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[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

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[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

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[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

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[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

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[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

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[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

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[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

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[NEW] Personal Connection Video | Starting the Year Off Right

Starting the Year Off Right

How do you follow up a year like 2020?

By getting in the right frame of mind and preparing for success in the new year.

We’ve built our newest Personal Connection Video around a simple but effective 3-step process to help your contacts start off 2021 on the right foot.

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

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[NEW] Personal Connection Video | Putting 2020 in Perspective

2020 has been, well, a lot.

Financial and political turbulence, a global health emergency, nationwide protests, the list goes on.

And all this has left your clients and prospects a little uneasy.

Use our latest Personal Connection Video to share 3 lessons with them to help them keep perspective on the year that was, and be stronger facing what’s to come.

Not sure how it works? Check out this video overview of our Personal Connection Videos: Continue reading [NEW] Personal Connection Video | Putting 2020 in Perspective

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[NEW] Personal Connection Video | Learning from Adversity

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.

Each Personal Connection Video focuses on a specific topic. 

You’ll never worry about hitting a creative block because each one comes with a prepared video script, a landing page to embed your video, a promo email, and coordinated social media posts. 

Previous topics include: 

  • Election season
  • Insurance needs
  • Mortgage refinancing
  • Roth conversions
  • Building resiliency
  • And more!

Continue reading [NEW] Personal Connection Video | Learning from Adversity