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Strategic Video Ideas For Wealth Investment Businesses To Drive Growth

13 February 2024

In the competitive landscape of wealth investment, leveraging video content can be a game-changer for businesses looking to enhance their brand visibility, educate clients, and attract new investors effectively. Here are five innovative video ideas for wealth investment businesses, tailored to help them boost their success.

1. Market Insights and Analysis

Your potential clients need to see you as an authoritative and knowledgeable source in order to trust you with their portfolio. Providing market insights and analysis videos establishes the business as a thought leader in the industry and offers valuable information to investors.

This is a shot of the owner of New Zealand watch company - Hunters Race.

Consider creating videos discussing market trends, investment strategies, and economic forecasts to educate and engage viewers. It’s been shown that 72% of businesses report that video has improved their conversion rates.

2. Client Success Stories

When considering a new product or service, people researching it are often looking for social proof. Client success story videos build trust and credibility by showcasing real-life investment success stories and testimonials. So, why not feature clients sharing their investment journey, experiences with the business, and the positive outcomes they have achieved?

Many people today use videos to research products and services through search engines like YouTube and a growing majority of consumers report that videos play a big role in their purchasing decisions.

person using phone and laptop computer

3. Explainer Videos on Investment Products

You don’t know what you don’t know, and many people don’t know about the investment world. Explainer videos simplify complex investment products and strategies, making them more accessible to a wider audience. A viewer may not begin as a ready or qualified client for your business, but they may eventually become one through well-crafted, informative video explainers that help them understand the importance and benefits of your investment services.

Produce videos explaining different investment products, such as mutual funds, ETFs, or retirement accounts, clearly and engagingly. You can then create a landing page including the videos which can increase conversion rates by 80% or more.

4. Webinar Recordings

Sharing webinar recordings provides valuable educational content on specific investment topics and allows for ongoing engagement with clients. Repurpose webinar recordings on topics like financial planning, risk management, or market updates for continued viewer engagement. These can be shared on social media in short-form or long-form content which generates 12 times more shares than text and images combined.

5. Expert Interviews and Panel Discussions

Expert interviews and panel discussions add credibility to the business by featuring industry experts sharing insights and perspectives. Conduct interviews with financial experts, economists, or industry leaders to provide valuable insights on investment trends and strategies. This has the advantage also of mutually growing your audience with your guests by leveraging each other’s platforms. It also helps to show you as a well-connected and respected source in your industry.

By incorporating these engaging video ideas into their marketing strategy, wealth investment businesses can effectively communicate their expertise, connect with clients on a personal level, and differentiate themselves in a competitive financial landscape. Leveraging the power of video content not only enhances brand visibility but also fosters trust and loyalty among investors.

We’re here to help

However, creating videos is not an automatic formula to success. In 2024, about 2,500 new videos are uploaded to YouTube every minute, meaning that your content can easily get lost in the sea of content. You need to understand what works and have a strategic plan to achieve your goals.

This can seem overwhelming for busy business owners to keep up with trends, and plan and execute their content, but we’re here to help!

We help you develop a content strategy, optimize your video scripts, record and produce your videos in beautiful 4K quality with professional lighting and audio, and effectively utilize SEO strategies for getting your content in front of the right people. We’ll also help you plan a timeline for shooting footage and editing it together into concise and impactful videos, understand the production and costs associated with your video projects and deliver solutions that fit your specific needs.

It’s a ripe time to set your business apart from the rest with the power of video content.

And if you need help building a beautiful website or landing page to host your content, or refreshing your current website, we also offer web design services and can develop tailored packages for your needs.

Contact us now or set up a free consultation. We’d love to create something awesome together!

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