Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

The Rainmaker Multiplier On-Demand Podcast

Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

In This Episode

Video marketing has become an essential tool for financial advisors to reach and engage their target audience. Join host Cary Chaitoff, Vice President of Marketing at The Agency at C2P, as he explores the power of video marketing with two successful financial professionals: Dave Alison, CFP®, EA, BPC, founder and CEO of Alison Wealth Management, and Elizabeth “Betsy” Larson, WMCP®, BPC, financial consultant at Special Needs Advanced Planning.

Dave and Betsy share their experiences and insights on leveraging video content to grow their businesses, educate clients, and establish themselves as thought leaders in their respective niches.

Key Topics Discussed:

  • Video Marketing Importance: Understanding the role of video in an advisor’s overall marketing strategy.
  • Target Audience Reach: How video helps convey strengths and connect with specific client demographics.
  • Content Development: Strategies for creating engaging and relevant video topics.
  • Equipment Essentials: Tips on cost-effective tools for producing professional-looking videos.
  • Client Education Impact: Using video to simplify complex financial concepts and improve engagement.
  • Content Repurposing: Maximizing video content across multiple platforms and channels.
  • Meeting Efficiency: Leveraging video to streamline client meetings and enhance communication.
  • Analytics Utilization: Using platform data to understand audience demographics and preferences.
  • Getting Started: Practical advice for advisors new to video marketing.
  • Personal Branding: How video helps establish thought leadership and differentiation in the market.
  • Compliance Considerations: Navigating regulatory requirements when creating financial advice videos.
  • ROI Measurement: Strategies for tracking the impact of video marketing on business growth.

From equipment recommendations to content creation strategies, listen in for insights and actionable strategies to help you harness the power of video marketing in your financial advisory practice.

Resources:

Statistics:

Why Video Captions Are Key to Greater Engagement and Showing Up in More Searches

Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

About the Host:

Cary Chaitoff is the Vice President of Marketing at C2P Enterprises. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. Prior to joining C2P, Cary was the Marketing Recruitment Director at Avantax, a leading wealth management company. Cary is known for his successful track record in generating sales, expanding into new markets, building brand awareness, and enhancing customer loyalty. His expertise encompasses a wide range of areas, such as strategic planning, marketing strategy, creative production, local marketing, team development, budgeting, media, and lead generation.

He’s been instrumental in creating and implementing effective marketing solutions that align with his organization’s visions and goals. With a strong commitment to strategy execution and attention to detail, he has earned a reputation as a specialist in marketing programs and a skilled leader in the field of marketing communications.

About the Guests:

Dave Alison, CFP®, EA, BPC, is a seasoned financial planner and entrepreneur committed to elevating advisors’ businesses and planning capabilities. As the President and Founding Partner of C2P Enterprises, Dave drives a shared vision of simplifying financial planning for a global audience of one billion people. He leads the company’s growth strategies, shapes its corporate direction, and guides the executive team, demonstrating a remarkable ability to transform vision into reality.

Beyond C2P, Dave contributes his expertise to various leadership roles, including Prosperity Capital Advisors, and Clarity 2 Prosperity, enhancing the financial landscape. Dave’s proficiency in integrating complex financial, tax, investment, insurance, and estate planning into comprehensive strategies led to the creation of Alison Wealth Management, which serves clients nationwide. A member of the Financial Planning Association®, Dave has consistently demonstrated his dedication and expertise, earning accolades such as the 2023 40 Under 40 recognition and won a ThinkAdvisor’s LUMINARIES award for Thought Leadership and Education at C2P.

Elizabeth Larson WMCP®, BPC, is a financial consultant specializing in special needs advanced planning. With four sisters with Down syndrome, she has a deep personal connection and understanding of the importance and complexities involved in planning for loved ones with special needs. Larson takes a holistic, values-based approach, working closely with families to develop personalized strategies that address their unique circumstances and alleviate future concerns. Her special needs planning services guide clients through navigating government benefits, defining care options, and weighing important decisions.

Larson aims to provide coordinated advanced planning integrated into families’ overall financial strategies. She collaborates with a team of specialists across relevant disciplines as a member of the Academy of Special Needs Planners. Larson also serves on the board of GiGi’s Playhouse Detroit, furthering her mission to create an equitable world for individuals of all abilities. Her comprehensive services are offered through Special Needs Advanced Planning, separate from her financial planning and investment advisory work with Prosperity Capital Advisors.