How to Use Video to Delight Clients and Inform Potential Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, January 24th, 2013

The start of a New Year is a great time to think about new ways of delighting your clients and potential clients.  In this post I’ll give you a tip for effectively using online video in your practice.  And, the best part? You don’t have to be a marketing wiz or tech guru to use it.  

Listen to my 5-minute podcast. 


PART I of the SERIES – How to use QR Codes

In part 1 I shared tips about how to use QR codes to transform traditionally flat print materials.  QR Codes are a terrific way to build relationships with the Gen X / Gen Y children of your high-net-worth clients or stay in touch with ultra high-net-worth clients that are always on the go.  Using QR codes is simple and cost effective.  For advisors with little or no marketing budget you can get started for as low as $15 per month. 

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