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Upcoming Workshops

Six-Week Video Foundations Workshop

February 23rd - March 30th

Meet virtually every Thursday at 11:00 am PT / 2:00 pm ET

Maximum of 10 people in each workshop to ensure you get personal coaching

Anyone in financial advice, or financial planning or that works with advisors and planners is welcome

All communication is done via a private Slack group

No knowledge or equipment is needed. You'll get personal recommendations if you'd like to upgrade.

Must be open to having some fun and trying things outside your comfort zone! 

Enrollment: $750 or $1,500 if you enroll in both workshops together

🔥 Includes one professionally edited video, up to three minutes (within one month of the workshop ending) 🔥

 

So... what's in store for the six weeks?

Week 1: Building Comfort & Confidence on Camera
👀 The importance of eye contact and smiling

😬 Strategies to calm your nerves
🖥 Tools for recording and sharing videos
✅ Homework: Practice recording (and sharing!) your first video – your passions and interests

Week 2: Simplifying the Technical
🎤 Ensuring you’ve got great audio
☀ Finding your best light
🌇 A look at your camera, framing and background
✅ Homework: Send a gratitude video and purchase any necessary equipment

Week 3: Storytelling Strategies 
✍️ Five key ways to create valuable and engaging content 
🗣 Breakout groups to practice your hook and call-to-action 
👏 Review last week's homework with live coaching and feedback
✅ Homework: Outline your next three videos using these strategies and record at least one

Week 4: Editing Together
🎯 Bring your most recent video and assets and we'll edit it all together live
🙌 How to easily take your editing to the next level
🔇 The importance of adding captions
✅ Homework: Create a listicle-style video on a topic important to your target audience

Week 5: A Change of Scenery

👩‍💼 Bringing personality to your videos and marketing

🏡 Mixing up the location and angles to keep it fresh
🏞 Indoor vs. outdoor videos: equipment and considerations

✅ Homework: Record your next video or re-record a prior video

Week 6: Creating Your Content Plan
🗓 Three easy ways to fill your (provided!) content calendar
🌱 Deciding how you’ll use video in your business
🎉 FAQs and wrap up
✅ Homework: Complete your content plan for the next 12-months and record at least one new video using all strategies to date

Six-Week Video Marketing Workshop

April 6th - 20th & May 11th - 25th (two week break for attending conferences)

Meet virtually every Thursday at 11:00 am PT / 2:00 pm ET (except the last week; we meet on the 28th)

Maximum of 10 people in each workshop to ensure you get personal coaching

Anyone in financial advice, or financial planning or that works with advisors and planners is welcome

All communication is done via a private Slack group

No knowledge or equipment is needed. You'll get personal recommendations if you'd like to upgrade.

Must be open to having some fun and trying things outside your comfort zone! 

Enrollment: $999 or $1,500 if you enroll in both workshops together

🔥🔥 Includes two professionally edited videos, up to five minutes (within one month of the workshop ending). 🔥🔥 

So... what's in store for these six weeks?

Week 1: The Low-Hanging Fruit

🍒 Easy ways to start leveraging video in your marketing 

🛠️ Tools that make video creation and distribution easy 

🥅 Setting your goals for video in your business

✅ Homework: Execute at least one strategy in the next week 

 

Week 2: Your About Video + Adding Music

🤩 Outlining an effective About video to boost your brand and business

🎶 When and how to use music in your videos

🤝 Adding video to your LinkedIn profile image

✅ Homework: Record your About video

 

Week 3: Leveraging Your Video and Marketing Efforts

🔥 How and why you should build a video-first marketing strategy 

🙅🏼‍♀️ Why you should rarely share a video only once

🔎 Researching the topics (and language!) most relevant to your target audience 

✅ Homework: Find ten relevant topics and record a video for one 

Week 4: Thumbnails and Social Posting 

🏆 Creating thumbnails that entice people to watch your video 

💬 How to write compelling social media copy to accompany your videos

🚀 Best practices for posting videos to social - including captions! 

✅ Homework: Create your thumbnail template and post a video or snippet to social

 

Week 5: Your YouTube Channel Pt. 1 

✨ Why you should have a YouTube channel

▶️ Your name, handle, photo and banner image 

🙌 Outlining your welcome video and call-to-action  

✅ Homework: Record your Channel's welcome video 

 

Week 6: Your YouTube Channel Pt. 2

🎯 YouTube best practices: titles, descriptions, chapters, SEO, etc.  

📈 What analytics to look at: pre- and post-video creation 

😎 Outlining your first/best YouTube video! 

🎉 FAQs and wrap up

✅ Homework: Record and post your first (or newest!) YouTube video 

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