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Video Foundations [Masterclass 1]




4 Weeks

About the Course

This four-week Video Foundations workshop is perfect for all financial advisors and related professionals (consultants, journalists, vendors, etc.) who want to ensure you're representing yourself and your brand well on video.

The skills you'll learn in this workshop are equally applicable for leveling up your virtual meetings as they are for getting started creating great video content.

You'll be joined by other advisors to learn from and with each other, and the weekly homework will keep you accountable to implementing everything you learn.

We'll meet live for one hour each week (note there's no meeting the week of Thanksgiving) and Katie will be available for questions throughout via a group Slack channel. This is also where you'll share your video homework each week and get feedback.

So what's in store for this workshop? Here's the breakdown:

Week 1: Wednesday, November 2nd, 2:00 - 3:00pm ET

👀 The importance of eye contact and smiling

😬 Strategies to calm nerves

🖥 Tools for recording and sharing videos

✅ Homework: Practice recording (and sharing!) your first video - introducing yourself

Week 2: Wednesday, November 9th, 2:00 - 3:00pm ET

🎤 Ensuring you've got great audio

☀️ Finding your best light

🌆 A look at your framing & background

✅ Homework: Send a gratitude video and purchase any necessary equipment

Week 3: Wednesday, November 16th, 2:00 - 3:00pm ET

📸 Choosing your camera

🏞 Indoor vs. outdoor videos: equipment and considerations

👩‍💼 How "professional" do you and your videos need to be

✅ Homework: Share your passions and interests (on video!)

Week 4: Wednesday, November 30th, 2:00 - 3:00pm ET

📝 Deciding how you'll use video in your business

🎯 A brief outline for creating compelling videos

🤔 FAQs and wrap up

✅ Homework: A 60-second video following this week's outline


Will recordings be available if you're not able to make a session?

  • Yes! A Zoom recording will be provided to all participants. These are not to be shared with anyone outside the workshop participants.

Do I have to use Slack?

  • Yes. All communication will be done via a group Slack channel, including uploading your videos, getting feedback and support between sessions, etc.

Why is it called [Masterclass 1]?

  • Because this is the first of a three-part Masterclass Package.

  • If you sign up for the package, you save 20% over enrolling in each of the 4-week workshops separately.

  • The other two 4-week workshops are:

    • Creating Valuable and Engaging Content

    • Video Mastery

  • We know that doing 12-weeks straight of live workshops doesn't work for everyone, so if you sign up for the package, you actually have six months to complete the three workshops.

Have another question?

  • Use the 'Talk to me' button in the bottom right and send me a text, audio or (ideally!) video message. Be sure to include your name and email after your message so that I can reply.

Your Instructor

Katie Braden, CFP®

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. 

Katie Braden, CFP®
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