Jumpstart Your Video Workshop

Grow your business and awareness of CeFT® with video

Select unmute to turn on sound. 

Exclusive Discount for FTI Members


JANUARY 21, 2022

sold out

just added

FEBRUARY 9, 2022


11:30 AM -
3:30 PM ET


US$200 OFF

Jumpstart Your Video Overview

Kate Holmes video masterclass
Half-day virtual workshop

Only 8 spots available 

Three sections: 
  • Building comfort and confidence on camera
  • Simplifying the technical elements
  • Creating valuable and engaging content

Friday, January 21, 2022 -- SOLD OUT
Wednesday, February 9, 2022: 11:30am-3:30pm ET

Participate with fellow FTI members
Live coaching and feedback throughout

What They Say

"Getting that first video out there is a weight off my shoulder. With that, I feel we have opened the flood gates!" - Christiaan C. 

Just knowing where to start can feel overwhelming. We tackle that by going step-by-step and building on your skills throughout with a cohort of colleagues in exactly the same spot.

"It reduced the barfiness." - Corey B. 

If recording and sharing a video makes you want to barf, we've got you covered. We'll help you calm those nerves, build confidence and find your voice and style. 

"The team finally gets it." - Todd S. 

Video isn't just for external engagement.


The written investment committee reports were comprehensive, but something was missing. The committee tested recording and sending a video recap to the team and voila! Suddenly they felt engaged and included. 

Part 1: Building Comfort & Confidence

Even after all the Zoom/Teams meetings, it can be hard to feel natural on camera, especially when recording videos. In this first section, we'll look at: 

Video Creation.png
  • Maintaining eye contact (and remembering to blink!) when recording videos

  • Trying different environments: inside vs. outside

  • Exploring your energy standing vs. sitting

  • Managing camera anxiety

  • Incorporating hobbies/passions in your videos 

  • Building trust virtually

Part 2: Simplifying the Technical

Lights, sound, editing, oh, my! In this second section, we'll look at: 

  • Creating great on-the-go videos with your smartphone

  • Lighting for different scenarios

  • Microphones 

  • Editing 101

  • Adding captions

  • To green screen or not to green screen

Video Creation (1).png

This may sound like a lot but we break it down and show you just how easy it can be. 

We'll show you how to make the most of exactly what you've got and provide upgrade options for those that are interested. 

Part 3: Creating Valuable & Engaging Content

You're confident. You look and sound great. Now it's time to create valuable and engaging content. In this last part, we'll look at: 

Video Creation (4).png
  • Finding and eliminating your filler words (you, um, like, you know, totally have some) 

  • The easiest way to identify content for your target audience

  • Making complex topics simple (ditch that jargon!)

  • Creating videos to post on your website, social media, newsletters, etc. 

Picture yourself after the workshop...

Confident on camera with your own style and voice 

A video setup that works so your message is clearly seen and heard

Technical skills and tools to create videos on the go

Completed videos and loads of content mapped out to stick with it

"You don't have to be great to start, but you have to start to be great."

- Zig Ziglar 

Your workshop host

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Katie Braden, CFP®

Katie works with advisers and planners globally helping you break from the status quo and do things differently. She's a CFP professional, founder of the IA Community and host of The Innovating Advice Show podcast.


To share the power of working with a CeFT® through valuable and engaging videos,

we are providing an exclusive discount of US$200 off for the first 8 members of the SMI/FTI. 


General: US$690
SMI/FTI Members: US$490 (first 8 to register with code) 

Note: You'll need the promo code to obtain the discount.

No refunds. 


Join the Waitlist

Unable to attend on February 9th?

First 8 discount codes sold out?

Click the 'Talk to me' button in the bottom right and send me a video (yes, a video!) letting me know that you'd like us to extend this discount to more great FTI members, like you, and add additional workshop dates. 

Note: You'll need to include your name and email after
recording your video so that I can respond. :)