Episode 73
Katie Braden Cracks the Video Wealth Code!
If you're tired of hiding behind endless emails when your on-camera presence could be closing deals in minutes, this episode is your turning point.
Katie's built her company, Advisor Video Marketing, by transforming people who once hid from their iPhone cameras into video-creating machines who actually enjoy hitting that record button. Wild, right?
No Hollywood production crews required—just Katie's flight-tested methods (yep, she's literally a pilot too, because apparently being awesome in one field wasn't enough). Tune in to discover why your wonky lighting might be costing you clients, and how that boring bookshelf background might actually be your secret weapon.
🔗 **Engage Katie Braden**
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Transcript
Our next guest ditched her corner office as a financial planner to teach financial advisors worldwide why hiding behind spreadsheets is costing them millions. Today you'll meet Katie Braden, the pilot turned video strategist who's proven that authentic beats polished every single time. She's here to share why your next client conversation should happen on camera now, not email, and the surprisingly simple tweaks that make viewers lean in instead of click away. Katie Braden, welcome to Dealcasters.
Katie Braden [:Hey, guys, thanks for having me.
Chris Stone [:We. We are stoked to have you on for sure, Katie. And, you know, you're one of our favorite types of guests to have on our show. And I can explain it, you know, because there's a lot of people in this space podcasting, live streaming, and, you know, you are someone that I would consider sort of outside of our industry. I mean, there's a Venn diagram that. That. That crosses over between sort of our audiences, so to speak. But I think a lot of people in podcasting, live streaming, content creation, they kind of have the same guests, the same types of guests, and it becomes this sort of echo chamber.
Chris Stone [:And I love having guests like you that are our audience. You know, from a different viewpoint. You're right. From a. From a completely different industry. You know, there are some similarities across our industries, but you have a lot, I think, that can benefit our audience. I saw. I initially saw your stuff on LinkedIn, where you hang out a lot, and folks, you need to follow Katie Braden on LinkedIn.
Chris Stone [:There's fantastic, valuable stuff and that. That she talks about, and I saw a lot of this stuff. I was like, well, she's talking about, you know, a Samsung Q2UE microphone. She's talking about, you know, keeping the camera eye level. She's talking, like, the same stuff that Jim and I are talking about. And I'm like, okay, and I'm, you know, framing yourself for your presentations, and I'm learning things from you. And then I find out you're doing this for financial advisors, not actually a content creator, doing this for other people, doing that. You know, you're actually doing this for financial advisors.
Chris Stone [:So you. You go from managing all these huge portfolios for people to actually training people to do this video stuff. What. What. What was the switch there? What. What made you turn from doing just this, like, CFP stuff to training people to do video? What was it?
Katie Braden [:Yeah, so I have kind of been a lifelong contrarian, so whenever I see people go one way, I'm like, I'm gonna go the other way. So I actually Got a degree in photography in Australia. So Jim, you ment like a degree in finance. That was what all my friends were doing in high school. Everyone's like, I'm going to university. I'm going to get a degree in business, finance, economics. And I was like, how can I do the polar opposite? So, degree in photography, went to Australia. Kind of more of like a degree in beer with a minor in photography is kind of how it actually turned out.
Katie Braden [:But then I was planning on staying there, graduated there. Immigration changed their rules. This was 20 years ago. And so the government gave me 90 days to leave, had to get a job. And my mother actually owned a successful investment advisory firm. And so she was like, you need a job, I'm going to hire you. So, total shift there. And so I was her succession plan.
Katie Braden [:And then in early 2013, I left and I started one of the first completely virtual monthly subscription financial planning businesses. Because my goal was initially to be a world traveling photojournalist. I love cultures, I love travel, I love how big the world is and yet how small it is. And so I love that my mom already had a virtual firm, but then I started a virtual firm and I was leveraging video. So I had a YouTube channel back in 2013 and I had video on my website and I had a really high close rate because by the time people got on that discovery call, they already had a relationship with me, they already knew me, liked me, trusted me. And they were like, where do I sign? And I was like, hold on, I don't know yet if I like you, you like me, but this seems to be a two way thing. Slow down. So I just realized, like, that was pretty cool.
Katie Braden [:And so I started kind of coaching and consulting advisors all over the world. And then I eventually decided to wind down my practice because I was like, I really love that creative side, right? That's why I got a creative degree. And I love working with advisors. I don't love analyzing portfolios and all those things. I was like, life's short, let's do what we love. And then, honestly, kind of brilliant timing when I was trying to figure out exactly what I wanted to do. Covid hit. Everyone went virtual, had no idea how to do it.
Katie Braden [:And my goodness, like, everybody developed the worst habits. And that was five years ago, right? But it's like nobody knew what they were doing, so they just like kind of set it all up. But nobody ever paused to say, actually I should probably break those bad habits. And so that's kind of my mission now. So my tagline on LinkedIn is helping financial advisors stop sucking on video.
Chris Stone [:I thought, yes, that's it. That, that'll get your attention. It. It's also, it's also, it's also a lofty job. That was one of the things that Jim and I noticed, you know, during the pandemic. Of course, you know, you and I are similar in the fact that I worked remotely prior to the pandemic, and I had staff that was located all over the country. And I was like, we're doing remote meeting. You know, like, you're going to put my can, you're going to put a camera in the conference room.
Chris Stone [:Right. And I'm going to be remotely, you know, joining this, and there's going to be meetings, and people are like, well, we're not going to be able to do that. I was like, well, what if I told you you could dial in from home? Oh, yeah, cool. I can, you know, I can be in my pajamas. No, we're having meetings. This is, you know, you have to be professional, at least from the waist up.
