September 5, 2025

Katie Braden on the Power of Video for Financial Advisors 

Share

“First, get comfortable. Then get confident. That’s the game changer when it comes to video.”  

Video for Financial Advisors isn’t the future; it’s right now. And if you’re not using it, you’re already behind. 

Financial Advisors who embrace video can use it to stand out, build trust, and grow faster, yet many still hesitate to hit record. Katie Braden, CFP®, Founder & Chief Video Officer at Advisor Video Marketing, joins Dr. Jordan Hutchison to break down why video is one of the most powerful tool Advisors have and how to start using it today. 

Katie shares her journey from CFP to global speaker, why compliance isn’t actually your biggest obstacle, and how video can help nurture leads with authenticity, strengthen relationships, and make your business more scalable. 

Whether you’re new to the video content world or a content creating machine, this episode will change how you think about using video to fuel business growth. Hit “play” to dive in! 

Why You’ll Love This Episode: 

  • The Power of Video: How video can accelerate client trust and business growth 
  • Strategies for On-Screen Success: Where most Advisors go wrong with video and tips for getting it right 
  • Insights From an Industry Veteran: Why authenticity beats perfection  

Stay inspired: Subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe. 

Connect 

About Our Guest

Katie Braden, CFP® is the Founder & Chief Video Officer of Advisor Video Marketing, helping  Financial Advisors embrace video, get comfortable on camera, and connect with clients in a more impactful way. A former financial planner turned global speaker, Katie has been leading the charge in virtual engagement for nearly two decades. Now, she’s on a mission to show Advisors how to use video to attract ideal clients, scale their business, and build stronger relationships. 

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Schedule a call