The Efficient Advisor: Tactical Business Advice for Financial Planners
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy effective, and can be done easily… and music to MY ears…can be a system or process in your marketing funnel!
I’m talking VIDEO.
But before you turn this podcast off and say “no way!” I don’t have the time, budget, or even the wherewithal to get started using video… hear me out! Even if you’ve got a tough compliance department… I got you today okay? Remember, my goal is to help you do this effectively and efficiently on any budget.
81% of Businesses increased their sales using video in 2021
86% of businesses increased their lead generation using video in 2021
93% of businesses increased their brand awareness in 2021
So, that’s impressive… but here’s what’s even more important for you to consider:
96% of people have watch an “explainer video” to learn more about a provided service – including financial planning services
86% of people have been convinced to buy a service by watching a brands video. So 96% watch to learn and then 86% are convinced by this video. Wow.
And get this… 73% of consumers said they prefer to learn about a service via video.
Do you hear these results!? This is why you cannot ignore video.
In today’s episode:
1️⃣ How to do video on a really, really low budget
2️⃣ How to reuse your content in 10+ different ways to build your brand
3️⃣ Ways to create a system to do it quickly and easily
4️⃣ Some specific things you’ll want to know before you hit record for the first time
And of course so much more. I think you’ll really be excited by how easy, quick, and budget-friendly a video content strategy can be!
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Link to Wyzowl 2022 Video Marketing Statics Survey
Equipment Suggestions:
Tripod
Cell phone holder for tripod
Ring Light
External Mic
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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