NEW DATES: MARCH 6-MARCH 27, 2024

Get the Training You Need to Shoot Fast, Easy, and Engaging Video Clips Your Clients and Prospects Will Love

 It’s easier than ever for anyone to create good videos that people want to watch…  

• Improve your client communication, increase client loyalty, and fill your prospecting pipeline…
• Get complete, hands-on guidance in our exclusive four-week virtual Video Boot Camp.
• Engage in four, live virtual classroom sessions (recorded for later viewing, too) that last 75 minutes.
• Go deeper for support, analysis, and collaboration on your videos during four optional Office Hours sessions…
• More than 10 hours of expert support to develop and sharpen your video skills…

By your final boot camp session, you’ll be comfortable shooting simple, short videos to clients and prospects, and you’ll be positioned to make meaningful, personal finance video updates a dynamic aspect of your communications and marketing.

Many financial advisors want to use video, but they just don’t know how to get started.

They rightly suspect clients want video communication and that producing video content will elevate their practice and help their messages standout in a crowded marketplace.

But they don’t know where to begin, they’re (wrongly) worried that video is a huge investment that requires a lot of time, and that they’re not good on camera.

What happens if you don’t use video or don’t learn how to do it right?

• You’re not targeting your audience’s preferences since more than 90% of consumers want to see more online video and 66% say video is their top form of social media content.
• You’re missing opportunities to connect with key clients and prospects who prefer video over reading, a growing number of people.
• Your marketing messages aren’t as effective if they’re not ALSO in video form.
• Your email communications can seem flat if video isn’t PART of the mix. Advisor emails with video enjoy a 176% higher click through rate.
• It’s harder to strike up the personal relationships necessary to a growing business without the visual connection, especially as the virtual world has made us more distant from each other.
• You’re missing the mark with prospects and clients who expect their financial advisor to communicate in video, in addition to their other communication styles.
• You’re losing out on the chance to deliver your knowledge and educate your clients in an entirely new format, that lives on your website, your social feeds, and key video platforms that can be easily discovered by prospects seeking your expertise.

The solution is to create simple, powerful, easy videos that connect with clients and prospects and amplify your important messages to people of all learning styles.

Start Your Video Transformation—Join Our Four Week, Fast-Start Video Boot Camp for Advisors, March 6 - March 27, 2024.

[x] Yes, I want I want to make video a key foundation of my communication style, so please sign me up for the four-week Advisor Video Boot Camp for just $1,797.

Here’s what you’ll get in your Video Boot Camp for Advisors program:

Video Boot Camp Agenda

(March 6 – March 27, 2024, meets Wednesdays, 1 pm EST/10 am PST)

Fast-Start Pre-Workshop Consult

Gearing Up for Your Videos – A pre-workshop meeting with Doug Pierce on Wednesday, February 28 at 1 PM ET.  

Goal: Get clear on the simple, inexpensive equipment you need to make your videos. Equally important, understand that you don’t need expensive and complicated gear that you don’t know how to operate!

Objective: Decide on the basic gear you need or want and purchase it.

• Why jumping into high-end video equipment right away is a mistake and will counter-intuitively hinder your video creation efforts
• What the Video Quality Continuum is and why it’s crucial to understand
• The gear philosophy of the Video On-Ramp Strategy
• Your Desktop Video Creation Setup—what you need to create videos from your desk
• Your Mobile Video Creation Setup—People love watching videos of people in different places! Here’s the gear you need to record videos when out and about

Module 1: The Video On-Ramp Strategy—Why & How it Works

Wednesday, March 6, 2024

1 pm EST/10 am PST

Goal: Understand the Video On-Ramp strategy and why it works—both in creating compelling videos to watch with minimal time & complexity, and in increasing your comfort level of being on camera.

Objective: START SHOOTING. Define your video goals and put a strategy to the test as you create your first 30-second video right on your own phone.

• Why video is so powerful and is a no-brainer to use to deepen client relationships, improve client service, and supercharge your prospect outreach.
• Why the Video Creation Myths hold so many advisors back from creating videos.
• Why the approach most advisors take when getting started with video is wrong, and an introduction to the approach that works instead.
• The Video On-Ramp Strategy: Overview of key principles and processes
• One-to-one video vs. One-to-many video and which to focus on first
• A quick review your current gear and issues or challenges you’ve had and what you still might need to purchase.
• Understand how Horsesmouth can help FAs be Financial Educators using video

Module 2: Getting Started with Quick, Easy and Relaxed Videos

Wednesday, March 13, 2024

1 pm EST/10 am PST

Goal: Understand what one-to-one video is and how to make it a regular part of your communication.

Objective: Put your one-to-one video workflow into place and start making them.

