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How to Use Video Sharing in Wealth Management
How to Use Video Sharing in Wealth Management

Share personalized video content with clients and prospects as an Investment and Wealth Advisor.

Jess avatar
Written by Jess
Updated over a week ago

The Ghost Video Sharing feature allows financial advisors to easily share personalized video content with clients and prospects. Whether you’re sending a quick market update or sharing an in-depth financial report, here are some ways to leverage this feature in the finance sector.

When to Use the Shareable Link vs. the Email GIF Embed

  • Shareable Link: Best used when you need to direct clients or prospects to a specific video or collection, especially for reports, updates, or invitations. It’s quick, simple, and perfect for text messages, social channels or bulleted emails.

  • Email GIF Embed: Ideal for more visually engaging content, such as financial planning tips or testimonials. The GIF provides a quick preview and entices the viewer to click through, making it great for email correspondence or newsletters.

Use Cases in Finance

Channel

Type of Video Content

Recommended Method

Benefits of Sharing the Video

Email

Client portfolio review or performance update.

Embed GIF

Personalizes communication, keeps clients informed, and increases engagement.

Email

Explanation of complex investment products

Embed GIF

Simplifies product information, enhances understanding, and reduces client confusion.

Email

Quarterly market outlook or financial report

Shareable Link

Keeps clients updated on market conditions and positions you as a thought leader.

Text

Quick market update or stock pick

Shareable Link

Provides timely updates, captures client attention instantly. Great for clients on-the-go.

Text or Email

Event invitation for financial seminars

Shareable Link

Quick and efficient invitation, increases attendance, and adds a personalized touch. Can link to resources with more information or event details.

Text

Thank you for connecting

Shareable Link

Keep yourself top of mind.

post an in-person meeting.

Social

Financial planning tips or retirement planning strategies

Shareable Link

Builds credibility, expands professional network, and attracts new clients to learn more from your video content.

Social

Add a link to your video or video collections in Linktree

Shareable Link

Easily link to interactive video content with tagged resources or contact details, directly from your social channels

Want to learn more about how Video Sharing can enhance your online user journey?

Click here to get in touch with one of our video experts. We’ll work with you to develop a plan for your videos that will maximize the impact of your content.

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