There never seems to be enough time in the day—especially in financial services, where client meetings, portfolio reviews, and market analysis take center stage. But maintaining visibility with your audience can be as simple as creating quick, engaging videos—no production team required.
Video has become an essential part of any modern marketing strategy because it captures attention, builds trust faster, and performs well across digital channels. Even short, low-effort videos can drive engagement, educate clients, and generate leads.
Below are three quick video marketing tasks financial advisors, wealth managers, and financial service providers can complete without disrupting their busy schedules.
1. Create a 60-Second Video Explaining a Financial Concept
Record a short video explaining a common financial term or answering a frequently asked question, such as “What is compound interest?” or “How does portfolio diversification work?”
Impact: Videos can drive high engagement and are easily shareable across platforms, helping to educate your audience.
2. Host a 15-Minute Live Q&A Session
Use LinkedIn or Facebook Live to answer common questions from clients about personal finance, investment strategies, or retirement planning.
Impact: Directly engages your audience, offering real-time value and showcasing your availability.
3. Repurpose Existing Content to Create Video Shorts
Take a high-performing blog post, whitepaper, or report and repurpose it into a series of quick videos.
Impact: Extends the life of your content, giving you more touchpoints with clients without needing to create something new.
By taking on these quick, manageable tasks, financial services companies can effectively engage clients, enhance their digital presence, and stay competitive in a busy marketplace. These actions don’t require a lot of time, but they can have a significant impact on your overall marketing performance.
Need help executing these ideas?
At Gate 39, we specialize in helping financial services firms implement practical, results-driven marketing strategies. From social media management to email marketing, website optimization, and CRM integrations, we help you turn small steps into big wins.
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