Welcome to the latest lesson in our Wealth Management Video and Authority Marketing Best Practice Video Series.
Video Transcript:
“I heard a great quote yesterday, become an authority or essentially fail. Professionals who don’t become authorities in their field will lose to those that do, because people do business with people they know & trust. SO building your authority is 16x as effective as traditional marketing efforts that you might be focusing your time on now. So how do you do that? becoming an authority…requires you become a source of knowledge and education for your industry
Professionals are successful at this by doing 3 things. Building credibility, visibility and approachability. Be credible by educating customers and prospects on relevant information, ideas and best practices. Be visible by consistently sharing your knowledge through short videos & posts, at least 2x a month. Be approachable by letting your audience see and hear you talk in an authentic, likable style. Don’t wait on this. Your current competitors may not be doing this…but your future ones certainly are.
As alway, reach out if you’d like to discuss.”
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
Olivia Pinho is one of the founders of Baking Bread. As a business leader, social media coach, and mentor to young women, Olivia is passionate about the impact that basic financial knowledge can have on a person’s life. Olivia is dedicated to helping the next generation gain the money knowledge, skills and confidence to achieve their dreams.
Oliva works closely with wealth management firms and their advisors in US and Canada use to turn their knowledge into personalized, video based financial education programs which attract and retain multi-generational clients.
