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

Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

See More

Encore episode – Client Segmentation

The importance of being intentional with your decisions in business.

See More

Navigating the New Era of Financial Advisory With Peter Velardi

Understanding the Value of Your Financial Practice

See More

Contact Us