Latest Articles
Video Marketing November 30, 2023
Outcompete Big Name Brands with Financial Advisor Videos
You lead a team of advisors at your RIA. You’re proud of being independent (and should
Video Marketing November 14, 2023
Why Do I Do What I Do?
For me, hiring a financial advisor seemed impossible. Because, in the house I grew up in,
Video Marketing October 4, 2023
5 Branding Mistakes Advisors Make and What to Do Instead
First, there's no shame in making mistakes The road to confidence is paved with mistakes. Back when
Financial Advisors, Video Marketing July 10, 2023
Why Successful Advisors Embrace Both Referrals and Marketing
One of my friends in marketing once told me--and this was very well-meaning--"I think if you
5 Ways Financial Advisors Can Build Trust Using Video
In this rapidly-evolving digital landscape, financial advisors need to step up their game to engage prospects
Financial Advisors, Video Marketing June 13, 2023
Testimonials for Financial Advisors: 5 Ways They Will Benefit Your Practice
In the realm of financial advisory, testimonials hold immense value. They serve as powerful social proof,
Financial Advisors, Video Marketing April 13, 2023
Financial Advisor Guide to Top Content Marketing Strategies
Guest contribution by Brian Thorp, Founder and CEO at Wealthtender When you hear the term content
Financial Advisors, Video Marketing March 22, 2023
Your Video Assets Need Strategy to Generate ROI
An advisor recently asked me: “What would it cost to do a short video that describes
Financial Advisors, Video Marketing December 1, 2022
How to Ask Your Client for a Video Testimonial
But first, compliance You’ve likely heard the good news for SEC-registered advisors: Yes, you can use
Financial Advisors, Video Marketing October 24, 2022
Top 5 Ways Financial Advisors Can Stand Out with Video
When I was in third grade, everyone had a Trapper Keeper binder, and one day while