Feb '24 • Marketing ✨
Client videos - a story of two firms
It's fascinating to see the different attitudes some advisers/planners have towards client videos.
Earlier this week I pitched the idea to a planning firm to be greeted with folded arms, a distinct chill in the room and the words: "Our clients wouldn't do that."
"Tell me more" I tentatively ventured.
"Our clients are different, they wouldn't do that." (their clients are no different to those of other advice/planning firms).
Contrast that to a message I received yesterday from a planner: "I have a client who has said they would like to do a client video for us as he has been so impressed with our service."
PS. The story has a happy ending, after a conversation about why the first firms might like to reconsider, they signed a contract for 10 client videos 😅
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Client videos - a story of two firms
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