In today’s world of mass marketing, you can’t be boring. Robotic calls, automated emails and stock letters cheapen your value and instead of building confidence, like they’re usually intended to do, they tear it down, making your financial firm appear uninspired and out of touch!

That’s why it’s more important than ever to personalize your client experience. And one of the easiest ways to accomplish this is by creating individualized video content. Video messages that can fit into any part of your sales process, any part of the drip we’ve been talking about.

From after the first appointment to the client onboarding phase, personalized prospect videos make an amazing connection with people! In my office, we have two rooms devoted to exactly this, where we can step in and create emailable videos nearly on demand. They cost next to nothing in terms of time or money to create and make a massive impact!

You typically want to keep these videos around 30 seconds, and you can shoot it on your phone or use several video email services that make it simple. Grab me if you want recommendations.

To ensure your video’s effective though, write out what you’d like to say beforehand in an outline or a verbatim script. (Side note, but an important one. If you choose a script, try to avoid sounding like you’re reading canned content. People can tell!)

While you may be tempted to farm this job out to your staff, I’d recommend you tackle this one yourself; after all, it’s not staff that your leads want to see, it’s you!