Speaking

idea Decanter presents…​

Our approach to creating videos for advisors is much like our approach to delivering presentations – stories matter. Idea Decanter presentations are geared toward training advisors how to successfully script videos that connect with their target audience. And we also believe that learning practical performance tips will make creating videos easier for anyone. Of course, showing videos and getting the audience on their feet for some interaction is a part of the plan. Every moment of your time matters and we’re not about wasting it.

OUR PRESENTATIONS

Find Your #Finfluence: Using Video to Build Authority + Grow Your Business

Can video really be a magnet to bring more prospects to your business? Laura Garfield, co-founder of Idea Decanter, introduces you to top #Finfluencers who use video to engage their audiences and win new clients. These advisors are getting real ROI from video– from 100k+ views on videos to dozens of new “right fit” clients a year. Dive into real-world examples of success and learn the #Finfluencer secrets to engage your audience. With insights from advisors who are succeeding with video, this session is packed with practical strategies, social media platform insights, and the inspiration you need to record more high-ROI videos today!

For years you’ve known it was time to start recording videos that will accelerate the growth of your business. Stop putting it off and make it happen. Learn skills to gain confidence and get past your biggest video roadblocks from Idea Decanter co-founders Sharon Gottula and Laura Garfield. You’ll build your own pre-shoot ritual, you’ll have the chance to step on stage for some live on-cam performance coaching, and you’ll leave feeling more comfy on camera. 

An overlooked business growth opportunity is hidden in the next generation of investors. Often ignored because of a current lack of investable assets, younger Gen X and Millennials are poised to inherit. Cerulli Associates research projects $72.6 trillion in assets will be transferred to heirs through 2045. The next two decades offer incredible opportunities for advisors focused on the non- traditional target market of prospective clients under the age of 45. Laura and Sharon will show you how to connect and unlock this untapped market.

Is your website still speaking to Baby Boomers while Gen X and Millennials scroll right past? In this fast-paced, insightful session, you’ll learn how to refresh your digital presence to attract the next generation of investors. From mobile-first design and inclusive imagery to smart video strategy and emotional storytelling, we’ll cover the shifts that actually move the needle. You don’t need to be on TikTok—but you do need to show up where your future clients are looking. Walk away with practical tips to modernize your marketing and turn your website into your most valuable conversion tool.

Ready to growth-hack a marketing strategy that will get you results? Idea Decanter co-founders and video marketing experts Sharon Gottula and Laura Garfield simplified the steps to set up funnels that drive cold leads into long-lasting client relationships. Along the way, advisors got some great video marketing strategies to speed up conversions.

Speaking engagements

Headshots

Idea Decanter Co-Founders: Sharon Gottula and Laura Garfield.
Laura Garfield
Sharon Gottula