25 Great Reasons why Financial Advisors & Accountants should use video to win more clients.

25 Great Reasons why Financial Advisors & Accountants should use video to win more clients.

For financial advisors and other service professionals like accountants, winning new clients is heavily based on one’s credibility, reputation, trust, authenticity and transparency.

So, how can you effectively showcase all these endearing qualities to prospective clients, and appeal to their emotions to engage you as their planner or accountant?

When you learn that ‘videos increase people’s understanding of your services by 74%‘, why wouldn’t you want to have videos on your corporate website to reach out to your prospects, and talk to them directly?

It’s hard to ignore the amazing facts about how people think, feel and behave when they watch a video.

Let’s highlight these:

1. The Fusiform facial area makes us pay attention to faces.

2. Emotions are contagious.

3. Movement grabs attention

4. Voice conveys rich information.

If you’re not convinced about how effective videos can be used to attract, appeal and engage prospective audiences, then observe the other 21 reasons why videos are so effective with people, that is, your prospects.


If a Picture Says 1000 Words Then Video Is… Priceless

Courtesy of: Quick Sprout

About the Author:

Jenny Lee-Koksal
Freelance Digital Marketer - Love all things DIGIAL | ONLINE | SOCIAL. I currently help Australian small businesses and solo entrepreneurs who understand the need to go digital but simply lack the time and the knowledge to do so. I become part of your business and assist where I can with your digital marketing needs.

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Inbound Marketing is marketing focused on getting found by customers. It’s customer-focused. It’s helpful. Inbound is about being a part of the conversation. Being a part of that conversation means sharing helpful, relevant content with the world. It’s about drawing people in -- that’s why it’s called Inbound, after all. And most of all, it’s about creating marketing that people love.


Starting at the beginning, you’ll need to attract strangers to your site, turning them into visitors to becoming prospects. Some of the most important tools to attract new users are blogging, optimising your website, and social media. In today’s world, buyers have all the power. What about the last time you made a purchase? Did you call up sales asking to buy? Or did you hop online and do some research?


Once you’ve attracted new visitors, the next step is to nurture some of them into leads by gathering their contact information, and in return for content engagement and education. Things like eBooks, Whitepapers, videos, blog posts, SlideShares and more. Whatever information or content would be interesting, useful and valuable to your prospects. One of education and empowerment.


Now that you’ve attracted the right visitors and nurtured the right leads with engaging content, it’s time to transform those leads into customers. In the Close stage (converting leads into customers or clients) tools like email and a Customer Relationship Management system (CRM) can be used to help sell to the right leads at the right time. Knowing who your Buyer Personas helps with the conversion.


Inbound is all about providing remarkable content to your users, whether they’re visitors, leads, or existing customers. Just because someone is already a customer doesn’t mean that you can forget about them! Inbound companies continue to delight and engage their customer base, turning them into happy promoters of the products and services they love. It's about creating marketing people love.