When a prospect is considering working with you, they’re not just buying your expertise. They’re buying into your process. The way you guide clients, the steps you follow, and the clarity you provide can be the deciding factor in whether someone feels confident handing over their life savings.
Here’s the catch: if you don’t already have a process, it’s time to create one. It doesn’t have to be complicated. A clear, named, visual, easy-to-explain process is the first step to showing prospects how you work.
Once you have it, the next step is to turn that visual into a video.
Why video?
A process video offers clarity and consistency. Instead of repeating yourself in every first meeting, you can share your video ahead of time (or as a follow-up) to set expectations. It saves you time, but more importantly, it builds trust.
Prospects are also vetting you online before they ever reach out. If they land on your website at 11pm, your process video works on your behalf, giving them the answers they’re looking for in the format they prefer. For many people, watching a video feels easier and more engaging than reading text.
Want to see how other advisors are doing it?
Here are four powerful examples of advisors who’ve brought their process to life with video:
BirchCreek
Thimbleberry
Delphi
Opus 111
Each one takes a different approach, but the common thread is clarity. Prospects can instantly see what it feels like to work with these advisors. And that makes the decision to move forward much easier.
Your process is the backbone of your client experience. A process video brings it to life. And when you share it, you’re not just telling prospects how you work. You’re showing them why your way works.
At Idea Decanter, we practice what we preach. Our own Video Growth Code is our process for helping financial advisors succeed with video—and we’ve captured it in a simple, easy-to-share video.