Katie Braden [:You know, I was on the top, right. Business on top, party on bottom.
Chris Stone [:And so I was training these people. Sure, you know, let's, let's, let, let's do that. And so, you know, so you had this similar advantage. Like, for years, you were, you were doing all of this stuff virtual. And I love how you said, hey, wait a minute, I, I know you want to do business with me. It's my turn to see if I want to do business with you. So how does that conversation go?
Katie Braden [:It's, you know, kind of getting to know people. So I, I kind of actually filter through a lens of. My rule is I don't want to work with anyone that I wouldn't invite to a barbecue.
Chris Stone [:Oh, okay, Nice.
Katie Braden [:If you think about it, it doesn't mean you have to be outgoing or funny, but you just think overall, like, do you get along with people? Are you courteous? Are you thoughtful versus people that are, you know, rude or condescending or don't treat people well? I wouldn't want them at a barbecue, and I wouldn't want to work with them. So to me, it's always more of a sort of personality characteristics fit with who I work with, whether it was in my financial planning business or now working with advisors.
Chris Stone [:Yeah. Because so often it's like, people have the money to spend on whatever services that you might provide, but you can kind of smell a bad client, you know, through a process for sure. And it's like, I don't know if I'm that thirsty for the money at this point. I think, you know, we've all had some bad clients and you sort of figure out how to. How to qualify or disqualify them. So this is the. You're a very interesting person and you've traveled all over the place, right? So is there a common issue that folks have when it comes to this, regardless of their country? You know, because. So we're so us focused most of the time.
Chris Stone [:But is there anything that you have, you know, because you're. You're much more global than Gemini. Jim and I are. Is there. Is there something that's common across US and ex US territories?
Katie Braden [:I would say if I broke down to three things, three is kind of my favorite number. I have like a rule of three for everything. I would say fear, imposter syndrome, and perfectionism.
Chris Stone [:Wow.
Katie Braden [:Definitely just like human traits, right? Trying anything new, putting yourself out there and espe. Putting. Especially putting yourself out there on video. Right. People just get terrified. Even people that are really good at speaking and have experience being successful, successful, you know, keynote speakers. I have coached them on video and, you know, done, like, remote recordings with them. Once that little recording light goes on, I kid you not, they will forget their own name.
Katie Braden [:Like, our brains just kind of break. It is a totally different experience to record a video, and you are very literally staring into a black hole and trying to, like, stay energetic and be happy and engaging. And that's a really hard thing to do, especially when you're getting started. And so for a lot of people, it's just like, you try it once, it's not easy, and you just never want to do it again.
Chris Stone [:Yeah, too many people quit, right? It's, It's. They don't. I mean, it's. It's like going to the gym. You just, you know, it's like, boy, I really want to get into shape. Well, cool. You're gonna. You need a plan, and you need to continue to go multiple times in a row and stay consistent.
Chris Stone [:In a lot of ways, it seems that, that that's the case on. In. In your world. Why. Why do people quit doing video?
Katie Braden [:Like, honestly, it really does just come down to fear. Like, I've got. I mean, it's funny, I actually had a call with an advisor this morning. He's like, I'm sorry. He's like, this kind of turned. Actually two of them just today, two were like, this is kind of turning into a therapy session. We get in our own heads, right? And so we Watch. And the thing that I tell advisors all the time that's really tough to hear is what you think about your video.
Katie Braden [:Doesn't matter at all.
Chris Stone [:Yeah.
Katie Braden [:You know, we watch videos or like, record them, watch back. And you're like, I sound like that. I can't believe I sound like that. I look like that. Right? We are hands down our own worst critic. And so we think, I'm never gonna put this out into the world. Or they do put it out, and they only get two views, and they're like, everybody hated it. I'm like, well, nobody even watched it, so that isn't the case.
Katie Braden [:But my goodness, we are so breaking hard on ourselves.
Chris Stone [:Yeah. And you know, Katie, would you say. Because I know I've done some recent events, and it's like when you ask people, and so I'd be curious, what, what do you think the percentage is? All these business people like, hey, how many of you are using video? And I'm surprised how low the number still is even after the pandemic, after thinking about the fact, like, hey, you know, you're going to have ZOOM meetings and one, a lot of people still suck at that. Let's. Let's be frank about it. Would you say that it's still a low percentage of advisors that have embraced video?
Katie Braden [:Incredibly low. Like, honestly, truly, if it's even 5%, I'll be shocked because it's. It's not. And they're just not doing it. And it's also like that analysis paralysis, right? So people kind of come at it from two angles of, like, never getting started. They're like, I'm going to get started. And they think they have to have, you know, the thousand dollar camera and $800 microphone and then have everything set up perfectly. And I'm like, cameras don't create content, right? Microphones don't create content.
Katie Braden [:Like, just use what you've got. I mean, really, we. These are so much better, right? I have a degree in photography. My parents, to be fair, spent a lot of money on cameras. And this thing right here is better than all of those professional cameras I had 20 years ago, right? So it's like, again, it comes down to an excuse. And so people just get stuck and they're like, I'm going to do it later. I'm going to do like, they make it way more complicated than it needs to be.
Chris Stone [:That's, that's, that's so true. So someone's out there right now and they're like, okay, I know, I know. I need to do video. I know it's going to, you know, turbocharge my business, or it's going to help me connect, you know, with the people that. That I. You know what I mean? What kind of process do you take someone like that through? I would imagine, like, if somebody's reaching out to you for your services, they already kind of know they need video. They just don't. They just need those practical kind of, you know, building blocks in addition to the reps.
