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.
Convert Your Prospects to Clients in 2 Minutes
Convert Your Prospects to Clients in 2 Minutes
60-90 minutes
Story Topics To R&d (Rip Off And Duplicate)
30 minutes
Raymond James Chairman’s Retreat
Who would say no to a few nights at the Ritz? When we were asked to share our best video strategies with the top 100 producers at Raymond James … and we heard it was at the Ritz Carlton in Chicago … it was a pretty easy Yes! What we shared on that stage with some of the best advisors in the country was a strategy that can add the spark you need to light up your lead funnel.
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.
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.
On any given weekend in rainy Seattle, Chris Lapins likes to get away from his monitor and keyboard. During the week, he’s setting in points and out points as he edits videos for Idea Kit clients, but in his free time, he has a pool cue in his hands.
How do you bring your website to life? Adding videos on the most-viewed landing pages will help you connect with your prospects.
Just as market strategies change in an economic downturn, so should your strategy for attracting prospective clients. And don’t forget about making your current clients happy enough to refer you.
Just as market strategies change in an economic downturn, so should your strategy for attracting prospective clients. And don’t forget about making your current clients happy enough to refer you.
If you’re thinking about making videos to connect with your prospects and clients, you’re at the right starting line. But if burning questions like, “What do I talk about?” and “How do I share the videos?” have you frozen in place before even taking off, we’ve got you.
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…
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.
What’s holding you back from diving into video marketing? Are you in the game but not seeing the results you want? Join Laura and Sharon
Would you like to avoid the video marketing mistakes that so many advisors make? Here’s your blueprint to get it right from Duncan MacPherson of
You’ve recorded your video! Woo-hoo! Once you’re done with your high fives or your happy dance, it’s time to get down to business. And that’s
Some people make video marketing look easy. You know who I’m talking about. They roll into your LinkedIn feeds and pop into your inbox with
What’s at the top of your “intentions for 2021” list? Me? I make a personal and a professional goals list. Mainly because I love looking
Our unique combination of deep experience in commercial photography and broadcast journalism helps us approach your story in a whole different way
We offer quality services with the best possible performance and have developed a strong reputation for efficiency and reliability.
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A breakfast and lunch favorite for the hospital crowd at the University of Maryland Medical Center was nearby Colleen’s Café. The omelets arrived quickly and the tuna on rye was always reliable. At age 14, Taylor’s capable hands started juggling plates and pouring coffee refills. But it wasn’t just balance that she learned from that first job waiting tables, it was the same thing anyone who’s taken orders to earn tips knows. “It’s hard, but it forces you to develop social skills,” Taylor remembers. “And if you are good at it, you learn that you can talk to anyone.”
Though Taylor loves rock climbing, she’s also climbed her way through a variety of video production jobs. In many of them, she likes to say, she didn’t join creative departments, she was the creative department.
She learned fast-paced studio production and interviewing techniques in a journalism stint at The Real News producing stories on climate justice, police accountability and workers’ rights. And while working for financial investment publisher The Oxford Club, she traveled with “tons” of equipment to shoots in Florida, California, and Vermont, learning how to run a shoot on the go. “Doing all that run and gun stuff and figuring out how to do the audio and the lighting by myself … it was a challenge, but it was fun, too.”
On those shoots, her waitress skills came in handy. She could chat up the talent before an interview and get them comfortable before she started rolling. That ability to connect helps when she’s running Idea Kit remote shoots, too.
Coaching people to read a script from a teleprompter and make it sound personable isn’t easy. Taylor says her goal in record sessions and when she’s editing videos is to always make people look and sound good. “I really like when clients see their video and say, ‘I didn’t think you could make it look that great!’”
Once she had a handle on video production, Taylor took her know-how and started volunteering for a nonprofit program for teens. After school, Baltimore kids could go to Wide Angle Youth Media to learn video production and editing. Taylor saw it as a way to teach them skills they could use in the real world that would help them get into the field and find jobs.
Leaving Baltimore behind, Taylor decided to pack up and move west. But she didn’t leave volunteering behind. At ServeWyoming she now mentors high school and college kids in multi-media production and marketing.
The list of what she misses about Baltimore is long: the food, the culture, the punk shows, the bars, and the cool factor. Living in Fort Collins, CO has some unexpected benefits though – beyond the obvious hiking (with the dogs, of course!), climbing and snowshoeing. She likes the small community of friends she’s built (even through the pandemic) from the people she’s met. They’re the kind of friends who will make you a meal or give you their guitar. It’s a small-town bonus she wasn’t expecting.
