Video Creation Masterclass

An Innovating Advice and Financial Planning Vision Co-Production

Boost your business and your brand with video. 

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What They Say

Danika Waddell, CFP®

Founder, Xena Financial Planning

Seattle, WA, USA

Natalie Yan-Chatonsky

Founder, Full Time Lives

Sydney, NSW, Australia

Kevin Neoh, CFP Cert™️

Licensed Financial Planner

Kuala Lumpur, Malaysia

Masterclass Overview

90-day masterclass

You can start on any Monday

Three modules (one month each): 
  • Building comfort and confidence
  • Mastering the technical 
  • Creating valuable and engaging content

Content dripped out Mon-Fri (3-5 mins each)

Weekly challenges with 60-second videos due each Friday (or over the weekend)
Monthly live events 
A global community of participants
Feedback and interaction throughout from participants and hosts, Kate and Adam

Case Studies

"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. 

"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, building on your skills throughout and creating the habit of video creation through the weekly challenges. 

Module 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 module, you'll work on: 

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  • Maintaining eye contact (and remembering to blink!) 

  • Trying different environments: inside vs. outside

  • Exploring your energy standing vs. sitting

  • Managing camera anxiety

  • Getting comfortable presenting live

  • Incorporating hobbies/passions in your videos 

  • Building trust virtually

Module 2: Mastering the Technical

Lights, sound, editing, oh, my! In this second module, you'll work on: 

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

  • Lighting for different scenarios

  • Microphones and audio effects

  • Camera options

  • Editing

  • Adding captions

  • To green screen or not to green screen

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

You'll get specific recommendations for a range of budgets, including no budget. We'll show you how to make the most of exactly what you've got and provide upgrade options for those that are interested. 

Module 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 third module, you'll work on: 

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  • 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 in three months...

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

At least a dozen completed videos and a year's worth of content mapped out

Improved interaction and engagement in client meetings, internal communications and external messaging 

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

- Zig Ziglar 

Your masterclass hosts

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Kate Holmes

Kate 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.

Adam Owen

Adam supports financial planners in their career journeys from classroom to boardroom and advises firms on culture and strategy.
Also servant to retired rescue cats.

REGISTER NOW

Special rate available to members of the IA Community and NextGen Planners (UK).

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

If you're not yet a member, you can join the IA Community here and
 NextGen Planners here.

No refunds. 

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Video Creation Masterclass (VCM)

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90-day masterclass

You can start on any Monday


Content dripped out Mon-Fri (3-5 mins each)

Monthly live events 

A global community of participants

Feedback and interaction throughout from participants and hosts, Kate and Adam

3-months free full IA Community membership (the masterclass is housed inside the community; $47/m thereafter) 

US$750

VCM + Coaching

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Limited spots available. Apply below. 

Everything included above, plus: 

One-on-one support from Kate and Adam

Two 60-min meetings each month (one with Kate, one with Adam) 

Personal support and coaching on: 
  • Finding your style
  • ​Building your confidence
  • Technical questions and tutorials
  • Developing and refining content

3-months free full IA Community membership ($47/m thereafter) 

US$3,000

Not Ready to Register?
Sign Up For Updates & More Information

VCM + Full Coaching

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Limited spots available. Apply below. 

Everything included in VCM, plus: 

12-months of one-on-one support from Kate and Adam

Custom support schedule to meet your needs

Personal support and coaching on: 
  • Finding your style
  • ​Building your confidence
  • Technical questions and tutorials
  • Developing and refining content

12-months free full IA Community membership ($47/m thereafter) 

US$9,000