You do not need to become a full-time content creator to make video work for growing your practice. In this session, Idea Decanter Co-founder Laura Garfield will explain how her firm has helped 2,500 financial advisors use videos to grow their businesses. Also take a peek at the playbook advisor Casey Pascuzzi, CWS®, CEO of PSE Wealth Management will share his own approach and results to help you see how video can fit into your marketing without taking all your time.
Attendees will learn:
Where to Start: The foundational videos that help prospects trust you before they ever reach out
How to Stay Visible: Using short-form video to show up for clients and prospects without adding major complexity
What’s the Playbook?: How a real advisor is using video to attract more qualified prospects and better first conversations
Laura Garfield is the founder of Idea Decanter, where she helps more than 2,500 financial advisors turn complex ideas into clear, compelling messaging that resonates with clients—primarily through the strategic use of video. She works with advisors to refine how they communicate their value, making it easier to attract the right clients and build stronger relationships.
Casey began his career as a Financial Advisor with Smith Barney in 2006, where he developed his fundamental investment knowledge. In 2008 he became a Certified Wealth Strategist. In 2015, the PSE team welcomed Casey as a Partner.