We’re big believers in video marketing. We’ve seen first-hand how it’s helped financial advisors create awareness in their local markets and acquire new clients. In today’s digital world, you can go from relatively unknown to a household name in a matter of months. Regardless of the social network you choose, video is the way to extend your reach.
I’ve talked to several advisors who’ve considered video, but couldn’t decide on the style, substance, and format. I’d like to put that to rest by sharing 40 video ideas, which is more than enough to get you started.
Before we dive in, there are two principles I’d like to highlight:
- Focus on evergreen topics, meaning they will stay relevant for years. This ensures that your videos continue to attract viewers long after they are published, offering real value that doesn’t expire with market fluctuations. This type of content helps you build a library that can educate and engage potential clients on your website and social channels.
- Keep most of your videos short. Ensuring your videos are concise—ideally under 3 minutes—can help maintain viewer engagement and convey your message effectively. Shorter videos are also more likely to be watched in their entirety, increasing the impact of your content.
With that out of the way, let’s get right into the 40 video ideas. Treat them as a starting point for your own creativity:
- Making the Most of a First Meeting with a Financial Advisor: Share with clients and potential prospects what they should cover in their first meeting with a financial advisor. From questions they should ask to what they should come prepared with for the meeting.
- Making Friends in Retirement: Discuss how retirement can sometimes present a commonly overlooked challenge – making new friends. Share ways retirees can meet new people and nurture relationships.
- Protecting Elders from Financial Abuse: While technology has helped streamline how we manage our money, it has also increased the risks involved – especially for our seniors. Share ways seniors can avoid common financial scams in today’s increasingly digital world.
- Must-Know Retirement Deadlines: In the years leading up to retirement, there are several key milestones and deadlines. Share these important dates with your audience. Consider breaking these important dates up into a mini-series for a lasting impact.
- The Longevity Risk: Good news for retirees: they’re living longer. The bad news? Many aren’t financially prepared for these extended years. Share with your audience how with longer lifespans, retirement strategies must evolve.
- Relocating in Retirement: Share how when considering relocating in retirement, it’s important to ask the right questions to ensure your new location aligns with your financial and lifestyle goals.
- Money Blindspots: We all have blind spots – particularly in investing. Walk your audience through ways to manage and not fall victim to financial blindspots.
- Retirement Withdrawal Strategies: Share methods commonly used to withdraw money in retirement. Discuss the mindset change required when shifting from accumulation to distribution.
- Advanced Estate Planning Techniques: Explore strategies beyond basic wills and trusts, such as dynasty trusts and charitable lead trusts, to preserve wealth across generations.
- Tax Optimization for High Earners: Discuss tax strategies and planning opportunities specific to high-income brackets.
- Finding the Right Charities: What should your audience look for when deciding which charity to support? Share your insights.
- Investment Strategies for Wealth Preservation: Offer insights into investment approaches focused on capital preservation.
- Difficult Money Conversations with Your Spouse: Money is a leading cause of stress in relationships. Share some questions to open the dialogue with a partner.
- Navigating the Complexities of Family Governance: Explain how affluent families can establish structures and practices to manage wealth collectively.
- Spending in Your Golden Years: Retirement – the golden era you’ve been saving for. But what happens when it’s time to start spending that hard-earned nest egg? Psychologically, it’s a huge change. Share the mindset shift with your audience.
- Fostering Financial Values in Your Family: Cover how clients and prospects can impart important values to their family’s financial legacy.
- Philanthropy and Impact Investing: Delve into how investors can align their wealth with their values through charitable giving and investments that offer social and environmental returns.
- Private Banking and Wealth Management Services: Introduce services tailored to affluent clients, including bespoke investment management and private banking solutions.
- Succession Planning for Business Owners: Provide guidance on planning for the smooth transition of ownership and leadership in family-owned businesses.
- Real Estate Investment Strategies: Explore the nuances of investing in commercial real estate, REITs, and direct property investments as part of a diversified portfolio.
- Hedge Funds and Private Equity Explained: Break down the roles of hedge funds and private equity in wealth building and diversification for affluent investors.
- International Investing and Global Market Trends: Offer insights into the benefits and risks of diversifying investments globally and how to navigate international markets.
- Advanced Retirement Planning: Discuss sophisticated retirement planning strategies to maximize retirement income.
- Wealth Transfer Strategies: Explore efficient ways to transfer wealth to the next generation, including the use of GRATs, 529 plans, and life insurance policies.
- Ways to Protect Your Children from Their Inheritance: Go over the different ways parents can help to protect their children from their inheritance, without depriving them of wealth or showing a lack of trust in them. Cover how parents can make sure their kids can manage the responsibility.
- Luxury Asset Management: Provide tips on managing and investing in luxury assets such as art, classic cars, and wine, including valuation, insurance, and market trends.
- Financial Concierge Services for the Affluent: Introduce the concept of financial concierge services, offering personalized assistance with day-to-day financial management.
- Protecting Wealth Against Inflation: Strategies for hedging against inflation, including commodities, real estate, and inflation-protected securities.
- Cybersecurity for High-Net-Worth Individuals: Discuss the importance of cybersecurity measures to protect financial information and assets in the digital age.
- Navigating Divorce with Significant Assets: Offer advice on managing and protecting wealth during a high-net-worth divorce, including asset division and tax implications.
- The Role of Family Offices in Wealth Management: Explain how family offices operate to manage the complex financial and administrative affairs of affluent families.
- Sustainable Luxury and Responsible Wealth: Highlight how affluent investors can engage in sustainable luxury practices and responsible wealth management.
- Art as an Investment: Delve into the world of art collecting, discussing the financial and aesthetic considerations of investing in art.
- Yacht and Private Jet Financing: Explore financing options and considerations for high-value purchases like yachts and private jets.
- Advanced Charitable Giving Strategies: Discuss how to use charitable remainder trusts and donor-advised funds for tax-efficient philanthropy.
- Financial Planning for Non-Traditional Families: Address the unique financial planning needs of non-traditional families, including estate planning and wealth transfer considerations.
- Understanding Behavioral Bias: Cover some of the most common behavioral biases that can impair our investment decisions – from anchoring to overconfidence.
- What You Didn’t Know I Do: Go over the different areas that you as an advisor can help. This can include finances, negotiating loans, inheritance management, or even money mindset tips.
- Mortgage Gimmicks Explained: To drive new business, lenders have turned to creative strategies. Cover different strategies your clients should be aware of – and what they should be cautious about.
- Legacy Planning and Creating a Family Mission Statement: Guide viewers in developing a family mission statement to pass on values along with wealth.
By creating video content, you’re providing valuable information to your audience and increasing your credibility as a trustworthy advisor. Perfection is not the goal; authenticity and consistency are. Start where you are, use what you have, and learn as you go. Your comfort on camera and your ability to connect with your audience will grow with each video you create.
