Advisor Video

Advisor Video

Video Advertiser

How to Send a
Monthly VIDEO Newsletter to Grow Your Business

Breakthrough Marketing Tool to Attract New Clients and New Business. Everybody already knows that this is the age of video.

Gain the following advantages:

Listen to Neal, the advisor who created this system. He says that his videos were instrumental in helping him grow his assets under management to $150 million

Breakthrough Marketing Tool to Attract New Clients and New Business.

Everybody knows that this is the age of video.

And within three years, every financial advisor and insurance agent will know how to use video to gain clients.
You have that opportunity NOW.
Do you use video to get clients?
If not, then you’re missing out on a ton of business—both new clients and existing clients.

Now hold on if you think it’s just youngsters who watch Internet videos. Check out the FACTS:

Over 80% of 45-64 year old American internet users watch videos on YouTube.

Over half of American internet users who are age 65 and over watch videos on YouTube.

So how many millions of people have you missed, people that could have been your new clients?
So how can you create a video that will “sell?”
We do 90% of the work. Can you do the other 10%?

How we work

  • We create a professional “wrapper” for you. It’s the first and last 15 seconds of your video with music (some people may want to dance, and hey, that’s okay!). People will see this and ask if you have your own production studio.
  • We give you a script (a new current topic every month). With special software (free to you), your script scrolls on your screen as you record yourself on your webcam. All you do is read the script!!! What? Don’t know how to use a webcam? No sweat, we’ll teach you.
  • Then, you combine the professional intro and exit video (that we create for you) with the video that you recorded on your webcam (Yep. Free software will do this combination for you and we show you how to get it done in 5 minutes).
  • You post the video online (unbelievable, free AGAIN!)
  • You email the video link to your prospects and clients (you guessed it, FREE email service). Don’t be surprised if your prospects and clients ask how you could afford to produce this video.
  • We will send you a new script each month of a different hot financial topic. You take 30 minutes, follow our step by step instructions, and record your video and email to clients and prospects.

What’s the payoff?

Prospects will see that there is no choice other than to hire you – that you are head and shoulders above other advisors. NOTHING impacts people like video.

Since your competition is all REACTIVE, being PROACTIVE will give you a distinct advantage to win new clients.
As to your existing clients, your video will reinforce that you know more about financial issues than hacks that have been trying to get their money.

You position yourself as the Top Choice

What’s on the videos? Here are some past topics we recorded:
  • The Secure Act (which affects everyone’s IRA) (1-10-20)
  • The Impact of Trade wars on Your Investments (6-2-19)
  • What to do about this stock market correction? 2-12-18
  • The Corona Virus and Your Investments  2-20-20

Note to Life Insurance Professionals

If you think that the above topics have nothing to do with your products and services, you do not understand marketing. The #1 reason that consumers select a financial professional is that they find him/her knowledgeable. They hire you when they believe you have broad knowledge about financial issues. And by sending your videos on current financial issues in the news, there is no better way to indicate that you are the knowledgeable professional to choose.

Does this make the advisor look like an expert? Would the same elevate you above other advisors? Take a look as you could easily send videos like this to your prospects, clients and centers of influence.
You’re probably thinking, sounds great–how much is it $300/month? $400/month?
How about $79 a month with no contracts – simply month to month. Can you afford NOT to use video in your business? Can you afford NOT to make the biggest and best possible impact on people that you want as clients?

You can have the same quality video to send to your prospects, your clients, and your professional centers of influence every month.

So why not try this for a couple months? You will know if this works in the first 60 days without spending gobs of dollars.
Even if this sounds great, it still might not be for you.
Sure, we give you the script each month. Sure, we create a professional intro and outro with music to make your video look professional. But you must also make a contribution to yourself:
You need to watch our training videos to teach you how to make your videos in 30-minutes a month

You may need to learn a couple of new skills

The good news is that you need only learn these skills once on how to produce your videos.

Then it’s wash and repeat every month, in 30 minutes.
But you may be unwilling to learn a new skill or invest some initial time to take your business to the next level. That’s okay–this isn’t for everyone.

This is for advisors and agents serious about having a breakthrough marketing tool for their business.

And once you subscribe to our service, we will show you 10 different ways to use your videos to convert prospects to clients including using them to get professional referrals (attorneys, CPAs. and others).
You will need 3 hours to create your first video. Once you do it the first time, you can create a video in 30 minutes every month thereafter.
How many other agents and advisors are sending prospects videos every 30 days? You can look just like the others with your emails or blog or phone calls. Or, you can use this video newsletter and be unique.
What’s the next step?

Click the “Get Started” button below.

Then, you will get step-by-step instructions and very close support.

You’ll access our library of designs and music so we can create your intro and outro (the first and last 20 seconds of your videos).

Once you make your selections, we create your custom into and outro. And while you’re waiting, watch our video tutorials on how to create your video. Once we send you the first script, you’ll be ready to record.

Continue thereafter for $79/month and quit anytime.

Questions? Find the answer here or click the “contact us” button below.

About Neal

Neal is a CERTIFIED FINANCIAL PLANNER™ Professional with more than 30 years of experience. He was able to grow his assets under management to $150 million and he credits using video as a big component of that success. He sold that advisory business for several million dollars and now coaches small and mid-sized advisory firms on how to grow assets under management.

Frequently Asked Questions

There are 2000 broker-dealers in the United States. Each makes up their own rules and sometimes those rules differ from office to office.  We do not know the rules for your firm or your office so please inquire within your firm.

Each month, when we supply the transcript. You could forward this to a compliance person for review, have them make changes, and incorporate those changes before you record your video.

The transcript will never mention specific financial products or services.

That is not necessary as we will supply for you a professionally produced intro (first few seconds of your video) and outro (last few seconds of your video) with professional graphics and music (you will choose from our library).

We will send the transcript in the first week of the month with the following exception:  If there is some financial news story (e.g., the failure of Silicon Valley Bank), we will produce a video on this issue as soon as possible.  Let’s say we have delivered the video for October in the first week of October.  We may deliver the November video in October if there is some fast-breaking financial news and we want to get that transcript to you for fast dissemination to your prospects and clients.

  • Have a pleasant expression on your face
  • Do not speak in a monotone
  • Wear clothes that match your audience. In some cases, you may want to wear a jacket and tie (for example, if you market to an older conservative audience).  Of course, if you market to an agricultural community, you want to dress informally.
  • Use a good background such as a bookshelf or wall with your diplomas or certificates.

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