Using Video in your Financial Planning Pratice
Is Rick Kahler smarter than a fourth grader? Maybe not when it comes to creating Internet videos. His own opinion, according to a May 1 article in Financial Planning magazine, is, “A third- or fourth-grader could do more with video than I can.”
Still, Rick is one of a handful of planners cited in the article as among the first to use online video to market their services and communicate with clients. He says using private client-only videos to guide clients through forms and money exercises helps him and his clients use their time more efficiently.
Read the piece by Samantha Allen, titled “The Producers,” here.
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