How Finance Professionals can use Video Email to Stand Out

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As a Finance Professional, you know that communicating and explaining finances is uncomfortable for a lot of people. The best way to communicate market updates or financial situations is typically in person. Yet this isn’t always possible. So you turn to your phone or email as the next best thing.

Typing out a long email or long phone calls aren’t always a practical solution. It is highly unlikely that your recipients will make it to the end of your email or they may not even understand the message. Have you ever thought about incorporating video?

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Video Marketing

Videos are the latest marketing trend. Whether you have them on your website, across your social media platforms, or even in your email! Here are a few ideas of how you, as a Finance Professional, can use video:

Introduce yourself to your clients. Tell them who you are and how you are going to better their financial situation. Ask them questions to encourage a response!Introduce yourself to your clients. Tell them who you are and how you are going to better their financial situation. Ask them questions to encourage a response!
Explain market forecasts and updates to help your client understand what is going on. You can also talk about investment options and why you think this is a great fit for your client.
Explain market forecasts and updates to help your client understand what is going on. You can also talk about investment options and why you think this is a great fit for your client.
Invite your clients to seminars. If the seminar is being recorded and your client can't make it, just send them the video!Invite your clients to seminars. If the seminar is being recorded and your client can't make it, just send them the video!


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