Kate in the Guest Seat: Financial Advisor Video Marketing on Sara Grillo's Show




I had a blast discussing all things video with a video queen herself, Sara Grillo. She's a LinkedIn marketing whiz for financial advisors and has over 8k subscribers on YouTube.


In addition to a value-packet episode, Sara broke down everything we discussed in a killer blog on her site. Check it out here.


Here's a preview of the episode and blog post (taken straight from Sara's page):


You will hear about:

  • The basics of financial advisor video marketing

  • What do you say to a financial advisor who is starting out with video? How does an advisor get comfortable making a video?

  • What software should financial advisors use for videos to post on LinkedIn? Vimeo, etc….

  • Optimal length of video for each platform? LinkedIn, YouTube and Facebook.

  • Should you use a professional intro or get right to the video?

  • How do you use subtitles to get the attention of scrollers?

  • How do you edit videos?

  • Why is it that some firms do not allow their financial advisors to use videos?

[From Sara] For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe!


View full blog post here.


Connect with Sara on LinkedIn here.


Subscribe to her YouTube channel here.


Ready to Embrace Video to Increase Engagement, Attract Your Ideal Clients and Drive Revenue?

Sign up for the next 3-month Video Creation Masterclass, kicking off April 1st.


Each month focuses on one area:

  • April: Creating valuable, engaging content

  • May: Building comfort and confidence on camera - for video and virtual meetings

  • June: All things technical - cameras, lighting, sound, editing

Full details here and huge discounts (20%+) for members of the IA Community, NextGen Planners (UK) and XY+ (Australia).

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