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With more than one billion users, YouTube LLC’s video-sharing platform offers an enormous reach that can help financial advisors connect with their clients and prospects. According to the San Bruno, Calif.-based company, more than one billion YouTube users account for almost one-third of all people on the Internet. “YouTube is the second-largest search engine in […]

  • By: Leah Golob
  • August 24, 2017 December 18, 2017
  • 23:45
Tell your story through video

Show your team in action, use comedy or client testimonials

Tell your story through video

A video pitch can portray your personality and show what motivates you

Educate your clients with “explainer” videos

They’re short, to-the-point and effective — if you start with a great script

As a marketing tool, videos are effective, memorable and shareable

Creating and sharing videos is an excellent way to connect with your clients, says Richard Heft, executive director of Ext. Marketing Inc. in Toronto. Videos represent a quick and engaging way to share information, and they can be posted on your website or shared through email or social media. People aren’t interested in watching commercials, […]

  • By: Leah Golob
  • November 19, 2015 December 19, 2017
  • 12:15

Use it as a “calling card” and to appeal to various generations

Catalogue your videos and make them more accessible

Your first challenge is to capture your audience’s attention

“Few advisors are taking advantage of the opportunity”