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The Augmented Advisor presented by

A Podcast for
Wealth Managers

A monthly show hosted by John Prendergast.

The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable.

Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.

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Join us for an enlightening episode of The Augmented Advisor, featuring Katie Braden, CFP and founder of Advisor Video Marketing. Katie shares her journey from creating one of the first virtual subscription businesses in financial planning to becoming an international speaker and consultant. Learn how to harness the power of video to enhance marketing and client communication. Discover the importance of authenticity over high production value, the benefits of personalized video messages, and practical tips for getting comfortable on camera. We'll dive into strategies for creating impactful short videos, overcoming compliance concerns, and building stronger client relationships. This episode is packed with actionable insights and real-world examples, making it a must-watch for financial advisors looking to leverage video marketing effectively. 00:00 Welcome to the Augmented Advisor 00:23 The Power of Video for Financial Advisors 00:53 Katie's Journey and Expertise 02:30 Why Video is Crucial Today 04:34 Getting Comfortable with Video 07:23 Katie's Innovative Approach 14:41 The Role of Video in Marketing 18:57 Content Over Production Value 22:09 Targeting Your Audience 24:55 Storytelling in Video Marketing 26:22 The Untapped Power of Video Marketing 26:39 Creating Engaging Advisor Videos 27:24 Interactive Video Journeys 28:55 Using Video for Client Service 34:15 The Simplicity of Video Production 46:07 Getting Comfortable on Camera 49:00 Addressing Compliance Concerns 50:26 Conclusion and Final Thoughts
The Crucial and Surprisingly Broad Role of Video for Financial Advisors
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John Prendergast | CEO of Blueleaf & Co-Host

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

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