Chris Stone [:Right. So. So what does that process look for? Like, for you, someone that's just like, they got a. They got a laptop and they're doing zooms, and we can count their nose hairs and see their spinning ceiling fan, and, you know, they look like they're in wit protection, and they're like, katie, help me. What, What. What kind of process does that look like for you?
Katie Braden [:Yeah, so I love that you keep using, like, gym analogy, because that's what I tell everybody. I'm like, to me, and I think about this every day that I'm in the gym, and I'm like, man, I keep coming. I haven't gotten the results I want, but the only way I'm ever going to get to where I want to be is to keep going and staying consistent. And so I talk with a lot of other even marketers and in, you know, financial services, and they'll say, oh, look, like, we help advisors with video, and we send them all the equipment and we send them scripts, and we send them everything. And they're like. And they still don't do it, or they're terrible. And that's because the most important thing is building that solid foundation and getting comfortable. So I love even the beginning you mentioned that I'm big on, like, authentic video.
Katie Braden [:And by that I mean I always want anybody on video to show up exactly the same as you would as showing up at a barbecue or meeting a client for coffee, right? People are always like, should I be wearing a suit and a tie? And I'm like, well, if I come to meet you as a prospect, are you wearing a suit and tie? And they're like, no, I would never. Then why would you wear a suit and tie on video? Right? It's like, we think that we have to have this professional mask on, but you just need to be you and you need to get comfortable with it. And the only way to do that is through repetition. You are never going to get comfortable or good at anything the first time you try it. Right? Baking sourdough bread probably burned it or turned out Terrible. First time on pickleball, maybe you, I don't know, pull a hamstring, right? It takes practice. And I think we kind of forget that learning to be on video and leveraging video is an entirely new skill. So I always tell people, I'm like, get started.
Katie Braden [:Try to get like a small group. So, like, I have my advisors that I work with, right? I tell them, I'm like, this is your sandbox. We're just here playing in a sandbox. And I give them kind of homework assignments of just one to two minute videos every week that they're just sharing in the group to get started because a recording is hard, but also actually hitting that publish or send button can be terrifying. And so getting it out into a group with other people where I want you to make every mistake, but then I want you to hear from other people who are going to say, wow, that was really cool. And I loved your emotion. That was a great background. Meanwhile, you're sitting in there just critiquing yourself, hearing from other people, like, that was great.
Katie Braden [:And then I tell advisors, the next step is to do one to one videos. So ideally with, you know, existing clients or you can do it if you're comfortable with prospects, right? Somebody books a discovery call, shoot them a quick video. I do this every time somebody books a discovery call with me, I shoot them a video. I'm like, hey, Chris, I saw that we have a call on Thursday. Really looking forward to it. Just want to take this opportunity to, you know, kick off. Let me know what you're most looking forward to getting out of that call. Really look forward to hearing back from you.
Katie Braden [:Have an awesome afternoon. Boom, right? And doing it on. I use video ask for that so that they can actually send a video back. And then they're like, wow, that's different. I'm like, can you imagine if every advisor did that? It's a total differentiator.
Chris Stone [:Yeah, yeah, yeah, yeah. And so speaking of video ask, I have to, I have to pull this up. And we, we played this, you know, in the, in the intro. And by the way, for those of you who are listening only on the podcast, Katie's website is advisor vm.com Fantastic website, great source for a lot of, a lot of stuff, regardless of whatever industry you're in, but especially for advisors. So I'm going to hit play on this video because I think, well, first of all, it is powered by video ask. And so this kind of gives you the idea here. And Jim, this looks a little bit like relatable Right. Because you have like a.
Chris Stone [:You can select ABC on this video. But I'm going to hit play because I think this. This is a great way, a great intro video for someone to have on their website. Because the rules are like, you know, tell them. Tell them who you're for, right? And then also tell them who you're not for and do it in a. Do it in a way that I thought was. Was. Was, you know, ultimately was very Katy.
Chris Stone [:So here we go.
Katie Braden [:If you are a great financial advisor or financial planner who wants to level up your business with video, doesn't take life too seriously, and follows the golden rule, then, hi, I'm Katie Braden. However, if you have conversations on speakerphone in public, leave restrooms worse than you found them, and only go the speed limit in the left lane, then I must bid you adieu. If you're still here, let me know how I can help you by selecting one of the options below.
Chris Stone [:I think that's. I think that's an amazing video. It's. It's short, it's sweet. It's. It shows your sense of humor. It. It's very likable and, you know, relatable, which is a.
Chris Stone [:Which is a product that Jim's an ambassador for as well. We do have a chat here from our friend here. Davidson's All Natural. Jim says that. I love that you keep using the gym analogy. Also. It's like a free plug for my channel, Laugh Out Loud.
Chris Stone [:And we just.
Chris Stone [:We just plugged you. Davidson's All Natural Gym.
Katie Braden [:Fabulous.
Chris Stone [:Yeah, whatever. Jim, go ahead and give him your. Your Venmo for that. For that free plug. It's great stuff. And so, okay, you were talking about authenticity, right? And so I think a lot of people, when they get, you know, when they. When they open up their YouTube, right? And now there's a lot more podcasts. There's a lot more, you know, solo talking heads happening, right? And so the first thing that somebody sees when they hit YouTube is the best, right? It's like, this is what YouTube is serving up as quality content.
Chris Stone [:And so that, you know, people look at that and, you know, whether it's imposter syndrome or perfectionism or. Or. Or they're comparing themselves that I'll never look like Katie Braden on video, right? And they think that. And that's. That. That helps them, you know, get defeated. But somebody that says, hey, be authentic doesn't mean show up without a shirt on. You know, you mentioned showing up at a barbecue.
