Click to Play

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.

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.

Recommended Podcast

What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Where do you fall on delivering tax value to your clients?

See More

Moving The Needle [Episode 196]

If your work isn’t hyper-intentional, you’re just playing office.

See More

Follow Up Friday – 10X Your Practice

Looking at the small steps towards your big goals.

See More

Contact Us