Three video topics and 13 prompts for personal finance creators
Generic advice and 45-minute PowerPoint webinar recordings won’t cut it when it comes to video marketing that converts views to leads to clients.
3 Irresistible Video Ideas for Financial Advisors: How to Get Quality Views. It’s a concise playbook on how to create compelling short videos that will work on YouTube, LinkedIn, and social media.
I share a STRATEGIC trio of topics that pull key emotional triggers:
- Relatability & likability (Topic 1: “The worst advice” clip shown here)
- Respect & authority (Topic 2 sets you apart from AI by having an opinion as a thoughtful observer)
- Confidence & gratitude (Topic 3 is serious and important because after all you’re a planner and guide for life)
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Get 3 topics and 13 personal finance video starter prompts: download our free guide from Beetle Moment Marketing.
Lose your password
Ever heard of Fidelity’s “Lose Your Password” investor study? The old white whale. Barry Ritholtz’s guest Patrick O’Shaughnessy mentioned it on Masters in Business c. 2014, and it’s still rent free because it’s so compelling. (Fidelity Reviewed Which Investors Did Best And What They Found Was Hilarious – September 2014)
The study is an urban legend but I still love the phrase ‘lose your password’.
1/That story was told to me by a former colleague which perhaps allowed me to lower my guard on it. When I went looking for it, I found nothing. Pure Urban Legend. Underlying the importance of seeing the source material. My passing it on in an interview gave it more life.
— Jim O'Shaughnessy (@jposhaughnessy) July 27, 2019
For financial advisors, understanding the psychology (mainly: overconfidence) behind active trading is KEY to client education. One of the three topics I suggest is “Expectations vs. Reality” of trying to beat the stock market. It’s gold for engaging content.
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Explore how our UnPodcast Package makes video content creation effortless and highly efficient: beetlemoment.com/unpodcast
Three personal finance topics that get views – play on Spotify:
Again, it’s important to understand that this topic trio is designed to tap different emotional triggers together.
One video is good, two videos is better, but TOGETHER these three videos:
-Build an audience
-Build trust
-Build your personal brand
See original post: 3 Irresistible Video Ideas for Financial Advisors: How to Get Quality Views
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