When you think about compliance, you might not feel warm and fuzzy. But when it comes to creating effective, useful (and usable) marketing videos, collaborating with compliance is key. Unfortunately, many advisers approach compliance with trepidation or even consider compliance as an adversary.

But it’s not as daunting to pass a video through compliance as you may think. Barry Toole, senior vice president of compliance at Pensionmark Financial Group, puts it in simple, familiar terms: “[Video is] not really unlike a PowerPoint presentation; [my process is similar to] when I know an adviser is going to be conducting a seminar.”

To continue reading, follow this link to the Journal of Financial Planning, where this article, authored by Concurrent Productions Co-CEO Kerri Feazell, was originally published.