Business Development
Social Media

Why Advisors Need to Embrace Video in Their Marketing Initiatives

1 min read
April 9, 2024

Originally published on GlobeAdvisor

These days, video marketing is a strategic necessity for advisors. Financial topics, often complex and intricate, can be challenging for the average person to grasp. Videos provide an avenue to break down these topics into understandable, visually appealing formats. This approach doesn’t just make information more accessible, it also adds a human element for advisors, enhancing their relatability.

Advisors can also establish a more authentic connection with their audience and build trust and credibility. Videos showcase their expertise, share their values, and even provide glimpses into their personal lives, creating a bond with existing and prospective clients. They have an opportunity to display their personality and expertise, fostering a strong personal brand.

Videos are more likely to be shared and have a broader reach, allowing advisors to cast a wider net for prospecting initiatives. They also encourage longer interaction, leading to better opportunities for connection and conversion.

The key to successful video marketing is aligning with the target clients’ interests and needs. Advisors can create content that resonates by incorporating a mix of educational materials, market insights, client testimonials, and personal anecdotes.

However, it’s important to maintain a balance between the frequency of content and its quality. Consistent updates are important for audience engagement and building a strong online presence but they shouldn’t compromise the quality of production, which can influence audience perception and engagement greatly.

Finally, video analytics are crucial in refining marketing strategies. By understanding viewer behaviours and preferences, advisors can tailor their content to better meet audience needs. This might include adjustments in video topics, duration or style, ensuring that the content remains pertinent and engaging.

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HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.

Emily Reed
CEO and Co-Founder of HeyAdvisor
Emily is a former associate financial advisor with over 13 years experience in the financial industry. For over 8 years, she has also been working closely with advisors to help them create a more systematized business with a focus on attracting and retaining their ideal clients.

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