In this video, Matt Oechsli, Kevin Nichols, and Stephen Boswell share their tips for shooting videos.

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So you're a financial advisor and you want to shoot a video. But the last time you shot a video, it was one of those home videos that makes everybody a little sea-sick. In this edition of The Oechsli Insider, we're going to show you a few tips on how to make your videos POP!

Now, we aren't going to show you all of the technical aspects of shooting a video. You can find that information online. What we're going to do is show you how to craft your message and put a little personality into your video.

The first step is really planning your message. This is easier than you might think. Think back to your last couple of weeks of questions from clients, perspective clients, COIs, and address those questions in your video.

The next step is to make a bullet-ed outline. You don't need a robust script here. You don't want to read from the teleprompter. If you read from a teleprompter, you're going to come across as stiff.

Positioning wise, you don't want to come off as too stiff or serious or rigid. You gotta loosen up a little bit!

Next, shoot for the edit. You don't have to get it perfect the first time. Try saying the same thing in different ways.

Keep your videos short. Most of the advice you'll read says between 60-90 minutes is the sweet spot.

Lastly, have a clear call-to-action at the end of your video. You'll notice that at the end of our videos, we always ask for an email address to subscribe to our newsletter. Well, maybe that's not appropriate for you. Maybe it's to call your office or to download a white paper. Regardless, you need to tell them where you want them to go.

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Since 1978, The Oechsli Institute has helped financial advisors achieve their goal of reaching more affluent clients and building long-term personal relationships with those clients. For more than three decades, they have conducted ongoing studies on both the affluent, in their decision making patterns, and elite advisors in their marketing and sales tactics. The goal is to help advisors and teams improve their sales and marketing efforts, modernize their service models -- all while strengthening the loyalty of their affluent clients.

Books:

Best Practices of Elite Advisors (NEW book by Matt Oechsli & Stephen Boswell!)
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The quickest way for a financial advisor to become an Elite Advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite.

Becoming a Rainmaker (by Matt Oechsli)
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Simply put, Rainmakers are those financial professionals who consistently bring in new affluent relationships. They are the highest compensated financial professionals, they are the most sought after financial professionals, and they are not for hire. Rainmakers are self-made.

If you have not become a Rainmaker and want to, this book is an invitation directed personally to you. Buckle up your seatbelt, because "Becoming a Rainmaker" will teach you how to:

1) Develop the mindset of a Rainmaker
2) Execute the High-Impact activities of a Rainmaker
3) Master the affluent Sales Skills of a Rainmaker.

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