Video Creation Masterclass

An Innovating Advice and Financial Planning Vision Co-Production

A 3-month programme to maximize your comfort on camera, walk you through the technical elements and
master content creation with videos that create themselves.

Select unmute to turn on sound. 

Program Overview

Month 1

We're focusing entirely on camera presence and getting comfortable presenting to the camera. It's a skill that takes time and practice as we're more comfortable talking to other humans. Or pets.

It can also feel especially strange when we're filming on our own and don't have any immediate feedback from an audience.

We'll work through that and build those skills throughout this month, practicing through short, casual, 60-second videos that you'll share within the program community to build confidence.

These skills will also help you feel more natural and comfortable during virtual meetings with clients, prospects and colleagues. 

Month 2

We'll focus on setting up your ideal sound, lighting, video and background, either using what you have or through inexpensive upgrades.

In this virtual world we all find ourselves in, it's important to have a good virtual setup so that live and recorded audiences can see and hear you clearly without unnecessary distractions. 

We'll have fun practicing with different setups, and you'll share short videos within the program community to build your confidence and get feedback from the coaches and community.

Month 3

We're diving into content creation this month. We'll walk through how to create compelling videos that attract your ideal client, raise your profile and establish your credibility. 

You'll learn how to create engaging hooks in the beginning, keep the viewers attention throughout and have a strong call to action (CTA) at the end. 

You'll record and share videos of varying lengths (max of four minutes) within the community as we work through how to determine the appropriate video length for different types of content. You'll also map out content ideas, topics and plan where and how you'll continue to leverage video in your business.

By the end of the masterclass, you'll develop a clear plan and timeline for how you'll continue to leverage video to improve your client experience, raise your profile and attract your ideal clients throughout the rest of 2021 and beyond. 

Dates and Times

At your convenience! Content is released daily (Mon-Fri) in the masterclass community.


As participants hail from all over the world, you can hop in the community, review and respond to the materials, upload your videos and engage with others when it's most convenient for you (e.g. morning, afternoon break, evening).

The hosts, Kate and Adam, are actively involved in the community throughout the masterclass and in our experience, the participants are highly engaged throughout, which we encourage!

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

- Zig Ziglar 

Who is this masterclass for?

This program is a great fit if any of the following apply to you: 

  • Are a financial adviser or financial planner business owner

  • Are considering starting your own business in the next year or two 

  • Are always looking for ways to improve your client experience

  • Would like to begin building your personal brand and authority

  • Are (or want to be!) responsible for attracting new clients

  • Have been curious about creating video content

  • Want to feel more comfortable and confident during virtual meetings

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.

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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.

The Impact of Video

You've seen the impact of video, when you stop scrolling to watch on social media, when you see videos on websites and if you're one of the 2 billion monthly users on YouTube. It's one of the most effective mediums for building trust and credibility and attracting your ideal clients. 

While video has long been important, it's even more so as everyone continues to adjust to this virtual world and building a valuable virtual brand. 

We know the power of video and of having a good virtual presence to spread the #valueofadvice. Just picture yourself at this time next year with a library of videos for your target audience, an engaged social media presence, valuable content on your website and being comfortable and confident on camera. 

Register Now


Masterclass price: US$750

Big discount for members of the IA Community, NextGen Planners and PROpulsion PRO.

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,
 NextGen Planners here.

No refunds. 


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