On this week’s episode we are thrilled to speak with Candice Carlton, SVP of FiComm Partners. Candice leads FiComm’s advisor education effort. In that role, she works with advisors on developing strategic marketing campaigns, videos, and podcasts.
We begin the discussion by understanding the shift toward ”New Skool” (the name of her podcast) marketing and the need to be more collaborative, by focusing on authenticity and human connection. We discuss how being transparent on the process while providing the same experience online or in person enables you to project a consistent, true image. We then shift to the elements of an effective video and how the medium can be utilized with clients and prospects to enrich the client experience. Candice explains how you can leverage videos to show clients and prospects that you offer exactly what they are looking for.
It is a valuable discussion that will help you understand how video can supercharge your client communication, and your referral process, to help you stand out from the competition.
Click here to listen; we welcome your feedback, as always.
