
#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®
Struggling to connect with clients through video?
Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections.
Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Because people connect with real, not perfect.
She recommends short, personal videos—like 45-60 seconds for follow-ups, birthday messages, or thank-yous. It’s an easy way to show you care.
Katie gets the…
The skinny
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