#77 Using Video to Attract, Engage, and Retain Your Ideal Clients

#77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®

Listen now

Description

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you effectively use video to attract clients and maintain strong client relationships? In this episode, Referral Coach Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to … Continue reading #77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP® →

More Episodes

See all »

Top Advisor Podcast

Published 11/13/24

Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them? In this episode, Referral Coach...

Published 10/30/24

Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon

Philanthropists! That’s where the money is! In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving. Barron and Bill discuss how financial firms can integrate philanthropy...

Published 10/16/24