Category Archives: Client Experience & Loyalty

Feature

#77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , ,

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients.

How can you effectively use video to attract clients and maintain strong client relationships?

In this episode, Referral Coach Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to explore how financial advisors can effectively use video to attract new clients and strengthen current client relationships. 

By listening to this episode, you’ll learn actionable strategies and best practices for integrating video into your marketing and client engagement efforts, drawing from real-world examples and expert advice from Katie. 

Bill and Katie discuss: 

  • Different ways advisors can use video to enhance client experience and drive business growth
  • Overcoming common fears and obstacles in creating authentic and effective video content
  • Practical tips for setting up and optimizing your video environment for professional quality
  • Specific case studies showcasing how top-performing advisors are successfully using video to build trust and deepen client relationships
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Katie Braden CFP®:

About Katie Braden:

With 18 years in financial services, Katie Braden turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors. She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.

She obtained her degree in photography from RMIT University in Melbourne, Australia, before returning to the U.S. and joining her mother’s RIA in 2006. Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council. Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , ,

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business.

Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them? 

In this episode, Referral Coach Bill Cates interviews Tyson Ray, the CEO and founding partner of FORM Wealth Advisors and author of the book The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth.

With a nearly $1 billion portfolio, Tyson shares his innovative approach to planning that shifts everyone’s focus from performance metrics to building total relationships with clients. In this insightful discussion, learn how Tyson nurtures a client-centric culture, leverages team expertise, and drives engagement within his client relationships through a comprehensive and caring approach.

Bill and Tyson discuss: 

  • Tyson’s mission to shift the financial advisory industry’s perspective from performance to what he calls The Total Relationship with clients.
  • How Tyson starts all new client relationships using his 4 Key Pillars of The Total Relationship and how that impacts the client experience.
  • How Tyson has created an elite team that helped him capture almost $1 Billion in assets.
  • His decision to only work with clients willing to invest ALL of their assets with his firm and why he believes that’s best for the client.
  • How his practice changed once he realized he need to bring in a COO to manage his team of 17.
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Tyson Ray:

About Tyson Ray:

Tyson Ray first learned about investing and the stock market during an economics class in his sophomore year at Badger High School, and at 16 years old, he decided to invest $100 into two different mutual funds. This was his first step on a path he continues to traverse today: using financial strategy to help make people’s lives better. He started his career in financial services after graduating from the Honors program at the University of West Florida and returning to Southern Wisconsin, where his family has lived for generations.

Over the past 25+ years, Tyson has sought to expand his knowledge and expertise through Yale School of Management, Investment Management Theory & Practice, CIMA Certification Registration Education Program, including obtaining the Certified Investment Management Analyst® (CIMA®) Certification and through the College for Financial Planning for the CFP® Certification, including obtaining CERTIFIED FINANCIAL PLANNER™ Certification. Tyson received his Certification in Business Exit Planning to better help entrepreneurs and business owners make the transition of selling their life’s work.

Tyson has been named a 2018-2024 Forbes Best-in-State Wealth Advisor, 2021-2024 Barron’s Top 1200, and a 2005-2024 Chairman’s Council Advisor. He’s also a member of the Financial Planning Association of Wisconsin, and has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with the Ray’s non-profit, Children’s World Impact.

Tyson is devoted to his wife Jenny and their three children, Nelson, Austin, and Carson. When he has the opportunity, he enjoys spending time outdoors, hunting, fishing, and playing golf.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More