Growing Your Book with Video Marketing

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. 

Are you meeting your future clients there?

Traditional marketing tools are still effective, but in a relationship-dependent industry like financial advising, video helps you make a connection.

“Our business is very personal and I think there’s something about that human touch that I think helps begin a relationship.”

                     — TIM WYMAN, CFP® / MANAGING PARTNER,
                                      CENTER FOR FINANCIAL PLANNING

We posed the question to financial advisors, "Why are you embracing video marketing?" Here's what they said:

Does Video Change Everything about Marketing?

Not at all! Print materials and email marketing along with referrals you get from COIs and current clients are all crucial to growing your book. But video marketing can fit into your overall strategy and help to amplify your message.

  • Video in an email leads to 200-300% increase in click-through rate
  • YouTube reports mobile video consumption rises 100% every year
  • 65% of U.S. marketers plan to increase their mobile ad budgets to account for video
“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 , CFP® / CO-FOUNDER,
                                                                     THE MEAKEM GROUP

How much one-on-one time can you spend with your clients and prospects? With video you can add a personal touch and make an impression when you can't wring enough hours out of your day.