This campaign is designed to help advisors stand out by showcasing their CFP® credentials and engage with prospects.
It’s brought to you by the team at Idea Decanter, specialists in helping financial advisors leverage video to nurture and engage prospects.
Need help recording your video with this specific script? Idea Decanter has got you, and they can do it remotely. Click here to see how remote video works.
Disclaimer: Idea Decanter is not affiliated with Snappy Kraken. They have allowed us to use their written content for this campaign. By clicking on the link to Idea Decanter’s website, you will be directed to their website where you may be offered additional resources or services.
By highlighting the rigorous standards and continuous education required to maintain CFP® status, advisors can build trust and credibility with their audience.
Launching this campaign can help advisors differentiate themselves in a crowded market, establish professional trust, and encourage potential clients to reach out for financial guidance.
Key Marketing Takeaways:
- Personalization and Engagement: The campaign emphasizes the ease of personalizing and launching video content, making it accessible for advisors to connect personally with their audience.
- Credibility and Trust: Highlighting the CFP® credentials and the rigorous qualifications required builds trust and positions the advisor as a knowledgeable and ethical professional.
- Multichannel Approach: The inclusion of emails, social posts, and text ensures broad reach and consistent messaging across various platforms.
Content Takeaways:
- Qualifications Matter: Educates prospects on the importance of choosing a qualified financial advisor, specifically a CFP®, to ensure they receive professional and ethical financial advice.
- 4 Es of CFP®: Breaks down the CFP® qualifications into Education, Exams, Experience, and Ethics, making it easy for prospects to understand the value of these credentials.
- Call to Action: Encourages prospects to contact the advisor with questions about their financial future, fostering direct engagement and potential client conversions.
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.
About This Campaign
Title: For CFP® Professionals Only
Type: Personal Connection Video
Description: Use this simple video to highlight your unique qualifications as a CERTIFIED FINANCIAL PLANNER™ professional
Target Audience: 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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