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Katie Braden
Former financial planner turned video expert. Helps advisors get comfortable and confident on camera to enhance client relationships.
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18 snips
Jun 3, 2025
• 55min
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden
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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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