THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Videos can be an accelerant to a positive or negative experience.
  • The easiest way to start communicating with videos to deliver value.
  • What should and shouldn’t be shared via video.
  • How to manage expectations when you begin sending videos.
  • How to make videos personalized and a great experience.
Table of Contents

It’s possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they’ve utilized video messaging in their firms to improve the client experience and create additional touchpoints; however, not all videos are created equal. Listen in as they share their tips to make this powerful communication tool a positive one and a way to ensure your clients are excited each time they hear from you.

Ideas Worth Sharing:

‘All of the same rules apply because while technology changes, we’re the same humans we were a generation ago.’ - Matthew Jarvis Share on X ‘The more that we embrace technology to use old-school, successful practices, the better things are.’ - Micah Shilanski Share on X ‘How do I make that communication experience as pleasant as possible.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

 

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