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 the chestnuts roasting by an open fire!
Are you with me?
It might seem early for anyone (but the retailers) to be seriously focused on Thanksgiving, Christmas, Hanukkah, or New Year’s 2023, but friends, it’s time.
If you’re planning to release a video for the season, the planning starts now!
Here are 5 ideas to get you going:
1. “Better than a Greeting Card” video
If you’re sending holiday cards, consider delivering the greetings in a video instead. It’s better for the planet and better for client engagement.
The Tedstrom Wealth Advisors team put the “happy” in holidays with their 2021 project. There’s pretty much nothing these guys won’t do to create a video that makes their clients smile … including coming up with a completely unique version of ‘Twas the Night Before Christmas.
Don’t miss the Tedstrom team’s 2020 holiday video including a memorable (if slightly off key) Zoom caroling session!
2. “Year-End Wrap” Video
How would you sum up 2022? Use this video message to look back and ahead. Don’t forget, getting personal is what makes your video memorable. Take this chance to put your own spin on how you’d sum up the year.
Laura Webb and Faith Doyle of Webb Investment Services got philosophical in their year-end 2021 video. Sharing what they believe is important is what makes this video special:
You might have noticed the client appreciation moment in this video. It’s always appropriate, especially around the holidays, to remind your clients how much they mean to you.
This year ender is a bit of a tradition with the Webb team. Want to see their 2020 version? Just click here.
3. “Practical Year-End Tips” Video
It’s easy to lose track of all you need to get done with the hustle and bustle of the holidays. Why not do your clients a favor? Create a video with year-end tips to help your clients make the most of their money before the end of the year.
Luke Kuchenberg of FORM Wealth Advisors offers year-end strategies like deferring more of your salary to retirement in December, taking capital gains or losses, or making Roth conversions. Charitable giving is also a great topic to talk about around the holidays.
Make sure to share this video in November, to give your clients enough time to take action on all your great advice!
4. “Team Round-Robin” Video
Getting festive can be fun. And having fun in your videos makes your clients happy!
The Starner Group of Raymond James got a lot of positive feedback from clients when they shared this video featuring each and every team member:
5. “Funny is Fun” Video
Do video shoots always go smoothly? They do not! And sometimes the camera is rolling on those less-than-perfect moments.
If you have a bunch of blooper clips from videos you’ve produced throughout the year, it’s worth the time to go back through them.
Affinity Wealth Partners creates videos that look flawless, but they weren’t afraid to share their imperfect moments with their clients:
Oftentimes blooper videos get the most client engagement of all the content you produce throughout the year. And with a creative blooper reel, you don’t even need to record anything new. Just use your outtakes to build the video!
Need help putting together your holiday video plan? The team at Idea Kit will help you wrap it up and put a bow on it! Click here to learn more.
