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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.

 

Thanks for reading. Visit the Kahler Financial Group webiste.

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Comment   |  6 years, 10 months ago from Rapid City, SD