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Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights!
What you'll learn in this episode:
- Why video helps build trust faster than traditional marketing
- How to use video at different stages of the client journey
- The biggest mindset blocks stopping advisors from using video (and how to overcome them)
- Simple strategies to make video a seamless part of your business operations
- Best practices for using video on your website, social media, and in client communications
Using video doesn't have to be overwhelming or complicated. Katie shares how to start small, focus on authenticity, and leverage video in a way that works for you. Tune in to learn how video can help you create stronger client relationships and a more efficient practice!
Related: The Psychology Behind Goals That Stick: Daniel Crosby on Helping Clients Follow Through