Our secret to video that gets results

Video marketing isn’t for everyone. But if you’re a growth-minded advisor who recognizes that more of your prospects prefer watching a video to reading an email, then it’s time to learn more about Idea Kit. 

 
In this live demo you’ll:
 
✅ See how the remote video process works
 
✅ Learn what advisors are doing with Idea Kit videos to win new clients
 
✅ Find out how live on-cam coaching helps (especially if you’re worried about recording a video)

Friday June 23

1pm ET / 10am PT

“We have been getting so much positive feedback with all of the videos that we do. Everyone just loves them and it’s so crazy how easy they are.”

– Darrin Gold, Senior Vice President
UBS Wealth Management

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?

It reinforced the ‘buying decision’ and impressed current clients. I do feel we got more referrals because of it.

– Jackie Kimmel, CFP®, CRPC®
evolve Financial Planning

Join us for a live demo webinar and see how Idea Decanter makes video easy with our remote video solution, Idea Kit.

Friday June 23

1pm ET / 10am PT

Idea Kit makes it easy for financial advisors to record studio-quality videos with your phone.

Video is a differentiator. It helps you stand out from the advisor down the street, and that’s crucial when you’re in growth mode. If you watch video, and you realize that your prospects watch video, Idea Kit will get you ready to record. Idea Kit’s Secret Code was built so you can record with confidence and grow your practice. Let’s get rolling!

“They’re professionals, they make it easy. It’s all remote. It’s actually more cost effective than trying to do it myself. And it certainly comes out a lot better than if I had done it myself.”

-Tim Scannell, CPA®, CFP®
Hightower Great Lakes

WE WORK WITH FINANCIAL PROFESSIONALS FROM:

We work with financial professionals from