Video allows you to tell a story in your own time. The audience, whether it’s your clients or potential clients, is able to virtually spend time with you. By using the power of video to supplement human connection, you’re able to save time and effort, while still building relationships.

If you’re new to creating videos for your financial practice, you might struggle with feeling comfortable on camera. As a result, your finished product won’t come across as warm and welcoming. Not only will this keep you from achieving your goals, but it may actually turn people off from you and your firm.

When creating a video, it’s important to use a few tricks that will help you connect with the camera, and therefore the audience. Try these three tips for financial advisor videos that you’ll be proud to share!

3 Tips for Engaging Financial Advisor Videos

  1. Decide the Tone

How do you want to be perceived by the audience? Serious? Playful? Friendly? Decide which version of yourself you are at this moment. This will depend greatly on the subject of the video, as well as your overall brand and how you choose to promote yourself as a financial advisor. 

No matter the overall tone, make sure you sound sincere. That is the version of yourself that you want to put on camera and broadcast to the world. Listen back and ask yourself if you believe what you’re saying.


2. Picture Your Audience

When filming a video, have a specific audience member in mind and imagine they are the camera. Speak directly to them, and think about how they might feel about what you’re saying.

By focusing on a specific person, whether that’s one of your top clients or a prospect you’ve been talking to, you’re able to sound more like yourself. It gives you directness and helps the video to feel like a conversation.

If you’re struggling with this, try practicing with an actual person. Bring in a member of your team and practice reading your script to them. By watching their genuine reactions, you’ll have a better sense of how you’re connecting with your audience. 


3. Practice, Practice, Practice

The best way to improve your sincerity and comfort in front of the camera? Practice! Don’t let your first-ever appearance on video be the day you’ve hired a camera crew to make the final product. Practice first with your webcam or phone. As painful as it might be to watch yourself, it’s crucial to make sure you’re presenting yourself in the best way possible.

The more you practice, the more your script will roll off the tongue. You’ll feel more comfortable with what you’re saying, and you’ll find better ways to sound conversational and sincere.

Video offers a powerful way to connect with your audience and you don’t want to miss the mark. If your video feels like a bland talking head, you won’t get the desired results. Always think about your audience, choose your tone, and keep practicing to ensure you look and sound welcoming. For more advice on creating your own videos, check out this broadcast replay.