What They Say
Founder, Full Time Lives
Sydney, NSW, Australia
Kevin Neoh, CFP Cert™️
Licensed Financial Planner
Kuala Lumpur, Malaysia
Danika Waddell, CFP®
Founder, Xena Financial Planning
Seattle, WA, USA
Three modules (one month each):
Building comfort and confidence
Mastering the technical
Creating valuable and engaging content
Content dripped out Mon-Fri (3-5 mins each)
Weekly challenges with 60-second videos due each Friday (or over the weekend)
Monthly live events
A global community of participants
Feedback and interaction throughout
"It reduced the barfiness." - Corey B.
If recording and sharing a video makes you want to barf, we've got you covered. We'll help you calm those nerves, build confidence and find your voice and style.
"The team finally gets it." - Todd S.
Video isn't just for external engagement.
The written investment committee reports were comprehensive, but something was missing. The committee tested recording and sending a video recap to the team and voila! Suddenly they felt engaged and included.
"Getting that first video out there is a weight off my shoulder. With that, I feel we have opened the flood gates!" - Christiaan C.
Just knowing where to start can feel overwhelming. We tackle that by going step-by-step, building on your skills throughout and creating the habit of video creation through the weekly challenges.
Module 1: Building Comfort & Confidence
Even after all the Zoom/Teams meetings, it can be hard to feel natural on camera, especially when recording videos. In this first module, you'll work on:
Maintaining eye contact (and remembering to blink!)
Trying different environments: inside vs. outside
Exploring your energy standing vs. sitting
Managing camera anxiety
Getting comfortable presenting live
Incorporating hobbies/passions in your videos
Building trust virtually
Module 2: Mastering the Technical
Lights, sound, editing, oh, my! In this second module, you'll work on:
Creating great on-the-go videos with your smartphone
Lighting for different scenarios
Microphones and audio effects
To green screen or not to green screen
This may sound like a lot but we break it down, help throughout and show you just how easy it can be.
You'll get specific recommendations for a range of budgets, including no budget. We'll show you how to make the most of exactly what you've got and provide upgrade options for those that are interested.
Module 3: Creating Valuable & Engaging Content
You're confident. You look and sound great. Now it's time to create valuable and engaging content. In this third module, you'll work on:
Finding and eliminating your filler words (you, um, like, you know, totally have some)
The easiest way to identify content for your target audience
Making complex topics simple (ditch that jargon!)
Creating videos to post on your website, social media, newsletters, etc.
Picture yourself in three months...
Confident on camera with your own style and voice
A video setup that works so your message is clearly seen and heard
Technical skills and tools to create videos on the go
At least a dozen completed videos and a year's worth of content mapped out
Improved interaction and engagement in client meetings, internal communications and external messaging
"You don't have to be great to start, but you have to start to be great."
- Zig Ziglar
Your masterclass hosts
Katie Braden, CFP®
Katie combines two of her passions - helping to grow the financial planning profession and the power of video - to focus full time on helping financial advisors leverage video to grow their business.
Guest Host: Adam Owen
Adam supports financial planners in their career journeys from classroom to boardroom and advises firms on culture and strategy.
Also servant to retired rescue cats.