A Guide to Video Marketing for Financial Advisors

Written By Steven J. Wilson

"Delivering the knowledge you need to succeed."

Video is one of the most versatile and effective forms of content you can produce. It can be repurposed in a variety of ways, including blog posts, social media posts, and podcasts.

In this guide, we’ll discuss video marketing for financial advisors and provide tips on how to get started.

Video marketing can help you build your pipeline as a financial advisor. When potential clients see you in action, they’re more likely to trust you and want to work with you.

Video can also humanize your brand and make you more relatable to potential clients.

What is Video Marketing

Video marketing is the process of sharing your expertise, processes and experiences in a video format.

It can be helpful to a financial advisor to connect with potential and current clients in a more personal way, establishing trust and credibility.

In addition, video marketing can also help financial advisors promote their services and grow their business. By creating engaging and informative videos, a financial advisor can attract new clients and better serve their current clients.

The power of financial advisor Video marketing

Nearly 60% of people are visual learners, which means video content is crucial when educating your potential clients on a topic. When it comes to marketing videos for financial advisors, engaging content is key to getting the best results.

In just a few minutes, you can educate clients on a specific topic that will help them achieve a goal.

  • Video marketing is a great way to reach more clients and build trust
  • The right video can help a financial advisor connect with their audience in a powerful way
  • Financial advisor video marketing is a great way for beginners to learn about complex financial topics.
  • Video marketing is a great way to communicate your message in a clear and concise way that will resonate with your audience.
  • Video marketing can help financial advisors connect with their audience in a powerful way that will leave a lasting impression.

Video Marketing Statistics

There are a number of studies that show video marketing is an extremely effective way to reach consumers and promote your brand.

For example, a study by Wyzowl found that:

  • 97% of businesses who use video marketing believe that it is an effective technique
  • 82% of businesses who use video marketing say that it has helped them increase their sales
  • 49% of consumers say that they would like to see more videos from brands

Another study by Animoto found that:

  • 74% of people have been convinced to buy a product or service after watching a brand’s video
  • 72% of consumers say that video is the best way to learn about a new product or service

Finally, a study by Hubspot found that:

  • 55% of people watch videos online every day
  • 54% of senior executives share work-related videos with colleagues at least weekly

These statistics show that video marketing is an extremely effective way to reach consumers and promote your brand. If you’re not using video marketing, you’re missing out on a huge opportunity to reach your target audience.

Using Financial Advisor Marketing Videos to Build Your Brand

Video marketing is a powerful tool that can be used to build your brand and engage with potential and current clients.

Financial advisor marketing videos are a great way to achieve these goals, as they allow you to communicate your message in an engaging and informative way.

Video marketing can be done at a low cost. Smartphones now of days have amazing cameras and decent mics to get you started.

You actually don’t want to focus on production quality videos at the start. Your video quality should be good enough so people can see and hear you, but don’t go overboard with production values.

The most important part is the content of your video. Make sure to create videos that are interesting and informative, and that provides value to your viewers.

There are a number of ways to get started with video marketing. One of the most effective is to create short video clips that can be used in social media posts.

These clips should be around two minutes long, and they should focus on one key point or idea. You can also create longer videos for your website or blog.

These videos should be around five to seven minutes long, and they should introduce potential clients to your business and explain what you do.

How do I make a financial video?

Here are a few steps to get you started on making quality videos:

Step 1: Plan your video

Before you start filming, take the time to plan out what you want to say. This will help ensure that your video is well-organized and easy to follow. A simple outline will do.

Use the Pixar framework when creating your video outline.

  1. Once upon a time there was …
  2. Every day …
  3. One day …
  4. Because of that …
  5. Until finally …

This will help you create videos that are both engaging and informative.

Step 2: Film your video

Once you have your script ready, film your video using a smartphone or other inexpensive video device. Be sure to keep your video short and to the point, as most people won’t want to watch a long video.

Don’t feel pressured to create a video that is more than a minute or two. The most popular video platform and features on social platforms right now focus on video 60 seconds or less.

Now of days, people feel videos are authentic when you come across as not trying too hard. So, filming a video while you are on the porch drinking your coffee or walking the dog can be a great way to achieve this.

This doesn’t have to be every video but to keep things engaging and fresh, mix it up.

Finally, there is something about whiteboard videos that people appreciate. Adding that element to your videos can go a long way to helping your potential clients understand what you are teaching especially on complex topics.

Step 3: Edit your video

Once you have filmed your video, edit it using a video editing software. This will help ensure that your video looks polished if needed.

Again this is not to achieve production level quality but you don’t want to put out something that isn’t at least clear if the lighting was off.

You also want to think about putting subtitles on your video since most videos are watched without the sound on.

I recommend a tool called Zubtitle. You basically upload your video and they caption it for you automatically.

Step 4: Publish your video

Once you have edited your video, publish it on your website, social media platforms, and other video sharing websites.

This is where most financial advisors fall short. Actually putting your videos out there is obviously necessary to your video marketing strategy.

Some financial advisors are still camera shy but with the right video marketing strategy, you can overcome this challenge.

By following these steps, you can create quality financial advisor marketing videos that will help build your brand and engage with potential and current clients.

How do I start video marketing?

Now that you have your video it’s time to create a video marketing campaign. The first step is to come up with a plan. What are your goals for the video? Do you want to increase brand awareness, drive traffic to your website, or convert leads into customers?

