get ROI with Video

Built for Financial Advisors Like You
 

Idea Decanter makes it incredibly simple to build authority and grow your practice with video.

Our proven 3-step Video Growth Code helps you create authentic, authority-packed content, stand out on video, and attract dream clients who already know you’re a fit.

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Leverage Idea Decanter’s Step-By-Step Advisor Video Growth Code to Follow a Proven Roadmap to ROI

Improve Through a Data-Driven Performance Strategy

Leverage Idea Decanter’s Step-By-Step Advisor Video Growth Code to Follow a Proven Roadmap to ROI

STILL WAITING TO DIVE INTO CLIENT TESTIMONIALS?   

Idea Decanter and  Intention.ly have teamed up to help advisors  leverage the power of video client testimonials to build trust and social proof, all while keeping compliance happy.

FIND OUT HOW!

60 minutes with Live Q&A 

Speakers

Laura Garfield, Co-Founder, Idea Decanter
Sharon Gottula, Co-Founder, Idea Decanter
Tina Powell, Partner, Chief of Community, Intention.ly

10am PT/ 1:00pm ET  June 12th

Dave Bio FINAL
BOOK NEW PROSPECTS
"This video is just set up perfectly for an introduction. And it was like instant credibility with the current clients, even if they didn’t refer me to somebody, they think it’s great.” (Credits Idea Kit video with helping him book 10 new prospect meetings in 2 weeks and ultimately win 6 new clients)
SixPoint Financial Partners
Ameriprise Headshots
CONVERT PROSPECTS TO CLIENTS
"We’d been posting content on social media, but the first Inspire Confidence video we shared, it immediately resulted in a client." (Credits first Idea Kit video with converting a prospect to client)
Inspire Confidence Group
Traci Richmond testimonial
INCREASE REFERRALS
“My team sends video links to referrals and existing clients with the intent that they should be shared among the clients’ networks. We started doing this in 2021, and we saw my referral rate jump 112% with no other changes.” (Credits Idea Kit with boosting her referral rate by 112% in one year)
THE MEAKEM GROUP
Money Mindset_Still
GROW YOUR BUSINESS
"Video helps you to connect with more people, in short bursts of time, in a really meaningful way.” (Credits Idea Kit video with helping 2.5X his book in 2022)
Endurance Wealth Partners
What we do

Idea Decanter’s 3-Step Video Growth Code

CREATE

Turn 90 minutes of work into 90 days of high-ROI video content.

CREATE

Step 1: Identify Your Highest ROI Content Opportunities
Step 2: Get Camera Ready
Step 3: Collect Your Professional Videos

Promote

Infuse video into your marketing as you promote videos to your audience.

Promote

Step 1: Host your videos on YouTube for maximum exposure
Step 2: Embed videos in your website to connect with high-intent prospects
Step 3: Post videos to your social channels to build credibility
Step 4: Add videos to client, prospect, and COI emails

Track

Analyze your video marketing performance and make step-by-step improvements.

Track

Step 1: Collect performance data quarterly and compare against our benchmarks
Step 2: Discover new ROI opportunities based on our roadmap
Step 3: Adapt your video strategy to improve

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WE WORK WITH FINANCIAL PROFESSIONALS FROM:

GET A PERSONALIZED STORY PLAN, CUSTOM SCRIPTS, LIVE PERFORMANCE COACHING, AND A HANDS-OFF EDIT FOR YOUR MARKETING VIDEOS

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