Video Marketing Built for UBS Advisors

Build Visibility and Trust with Video

Prospects are looking you up before they ever reach out. We help UBS advisors create clear, credible video content that makes expertise easier to understand, builds trust sooner, and gives people a stronger sense of who you are before the first meeting. Join other UBS advisors who are already saving time and building trust faster by creating remote video with Idea Decanter (a proud member of the UBS Coaches Network).

Case Study: Win Clients with Video

UBS advisor Darrin Gold’s LinkedIn video strategy helped him stay visible with the right prospect long after the first meeting. In this case study, see how consistent video keeps you top of mind, builds trust over time, and helps you grow.

See What Advisor Video Can Actually Do

Recorded Webinar for UBS Advisors

Video can help advisors stand out in a more human, credible way… but only when it feels strategic, approachable, and real. Join this live conversation with Laura Garfield, Paula Sabbagha, and Rod Loewenthal to hear practical perspective, see examples, and learn what effective advisor video has in common.

“Working with video opens yourself up to greater visibility with clients, centers of influence and prospects. Idea Decanter makes the video creation and production process easy. They can take my ideas and put it into action.”

Create Video Remotely

#1 Creating remote video starts with expert guidance to find your story, build your content strategy, and write your script.

#2 When it’s time to record, you can do it right from your office (or anywhere). All the gear you need arrives right on your doorstep. Use an app on your phone to join our remote studio for coaching and recording (teleprompter included).

#3 Once your record session is over, we’ll get to editing. Your project comes with two rounds of re-edits and training for how to use the final video.

Are you ready to start converting more prospects to clients?

“By far, the videos reach a wider audience than anything else we have put on LinkedIn. We have tried making our own videos in the past and got stuck on so many parts! Idea Decanter does all parts of the process for you! You just have to show up and talk!”

Watch Mitch on The Real #Finfluencers

In his Real #Finfluencers interview with Idea Decanter, Mitch Slater shares why being human, being real, and being brief matters more than ever.

From LinkedIn strategy to his “return on relationship” mindset, he’ll explain how video builds trust over time.

“It was beyond my expectations. Really, really good. I just thought, 'Man, that's way better than the video I did on my own!' And I've just been so impressed with Idea Decanter and the professionalism and working with everyone. So very, very pleased.”