Wherever you meet with a client or prospect, you can show them a video. In your office, you can play the video on a flat screen monitor mounted on a wall. In someone’s home or office, you can play a video on your laptop or notebook. And if you meet with someone in a coffee shop, you can play a video on any smart phone or notepad mobile device. This is an excellent way to start any meeting, and get the prospect into productive dialog.

If your website is your virtual office, where prospects go to check out your business credentials, where better to feature informational and educational videos on all the solutions you offer? You can organize the videos into a virtual library broken up into categories for Retirement Income Planning, Business Succession & Estate Planning, Financial Security Planning, Employee Benefits Planning, or Medicare & Healthcare Planning. You can also list the videos by title (such as Tax Free Income without Investment Risk), that click over to your video web pages.

One of the newest and fastest growing technological efficiencies are “virtual” meetings - instead of phone or office meetings. This allows you and one or several others to see and hear each other “live” - just as if you were meeting in person, face to face - from anywhere in the world, at any time. What’s more, you can share your screen, play a video for them, and answer their questions right away. Meeting with clients and prospects over the internet is more convenient for them, and more efficient for you.

Of course the easiest way to engage a client or prospect’s interest without disrupting or imposing on them, is by sending them a video by email. We give you a proven subject line and message you can simply copy and paste into your email body and send off over your email signature from your own inbox.

This is the single most important and most effective way to use these videos. You can create all types of drip marketing campaigns to capture new leads, as well as for clients and prospects you already have. You can select a series of videos for different target markets (like Retirement Income Planning, Business Succession & Estate Planning, Financial Security Planning, Employee Benefits Planning, or Medicare & Healthcare Planning), and set them up to go out automatically every week. Then you simply follow up when you receive either a View Notice or a Response Notice.

If you market yourself as an educator, the videos can be arranged into courses on any financial security theme you choose. We provide you with several videos to get people signed up for the courses. Then you can either embed the videos into a web page or pdf you send them, or schedule a series of email messages to deliver the videos in order of the course you design.

Did you know that text messages typically get opened faster and more often than email messages? And if you have mobile phone numbers for your leads, you can text them links to the videos. We give you the message and the link that you can simply paste into any text messenger; your prospects can watch one of your videos right away, on their phones - regardless of where they are.

There are two ways to get “passive” referral introductions to new leads using videos. To begin with, the videos must describe or explain compelling ideas or solutions. One is to offer professionals (like accountants) or “affinity” groups (like associations) a set or series of videos with your contact information for them to feature or include in their monthly newsletter, or regular email marketing. Your videos must be generic in that they do not reference any specific product or company, and should be either informational or educational. By providing these referral sources with valuable content they can send out to all their clients, you differentiate yourself from all the other agents or advisors asking for referrals or endorsements. And the second way to get “passive” referrals is to ask your clients to “share” a specific video with their family or friends by email, or with everyone in their social media networks, like Twitter, Facebook, and LinkedIn.

Posting videos to social media like Twitter, Facebook and LinkedIn can capture new leads, as well as engage people already in your network. And we make it simple to post a different video to all three networks every day. You simply click a button, type in a short message, and we post the video for you.

You can also feature your videos to generate leads from social media advertising like Twitter, Facebook, and LinkedIn. It’s called “Pay Per Click” or PPC advertising, because you only pay when someone clicks to watch one of your videos. And we give you the Lead Capture page for each video that will send you each lead’s name and email address by email, while also sending the lead a direct link to your video by email on your behalf.

If you already have a YouTube channel, and are already running YouTube video campaigns, you can also upload our YourTube LeadIn or “Teaser” videos as well. These are mp4 files presenting only the first 60 seconds of each video that you can download to your own hard drive, and then upload to YouTube. However, if you do not have experience with YouTube marketing, we do not recommend it. It requires time to learn how to do it correctly, and time to manage your campaigns.

If you do seminars or workshops, you can use these videos to 1) increase sign ups; 2) increase attendance; and 3) schedule more one on one meetings. First, you include at least one video in your invitations, offering the video to give them an idea of what you will be talking about in the seminar or workshop. This will usually improve sign ups by 20% to 30%. Second, when you send confirmations, you again feature at least one other video as an example of what you will be talking about in your seminar. This will normally increase attendance by another 20% to 30%. And third, you add all sign ups (both those who attended, and those who didn’t) to your email database video marketing campaign. Of course, you can also play one or two of the videos during your seminar or workshop presentation as well.