I have sent a handful of these videos to people over the past couple of weeks via e-mail, and over half of the time, I have gotten a reply back saying,

”I LOVE THIS!“

I am using VidYard, but several other video platforms allow you to record short videos that can be embedded into e-mails, social media, or even your newsletter.

Using video as a follow-up moves from the impersonal of just words on a screen and makes it a warm touch.

1. They can see your face
2. They can see your smile
3. They can hear your voice
4. They can feel your energy/warmth

I coach Financial Advisors on:

1. Filling the funnel through Client and COI referrals

2. Their sales process, the questions they ask, and the ‘pitch’ they make

3. Communicating investment concepts and answering client questions

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