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Grow your business with our new Prospecting Video

Posted by Anne Laffin on October 3, 2017

In our latest effort to help you grow your business, we’ve created a high-quality, unbranded prospecting video that highlights the service and technology you provide as a financial advisor to your valued clients. This video can be used on your website, social media campaigns, or digital marketing efforts and is free to all RightCapital subscribers. 

 

 

 

A few tips on how to get started using the video for prospecting purposes. 

The sharing feature located on the video player provides you with several options for circulating our video:

Copy & Paste: Your first sharing option is a good old fashion link. Copy and paste this link directly into social media or client emails and play it directly from our vimeo channel.

Social sharing: You can share directly to your social channels with a pre-populated post by clicking the provided icons.

Email it: Enter a name and email address and send directly to a client or prospect through the site.

Embed it: Looking for more flexibility? Use the provided embed code on your website or landing pages to place the video in a location that is most convenient for you.

Upload the video to a hosting site: If you already have an active video hosting or sharing service like YouTube, vimeo, or Wistia, feel free to download the video from our site and upload it to your channel. This will provide you with even more options for customization (i.e. add your logo or color palette to the player or add custom end screens with a call to action (if your hosting service provides it).

 

Don’t have a video hosting service but think you might want one?

There are a lot of great video hosting services available.  Everyone’s heard of YouTube but there are many others worth investigating.  Some are free, some have a monthly fee, but either way you should do your homework to find an option that works best for your practice before making a commitment. 

If you are looking for a place to start, a great free service for advisors that do not have a ton of video content is Wistia. It provides easy to use customization options including end screens and branding. The paid version of the service provides additional features in case you are looking for additional functionality or plan on expanding your video library.

Like our video and want to learn more about how you can use RightCapital to help grow your business?

RightCapital is the leading financial planning software for advisors. Click here to schedule your demo.

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Topics: Grow your business

Written by Anne Laffin