Video strategy for wealth and investment advisory teams
Get the tip sheet: Five ways wealth advisors win (and keep) business with video
Wealth management firms are using professional-quality video to bolster customer marketing and retention campaigns. With video, advisors are creating authentic, personalized experiences at scale for clients and prospects alike.
This tip sheet shows advisors:
- The five most common video use cases for wealth advisors and their home office enablement teams
- Simple, step-by-step instructions for creating content in a cloud-based video creation platform
- Examples of video creation compliance workflows
Additional strategic content for wealth management video creation
From industry-exclusive reports to implementing video across your entire field team, consider Socialive your one-stop resource library.
Learn the six must-haves in a wealth advisor video program, as well as examples of compliance workflows and a video pilot program.
Security may be seen as a bottom-line benefit, but platforms built for compliant workflows can also mean freedom for top-line production without additional risk.
Socialive CEO David Moricca explains how wealth and investment management teams are employing video for customer retention and marketing in this Forbes article.
We surveyed 600+ professionals who work at financial institutions to understand the highly visible trend of video content creation across every department.
Video maintains and strengthens connections in an increasingly remote and hybrid world -- here's how wealth advisors and their enablement teams are taking advantage.
Video is an integral marketing and client retention tool for financial advisors -- Socialive makes it easier than ever to build a strategy and create video.
As a relationship-driven business, financial advisors need to be equipped with the tools to create personalized experiences. Here's how to boost field engagement and enablement with the reach of video.
Driving more business for financial services starts with establishing deep connections with prospects. Learn how professional video builds buyer relationships.