Eight Tips To Jumpstart Your Advisory Firm’s Online Videos And 20 Suggested Video Topics, Plus A Discount Code For $30 Off Camtasia Studio 8 Video Editing Software
Thursday, April 25, 2013 12:08

Tags: marketing | videos

Speaking at A4A’s Financial Advisor Webinar Series last Friday, Matt Pierce, a Camtasia Studio training manager at TechSmith, provided an overview of this powerful video editing software application. His session is meant to serve as a primer that can get just about any advisor started with video editing quickly.

TechSmith gave A4Amembers a discount good that’s good until July 31. To access the code, download the slides from Matt’s presentation and look at Slide 15. You must be a paying member of A4A ($60 a year) to access the discount code. (If you are a registered user of A4A but not a paying member, please email admin @ and we'll help you upgrade your membership.)  

Here are eight tips and 20 suggsted topics for videos for advisors, to build on Matt’s primer and jumpstart your effort at producing videos a jumpstart.

This Website Is For Financial Professionals Only

1. Just Do It
. Using Pierce’s session as a primer on video editing basics, you should now be able to create a brief video about a financial idea, or about one fact that makes you different from your competition. Each one-minute or two-minute segment should cover one of the following 20 topics about you or your firm. Below is a list of suggested topics for marketing videos for advisors.

2. PowerPoint Before Camera. Camtastia Studio can be used to edit videos of you speaking before a camera and I posted a shopping list for advisors who want to create a good video studio. But Camtasia is really best at creating screen shares. That is, videos without a camcorder, that just capture your screen showing a spreadsheet, PowerPoint presentation, or other content on your computer and record your narratoin. Before getting into video cameras, try screen recording. Advisors should start off video marketing by producing a video based on a PowerPoint presentation.


3. Camtasia Studio 8. This software costs $299, and A4A members can get $30 off through July 31, 2013. Before buying the software, you may want to download it for a 30-day trial and make sure video editing is for you. It’s a full version of Camtasia Studio but it’s only good for 30 days. You can put that on two computers. Camtasia Studio offers excellent training videos. Remember to use the discount code when you actually purchase the software. If you own a previous versioj, upgrade to the latest, which is a huge improvement in useability over previous versions.

4. Hardware. If possible, load Camtasia Studio on a computer with anything less than a third-generation Intel i7 processor. Preferably, you’ll use a quad-core process or better. Dual core is acceptable but not ideal.

5. First Cut Is The Deepest. Try one of the techniques mentioned by Matt in the webinar, like zooming, adding a callout, inserting bullets. If it’s your first time using Camtasia Studio, even after watching Matt’s webinar, expect the editing to be a pain in the neck. It took me six or eight hours of experience before I understood Camtasia’s features for video production. Your two-minute first video production might take you three hours or four. But you’ll get it down to an hour or two after doing it a few times.

6. Keep It Short. Only spend a minute or two on each topic. People have no time or patience to hear you drone on about the fiduciary standard. Respecting other people’s time is crucial to success. Most advisor marketing stinks at this.

7. Produce At 720p.
When you click the button to produce your video, render it as a “MP4 (up to 720p).” That will be one of the choices in the pull-down menu. That’s good for HD viewing on YouTube. Vimeo other video sharing sites. Just mentioning this because the first time you do it, you may get stumped.

8. Share. Please share your thoughts. If you are giving Camtasia a try to produce a video for your firm, please post a comment about your experience here, good or bad, so other advisors can benefit from your knowledge.


20 Suggested Topics For Videos For Financial Advisors

1. Your compensation scheme
2. Role as a fiduciary
3. Investment strategy
4. A service level your firm provides
5. Why you became an advisor
6. Your community
7. A niche you service
8. The financial crisis
9. Your favorite client of all time
10. Corporate earnings
11. The 3.8% surtax
12. Asset allocation
13. Last quarter’s investment and economic data
14. Why you hold a professional credential(s)
15. Helping people with retirement problems
16. Retirement income planning
17. Data security at your firm
18. Your client portal
19. Reports clients receive
20. Your Form ADV


The Most Important Financial Advisor Story Of 2012
Friday, December 28, 2012 21:06

Tags: advisor industry people | Financial Planning Apps | practice management | Social Media

The most important story of the year on Advisors4Advisors in 2012 was—drum roll, please…. “I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions.”

This Website Is For Financial Professionals Only


The March 28 story was about a new, radically different approach to delivering financial advice devised by Alex Murguia in a platform called inStream. Murguia recently raised several million dollars.


In 2001, right after earning a Ph.D. in psychology, Murguia joined McLean Asset Management, an RIA founded by his wife’s father, and he has since taken the firm from $25 million to $600 million in AUM. Creating a successful RIA is an impressive accomplishment, but inStream reveals Murguia as a visionary in the financial advice field.


inStream reinvents a professional’s approach to wealth management and, in doing so, aligns what you do for clients with your value proposition. Murguia says most clients need an advisor to do about 20 tasks—find me a new mortgage, buy life insurance, find a long-term care insurance policy. These mundane tasks are the glue that binds deeper, stickier client relationships.


