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Video Creation Masterclass

Grow your business and your brand with video. 

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What They Say

Natalie Yan-Chatonsky

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

Masterclass Overview

Kate Holmes video masterclass
3-month masterclass

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

Case Studies

"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

  • Camera options

  • Editing

  • Adding captions

  • 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

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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. 

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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.

VCM Registration


Video Creation Masterclass (VCM)

Kickstart your video journey with our structured, 3-month Video Creation Masterclass (VCM). This includes access to all Innovating Advice Community (IAC) benefits like accountability groups, weekly Study Halls, monthly guest expert workshops and additional support, for 3-months. 


Innovating Advice Community (IAC) Membership

Are you already comfortable on camera and good with the technical elements but seeking community, coaching, accountability and support?

Join IAC for access to all community features, open office hours/study halls, group coaching, accountability sessions, expert workshops and ongoing support to grow and improve your business and yourself with video. 


VCM + IAC Membership - *Most Popular Option

Get the best of all worlds with the 3-month Video Creation Masterclass and an annual membership to IAC. This is the most popular option as VCM sets a great foundation and builds consistency, and the accountability, nudges and support provided through IAC ensure you stay on track to complete your video goals. Plus, when you sign up for both together, you save $300.


Video Creation Masterclass (VCM)

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3-month masterclass

Content available all at once but you're encouraged to go day by day, dedicating 3-5 mins/day M-F and ~30 mins each weekend to record your assignment for that week

Monthly live events 

A global community of participants

Feedback and interaction throughout 

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