Do you have a message or topic you’d like to record a video about? Or, how about a weekly or quarterly market commentary?
Now, you have access to a full video-based marketing campaign you can personalize for a number of objectives.
Here are some more ideas:
Client (or Prospect) FAQs: Create a video where you address the most common questions your clients have. This could be about recent market trends, changes in tax regulations, or advice on retirement planning. Example: "I have many clients asking about the impact of recent policy changes. Let’s dive into what these mean for your portfolio."
Market Updates: Offer regular updates on the markets, explaining complex financial data in an accessible way. This could be a weekly market recap or a monthly deep-dive into economic trends that affect your clients' investments.
Check-ins: Record periodic video messages, such as weekly, monthly, or quarterly check-ins, to keep your clients informed about important deadlines and to encourage them to contact you.
Appreciation Messages: Send personalized thank-you videos to clients on the anniversary of their partnership with you or after major milestones to show your appreciation and foster a strong, personal connection.
Life Event Responses: Create videos for "Congratulations" on milestones like retirements or birthdays, or "Condolences" for more somber occasions, allowing you to quickly respond to client life events in a thoughtful way.
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.
IMPORTANT! Since these campaigns are blank and up to you to customize, they have not been reviewed by FINRA. Once you add your video and write your content, run it through your typical compliance process.
About This Campaign
Title: DIY
Type: Personal Connection Video
Description: Use this simple video campaign to speak about whatever’s on your mind
Target Audience: Clients and prospects
Primary Outcome/Action: Create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business
Running Time: Single email and social posts across platforms driving traffic to a Landing Page
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