Idea Kit in Action
CREATE. ENGAGE. CONVERT.
The last thing you need is canned, off-the-shelf video content. If your goal is to engage prospects and convert them to clients or nurture your existing client relationships, then we can help. We’ll take you through our custom story process, live coach you in your record sessions, and deliver videos that make you sound as great as you are!
Ready to get rolling?
Get a personalized story plan, custom scripts and all the gear you need
WE WORK WITH FINANCIAL PROFESSIONALS FROM:
We work with financial professionals from
I want to work with a marketing firm that isn't limited by a financial services prism, but is well-versed in my compliance constraints. When working with Idea Decanter I get world-class creative advice with compliance-approvable process and delivery.
MELISSA JOY, CFP®, CDFA®
PRESIDENT, PEARL PLANNING
Video is a way or reaching people who wouldn't take the time to get to the fine print to get to the important nuggets of what we really want them to take away.
TRACI RICHMOND, JD, CDFA®, RICP®
CO-FOUNDER, THE MEAKEM GROUP
Idea Decanter Rocks!
NATE LEGRAND, CFP®
PRESIDENT + CEO, CENTERPOINT FINANCIAL GROUP
People have loved our videos and have commented on how professional they look, how educational they are and it seems we are gaining a lot of name recognition because they remember them.
DANA HAVENS
SENIOR FINANCIAL ADVISOR, RJFS AFFINITY WEALTH PARTNERS
I'm just blown away by how good it is and looking forward to doing all the others.
JEFF WATSON, CFP®
WEALTHCARE FINANCIAL
