get results with Video

Built for Financial Advisors Like You
 

Idea Kit makes it easy for financial advisors to record studio-quality videos with your phone.

You watch video and you realize that your prospects watch them, too. In your business, video is a powerful differentiator. If you’re ready to reach more people, Idea Kit was built for you. With Idea Kit, you can record with confidence and grow your practice. 

REMOTE VIDEOS PRODUCED
0
RATING
0 /5Star
FOUNDED
0

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  May 22nd

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

VIDEO IS A POWERFUL TOOL TO HELP GROW YOUR BUSINESS

CREATE

Record in Idea Kit's remote studio with a live performance coach guiding your session.

CREATE

Deliver more meaning because body language, expressions, and inflection can’t be conveyed in copy.
SEE HOW

ENGAGE

Communicate one carefully crafted message that your viewers can watch on-demand.

ENGAGE

Video connects you with prospects and clients and is always on (even when you're not).
SEE HOW

CONVERT

Engage your audience to grow your business.

CONVERT

Follow our process to turn your video into a marketing utility player.
SEE HOW

As seen in

Fresh From The Blog

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

SUBSCRIBE
WANT MORE? WHO DOESN'T? WE DELIVER WEEKLY VIDEO TIPS TO YOUR INBOX.