Chris Stone [:It's like, you don't see Me drinking a beer on dealcasters. Right. Even though I might do that at a barbecue. But, like, where's the line? Right? So how do you maintain the authority, especially for a business like yours, which is typically more professional than what Jim and I are kind of doing? So, like, where's the line? So that people will actually feel like you want to be yourself. Sure. But you don't want to show up with your PJs on. You want to be somewhat professional there. How do you work with people to find that line between the professionalism and, you know, sort of being authentic, if you will?
Katie Braden [:Therapy, lots of therapy.
Chris Stone [:All right.
Katie Braden [:It is a hard thing, right? And so I, I entered the industry when I was, what, 21 years old, and I looked like I was 15. And I worked with my mother and I would go to conferences and honestly, 99% of time people would literally say, oh, that's really sweet, you brought your daughter to work today. And I was like, oh my gosh. Oh, bite your tongue, bite your tongue. Right. I had to overcome a lot, and I got a degree in photography, right. So I don't have a finance background. Like, I had to overcome a lot of this.
Katie Braden [:But I realized the more I was the same person showing up even in my virtual meetings, that I was, you know, hanging out with friends. I was having clients come to me, you know, with 10 million plus even when I had my own financial planning business. And I was like, wow, right? People want to build relationships with other people. And I think a lot of advisors and humans, we kind of have like this weird sort of perception. We think like, oh, people that are multimillionaires or, you know, have 10 million plus, that they somehow all only walk around in three piece suits and have everything perfect. Like that isn't true, right? I mean, let's just. I know we've had a lot of news today. I was going to say Elon Musk, just in terms of like how he dresses.
Katie Braden [:We don't need to get into any other topics about him today. You know what I mean?
Chris Stone [:Like, that's okay with us.
Katie Braden [:400 billion, right? Just dress super casually. So there's a lot of kind of internal work that has to happen to say, you know, be comfortable with who you are because your knowledge is going to come through and you are the same person whether you are wearing a $2,000 custom suit or you're wearing a, you know, golf T shirt. And so making sure that that is something that people get comfortable with. And I think that's really important whether you're doing everything in person, whether you're virtual hybrid, it doesn't matter. I just think it's such an important part of, you know, being a professional and building relationships because otherwise, like, we kind of have this mask on. I think that's when a lot of advisors and really people in any business will end up, you know, thinking that they have to take on clients that aren't the good fit because maybe they do have, you know, an ideal number of assets or they're going to be a high paying client, but they're not going to be enjoyable to work with and you're going to feel like you always have to kind of be this certain version of you, which just gets exhausting.
Chris Stone [:Oh God.
Katie Braden [:And I know so many advisors that did that, right. And wore the suits and did everything and then they finally were like, I'm over this. And then their businesses took off. Right. And they worked with way better people. So it's just a real mindset shift that I've never seen go poorly for anyone.
Chris Stone [:Yeah, Katie, I guess too question. I would have kind of going back to Chris's question about authenticity, especially on video. Do you recommend that they, like we're doing right now, right, we're not using a script. We're just having a natural conversation. Do you tell them, you know, instead of like sitting there and reading a teleprompter and make sure you don't miss any words. It's like, look, just speak from the heart. Speak what you know, because it goes back to what you talked about earlier too, like that, the perfectionism piece, like, oh, well, I forgot to say this word. And they're never going to know that I know all this.
Chris Stone [:What, what's your view on that?
Katie Braden [:So I was not a fan of scripts at all for a really long time because I found in 100% of cases, advisors that I talked to that went and, you know, paid somebody $10,000 and they drafted this script and they were, you know, rented out a studio and they had all the cameras and the lighting and everything was absolutely perfect. They never wanted to watch that video again because they didn't feel like it was them. Right. They didn't build that foundation of actually getting comfortable yet. And so I was kind of very against scripts because I was like, people just aren't coming through in their natural ways. But then I learned how to properly leverage scripts. So for some people, if you don't give them a script, they are going to go all over the place and it is not going to be valuable or Engaging content. They're going to have way too many stumbles.
Katie Braden [:Right. And you're going to be like, I don't know what to do with this. So it's about using a script the right way. And so my number one, I have very few non negotiables. One of my non negotiables is you have to read your script out loud, full volume, at least twice before you hit record. Because even if you write it yourself, most people don't actually realize we read and write. Sorry, we send, speak and write very differently.
Chris Stone [:Yes.
Katie Braden [:So even if you're not using AI and you're sitting down and you're writing 100% of the words from your own brain in your voice, when you read it out loud, you're going to be like, I don't talk like that. No, that doesn't sound right. Like, where are the pauses? Where are the natural things? So once you do that and format it, formatting is huge. Formatting it properly for a teleprompter so that it reads naturally. Also super important.
Chris Stone [:There's a great video you did on your YouTube channel. It speaks just, just like that. And you, you show your, you show your teleprompter and shows what, what you're highlighting because those are, those are visual cues for you to, that tells your brain this is how you're to speak when you get to this, to this point. And someone like myself needs, needs an outline or else, you know, my squirrel brain goes into 48 different directions and, you know, it's, it's off the rails in, in no time for sure. Yep. Using, using prompter is. Well, one thing you just said, I gotta back, back up a little bit. One thing you said is you have someone take the outline or the script and read it out loud.
Chris Stone [:So at full volume. Cause I think a lot of times, yeah, a lot of times we'll, we'll get a, we'll get a script or we'll, you know, use our AI friend and it gives us something that really looks great. And then all of a sudden you're saying words like delve and game change and you're like, I, I don't say those words.
Katie Braden [:Please don't say game change. Don't write game change. Don' say game change. Also don't say, you're not alone.
