When the economy is rough, people want to hear from their advisor even more, but creating that content can seem overwhelming for advisors and their teams. Let us help build a video strategy to inform and educate your clients. Drop a comment or reach out [email protected]
Every advisor 🦉 wants to be approachable and understandable when they speak with a client, but put that same advisor in front of a camera, and they try to speak exclusively in 💲 $20 words while channeling their inner 👩🏫👨🏫micro-econ professor.
Sid takes control of the vlog as we are magically whisked away to the District of Columbia. We shoot with a team from Steward Partners and meet up with some of our favorite people at the Northwestern Mutual network office.
Matt Carothers says, "They made it so comfortable in the process!"
Matt Carothers of Greater Horizons Financial Group really enjoyed the process of making videos for his firm's website and social media!
Wealth Management Advisors thrive in person👁🗨 and face-to-face🤳 . Take away the client and how does your message change? Who are you on camera🎥? Whether you get easily flustered or have ice water in your veins, this series on being personable is for you! 👋
Ask Mike Ryan at Sankaty Wealth Management what Optimum Films, Inc. did for their wealth management marketing and he will tell you. " the team was really professional. (and) Just did a great job... guiding the whole operation and and got us where we needed to be."
We know word of mouth is the best form of advertising, but you know the best referrals are going to Google you. Help your message and value stand out with a video.
We had an amazing time with all of our friends from Northwestern Mutual when they came to town for the 2025 Central and Western Region meetings! It was colder than a "witch's kiss in winter", as my dear old ChatGPT always used to say.