For Eric, editing a video is a little like conducting a band. Not that he’s speaking from conducting experience, but he’s spent years with his eyes on a band director, following every beat of the baton. Ever since elementary school when his parents said, “Eric, you need to pick an instrument,” he’s been playing his part. First the trumpet (he picked it because it was the loudest instrument he could think of) and then the tuba. Why the tuba? In high school the band only had one tuba player. They needed someone to step up … and though he didn’t know the notes, how to blow or which fingers to use, he was up for the challenge. That’s just the kind of guy Eric is.
There’s something about editing video that takes Eric back to the band room, but this time he’s up at the podium. As he manipulates clips in a timeline, builds After Effects and weaves in a music bed, he’s creating his own masterpiece with technology.
“When you go from a blank slate to the finished product,” Eric explains, “All the elements together are way more special than they were on their own.”
Just like a tuba solo sounds far different than a well-rehearsed band concert, the final project is way better than the individual clips.
Eric grew up in the Seattle area where his dad is a retired Boeing engineer and his mom a nurse. The influence of compassion and technology led him to look for a career where he could strike a balance. He wanted creativity and computers. And video production gave him the chance to have both.
Tech runs deep in his family. Eric’s twin brother Michael is in I.T. And when the two of them aren’t at work, they might be collaborating on Michael’s YouTube channel. That’s when he’s not online gaming with his circle of friends. He’d rather be working out a complicated real-time strategy than racking up kills. Get him talking about his favorite games and there’s no doubt that he’s a legit Millennial.
Before joining the Idea Decanter team, Eric freelanced for a Seattle area law firm shooting and editing interviews, presentations and events. He’s also put in a significant amount of time and energy working for a Data Science Training Company where he created video content and grew their YouTube channel subscribers from 800 to 34,000+. He’s also worked as a freelance editor for Victory Studios in Seattle and got his Bachelor’s in Film & Video from Central Washington University where he first learned how to add “wow” factor to videos.
It’s a statement of pride when someone can say they built something from nothing – but few people have built something like Angelica.
We’re talking about an entire community, from raw land to family homes, with roads, sewer lines, and street signs. With no background in community planning, she whipped up a subdivision in Southern Oregon and made it look easy. It’s that kind of roll-up-your-sleeves and get it done attitude that she brings to Idea Decanter.
hen she’s not helping her kids with homework, baking bread, gardening, or cleaning – oh yes, she’s a self-confessed clean freak, leave your shoes at the door! – Angelica’s passion is helping clients.
She once worked for a third party billing company where clients who were struggling or unhappy were sent her way. Loving the challenge, she worked to not just make them happy, but to expand their investment in the company. Angelica will tell you that turning angry clients into happy clients is what makes her tick.
Tracy is an award-winning journalist who has worked in broadcast, digital, and social media, as well as marketing and business.
As an experienced writer, producer and editor, Tracy specializes in making your message interesting and relatable to real people. The media landscape continues to evolve and thrive on digital platforms, and while that happens, Tracy is your guide through the content creation process. Her goal? To produce the most impactful message for your clients.
Fast forward to college, where Tracy promptly dropped her aspirations of being a lawyer when she stepped into the TV studio at Illinois State University. After a very brief stint in front of the camera, she realized she could be a journalist AND boss people around from the producer chair. Her creative, type A personality had found a home.
Tracy’s career in journalism started at the ripe old age of 7, when she created her own newspaper, The Waltz Time Journal, that she sold for 50 cents an issue to people in her family’s small midwestern church. She wrote the articles, cut and pasted the “ads,” and marketed her business with a sweet smile and big, innocent, hazel eyes.
Then, when the universe offered Tracy an opportunity to devote more time to her family AND live in paradise, she jumped at the chance to move to SW Florida. Now you’ll see her in the Idea Kit virtual studio, producing your shoots. Expect her to be bossing you, just like she did her news anchors. But it’s all to make sure your videos are the best they can be.
Never one to relax, she does many hours of volunteer and charity work, while running her own blog and social media brand. That’s when she’s not training for her next marathon!
If you would’ve asked Sharon Gottula early on what she wanted to be, she would’ve quickly told you, “A Scientist!” The natural curiosity that had her pouring over her Discover magazines eventually lead to her discovery of cameras. Today, she looks through a viewfinder, not a microscope, but loves finding creative ways to tell stories about the complex.
Before getting into video, Sharon spent 20 years as a commercial photographer focusing her talent on everything from portraiture, to architecture and food. You may have seen her work in national and international publications such as Newsweek, Men’s Fitness and Prevention Magazine. For 7 years, Sharon was the marketing director for Image Light Group, Inc. managing the USA marketing needs for Hensel Studiotechnik. Now based in Seattle, she offers a high-energy editing style to videos and photo essays and specializes in telling your story in 2 minutes or less.
Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta.
Along the way she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.
