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Ep 82: How Video Can Build Your Brand and Attract Clients

Ep 82: How Video Can Build Your Brand and Attract Clients

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.Today’s guest is Laura Garfield, co-founder of Idea Decanter. After starting her career as a broadcast journalist, Laura now helps advisors use video content to build authority, connect with prospects, and grow their businesses.

Catherine Tindall, CPA

July 7, 2025

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Episode 82: How Video Can Build Your Brand and Attract Clients

Guest: Laura Garfield

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Laura Garfield, co-founder of Idea Decanter. After starting her career as a broadcast journalist, Laura now helps advisors use video content to build authority, connect with prospects, and grow their businesses.

Key Takeaways

Video is Essential for Modern Client Engagement – Advisors using video effectively are seeing better connections and increased trust from prospects who prefer video over written content.

The First 5 Seconds Matter – Capture attention immediately by delivering value upfront. Skip lengthy intros and get straight to what matters most to your audience.

Video Builds Stronger Connections – Placing video on your homepage or bio page helps prospects feel like they know you before they meet you, improving conversion rates.

Use Video in Your Lead Funnel – Integrate video into your email outreach. Prospects warmed up by video feel more comfortable and prepared for meetings.

Consistency is Key – Advisors who commit to video marketing and stick with it see the best results. Practice improves performance, and consistency compounds success.

Connect with Laura Garfield

🌐 Idea Decanter
🔗 LinkedIn

Connect with Catherine Tindall

🔗 LinkedIn
📅 Sign Up for the Newsletter
📧 Email: admin@dominiones.com
🌐 Dominion Enterprise Services

Ready for a no-pressure conversation with an experienced CPA who specializes in Advisors?