Chris Stone [:Oh, yeah, yeah. There are so many things that unfortunately AI has ruined. And those are those, you know, the rocket emoji. So much for the rocket emoji. I mean, I really did like it every once in a while, but now, forget it. EM dashes. I don't know what you. What do you think about using EM dashes now?
Katie Braden [:I mean, if you go back and look at my writing from eighth grade, like, I used them all, all the time, and now I'm like, oh, you killed them for me. Like, why?
Chris Stone [:Yeah, it's funny, I've seen some folks on Substack talking about, like, they always wrote that way, and now people are thinking, oh, you must be using AI because you have these dashes in there.
Katie Braden [:It's.
Chris Stone [:Yep, fascinating.
Chris Stone [:Our friend Dave Jackson, School of Podcasting, my podcast coach, and we had him on the show a few weeks back, says, talk like you write. Write like talk. And that is that in lots of times, you know, I end up just hammering out something I'm going to say like a psychopath on a Google Doc and use that as what I'm sending or posting on LinkedIn. Because a lot of times it's just. It's just like you said, it's just not you. Like, I would never say that out loud. And I'm going to start to do that. Like, I don't do that enough.
Chris Stone [:I don't speak it out loud at full volume. And I think that's a great practice. Do it twice. Right? And the thing is, is, like, once you do that, you end up spending more time correcting whatever the outline is than if you just had just maybe done it yourself. AI sometimes is not necessarily a huge help when it comes to some of this content. Any thoughts on that?
Katie Braden [:It can. So I'm a huge fan of AI. I teach AI, but I like and working with financial planners. Right. So I'm like, look, if you guys get bad data in, it's going to be bad data out. Same thing with AI. Like, if you don't tell it enough, then it's going to give you crap. And I mean, I can spot everybody's.
Katie Braden [:Every LinkedIn post that I know was AI and nobody, you know, adjusted it. And I'm like going back to a gym analogy. The way I always describe it to people, I'm like, sometimes doing nothing is better than doing something poorly. And so every time I go to the gym, I'm sure you both have seen this. You know when people are like, on the treadmill at a 15% incline but holding on for dear life at the top.
Chris Stone [:Exactly.
Katie Braden [:And you're like, you're not actually working out. Right. You are not getting the benefits of doing a 15% incline for 45 minutes, but you're gonna go into the office that day and you're gonna tell everybody. You know, I was 15, I was like, no, you didn't.
Chris Stone [:I ran a marathon like this.
Katie Braden [:Yeah, right. I'm like, that is not how the world works. So we do still need that human element. But again, even without AI, the way we just sit down and write and the way we talk is fascinatingly different. And so the other thing I've been telling people to do, I can type really fast, but I actually do 98% of all of my text now is voice to text. Whether I'm texting on my iPhone, whether I'm messaging clients in Slack, my emails, my LinkedIn posts, everything. Because then it really is me, right? So now I am writing the way I talk because I am literally just talking all day long.
Chris Stone [:So I, we're, we're going in a million different directions. And that, that's, that's the, that's why we do this show live. But I was think I was thinking about this as well, is that, you know, one of the biggest reasons why your content caught my eye is that we, we, we talk about this all the time. That it's not your microphone, it's not your camera, it's not these things that you can really think are, you know, just sort of roadblocks for you to create content. So I guess I, I wanted to take it into an equipment sort of area with you because, you know, I'm, I'm, I'm. I could see your Samsung Q2U. And let me just go ahead and flex as well. I've got a few of these Q2Us.
Chris Stone [:And the Samsung Q2U is available in the Amazon carousel as well. You heard me, Amazon. And it's a fantastic mic. I got it on sale for 45 bucks. I think it's 60, 70 bucks, maybe. Now it's worth every single penny. It's fantastic. Microphone plugs right into your computer.
Chris Stone [:This is just one of the many things that, that you can you look at and you talk to people every day like, you don't need Joe Rogan's video podcast suite in order to do these things. So can you talk a little bit about the, the equipment conversation with, with your particular clients and how that might apply to our audience as well?
Katie Braden [:Yeah, so I do tell them. And you guys know full well, right, the most important part of video is actually your audio.
Chris Stone [:Ding.
Katie Braden [:So when we think about, right, financial advisors and financial planners having very, you know, intimate, sometimes very emotional, serious conversations with clients, I always start with advisors by talking about how are they showing up in their virtual meetings. So before even saying, you know, you're doing YouTube videos or anything, just how are you showing up? And again, if we think back pre Covid, do you know how much money people spent on, like, interior designers and artwork and chairs and debt? Like, people spent a crazy amount of money, and now they're like, I have to buy a $60 microphone. Yes. Yes, you do, because it is important. And so when you know your clients or prospects are showing up on a call, if you sound like you're Timmy that was dropped down a well, and everything is echoing. Right. And people can't, like, listen to what you're saying. Like, we need to eliminate all those distractions.
Katie Braden [:So I'm always telling them, I want you to. Right. To show up on video the same as in person. And that means making sure that people can hear you. They can see you. Right. If you were in a conference room and, like, the sun was blasting in the window, you would close the shades.
Chris Stone [:Yes.
Katie Braden [:Right. You wouldn't make it so that they're staring at that. So we need to take the same level of care with our virtual meetings. And then once that setup is good, great. We're good for, you know, doing videos beyond that. But audio is always the first thing. The second thing is I was gonna say a bad word. Just framing, Right.
Katie Braden [:I don't know why people are so in love with their scene.
Chris Stone [:Does it also start with the letter F? Was that what the bad word that you were gonna say?
Katie Braden [:I was like, I Love this. A PG13.
Chris Stone [:It's like when you see the people like this, right? And they're. Hi, guys. How's everyone? Hello.
