The Financial Advisor's Video Marketing Guide

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Convert more referral traffic and keep your existing clients up-to-date on the market with video

This is your guide to building a video marketing strategy to educate, engage, and convert clients. You’ll learn all about:

  • What the Competition Is Up To
  • 5 Reasons Advisors Need to Prioritize Video Creation
  • Building Out Your Video Strategy with the Customer Journey Framework
  • Video Best Practices for Creating Engaging Content
  • 6 KPIs to Measure for Video Success
  • *Bonus* Ways to Repurpose Video to Drive More Traffic