The Efficient Advisor: Tactical Business Advice for Financial Planners 278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden
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Jun 3, 2025 Katie Braden, a former financial planner turned video expert, shares her insights on the power of video for financial advisors. She discusses how video builds trust more quickly than traditional marketing and offers tips to integrate it seamlessly into client interactions. Braden tackles common mindset blocks, emphasizing authenticity over perfection. Listeners learn the importance of concise storytelling, effective use of social media, and practical strategies to enhance client relationships through video. Her advice encourages a shift toward embracing video to streamline operations.
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Video Builds Real Connections
- Video breaks down barriers by showing your real self beyond static photos or text.
- Katie experienced clients trusting her more because they watched her videos first.
Pioneering Virtual Planning With Video
- Katie started a virtual subscription financial planning practice in 2013, using video heavily.
- Clients often watched her videos first, making discovery calls more ready and productive.
Video Appeals to Primal Trust
- Humans evolved needing face-to-face contact and visual and vocal cues to build trust quickly.
- Video fires our primal instincts, making clients feel safer and more connected.