WEBINAR: Convert Prospects to Clients in 2 Minutes

You need a way to connect with clients now more than ever. Prospects, too. Video may be your answer – but getting started can be daunting.

As part of the Excel 401(k) Digital Series, video marketing experts Laura & Sharon from Idea Decanter have tips on everything from shaping your messaging to producing your videos. Have confidence and make an impact with video marketing.

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What’s the best way to talk to clients about ESG?

Are your clients asking about ESG investing?

At Idea Decanter, we like to say if you’ve had the conversation at least 3 times, it’s time to record a video.

Here are some facts and figures and 3 advisors … each with a unique approach to messaging about ESG.

About Us

Our Performance Bootcamp is all about finding what works for you. If you’re ready to engage your audience and show up as your authentic self in your videos, here’s the link to get started:


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