Financial advisor video marketing doesn’t have to be the big deal that everyone makes it out to be. The first time I ever did a video, I was a disaster. I was making all the mistakes I’m about to tell you.
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I send you one actionable, practical marketing tip a day. Please sign up here!
Financial advisor video marketing doesn’t have to be dry and boring!!!
Most videos get zero traction because they are overwhelming to the viewer. Don’t make it harder than it needs to be. Videos should present powerful, short snippets that compel the person to take an action – not to drone on and on.
- There is no need for a teleprompter. It makes you look like a robot. If you are talking for so long that you can’t remember what to say, make the video shorter.
- People are consuming video in shorter amounts. Instagram and TikTok, YouTube shorts, etc. Use 15 second clips to get people to watch the longer video.
- Reduce the amount of ideas you discuss. It’s not written down on paper. People can’t hold multiple ideas in their mind. Discuss one idea per video.
- Lots of energy. I’d rather have you make a shorter video, but have it be super energized and entertaining. Financial advisor videos are typically not, so it won’t be hard to stand out from the crowd.
- Subtitle the video. Most videos on social media for example are watched on mute.
- As for the technicals, I did a podcast on this which you can watch here.
Hint: the microphone doesn’t matter
Question from a financial advisor who wants to make videos: “What is the best microphone to use?”
Ha ha you’re gonna love my response!
It doesn’t matter one iota!!!!
Most social media videos are watched on mute.
Think about it.
?When you’re in line at the supermarket watching a video on your phone, do you really want the 2024 Roth contribution limits blasting for everyone else to hear?
But I see soooooo many of you financial advisors ponying up all sorts of cash for the most expensive microphone.
Use an affordable software like Zubtitle (by the way, they have a free plan) so you can subtitle your videos. That way the people watching on mute can read the words while the cashier checks out their asparagus.
How to get the best lighting for your videos
What is the best lighting to use when I am recording a video?
How’s this for some real talk? LoL.
Ignore aaaaaallll those marketing people telling you to go out and fuss over some expensive “halo lamp”.
Natural light is the best!
Record facing the window – never with the window at your back or you’ll be silhouetted.
You want to record when the sun is low to mid range, not at its peak. So the best hours are about 9 to 11 AM or 1 to 3 PM in your local time.
And that’s all the financial advisor video tips I’ve got for ya!
Alright that’s all for now.
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Thanks for reading. See you in the next one!
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