Tell someone to get onto Client Access and start using it and they might look at you like you’re suggesting they take the next SpaceX ride. There’s a reason for their fear. Navigating an unfamiliar website can feel a little like you’ve landed on a new planet. Careful, don’t touch that! It might explode! Of course, there’s no button inside Client Access you can accidentally click that is going to undo all the financial planning work you’ve done together.Read More
Thinking you need to do some video marketing is one thing. Getting it done can be another. You might have already started your list of topics -- in an organized spreadsheet or just scribbling them down on random scraps of paper (you are not alone).Read More
Would you consider sharing your outtakes with clients? When our cameras are rolling, the whole point is to make you look good. But we usually end up with a whole lot of footage where you don't. It's common to leave all those bloopers on the virtual cutting room floor, though we have a different suggestion.Read More
Donny got his start shooting horror movies with his friends on his dad’s super eight camera. In the best (by his own account), one of them climbed up the dropdown ladder stairs from the attic. About halfway into the attic the plot had a monster attacking – at which point the boys dumped a ridiculous amount of fake blood …Read More
You can make connections by getting personal or educate your audience while building your expertise, all with the click of a play button. We had the chance to be interviewed by podcast host Jake Wagner of Digital Marketing 4FP about all that financial advisors are doing with video these days.Read More
What were you saying to clients on Feb 5th? (Besides, "Oh s***!") On the day the Dow took the biggest plunge in history, talking to every client would've been nearly impossible. But Tim Wyman, CFP®, the managing partner at Center for Financial Planning, talked to ...Read More
We say it. A lot. But it's worth repeating. Actually, it's worth shouting from the tippy top peak of our roof: WE LOVE OUR CLIENTS!!! If you were Jerry Maguire asking, "Who's coming with me?" ... we'd grab our bags and follow you. If you were Leo on the floaty crate in the icy water trying to let go, we'd keep holding on. If you were Thelma, we'd be your Louise. That kind of love.Read More
Getting the most out of your social media marketing budget can feel like you signed up to run a sprint, but it somehow turned into a marathon. Just as you reach what looks like the end, there's a change. It's the same with video tactics on social platforms. Just when you thought you'd finalized your video strategy, the square video format moved the finish line.Read More
Typos, poor grammar, and a bad profile picture can be credibility landmines when someone is checking you out online. But simply avoiding those missteps isn't enough these days. You need clear and concise copy, good design, an easy-to-navigate website, and it never hurts to have a secret weapon. Our secret weapon is the Bio Video.Read More
There are days when I wish I had a science-y, futuristic hologram of myself programmed to repeat those most common phrases to come out of my mouth. Honestly, this happens more in parenting than in business (i.e. "Pick up your dirty socks!" "Take your dishes to the sink!" Bring your bike in from the driveway for the love of ....").Read More
At least once a week we're on a call with an interested client who tells us, "I want video, but I have no idea what to talk about." It's usually raised by someone who has seen a stat like this:Read More
With its ability to show the human side of doctors, tell patient stories, explain the complex, and answer those questions that can keep anyone up at night ... video gets our vote. Don't just take our word for it. "Video brings your stories to life," says Jessica Matthews of Make-A-Wish.Read More
In health care, getting the right people to see your blog may seem like some tricky formula that you never learned in math and can't seem to solve. But there's no magic in crafting relevant content. The answer is right in front of you: Your patients.Read More
How often do you click on a video in email? Research suggests simply putting the word "Video" in your subject line boosts open rates by 19% and click-through rates by 65%. But without some fancy compression it's hard to send an actual video in an email. You're either a.) going to get a bounce back that the email was too large to send or b.) you're going to seriously clog up your recipient's inbox.Read More
Here's a challenge: Take a look with a critical eye at your company's homepage where many of your prospective clients are getting a first impression of you and your business. Does it:
- Explain your service?
- Highlight your differentiators?
- Speak directly to the needs of your target market?
- And do it all in a way that really lets your team shine?
How are you reaching and relating to people outside the financial services industry? Whether your target market works health care, technology or any other growth sector, they are undoubtedly familiar with using video to communicate.Read More