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#HeyKatie! Ep2: Ideal Background, Portrait or Landscape, and Prep Time

Welcome to the second installment of my #HeyKatie series, where I answer the top three questions I've received recently from financial advisors who want to use the power of video to strengthen their client relationships.

This week, we're tackling the following three questions:

  1. What should be in my background?

  2. Should I record in portrait or landscape mode?

  3. How long does it take to prep for videos?

Let's get started.

1. What Should Be In My Background?

As a financial advisor, whether you're doing virtual meetings or recording videos, your framing and background should follow the Rule of Thirds. This simple guideline can greatly enhance the visual appeal and composition of your video content.

Imagine dividing your screen into thirds horizontally. The goal is to have something on each side while positioning yourself as the central focus.

To create a visually appealing setup, aim for a balanced frame with elements like plants, photos and art in the corners.

This not only adds aesthetic appeal but also gives the impression of a larger space.

Remember, the focus should be on you, so keep distractions around your head to a minimum.

2. Should I Record In Portrait Or Landscape Mode?

While the default for many is portrait orientation (vertical) - since that's how we naturally hold our phones - if your goal is to showcase your videos primarily on your website and YouTube, and perhaps secondarily on LinkedIn and/or Twitter, landscape orientation (horizontal) is the way to go.

By recording in landscape, you ensure compatibility across multiple platforms.

Portrait also has it's place and is best suited for platforms like TikTok, YouTube shorts, and Instagram reels.

Before deciding on the recording orientation, first consider where your videos will be shared to optimize their impact.

3. How Long Does It Take Me To Prep For Videos?

One of the common questions I get from financial advisors when it comes to video content is: "How long does it take you to prep for your videos?"

Well, the hardest part of creating videos is actually getting comfortable in front of the camera. It takes practice and building confidence.

In my workshops and conversations with advisors, I always emphasize the importance of practice. Practice, practice, practice.

Once you're comfortable and at ease, you'll notice that video preparation then becomes a lot easier.

Also, when it comes to the content you share, start by addressing frequently asked questions. Those ones you've answered a thousand times and could recite the answer in your sleep. Starting with the content that comes easiest, coupled with building comfort and confidence, will have you breezing through videos in no time.

Remember, to the audience, it should feel like you're speaking directly to them, so always picture that you're speaking to one person when you create videos -- ideally that person is your ideal client.

With practice, creating videos will become second nature. Consider practicing with colleagues or joining our next workshop.


By applying the Rule of Thirds, choosing the appropriate recording orientation, and practicing to build comfort, you can create engaging videos that connect with your audience and enhance client relationships.

Creating compelling video content as a financial advisor doesn't have to be daunting. With the right support and practice, it can be an enjoyable experience!

Remember, everyone starts somewhere, and the key is to take that first step.

Have A Question?

Use the 'Talk to me' button in the bottom right and send your question. It just might show up in the next episode!

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