#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP® episode artwork

EPISODE · Apr 3, 2025 · 24 MIN

#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®

from Only Fee-Only · host Broc Buckles and Peter Ciravolo

Struggling to connect with clients through video?Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections.Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Because people connect with real, not perfect.She recommends short, personal videos—like 45-60 seconds for follow-ups, birthday messages, or thank-yous. It’s an easy way to show you care.Katie gets the challenges advisors face and has built a system that uses video throughout the client journey—marketing, onboarding, service, even internal updates. Her 12-week workshop helps you set up, create content, and get confident on camera.The big takeaway? Video isn’t just about marketing—it’s about building trust. A short, thoughtful video can make a big impression.Katie's Social:https://www.linkedin.com/in/katieabraden/x: @KatieABradenMusic in this episode was obtained from Bensound.

Episode metadata supplied by the publisher feed · Published Apr 3, 2025

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Struggling to connect with clients through video? Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections. Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Because people connect with real, not perfect. She recommends short, personal videos—like 45-60 seconds...

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#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®

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