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The power of video?

Are you and your financial advice business ready to embrace
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Video is the next best thing to being in person

And since you can't be everywhere at once, learning how to effectively use video in your advice business is a must. 

  1. Instantly differentiate yourself (no one else can be you!). Video allows you to showcase your personality and expertise in a way that is difficult to do through other mediums, such as text or audio. This sets you apart from other advisors and allows you to attract your ideal clients more quickly. 

  2. By using video, you can create a more personal and engaging experience for your clients and prospects. This can help build trust, credibility, and rapport more quickly, as you are able to connect with them on a deeper level.

  3. Video also helps you to build deeper and more meaningful relationships with your clients. By using video to regularly check in with your clients and provide valuable content, you can strengthen your relationship and keep your clients engaged and loyal.

Learn to easily and authentically leverage video throughout your business

Build Comfort and Confidence on Camera

Ditch those nerves and overthinking and find your 'true you' voice. 

Master the Technical

Nail your audio, lighting, background and even editing (or let us take that off your plate!)

Create Valuable and Engaging Content

Build and effective and repeatable process to grow your business. 

Don't just take our word for it . . . 

How we get you from 🫣 to 😎 with video . . . 


This six-week workshop takes you through everything you need to get started with video. 

We meet virtually every week in a fun, collaborative group, focusing on one thing at a time with accountability, implementation, coaching and support throughout.  


This six-week workshop is for those that have completed the Video Foundations Workshop or those with more experience that are looking to level up. 

We dive further into strategy, building your YouTube channel and even include two professionally-edited videos!


We work with a small number of clients providing custom coaching, full-service video editing, social media video clips and a video-first marketing strategy. 

We are currently at capacity and may not have new openings until May 2023. 


Free eBook Download:
8 Steps to Get Started with Video


Latest videos and blog posts

Meet The Team


Katie Braden, CFP®
Chief Video Officer

Katie started one of the first completely virtual, monthly-subscription financial planning businesses in 2013 and was leveraging video way back then. 

She's since worked with financial planners in 35 countries and now focuses entirely on helping advisors easily and authentically use video to grow and improve their business. 


Mabel Tocmo 
Video Editor Extraordinaire 

Mabel brings 18 years of video editing and motion design to IA. 

She's continually working her magic in the background making Katie's videos and IA's client videos look stellar. 

When she's not editing videos, she can be found on the tennis courts almost every day, for both fun and competition. 


Please use the 'Talk to me' button in the bottom right. You can send me a text, audio or video message. Bonus points for video!

Be sure to include your name and email afterwards so that I can respond. :)

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