Ep 133: Lights, Camera, Connection: How Video is Transforming the Wealth Management Industry with Matt Reiner

On today’s episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry. Matt explores the benefits of becoming a “movie star” in the financial advisory industry, and how producing your own videos can enhance your role as an advisor. Matt shares some insights on using video on platforms like LinkedIn and YouTube, as well as within emails. He shares examples of the powerful impact these videos have on building connections with clients. Matt then examines how video allows advisors to showcase their passion, emotions, and ultimately deepen relationships with clients. Matt also talks through the evolving opportunities utilizing video presents and its potential to revolutionize wealth management in the face of shifting generational wealth.

Timestamps From This Episode

[00:00:16] Matt shares one of the most important communication tools he uses and why. 

[00:00:38] Matt tells a story about a new spin on an email introduction. 

[00:02:34] Matt recalls crafting a customized video introduction to facilitate connections among some of his contacts and he was pleased with the positive feedback he received as a result.

[00:03:23] Matt uncovers how video can be a powerful communication tool, why he loves using it, and how it deepens relationships. 

[00:04:24] Matt reminisces about sharing videos on LinkedIn and various other social media platforms before video content gained widespread popularity.

[00:05:43] Matt shares why he believes video is so important in the wealth management industry. 

[00:08:30] Matt explains how video communication helps us interact, engage, and connect with more people at scale within the wealth management sector. 

[00:11:25] Matt motivates his audience to experiment with producing their own videos, even if they face mental obstacles or hesitations.

[00:13:08] Matt provides recommendations for video tools.

[00:16:04] “Video is the future of our communication, the future medium.” 

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About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.