Podcast

>

Ep 29: How to Enhance Your Video Presence

Ep 29: How to Enhance Your Video Presence

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Katie Braden, CFP®, an expert in video production for financial advisors. Katie specializes in helping advisors improve their virtual presence, build confidence on camera, and leverage video to grow their brand. With a background in photography and financial planning, she brings a unique perspective to integrating video effectively in a post-Covid, high-content world.

Catherine Tindall, CPA

November 4, 2024

Share:

Episode 29: How to Enhance Your Video Presence

Ep 29 | Guest: Katie Braden, CFP®

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.

In this episode, I’m joined by Katie Braden, CFP®, an expert in video production for financial advisors. Katie specializes in helping advisors improve their virtual presence, build confidence on camera, and leverage video to grow their brand. With a background in photography and financial planning, she brings a unique perspective to integrating video effectively in a post-Covid, high-content world.

Key Takeaways

Why video is crucial for financial advisors – Build trust and connect with ideal clients.
How to get comfortable on camera – Overcome fear and present authentically.
Best practices for video marketing – Leverage video to enhance communication and attract clients.

🔗 Connect with Katie

🔗 LinkedIn
🌐 Advisor Video Marketing

🔗 Connect with Catherine

🔗 LinkedIn
📧 admin@dominiones.com

📅 Looking for a more holistic relationship with your taxes? Book a 15-minute coffee chat with Catherine:
👉 Schedule Here

📩 Sign up for our newsletter for tax updates and future episodes:
👉 Subscribe Here

🌐 Visit DominionES.com

Ready for a no-pressure conversation with an experienced CPA who specializes in Advisors?