We could ask advisors to record a generic video and send it with custom email text. But over 70% of consumers expect personalized outreach, and generic is generic.

Types of marketing videos for financial advisors. About Us Videos. Creating an “About Us” video is a great way to introduce your firm and provide information about what you can deliver.

For financial advisors, a short video message can be a way to introduce a topic that may be further explored in a company newsletter or whitepaper.

Customized video content can be a powerful tool for financial advisors seeking to cater to the unique needs and preferences of ultra-high net worth (UHNW) clients who expect a tailored experience.

When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as ...

Advisors and other financial professionals are heeding the call of online video, increasing their online postings by nearly threefold over the past four years. But these online snippets dispensing ...

Key takeawaysThe term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice ...

Having a well-thought-out digital marketing strategy is critical for financial advisors looking to attract new clients while nurturing existing relationships. Your website, social media presence ...

Even if you aren't uploading videos directly to YouTube, you can instill trust with promotional videos. However, many financial advisors are using YouTube, and you can always begin doing that as well.

Financial advisors report a variety of pros and cons with either setup, and experts say the decision comes down to highly particular factors at each advisory practice. By Tobias Salinger June 24 ...

Laura Garfield is the co-founder of Idea Decanter, a video marketing company that creates custom videos remotely for financial advisors. TAGS: WealthStack Marketing. 0 comments ...