Financial Advisor Video Blogs: 5 Examples Of The State Of The Art
To succeed, financial advisors need above-average communications skills. But when most advisors showcased on AdvisorTweets.com went into the business, nobody said anything about anchorman comfort and charisma in front of a video camera.
We give lots of props to the advisors whose tweets lead us to video blogs they’re producing and starring in. Someday advisor videos will be as common and maybe even as templated as quarterly updates. But the range of videos and presentation styles today is varied enough to keep us checking out every advisor video mentioned in a tweet.
Here’s a sampling of some of the latest cuts from @bryanbinkholder @Road2WealthOKC @KimM53 and @OakParkPlanner. We’re not sure who created the last video in this collection, but we couldn’t resist since it features not one but two advisors @MattSapaula and @JJeffRose using Skype.



November 17, 2010 - 12:59 pm
Thanks for sharing. So great to see advisors using video to communicate with their customers for a variety of different reasons.
I encourage all financial advisors to allow comments on their videos to increase interaction. I think it’s also important to include a title, description and tags so search engines can index the video. Lastly, keeping it short and sweet helps keep the audience’s attention.
Online video is on the rise so I have no doubt that we’ll be seeing more and more videos from advisors soon!
[Reply]
Pat Allen Reply:
November 17th, 2010 at 1:12 pm
Great tips, Lisa! Glad you stopped by.
[Reply]
October 6, 2011 - 10:17 am
To me, half the battle with getting financial advise is absorption of the information. What better way to allow for absorption and comprehension than through video that can be played over and over again.
[Reply]