What to Include in a Website Welcome Video

If you can confidently convey your value, video content can be the strongest part of your marketing mix.

Outside of YouTube videos and posting to social media, your website is the most valuable place to implement this.

I recommend it to every advisor I build a website for and most of those who have done it have seen extremely positive results.

For example, Riki at 2.0 Financial wanted to implement this strategy from day one and we launched his firm's website with a 2-minute explainer on the about page:

Club member Tommy Modec recently launched his firm & new YouTube channel and made a great intro video (watch here):

Root Financial has gotten a lot of buzz on social media recently and they have one of the best intro videos for an advisor that I've seen (this is professionally produced, don't worry if your first homemade one doesn't look the same):

While not on my website, this intro has been at the top of my Twitter profile for the past year and a few people have referenced it in discovery calls:

So, how can you make your own?

First, read this guide for how to record videos - and then use a few of the following bullet points for ideas on what to include within your intro:

• Think of it like a conversation, how would you talk to someone you just met in public? Introduce yourself, your name, your role, the business, etc
• Explain what you do - not a list of services, but how you actually help your clients, what outcomes they receive as a result of working with you
• Explain who you serve / why you started the business. Answer the question, what makes you the right advisor for them?
• So that the video isn't a straight shot of you for several minutes, add overlays/b-roll like Tommy, Root, and I did above

Once you have the welcome video recorded, you can host it on YouTube, Loom, or Vimeo, then embed it on your website - ideally on the home or about page - like this.