Murguia says the current service model for advisors—embraced by CFPs—is to update a financial plan once a year, put it on a shelf, and take it out a year from now once again to see how your client is doing. That process does not make an advisor sticky, though it is the way financial planning is commonly practiced. (I’ve previously argued that the business model for financial planning is broken.)


Instead, inStream enables a new model, wherein advisors are monitoring financial plans all the time and updating them proactively. Instead of waiting for a client to come to you because he needs a new mortgage or insurance, InStream alerts an advisor that the client’s mortgage should be refinance or that he’s at a stage and station in life where insurance is needed. The inStream platform represents a first attempt at what will become the way to practice in the future.


The fact that this was the No. 1 story of the year gives me new respect for A4A’s readership. I often criticize advisors—my readers— for being incredibly cheap, lacking an attention span, and having a provincial, holier-than-thou attitude toward other professionals. However, in making inStream the top financial advisor story of 2012 on A4A, the intelligence of A4A’s is praiseworthy.


In fact, the entire list of A4A’s 10 most-read stories of 2012 proves the notion that the masses indeed do have wisdom. After all, you never know what crowd-sourced data is going to show. For example, the most popular YouTube video of all-time is Psy’s Gangnam Style, and “Charlie Bit My Finger” makes it to No. 6.  



Readers could have made many other A4A stories No. 1 for the year, like the one that revealed the names of the two members of CFP Board’s Disciplinary And Ethics Commission who resigned in an affair we may never understand, or the one about former NAPFA chairman Mark Spangler’s indictment on 23 counts of fraud.


Instead of the scandal stories, readers made A4A’s most substantive stories the most popular for the past year. Three stories about the most popular financial planning, portfolio management and CRM apps used by RIAs made it to the top 10 list. Also making the list is my post saying that CFP Board’s suggested disclosure on Form ADV misleads consumers about whether their advisor is a fiduciary. (It's especially impressive that this story made it to the top 10 because it was written only a few weeks ago!)      


You can access the full list of the most important stories of the past year anytime on the A4A Trending page, if you’re an A4A member ($60 a year).


As the end of the year closes in, I am truly grateful to have such smart readers. Thank you for caring about what we’re doing here on A4A.


All the best for 2013.



A4A Will Keep You Updated On Actions Of Pertinent Congressional Committees During Last Session Of The Year
Friday, November 16, 2012 07:36

In a post on September 21, we pointed you to an AdvisorOne article that outlined 11 Congressional committees whose actions would likely be affected by the election.

Today, we'll begin to give you updates on actions in those committees and will keep you updated as news comes in during this last Congressional session of the year.

This Website Is For Financial Professionals Only

By now, everyone knows that the Democrats retained control of the Senate and the Republicans retained control of the House.
There were eleven committees—six Senate and five House—that were highlighted for you to keep an eye on after Congress reconvened after the last recess before the election. Those committees were:
  • Senate Appropriations Committee
  • Senate Banking Committee
  • Senate Budget Committee
  • Senate Finance Committee
  • Senate Health, Education, Labor, and Pensions Committee
  • Senate Small Business and Entrepreneurship Committee
  • House Appropriations Committee
  • House Budget Committee
  • House Energy and Commerce Committee
  • House Small Business Committee
  • House Financial Services Committee
Several of today’s articles will be an update on activities in these committees since Congress reconvened for its last session of the year. We’ll keep you updated as news comes in on any of them so that you can have the guidance you need in advising your clients.
Here’s a link to the original article on A4A posted September 21.


Rejected From Registering For A4A Webinar About Taxes With Bob Keebler?
Friday, October 05, 2012 09:52

If you were rejected from registering for an A4A webinar, it's because you’re not a member or your membership expired. A4A now allows only paid members to attend its webinars. See below what you get for $60 annually.


Please join now to avoid missing any webinars, maintaining access to replays, and to continuie receiving free Continuing Education credit on webinars, plus all the other A4A benefits.

If you already have a subscription, you can renew it by:

1.     Logging in

2.     Clicking on “View Public Profile”

3.     Selecting the “Membership” tab

4.     Selecting “Annual Membership”

5.     Clicking upgrade


This Website Is For Financial Professionals Only

Rejected From Attending Webinar On Fighting Fee Compression?
Friday, September 28, 2012 11:02

If you received a rejection when registering for today’s webinar about fee compression or if you have an expired membership, please renew your membership to attend live webinars by:


1.      Logging into A4A

2.      Clicking “View Public Profile”

3.      Selecting the “Membership” tab

4.      Upgrading your “Annual Membership”

5.      Making the $60 payment via PayPal

This Website Is For Financial Professionals Only



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