Chris Stone [:I'm, you know, I'm a foot and a half tall.
Katie Braden [:Yeah, Right? And again, like, so then I always tell people, I'm like, look, if you were in a conference room, we've all done it. And you sit in a chair, right? And the chair drops down here. You don't spend the rest of the meeting that way. You adjust the chair.
Chris Stone [:Yeah.
Katie Braden [:So that you are sitting across from the table. Right. So we always want to see kind of. I. I tell people the easiest way to remember it is I always. I don't think there's an exception to this rule either. I always want to see more room below your chin than above your head. So we can, you know, the rule is thirds and everything.
Katie Braden [:But then people forget about that. I'm like, just more room below your chin. So we want to see those hand gestures just like we would across from a desk or across from a conference room or a coffee table.
Chris Stone [:Do you. Do you find yourself watching television or watching and seeing how it. It's. You would think that the virtual presentation would, As a person, makes more money. And the level, you know, somehow that's commensurate with their virtual presentation. But for whatever reason, you'll see, you know, Aaron Rodgers, you know, being interviewed in his wine cellar with his phone, you know, or. Or someone with their laptop clearly on their lap because it's flapping the camera.
Katie Braden [:Yeah, they're in an earthquake. I'm like, get to safety. Run. Run to higher ground.
Chris Stone [:It just makes me tweak.
Katie Braden [:My husband watches CNBC every morning, and so, like, I'll go down to get coffee and I'll turn around. I'm like, there's a billionaire who. You can't hear him. The camera quality is somehow worse than 720. Staring at the ceiling, like, counting his chins. I don't. And I'm like, I don't know who this is or what they're talking about because I am so distracted by how poorly the sound and presence is.
Chris Stone [:It's. It's. It. It cracks me up. I mean, I look at it and think, do people look at these people and think, well, maybe it's just not as important as you think it is. Right. So if. If, you know, a.
Chris Stone [:A superstar shows up on some talk show and they're at home and it's just. It's.
Chris Stone [:It's awful.
Chris Stone [:They look like they're in witness protection and in an earthquake or whatever, do people. You think people might look at that and go, well, you know what? It's not as important to look at that. Great. Because look at this person. This person, you know, doesn't, you know, I. I look as good as that person. Do you think that's what people think, or are they just. They don't judgment?
Katie Braden [:Like, I keep thinking that they will do that, but they don't. And the other fascinating thing is people always think that, you know, with the people I work with, they're like, oh, it's got to be, you know, the older people that are maybe, you know, more nervous about how they look. It is across the board, the amount of people. I've had people in their 70s and I've had people in their 20s, men, women, you name it, across the board. And they're like, I can't record a video until I've gotten a haircut, and I need to go buy new shirts, and I need to do all this stuff. And I'm like, no, you Don't. Right. So like, they, they really, again, going back to that, like, professional mask.
Katie Braden [:And so you'll see a lot of videos I post on LinkedIn. Obviously I know how to have a great setup. Right. I know how to come across well. But I intentionally post videos even where I don't even have my fabulous Hollyland Lark wireless mic available in the carousel on Amazon. In the carousel with a, with a gimbal, you know, like we have all the gear. But I will purposefully, you know, do it after a workout when I'm sweaty and my hair is gross and I'm outside and I'm just hand holding it. Right.
Katie Braden [:Because really the more important thing is, and I say this a thousand times, content over production. So if you have the best microphone, the best lighting, the best background, the best everything, but your content sucks. Doesn't matter.
Chris Stone [:Yeah.
Katie Braden [:So that's where we've just got to get people comfortable on video. Have you show up. And that's where I'm working with financial advisors. Terribly boring stuff. Right. Nobody wants to hear more about Social Security claiming strategies. Important, yes, but like, not that exciting. So that's where I really try to work with you.
Katie Braden [:I'm like, what is your personality? Right. What are your hobbies? How can we get that to come across? Because it's that personal brand. It's a relationship business. So, like, you want to find the people that want to work with you. So across my advice, I'm like, I don't want you all to look the same. I don't want you all to sound the same. I need to figure out who are you, you know, when, if we were hanging out, having cocktails, you know, who is that? Now let's let that person come through.
Chris Stone [:I love Katie going back to, going back to this financial advisor and we, we hit on this a little bit before the show. Why do you think they get so caught up in, we'll call it regulations? Like, oh, well, I can't talk about that because I might, you know, lose my license or something. But you know, people like you, we talked about Winnie's son. I mean, you guys talk about everything and you don't look like you're in jail right now.
Katie Braden [:It's a fake background. No, I'm just kidding. I'm in a very nice jail. It's, it's like really, when we peel back the layer, it's just fear. Right? That's like the easiest excuse that advisors can have is compliance won't let me. And so I hear that all the time, even advisors that say, oh, I want to do video. And they're like, but compliance won't let me. I'm like, have you asked? You know, and a lot of times they haven't.
Katie Braden [:They just assume they can't. And so if any advisor listening and they're like, you kind of want to. I always say, look, being a compliance person also probably not the most fun job, right? Like, we've got to give them some sympathy. And we talked about earlier, a lot of people podcast video, they'll do three and then never do it again. So it's tough to be a compliance person. You're like, hey, I'm gonna invest this time. I'm working with this person. They're gonna do three and never do it again, right? So I think for compliance, it's also easy to be like, you know what, I don't think you're gonna be consistent with it.
Katie Braden [:Let's just say no. So work with them, do. And this is where I'm like one to two minute videos. Don't be sending in 18 minute long videos, right? Keep it super short, build that consistency, keep sending it into compliance. And then they get to know you. They realize you're not saying crazy things and it's just easier from there on out.
