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Ten Ways to Incorporate Video into Your Practice

Financial advisors can use video for much more than just client education.



There’s no doubt that the future is video, but when most financial advisors think of video they typically just consider one application – education. While that’s great, the opportunity for utilizing video within your practice is much greater.

Here are ten ways we’ve seen advisors utilizing video within their advisory business.

Stephen Boswell and Kevin Nichols are partners with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols

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