The power of video?

Are you and your financial advice business ready to embrace
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Video is the next best thing to being in person

And since you can't be everywhere at once, learning how to effectively use video in your advice business is a must. 


Instantly differentiate yourself (no one else can be you!).


Quickly build trust, credibility and rapport. 

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Build deeper, stickier relationships.

Learn to easily and authentically leverage video throughout your business

Build Comfort and Confidence on Camera

Ditch those nerves and overthinking and find your 'true you' voice. 

Master the Technical

Nail your audio, lighting, background and even editing (or let us take that off your plate!)

Create Valuable and Engaging Content

Build and effective and repeatable process to grow your business. 

Don't just take our word for it . . . 

How we get you from 🫣 to 😎 with video . . . 


Only need help in certain areas? These workshops are for you.


We run two- and four-week workshops monthly, allowing you to level up, collaborate with other advisors and be held accountable. 

$300 - $500


Our flagship three-month Video Creation Masterclass is now done through live, weekly group coaching.


You'll get everything you need from start to finish to level up your business with video. 


This is a 20% discount from enrolling in each 4-week course separately. 


We work with a small number of clients providing custom coaching, full-service video editing, social media video clips and a video-first marketing strategy. 


New openings coming soon

Free eBook Download:
8 Steps to Get Started with Video


Latest videos and blog posts

Meet The Team


Katie Braden, CFP®
Chief Video Officer

Katie started one of the first completely virtual, monthly-subscription financial planning businesses in 2013 and was leveraging video way back then. 

She's since worked with financial planners in 35 countries and now focuses entirely on helping advisors easily and authentically use video to grow and improve their business. 


Mabel Tocmo 
Video Editor Extraordinaire 

Mabel brings 18 years of video editing and motion design to IA. 

She's continually working her magic in the background making Katie's videos and IA's client videos look stellar. 

When she's not editing videos, she can be found on the tennis courts almost every day, for both fun and competition. 

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Milyn Posadas
Digital Marketing Master

After obtaining degrees in psychology and education, Milyn pivoted to all things digital marketing. 

With a strong focus on strategy and long-term success, Milyn coordinates and executes all of IAs digital marketing and supports all of our Full Service clients with their marketing strategy and execution. 


Please use the 'Talk to me' button in the bottom right. You can send me a text, audio or video message. Bonus points for video!

Be sure to include your name and email afterwards so that I can respond. :)