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Video marketing for financial advisors

Although many factors impact a prospect's choice to work with a financial planner, the quality and messaging of their video marketing is now more important than ever. In 2022, financial adviser videos are quite relevant, and they will probably definitely become much more so in the next years.

The following guide will go over some of the benefits of using video in the financial advising and planning arena, how to include it in your marketing strategy, and how to make sure your films are as engaging as possible.


The benefits of financial adviser videos

  • The use of financial adviser videos is beneficial because they produce strong marketing effects.

  • First and foremost, they can be an excellent source of internal drive. If your employees have access to high-quality videos demonstrating the company's exceptional work, the impact the team makes, and why the organisation exists, this tremendously aids employee engagement and retention.

  • Second, videos may be a terrific way to drive visitors to your website. YouTube, for example, is the second-largest search engine in the world, and it provides financial advisers with the opportunity to establish an online following.  Subscribers may interact with the company via the comments area, and video descriptions can contain links to your blogs and other online material. As a result, financial adviser videos can be an excellent addition to a financial SEO plan. This has been done successfully by certain financial planners. Take a look at these channels for examples: Meaningful Money and Ben Felix.

  • Finally, videos are an excellent method to differentiate yourself from your competition, many of whom are unlikely to be using them at all, or to their full potential. Anything that helps your company stand out from the crowd is a terrific approach to attract (and retain) new customers.

Using videos in your marketing

  • Posting videos on your social media networks is one option. This is a fantastic method to create a brand community and promote yourself as a thought leader. For example,  check out  PensionCraft . Note; It might take years to create and maintain a strong channel. For many people, this will be too much work, and you'll need to think about other video strategy possibilities.

  • Posting a monthly video on your website is a brilliant option (e.g. embedding it within a blog post). For example, this may be a fantastic approach to keep clients informed about new market developments. This is a great approach for clients to stay in touch with you on a regular basis. When choosing who to collaborate with, prospects may also hear your voice, see your face, and get a sense of the people behind the company.

  • In your client newsletter, you might wish to include a link to your financial adviser videos. Clients will be alerted when a new video is released, and they may even share it with friends, family, and coworkers who might be interested.

Some Video Tips for Financial Advisors

  • It's important not to make your financial videos too long. Usually, 1-2 minutes is plenty.

  • Also, if you're producing numerous videos, make sure the design and visuals are all the same. Make sure the sound quality is good, because bad audio will be quite distracting.

  • Try to avoid showing a financial adviser talking straight to the camera for half a minute. Try to include some eye-catching visual elements in your presentation, such as infographics to illustrate your arguments. Captions are also an excellent option.

  • Make sure you give out enough valuable information for the audience to believe the video was worthwhile. However, avoid "over-stuffing" it with too much information or jargon, as this will likely confuse and annoy the viewer.

  • Make sure your scripts are well-written and that each video's content is clear. Avoid rambling or straying from the topic. Make a list of the important points you want the audience to take away from your presentation and what you want them to remember.

  • Finally, make sure you understand why you're doing videos. Are you providing "explainer" films to assist in the audience's education? (e.g. about pension transfers). Or are you making a series of video ads for digital marketing campaigns in order to reach out to new customers?

Types of videos for financial advisers

Leverage Your Client’s Success Story

Create an Explainer video for a solution to a pain point 

If you want your video to really stand out, you should figure out what your target client's main financial pain point is and address it in your video. This will not only catch people's attention, but it will also show that you are human and you understand their fears. People are apprehensive about financial planning and insurance. People are afraid of money. 

Feel free to reach out to us at Dk Visualsx if you have any questions or need help making videos or marketing.

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