Create Impactful Videos as a Financial Planner with Keyvello

Impact of Video Marketing for Financial Planners

Over 80% of consumers prefer watching a video to reading about a product or service, especially in complex fields like finance. Financial planners can leverage this trend by creating informative videos that demystify financial concepts, build trust, and establish authority in the industry.

What is a Financial Planner Video Creator?

A financial planner video creator is a professional or tool that specializes in producing videos that explain financial services, investment strategies, and personal finance tips. For instance, a financial planner might create a video on retirement planning, using graphics to break down investment options, projected returns, and the power of compounding interest. Another example could be a series of videos focusing on tax-saving strategies, each targeting different demographics, such as young professionals or retirees.

How to Create Financial Planner Videos Step by Step

1. Define Your Objective: What is the goal of your video? It could be to educate, promote a service, or build brand awareness.
2. Choose Your Topic: Focus on trending financial topics like 'How to Save for Retirement' or 'Investment Strategies for Beginners'. Use tools like Google Trends to find what’s currently relevant.
3. Script Your Content: Write a concise script. Aim for a video length of 2-3 minutes, as this is optimal for viewer retention.
4. Utilize Keyvello's AI Tools: Use Keyvello’s AI video generator to create visuals that complement your script. Select relevant templates that highlight key points effectively.
5. Edit and Refine: Ensure your video is polished. Use Keyvello’s editing features to add transitions, music, and graphics that enhance your message.
6. Optimize for SEO: Use relevant keywords in your video title, description, and tags. For example, for a video titled 'Investment Strategies for Beginners', include phrases like 'beginner investing tips'.
7. Publish and Promote: Share your video across multiple platforms, including social media and your website. Utilize Keyvello’s sharing features for seamless distribution.

Best Practices & Pro Tips

• Be Authentic: Show your personality. Clients connect better with real people than with faceless corporations.
• Use Storytelling: Craft your videos around relatable stories. For instance, share a case study of a client who successfully achieved financial independence.
• Include CTAs: Always end your videos with a clear call to action, whether it’s visiting your website, subscribing to your channel, or following you on social media.
• Keep It Visual: Use charts, infographics, and animations to break down complex topics. Visuals can increase information retention by up to 65%.
• Engage with Comments: Respond to viewer comments and questions promptly to build rapport and trust.

Platform Optimization

For TikTok

• Post during peak hours (7-9 PM) to maximize reach.
• Utilize trending sounds and hashtags to increase visibility.
• Keep videos under 60 seconds to align with TikTok's format.

For YouTube

• Optimize your title with keywords. For instance, “5 Smart Investment Strategies for 2023” is both informative and SEO-friendly.
• Create engaging thumbnails that incorporate bright colors and clear text to attract clicks.
• Include a video transcript in the description for better searchability and accessibility.

For Instagram

• Utilize Instagram Stories for short tips and direct followers to your main videos.
• Post Reels for higher engagement, focusing on quick, actionable advice.
• Utilize IGTV for longer, in-depth financial discussions.

Why Financial Planner Videos Perform Well

Videos are particularly effective in finance because they simplify complex information. Viewers retain 95% of a message when they watch it in a video, compared to just 10% when reading text. Additionally, videos can improve conversion rates by up to 80%, making them an essential tool for financial planners aiming to build their client base.

In fact, financial services that utilize video marketing experience engagement rates that are 50% higher than those that don’t. This demonstrates the importance of incorporating video into your marketing strategy.

Take Action with Keyvello

Now is the time to elevate your financial planning practice through video. Start creating with Keyvello today to engage your audience, build trust, and grow your client base!