Chris Stone [:How much do you encourage them to do like, like live takes? You know, not necessarily taking the one take you record, but I think a lot of times people will take a, you know, just do the video and then they'll over edit themselves and then they either a, don't sound like themselves because they've over edited it, or they just never send it out because they're taking too much concentration on trying to edit them. So how do you, how do you work with someone to, to get comfortable doing it multiple times until they feel like they've done the right video?
Katie Braden [:So one of my rules, when I'm like just starting out with people and again having that sandbox, so what if you work in a larger company, create a little sandbox of, you know, advisors in your company. If you're in a study group, do it in your study group. If you want to call me, call me, right? But have that little sandbox. And I always tell people, upload your first take. Because so often I hear from people who are like, I did 18 takes. And here's the thing, I always tell people. Like, I see my job as finding every barrier that advisors have to creating video and then finding a way to kind of break down that barrier. So when I hear people doing 18 takes, I'm like, That's a recipe for failure.
Katie Braden [:Nobody should have that kind of time. Right. That's frustrating. It's not fun. And honestly, your 18th take is probably way worse than your first take.
Chris Stone [:Yeah.
Katie Braden [:That's why you've got to do it, and you have to get it out to other people. Because, like I said earlier, what you think about it doesn't matter. So you might think, oh, I messed up one word. Do you know how often, even in videos that I have on YouTube, I make up words? I don't know where I got this skill. Right. I've obviously been doing this for a long time, and I'm like, I will make up words. Has anybody ever once called me out on it?
Chris Stone [:No, that's you. That's your personality. And then people know that it didn't come from ChatGPT because it doesn't exist there. At least not yet.
Katie Braden [:I mean, it does hallucinate, and apparently I hallucinate. We're. We're a good little pairing there.
Chris Stone [:All right. I love that. Okay, so. So this is. This has got my squirrel brain bouncing around here. So when you're working with people, how. Because there's a balance here. Like, create the cockpit is.
Chris Stone [:Is sort of, you know, so that. So that you have everything. You're not setting something up every time you do a video. Right. You got it. Yeah. You know, and. But there's also that balance of, like, getting outside or doing something that you like.
Chris Stone [:Maybe it's walking the dog or going for a hike or those kinds of things and getting yourself used to filming yourself doing that. But somebody that's just starting out, you know, and. Or is a. Is a financial advisor, one of your clients, like, how do you get them to, you know, get themselves set up in a. What I call a cockpit? There's a pilot analogy there for you. And. And also, like, have that balance of more authentic. I'm out doing whatever I do to, you know, that's my passion kind of thing.
Katie Braden [:Yep. I love that. I'm so glad you asked, because that's usually, like, the first assignments I give people. Oh, okay. Like, get. Get away from your desk. Because we also don't realize kind of the mindset that we're naturally in. When you're at your desk, you've got all the dings, the notifications, the, you know, phone going off.
Katie Braden [:You have people stopping by your office. I often have cats jumping on my head. Right. But advisors tend to, like, be hunched over the desk all day long. Right. Not good for our posture. You've got the Compliance brain. And we're not in a naturally creative state.
Katie Braden [:So I do actually always tell people before I even like, give them equipment recommendations, go outside. Like, that's the first assignment. And I always start, I usually tell people, like, take a couple of weeks. Do not record any content that has to do with business. So again, if you got that little sandbox, go outside. And if you're out for a walk, like, grab your phone if you've got your dog on a leash, right? Introduce your dog to us, tell us about your day. You know, how many meetings did you do? Do you, do you have a success story that day? You know, did you get to the gym? Like, don't talk about business stuff, because that's why we need to figure out, like, what is your personality in getting you comfortable on video? Because if you go straight to all those other things, and again, it kind of breaks our brain. And we're overthinking, we're trying to process too many things and so taking that time to get that comfort.
Katie Braden [:And then when you're outside, right, you're standing. I'm standing now. I'm always standing for, you know, meetings and stuff like this. Our energy is better, right? It's better for our posture. I always tell people I'm like, get the, the power pose, you know, and that like, tells our brain that everything's okay. And so when we stand up, right, it's like this physiological response for like, I'm in control. And then it's good for your posture, you know, looking up. If you're outside, you're breathing fresh air, you're out in the environment, you know, so much better than kind of being in fluorescent lights in a potentially dark office hunched over.
Katie Braden [:So, like, do that, tell your body it's okay. Like, take that deep breath. And then we often find, right, we, many of us have our best ideas in the shower. Well, go out for a walk. Like, it's my favorite way of multitasking, right? Like, you're getting fresh air, you're getting exercise, you're getting away from your desk, you're having that good thinking time. And then whatever comes to mind. If you're like, wow, three clients have asked me this week, you know, what do I think about interest rates? Cause they want to buy a vacation home. Cool.
Katie Braden [:Grab your phone and pretend. And always, always pretend, whether you're doing a one to one video or a video that you hopes go viral, you hope goes viral, pretend you're just talking to one single person. Yeah, so like pretend you're on a FaceTime call. Right. And so pretend that that client just asked you a question and you're just answering it. Like, oh, a lot of clients have been asking me lately, what do I think about this? Here are my thoughts.
Chris Stone [:Great advice. Great advice. You know, it used to be a time, Katie, where, you know, somebody like me would be outside holding their phone up and doing a video, and I would feel weird about it. But now, I mean, you know, there's no excuse. Right? I mean, everybody. I mean, like, people are doing all kinds of stuff by themselves with a phone to get some special TikTok thing or whatever. I don't feel. I mean, I.
