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 |
Client portfolio review or performance update. | Embed GIF | Personalizes communication, keeps clients informed, and increases engagement. | |
Explanation of complex investment products | Embed GIF | Simplifies product information, enhances understanding, and reduces client confusion. | |
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?
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