The Fintape

Video Marketing and Storytelling in Financial Services with Laura Garfield

Brodrick Lothringer

As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.

Key Takeaways:

• The concept of ‘What’s in it for me’ in client storytelling

• Importance of authentic storytelling over self-promotional content

• Performance coaching for advisors to improve on-camera presence

• Engaging millennials and Gen Z through tailored approaches

• Adapting content to the rapidly changing digital landscape

• How advisor personal passions can resonate with target audiences

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