:

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• BillCates@referralcoach.com
  
• Referral Coach Homepage
  
• Hire Bill for Coaching
  
• Enroll in The Cates Academy
  

Connect With Katie Braden CFP®:

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• LinkedIn: Katie Braden, CFP®
  
• Advisor Video Marketing
  

About Katie Braden:

With 18 years in financial services, Katie Braden turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors. She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.

She obtained her degree in photography from RMIT University in Melbourne, Australia, before returning to the U.S. and joining her mother’s RIA in 2006. Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council. Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.