
FROM THE BLOG
Video Marketing for Advisors: A Smarter Way to Connect
Posted by Prospera Financial on July 22, 2025
Let’s be real… most financial advisors didn’t get into this business to be on camera. But in today’s digital-first world, video isn’t just a nice-to-have. It’s one of the most powerful tools you can use to build trust, stay top of mind with both clients and leads, and scale your voice.
That’s why we partnered with Idea Decanter earlier this summer to provide our advisors with a best-in-class solution for video marketing. Whether you’re looking to introduce your firm, educate clients, or deepen relationships with your audience, this platform gives you a professional and turnkey way to show up on video… without needing a film degree or a huge time investment.
Why Video Works
People do business with people they trust. Video helps clients and prospects get a feel for who you are, not just what you know. It humanizes your practice, adds warmth to your expertise, and makes your message more memorable.
It’s also one of the most effective formats for digital engagement. A well-placed video can:
- Increase time spent on your website
- Boost social engagement
- Improve email click-through rates
- Create content that’s easy to repurpose across channels
Bringing It Into Your Practice
You don’t need to overhaul your entire marketing strategy to see the benefits of video. In fact, small, intentional steps often have the greatest impact. An intro video on your homepage, a quick market update sent by email, or a short explainer on a common planning question. These are all great ways to start.
Think about the questions you answer all the time. Think about the stories you already tell in client meetings. Those are the building blocks for content that connects.
Video isn’t about being flashy. It’s about being seen, heard, and remembered. And now, it’s more accessible than ever.
Keep creating,
Katie Mohan
Director of Marketing & Communications