Once you know what you want to achieve, you can create a strategy that will help you achieve those goals. You’ll need to determine who your target audience is, what type of video you want to create, and where you’re going to publish it.

If you’re not sure where to start, here are a few tips:

Create a video marketing strategy template.

This will help you stay organized and ensure that each step of your campaign is planned out.

Your template should include:

  • Your video marketing goals
  • The target audience for your video
  • The type of video you want to create
  • Where you will publish the video
  • An outline of the content you will include in the video

Produce engaging and informative videos

The goal of your videos is to capture the attention of your target audience.

When creating your videos focus on:

  • The story you want to tell
  • The message you want to deliver
  • How your video can help your target audience
  • Show the background process of how you do what you do

Be authentic in your approach. Just because dancing on video is a thing now doesn’t mean you have to do if it is not your thing.

Use social media to promote your video content

When creating your video marketing campaigns, it’s important to use social media channels to drive traffic to your website.

Publishing your videos on social media platforms like Linkedin and YouTube can help you reach a wider audience, and directing viewers to your website can help you capture leads and convert them into clients.

In addition, social media can also be used to create a community around your financial advisory business and help you build relationships with potential and current clients.

By using social media to promote your videos, you can help your business reach its marketing plan goals and grow your client base.

Integrate your video Content into your website

Including your video content on your web pages is a great way to help increase conversions. Not only does including videos on your website help keep visitors engaged, but it can also improve your search engine optimization (SEO).

In order to include videos on your site effectively, make sure to use good keywords in the title and description so that they can be easily found by potential clients.

You can also add a video transcript on your website so that the content of the video is also indexed by search engines.

Including videos on your website can also help financial advisors create more in-depth blog posts. For example, if you’re discussing a particular financial topic, you can create a short video explaining the same information to help visitors better understand the concept.

This not only helps keep visitors on your website longer, but it can also help you rank higher in search engine results pages.

When creating video content, a financial advisor should make sure to keep their target audience in mind. Videos that are relevant and interesting to viewers are more likely to be shared, helping financial advisors gain exposure to a wider audience.

Repurpose Your Video Content

Once you’ve created your video, it’s time to start thinking about how you can repurpose it. There are a variety of ways to do this, including turning it into a blog post, social media post, or podcast as mentioned earlier.

For example, in your financial advisor video marketing campaign, you could transcribe your video and turn it into a blog post. You could also embed the video in a blog post, or upload it to social media sites like YouTube, Facebook, and Twitter.

Podcasts are another great way to repurpose your video content. Simply pull the audio from your video and create a podcast episode around it.

This can be a great way to engage your audience and give them more information about your product or service.

You can use a free podcast distribution platform like Achor.FM by Spotify.

There is also a great A.I. audio editor like Auphonic to make sure your sound quality is clear and consistent throughout without needing to learn about audio editing.

You put in the effort to create this piece of video content but don’t miss the opportunity to put in a little more effort to turn it into three or hour additional pieces of content!

There are a variety of ways to repurpose your video content, so be creative and think about how you can best reach your target audience.

Video Marketing for Financial Advisors on a Budget

Now of days with video marketing, producing high quality video content using the smartphone will not seem amateurish but rather show that you know what your potential customers want to know about.

It will give you an impression of real personability and build your authority.

Here are a few tips that will help you make nice quality videos on a budget:

  1. Shoot your video in a well-lit area. If you don’t have natural light, try using a light kit or pointing a light towards your subject.
  2. Keep your videos short and to the point. People are more likely to watch a short, well-made video than a long one.
  3. Use a tripod to keep your video stable. This will help keep your video looking smooth and polished.
  4. Edit your video footage using a video editing program when necessary. WeVideo is an inexpensive web based editing soltion. This will help you cut out any mistakes and make your video look more professional.
  5. Upload your video to YouTube or another video sharing site. The more yo post the better the algorithms will work for you. That way you can organically boost your reach instead of paying for ads in order to reach your target audience.
  6. Use video apps like MoviePro to take your smartphone videos and give them cleaner outcomes with just a few clicks of a button.

Creating videos doesn’t have to be expensive or time consuming. Financial advisors don’t need expensive video equipment for creating videos that connect with their target audience.

So don’t be afraid to start creating video content today!

Can a financial advisor have YouTube channel?

There is a new way of getting visibility from thousands of consumers who seek your answers online. Marketing on YouTube still has some infancy believe it or not.

YouTube is a way for a financial advisor to gain a wide reach by providing answers to their questions.

Marketing on YouTube remains a stumbling block for financial advisers today. Many financial advisors are still on the fence about creating their own video channels.

Even if you don’t plan on using YouTube as your primary marketing platform, it’s important to have a presence there.

Creating a channel is easy. You can use whatever equipment you have available, or you can borrow or rent equipment if needed. The most important part is to create videos that are interesting and engaging.

Be sure to answer questions that people are likely to ask about financial planning and investing.

Your channel can be a valuable resource for your clients and potential clients. It can also help you build relationships with other financial professionals.

As more and more people turn to YouTube for information, it’s important to have a presence there.

Final Thoughts on Video Marketing

When it comes to marketing for financial advisors video is a powerful tool that can help you grow your online presence.

It’s one of the best methods for digital marketing, because it allows you to connect with your audience in a more personal way.

By creating high quality videos, you can engage with your viewers and create a connection that can help you convert them into customers.

In addition, video marketing can help you build brand awareness and create a lasting impression with your audience.

So if you’re looking to grow your business, consider using video marketing as one of your primary strategies.