Speaking

idea Decanter presents…

Our approach to creating videos for advisors is much like our approach to delivering presentations – stories matter. Idea Decanter presentations are geared toward training advisors how to successfully script videos that connect with their target audience. And we also believe that learning practical performance tips will make creating videos easier for anyone. Of course, showing videos and getting the audience on their feet for some interaction is a part of the plan. Every moment of your time matters and we’re not about wasting it.

OUR PRESENTATIONS

Convert Your Prospects to Clients in 2 Minutes

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OUR PRESENTATIONS

Convert Your Prospects to Clients in 2 Minutes

60-90 minutes

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Story Topics To R&d (Rip Off And Duplicate)

30 minutes

“Idea Decanter was able to present relevant content on how to engage and reach our target audience in any environment using an innovative video format. The session answered so many key questions and gave my group the confidence to do it!”
Faith Doyle, MBA, CFP®
Webb Investment Services
“Loved the tools, tips and secrets to making video. They gave us information we can take home and use in a DIY format.”
Participant
RJ Practice Management Workshop
“Laura and Sharon gave my audience tools they could use and the inspiration they needed to get started.”
Marci Fried
Sr. Business Consultant, The Women Are Here
“We have done a few events now with Laura and Sharon at Idea Decanter, and we are always impressed. Their message is constantly clear, concise, and always engaging.”
Tyler Murray
Director Of Business Development at Pareto Systems
“Learned some great tips and tools on how to make my videos even better. Well instructed and well guided.”
attendee
RJ Practice Management Workshop

SPEAKING ENGAGEMENTS

Raymond James Practice Management Workshop

When the Raymond James practice management organizers extended an invitation to train advisors to create marketing videos, we jumped at the chance. Little did they know, Sharon would have them on their feet jumping and hopping around to get rid of those pre-shoot jitters.

Social media secrets spilled

Advisor 2X’s Wealth@work

What happens when you get two social media moguls in the room? You’d better be ready for a lot of ideas coming at you fast and furious.

SPEAKING ENGAGEMENTS

TALES FROM THE COMPLIANCE DEPARTMENT

If you’ve ever had to jump through hoops to get approval for compliance – I’m sure you know what we’re talking about.  Dana Havens, Managing Partner of Affinity Wealth Partners, has been there. Memories of trying to get compliance approval at her old brokerage house for something as simple as an

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IN THE MEDIA

Is it Too Risky to Use Humor in your Video?

In this day and age where social media reigns supreme – you don’t need video. Everyone knows what a financial advisor does. Why show people how engaging you can be? Or that you’re a real-life human being? Ok, ok… hopefully you catch the sarcasm here…

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Top 10 Ways to Make Your Videos Crazy Good

Does the word “video” strike a little fear in your heart? You’re not alone. Making a video can be intimidating but it doesn’t have to be an elaborate production. Idea Decanter is here to ease those fears and make things easier when producing a video.

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Headshots

Idea Decanter Co-Founders: Sharon Gottula and Laura Garfield.
Laura Garfield
Sharon Gottula

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