3 Tips to Win the Wealth Tsunami
My dad had a financial advisor for 25 years, but it wasn’t until about 6 months before my dad died from cancer that his advisor
Fresh From The Blog
HO! HO! HO! Let’s Make Some Idea Decanter Holiday Videos!
Maybe you think it’s too early to start thinking about the holidays. Or…maybe you’re just riding out the annual Pumpkin Spice fall frenzy. We’re with
How to Pre-Plan a Video for Market Corrections
If your clients don’t worry when the markets drop, you’ve done half your job. Why half? Just because they aren’t panic selling and locking in
What’s the Best Way to Talk to Clients About ESG?
Are your clients asking about ESG investing?
At Idea Decanter, we like to say if you’ve had the conversation at least 3 times, it’s time to record a video.
Here are some facts and figures and 3 advisors … each with a unique approach to messaging about ESG.
Nominate Your Favorite Charitable Cause for Random Acts of KIT
Ever hear that the third time’s the charm?
We believe that’s true for Random Acts of KIT, Idea Decanter’s annual commitment to giving back.
Three Messaging Tips to Ease Your Clients’ Recession Fears
A wise advisor told me last week, “In the absence of information, especially in difficult times, people assume the worst.”
Marketing Financial Advice for the LGBTQ+ Community
Do you have a welcome sign on the front door of your business? Financial advisors Nila Tatum and Gloria Franz, of Franz Tatum Wealth Management, felt a need to make sure everyone knew, at their business, ALL are welcome.
Top Advisors Share Their Marketing Plans for 2023
A down market screams “buying opportunity” at advisors.
How to Put Your Personal Touch on Marketing Videos
People are savvy enough these days to know that a slickly produced video with only animation and a disembodied voice is from a corporate office. Your face is familiar to them, so they have a connection to the content.
Holiday Video Highlights of 2022
The most creative shoots of 2022 weren’t always the easiest to pull off, but they are the stories we’ll never forget. Here are just a few of the highlights.
3 Ways to Create Potent Client Testimonial Videos
Did you know that fewer than 2% of Registered Investment Advisors (RIAs) are using client testimonials as part of their marketing strategy? That’s an incredibly
Holiday Video Ideas to Help You Win the End of 2022
Forget fall holidays. In fact, skip right over the sugar-fest coming up. Let’s fast forward straight to the extra helpings, the pies and cookies, and
3 Tips to Win the Wealth Tsunami
My dad had a financial advisor for 25 years, but it wasn’t until about 6 months before my dad died from cancer that his advisor
HO! HO! HO! Let’s Make Some Idea Decanter Holiday Videos!
Maybe you think it’s too early to start thinking about the holidays. Or…maybe you’re just riding out the annual Pumpkin Spice fall frenzy. We’re with
How to Pre-Plan a Video for Market Corrections
If your clients don’t worry when the markets drop, you’ve done half your job. Why half? Just because they aren’t panic selling and locking in
What’s the Best Way to Talk to Clients About ESG?
Are your clients asking about ESG investing?
At Idea Decanter, we like to say if you’ve had the conversation at least 3 times, it’s time to record a video.
Here are some facts and figures and 3 advisors … each with a unique approach to messaging about ESG.
Nominate Your Favorite Charitable Cause for Random Acts of KIT
Ever hear that the third time’s the charm?
We believe that’s true for Random Acts of KIT, Idea Decanter’s annual commitment to giving back.
Three Messaging Tips to Ease Your Clients’ Recession Fears
A wise advisor told me last week, “In the absence of information, especially in difficult times, people assume the worst.”
Marketing Financial Advice for the LGBTQ+ Community
Do you have a welcome sign on the front door of your business? Financial advisors Nila Tatum and Gloria Franz, of Franz Tatum Wealth Management, felt a need to make sure everyone knew, at their business, ALL are welcome.
Top Advisors Share Their Marketing Plans for 2023
A down market screams “buying opportunity” at advisors.
How to Put Your Personal Touch on Marketing Videos
People are savvy enough these days to know that a slickly produced video with only animation and a disembodied voice is from a corporate office. Your face is familiar to them, so they have a connection to the content.
Holiday Video Highlights of 2022
The most creative shoots of 2022 weren’t always the easiest to pull off, but they are the stories we’ll never forget. Here are just a few of the highlights.
3 Ways to Create Potent Client Testimonial Videos
Did you know that fewer than 2% of Registered Investment Advisors (RIAs) are using client testimonials as part of their marketing strategy? That’s an incredibly
Holiday Video Ideas to Help You Win the End of 2022
Forget fall holidays. In fact, skip right over the sugar-fest coming up. Let’s fast forward straight to the extra helpings, the pies and cookies, and
Advisor Video Academy: Jackie Wilke on Delivering Deeper Value: Never Out of Sight, Out of Mind
Welcome to the most holiday-crammed time of the year. That has us thinking a lot about gratitude.If you’ve ever wondered,…
Advisor Video Academy: Marie Swift on Credibility Marketing with Testimonials
Are you taking advantage of the free promotion that comes with client testimonials? Client testimonials can have a powerful influence on…
Meet Sam Hale: Award-Winning Sports Producer Calls the Shots in Sales
From the sidelines, the press box, and the control room, Sam Hale has witnessed, watched, cheered, and covered more sporting…
How to Use Video to Grow Your Webinar Attendance by 80%
“Work’s been really busy with 360 RSVPs.” That was the message financial advisor Matthew Koll sent the Idea Decanter crew…
Shhh! Ear-resistable: How to Capture the "Sound" of Success with your Sennheiser Mic
How many times have you watched your favorite TV series or a blockbuster film and found yourself asking, “What did…
Advisor Video Academy: Building a "Better" Book of business
Advisors are taught to believe you have to find your ideal client, but what if we told you there’s a…
How to Light Up your Life & Your Videos
In the world of video recording, lighting is your best friend. Just ask Oprah. You thought it was Gail? Nah,…
3 Tips to Win the Wealth Tsunami
My dad had a financial advisor for 25 years, but it wasn’t until about 6 months before my dad died…
Advisor Video Academy: Digital Campaigns That Work: How To Get More Qualified Leads
Many advisors post a video and get engagement (views, likes, comments, shares). But does that online activity actually generate leads?…
HO! HO! HO! Let's Make Some Idea Decanter Holiday Videos!
Maybe you think it’s too early to start thinking about the holidays. Or…maybe you’re just riding out the annual Pumpkin…