• Why one-to-one video is the perfect place to start your video creation journey
• What makes one-to-one video so special and why they are worth making regularly
• How to record them and what to say in them
• Video ideas you can use as inspiration to start making one-to-one videos right away
• Tools to make creating and sharing one-to-one videos quick & easy

Module 3: Other Easy & Effective Ways to Use Video in Your Business

Wednesday, March 20, 2024

1 pm EST/10 am PST

Goal: Understand different ways you can easily use video in your business and how to make them.

Objective: Pick one of these video ideas and plan, record, and share it.

• Understand different use cases for videos with examples to drive that understanding home
• How these videos can drive the results you’re looking for, from better client engagement with your communication to more webinar/event sign-ups.
• The Video Quality Continuum revisited and why it matters these videos
• Warning: The Video Creation Myths will rear their ugly heads—why you need to keep them in check
• Possible gear upgrades for different videos and why you may decide not to bother

Module 4: How to Leverage Horsesmouth Content to Easily Create Videos Every Week

Wednesday, March 27, 2024

1 pm EST/10 am PST

Goal: See how the resources available to Horsesmouth members can help inspire almost countless video ideas and minimize video planning.

Objective: Pick a Horsesmouth article reprint and turn it into a video.

• Coming up with ideas is often the hardest part of video creation—learn to use Horsesmouth articles, newsletters, and webinar scripts as jumping off points for your videos
• Thinking like a Financial Educator and teaching via video.
• Using HM’s full library to draft a video plan.
• How to take an article, newsletter, or webinar script and turn it into video bullet points or a script
• The Marketing Calendar—how to use it to create timely, attention-grabbing videos all year.
• The webinars accompanying Horsesmouth’s different programs already have scripts within them. Learn how to extract a piece of one of these webinar scripts to have a ready-made video script.

Office Hours for Video Boot Camp

Bring your specific questions and challenges to Doug each week during office hours. Make sure to get these dates in your calendar:

—Monday, March 11 at 1 pm EST/10 am PST

—Monday, March 18 at 1 pm EST/10 am PST

—Monday, March 25 at 1 pm EST/10 am PST

—Monday, April 1 at 1 pm EST/10 am PST

Four Factors That Make or Break Your Video Strategy

Factor 1: Learning the key differences between video types will ensure that you are using the right approach for the right setting.

Factor 2: Talking about things people want to know will give your videos the edge to capturing their attention; leveraging your financial educator skills will make your videos valuable, not just more noise.

Factor 3: Easy, simple edits can make all the difference, and yes, even a novice can now edit videos they make if they learn how!

Factor 4: The best videos will only be watched if they are used appropriately and shared in the proper platform/media.

When You Join Our Video Boot Camp for Advisors, You’ll:

• Overcome the video myths that prevent people from even starting the video onramp down and hop easily onto our video boot camp on ramp.
• Learn The Video On-Ramp Strategy—Why & How it Works
• Understand the important differences between one-to-one and one-to-many videos, how to make them, and when and where to use them.
• Understand which gear is best for you and your video strategy.
• Be introduced to learning to leverage the entire Horsesmouth library to give your videos the educator edge to capture people’s attention.
• Practice making videos and editing them, with tools you can easily learn how to use.
• Learn which videos are best shared where and share your first video to social media.

• Connect with Horsesmouth’s video expert Doug Pierce as he guides you from your personal “Fast-Start Consult” to entry and completion of the Video Boot Camp for Advisors, on to the Fast Start

 9 Reasons to Join the Video Boot Camp Program

1. You want a new way to connect with clients, so they see and hear from you in between meetings.
2. You want to get more comfortable in front of the camera.
3. You want to add some new energy to your social media strategy—the platforms love video!
4. You’ll get personal attention from video expert Doug Pierce.
5. You want prospects to feel like they know you before you ever sit down with them.
6. You've tried using video before but were never able to stay up and running with it.
7. You want to get a better response rates to your emails from clients and prospects.
8. You want to increase the attendance of your next seminar or webinar.
9. You want to differentiate your website with video.

How Does a Virtual Program Work?

• The program will be live-streamed and accessible from your computer/tablet
• Attendees will be able to ask questions and interact throughout
• Sessions will be recorded and replays will be available for 90 days
• Office hours will also be recorded and available for replay

Your Video Boot Camp Expert

Doug Pierce

Doug is an Associate Editor at Horsesmouth, where in addition to editorial, he works on digital media production, from video, to livestreaming and podcasts. He specializes in helping advisors get comfortable with using video in their day-to-day communication with clients and prospect outreach.

Go Ahead and Sign Up Now: Advisor Video Boot Camp Program

Your Advisor Video Boot Camp fee will be charged directly to your credit card. Our online process is secure, and you can safely provide your credit card information in the form below. (Note: If you are a Master Member, the Advisor Video Boot Camp program fee of $1,797 will be discounted 25% to $1,347.75, a $449.25 savings.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning, and investment strategies.

FOR INSTANT SERVICE: Call Toll Free:1-888-336-6884 ext. 1 or (Outside U.S.: 1-212-343-8760)