Posted on

[NEW] Personal Connection Video | Tax Law Surprise

Congress recently released a blueprint of the tax changes they plan to make. 

But unless your prospects and clients are fluent in tax codes, these changes will probably sound foreign to them.

This video can help you break down the revisions in terms they will understand.

We’ve written the script – you just need to make it yours!

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

 

Continue reading [NEW] Personal Connection Video | Tax Law Surprise

Posted on

[NEW] Personal Connection Video | Is Life Insurance Worth the Money?

“Do I really need life insurance?”

It’s a big question, and we’ve created a simple video script that helps you answer it for your clients and prospects.

It will help them reflect on key questions about their financial, family, and life goals.

The video is super-easy to make.

We’ve written the script – you just need to make it yours!

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | Is Life Insurance Worth the Money?

Posted on

[NEW] Personal Connection Video | 3 Critical Business Mistakes

It’s hard work running a business.

There are so many things to do and decisions to make.

Mistakes are inevitable.

This Personal Connection Video campaign highlights the 3 common errors business owners make:

  • Not knowing what kind of business structure or entity to set up
  • Not thinking about their exit strategy
  • Not paying themselves the right way

The aim of the campaign is not to create further anxiety but to provide reassurance.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | 3 Critical Business Mistakes

Posted on

[NEW] Personal Connection Video | Long-Term Focus

COVID had a way of drawing everyone’s attention to their immediate needs – even the best of investors.

But as things level back out and we find our way to the “new normal”, it’s important to refocus your clients’ and prospects’ attention on the future.

And what better way to do that than with a short, punchy, personal video?

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | Long-Term Focus

Posted on

[NEW] Personal Connection Video | Protecting Against Inflation

Anyone with money is concerned about inflation right now.

Lumber, oil, metal, you name a resource and the price has gone up.

Which means your prospects are looking for a way to hedge against inflation.

That’s what our latest Personal Connection Video is about.

It’s a way for you to get in front of clients and prospects, explain current economic shifts, and keep them from making rash decisions that could hurt their investments in the long-run.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | Protecting Against Inflation

Posted on

[NEW] Personal Connection Video | Asset-Map

Have you checked out the Asset-Map Lead Generation and Prospect Engagement campaigns?

This Personal Connection Video is the perfect complement to both of those, or as a standalone campaign.

It is designed to get your face in front of clients and prospects, while helping them understand every aspect of an important financial decision.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | Asset-Map

Posted on

[NEW] Personal Connection Video | Tax Unknowns

The U.S. Government recently took a look inside their Scrooge McDuck vault and realized no one was going swimming in gold coins anytime soon.

COVID relief has bled them pretty dry, and your prospects know that, which leads to fear and unease.

This Personal Connection Video talks about what they can do now to prepare for likely tax changes in the near future.

It’s short, sweet, and to the point – exactly what folks are looking for during uncertainty.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | Tax Unknowns

Posted on

[NEW] Personal Connection Video | Cryptocurrency

Is it a fad? The future? A dangerous frenzy?

Maybe you think it’s a little bit of all three.

But no matter how you feel about it, your clients and prospects are curious about cryptocurrency.

And if they don’t get their advice from a professional first, then they’ll get it from keyboard warriors.

Don’t let that happen.

Use our latest Personal Connection Video to get in front of your contacts and ahead of the curve when it comes to cryptocurrency.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Continue reading [NEW] Personal Connection Video | Cryptocurrency

Posted on

[NEW] Personal Connection Video | Small Business Tax Credit

The second round of stimulus funding in the CARES Act includes a small business tax credit that your clients and prospects may not know about.

Small businesses with less than 500 employees could qualify for up to $19,000 per employee, but it involves some messy calculations and filing processes that they’d rather leave to a professional.

Position yourself as the expert to lead them through the process with our latest Personal Connection Video.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Continue reading [NEW] Personal Connection Video | Small Business Tax Credit

Posted on

[NEW] Personal Connection Video | Tax Planning in 2021

A new Executive Branch likely means new tax codes.

What does that mean for your clients’ and prospects’ tax planning in 2021?

Our latest Personal Connection Video is designed to keep your face in front of them and help them understand what might be to come this year.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Continue reading [NEW] Personal Connection Video | Tax Planning in 2021