Ep #193: Mastering Advisor Video Marketing with Katie Braden

New Planner Podcast

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you!

Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned firm but soon realizing she wanted to serve clients differently by offering financial planning services. She discusses how she taught herself financial planning through a book, launched her own all-virtual firm with a modular approach and no product sales, and eventually reignited her creative passions through marketing her firm. Katie also explains why she decided to close her firm to focus on training other financial planners in effective video marketing.

You can find show notes and more information by clicking here: https://bit.ly/3M5I5Wf