Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion their services evoke. They use videos to build trust, and it’s working.
Nick Lennox is the creative brain behind Udeo video and media. He works closely with Advisers helping them generate high quality content, convey their message and showcase their unique point of difference.
10:05 – Why being in front of the camera can help you understand your why
12:55 – The power of client testimonial videos
15:45 – The most effective Adviser videos you’ve seen
25:10 – How to get comfortable in front of the camera
27:13 – How to repurpose and leverage client testimonial videos
31:00 – The mere exposure effect to build trust and credibility before a first meeting
Nick Lennox LinkedIn – https://www.linkedin.com/in/nickjlennox/
Udeo Video & Media – https://www.udeo.com.au/
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It’s the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.