Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #77 – Using Financial Advisor Video Marketing to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®
Financial Advisor Video Marketing is a powerful tool for building trust, providing value, and creating meaningful connections with clients.
In this episode, Referral Coach Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to explore how financial advisors can effectively use video to attract new clients and strengthen current client relationships.
By listening to this episode, you’ll learn actionable strategies and best practices for integrating financial advisor video marketing into your practice, drawing from real-world examples and expert advice from Katie.
Want More Top Advisor Podcast Episodes? CLICK HERE!
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Bill and Katie discuss:
- Why financial advisor video marketing is such an impactful strategy for client engagement and growth.
- How you can use video to help prospects break through their inertia – to take action on your ideas and recommendations.
- The many different types and uses of videos that advisors implement to enhance client experience and drive business growth.
- Overcoming common fears and obstacles in creating authentic and effective video content.
- Practical tips for setting up and optimizing your video environment for professional quality.
- Specific case studies showcasing how top-performing advisors are successfully using video to build trust and deepen client relationships.
- …And more!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- #8 – How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
- #28 – How to Build a Referral Only Practice on a Powerful Story with Tyson Vines
- #39 – 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
- #58 – Building Connections that Turn into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting with Alice Tang, ChFC, MIM
Connect With Bill Cates:
About Our Guest
With 18 years in financial services, Katie Braden turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors. She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.
She obtained her degree in photography from RMIT University in Melbourne, Australia, before returning to the U.S. and joining her mother’s RIA in 2006. Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council. Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.
Connect With Katie Braden CFP®:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
