Welcome to the latest lesson in our Video based Educational Marketing Best Practice Video Series, for Wealth and Financial Advisors.
Video Transcript:
Our results show that demonstrating the value of good financial Advice through a series of Educational videos drives reach, interactions and client growth. Over last few months We’ve had over 300 advisors attend our “Time to get comfortable with Video” workshops across canada. These in-person or virtual Learn-n-Try workshops focus on the 4 reasons Advisors aren’t using video now, and how the Baking Bread program solves all 4…most important being… people getting comfortable on camera.
As your 1st video it the hardest…workshops include hands sessions…where advisors work with a coach to make their first demo video for free. We’ve run workshops at several firms and branches with great feedback. If you’re interested in hosting a workshop for your market or branch, our team would be glad to help.
About Baking Bread
At Baking Bread Media, we turn your knowledge and credibility into education-based programs that attract and retain multigenerational wealth management clients. Our Knowledge Drip Videos feature engaging, informative, one-minute videos on personal finance. Expertly designed to introduce essential money management skills to your clients and their children in an approachable way, this content will spark multi-generational conversations about wealth management.
Our fully managed video education programs make it easy and affordable—please contact us to learn more or get started. Our team is ready to help you share your expertise while maintaining or increasing your AUM during this incredibly important chapter in wealth management.
About the Presenter
Brendan Kenalty is one of the founders of Baking Bread. As a business leader, college professor and father of two young adults, Brendan is passionate about the impact that basic financial knowledge can have on a person’s life. Brendan is dedicated to helping the next generation gain the money knowledge, skills and confidence to achieve the dreams. Brendan works closely with wealth management firms and their advisors in US and Canada use to turn their knowledge into video based financial education programs that attract and retain multi-generational clients.





