#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®

Struggling to connect with clients through video?

Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections.

Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Because people connect with real, not perfect.

She recommends short, personal videos—like 45-60 seconds for follow-ups, birthday messages, or thank-yous. It’s an easy way to show you care.

Katie gets the challenges advisors face and has built a system that uses video throughout the client journey—marketing, onboarding, service, even internal updates. Her 12-week workshop helps you set up, create content, and get confident on camera.

The big takeaway? Video isn’t just about marketing—it’s about building trust. A short, thoughtful video can make a big impression.

Katie's Social:

https://www.linkedin.com/in/katieabraden/

x: @KatieABraden

Music in this episode was obtained from Bensound.