Welcome to the latest lesson in our Video based Educational Marketing Best Practice Video Series, for Wealth and Financial Advisors.
Video Transcript:
Hi Everyone. In addition to our four monthly seasonal video recommendations, we’re excited to announce three new targeted video series, designed to run in a sequence for your specific audiences. Next Gen covers the essentials of money management and wealth building. Women and Wealth highlights unique topics and considerations for female clients. Our Private Banking series explores ideas around the strategic use of credit and debt. These new series are ready to deploy. As always, contact us with ideas for future topics or series to add to the library.
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.
