Idea Kit makes it easy for financial advisors to record studio-quality videos with your phone.
Are you prepared for the $60T Wealth Tsunami that’s coming? Some financial advisors will ride the wave. Others will get sucked under. The differentiator is technology. If you watch video, and you realize that your prospects watch video, Idea Kit will get you ready to record. Idea Kit’s Secret Formula was built so you can record with confidence and grow your practice. Get on board with video.
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FOUNDED
ADVISOR VIDEO ACADEMY WEBINAR
GET MORE CLIENTS IN THE DOOR
With Chrissy Smith and Shandra Redwine
Congruence Agency
JUNE 14TH, 12 pm ET
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What we do
VIDEO IS A POWERFUL TOOL TO HELP GROW YOUR BUSINESS
CREATE
Record in Idea Kit's remote studio with a live performance coach guiding your session.
CREATE
Deliver more meaning because body language, expressions, and inflection can’t be conveyed in copy.
SEE HOW
ENGAGE
Communicate one carefully crafted message that your viewers can watch on-demand.
ENGAGE
Video connects you with prospects and clients and is always on (even when you're not).
SEE HOW
CONVERT
Engage your audience to grow your business.
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WE WORK WITH FINANCIAL PROFESSIONALS FROM:
GET A PERSONALIZED STORY PLAN, CUSTOM SCRIPTS, LIVE PERFORMANCE COACHING, AND A HANDS-OFF EDIT FOR YOUR MARKETING VIDEOS
I want to work with a marketing firm that isn’t limited by a financial services prism but is well-versed in my compliance constraints. When working with Idea Decanter, I get world-class creative advice with compliance-approvable process and delivery.
MELISSA JOY, CFP®, CDFA®
PRESIDENT, PEARL PLANNING
Video is a way of reaching people who wouldn't take the time to get to the fine print to get to the important nuggets of what we really want them to take away.
TRACI RICHMOND, JD, CDFA®, RICP®
CO-FOUNDER, THE MEAKEM GROUP
Idea Decanter rocks!
NATE LEGRAND, CFP®
PRESIDENT + CEO, CENTERPOINT FINANCIAL GROUP
People have loved our videos and have commented on how professional they look, how educational they are, and it seems we are gaining a lot of name recognition because they remember them.
DANA HAVENS
SENIOR FINANCIAL ADVISOR, RJFS AFFINITY WEALTH PARTNERS
I'm just blown away by how good it is and looking forward to doing all the others.
JEFF WATSON, CFP®
WEALTHCARE FINANCIAL
WILL VIDEO MARKETING WORK FOR YOUR PRACTICE?
Financial Advisors across North America are using video to connect with prospects, convert them to clients, and grow those clients into raving fans. The Idea Kit process makes it easy.
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