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:
- Better communication than writing
- People enjoy watching videos (vs reading)
- People forward your videos to others more often than a written item
- Make a bigger impact when people can see you and hear you
- Video makes you look more professional than other advisors or agents
Breakthrough Marketing Tool to Attract New Clients and New Business.
Everybody knows that this is the age of video.
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.
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.
You position yourself as the Top Choice
- 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.
You can have the same quality video to send to your prospects, your clients, and your professional centers of influence every 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.
This is for advisors and agents serious about having a breakthrough marketing tool for their business.
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.
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.