Chris Stone [:Will. You look weird not doing it anymore. I mean, it's like. So there's really not. I just feel like there's no excuse for someone to say, I just don't like to do video for myself. You know, do you work with anybody like that where you feel like you have to convince them, or by the time they get to you, you're like, you know, they already know. They just. They just need to know how to.
Chris Stone [:How to do it.
Katie Braden [:Yeah. So I actually won't work with people that. I had an intro call, like, a month ago with an advisor who literally said, like, he used those words. He's like, you know, convince me that I need to use video. And I said, no. Right. If you don't want to use video, I. Then we're not a good fit.
Katie Braden [:And I'm not going to try to convince you.
Chris Stone [:Yeah, we get. We get that conversation a lot with people who are more traditional podcasters who have been doing audio only for years. Years. And they just are, you know, just like, I. I don't want to do video. And I always say, well, that's fine. You just won't get found as much. I mean, if.
Chris Stone [:If you're okay with that, you know, you don't have to do video if you don't want to do video, but, you know, if you. If you want to get found more and maybe, you know. No, like. And trust you talked about earlier, you might wanna. You might wanna change your mind or. Or something. So I've got a. I've got a.
Chris Stone [:This just came to mind because we were talking a lot about the cockpit and the planes and everything. So now you and your husband are both pilots. Do we have that right?
Katie Braden [:Correct.
Chris Stone [:Okay. When's the last time you actually piloted a plane? Like, got in the plane and you were the pilot?
Katie Braden [:Two weeks ago.
Chris Stone [:Two weeks ago.
Katie Braden [:We own a plane. We have a plane.
Chris Stone [:All right, well, you Own a plane. Well, it's good to be Katie Braden. So when you do, you know, I don't. I don't. I know enough to be dangerous when it comes to this. But, you know, I would imagine when you get into your plane, as a pilot, you have a huge checklist of items that you have to do. There are. Because it's like you're.
Katie Braden [:Yeah.
Chris Stone [:You're thousands of, you know, you're thousands of feet in the air. You're taking your own life and whoever's with you, you know, into your hands. So that. Do you take that sort of mentality into what you're doing with someone? As far as, like, make sure, you know, check, check, check. Make sure you're doing all of those things. And if. And I have a mat. You're shaking your head yes.
Chris Stone [:So I'd love to hear how that checklist works for people that you work with on video.
Katie Braden [:It works really well, because otherwise. And I do tell people, I don't intentionally. I intentionally don't give them the checklist in the beginning because a lot of people need to learn some of the things the hard way, and it's nothing dangerous. Right. And I'm sure you guys have done. Everybody has recorded a video and hit play, and there was no audio. Yep, we've all done it. We've all recorded a video, gone to hit record again, and realized we actually weren't ever recording it record at the end.
Katie Braden [:Right. Some of the things you just kind of have to do. So I kind of. It's like a. Maybe my own hazing for people, just for my own amusement. But then once you've done it, then you kind of realize, okay, I need a checklist. Right. So it's almost like, again, I don't want to convince anybody that they do, but once they've done that, they're like, okay, if I had a checklist, it would make it easier.
Katie Braden [:So again, we think about removing distractions in virtual meetings and videos, but then it's also removing all of our own. I don't want to say head trash, but just like, analysis paralysis. Right. I. I was tried, trying. I was not successful really, to learn to play golf in high school. And I remember I was like, learning everything. It was like, you know, your thumb here and your finger here, and this goes this way.
Katie Braden [:And then you're. You're back upside down, in and out. And I was like, I don't know what to do.
Chris Stone [:Right.
Katie Braden [:There was way, way too many things. And so then I started hitting worse. Like, the more I Learned how to do things correctly, the worse I got.
Chris Stone [:Wow.
Katie Braden [:And so checklist. Not sitting there and thinking about, did I do this, did I do that? I forgot this, I forgot that. Just follow the checklist, make sure you've double checked everything, you're good to go. Like, eliminate your own analysis paralysis. So you can just focus being you breathe, have a shot of tequila if that helps calm the nerves.
Chris Stone [:There we go. There we go.
Chris Stone [:You got Chris going now.
Chris Stone [:Yeah.
Katie Braden [:I don't judge, but whatever works for people, right?
Chris Stone [:And you know, make sure that, make sure that the, the dogs in the backyard and barking on your audio, you know, all those things. And, and ultimately though, I think especially if we're doing, you know, a client call or you know, a live video, like we're doing, like if, if Jim had a dog and his dog starts barking, I mean, is it that big of a deal? I think people freak out on the, on the littlest things when all they gotta do is just, hey, like if, if you don't see it in your face, it's not that bad. For years I played in bands and if I played the wrong note, the only person that knew that I played the wrong note were me and maybe the guitar player. And that's about it. And as long as you don't make a weird face, nobody knows, right? And so I think, you know, a lot of times people are just afraid to fail. And no one knows you're failing in this space.
Katie Braden [:No one has your feeling. But also like, it's, it's. Those things are so much more interesting, right? So I did a. I was out for a run, I don't know, two years ago, and I got an email while I was gone from someone that introduced me to someone else that I was like, oh, wow, this is a really great introduction. And I got back and I mean, I was sweaty. I was in Florida, you know, humidity bright red from running. And I was like, crap. I was like, I didn't want to wait too long, right? Shower and do all that.
Katie Braden [:And so I hopped on, I just did a quick one to one video and I was like, hey, you know, thanks so much for the introduction. Great to meet you. And still to this day, I mean, that was, yeah, two or three years ago, every time I now talk to him, he's like, hey, have you been running lately? So like, we forget that those things are often, you know, more memorable and it builds rapport faster versus if you just have your beautiful mahogany bookshelf behind you and everything looks great and you just have you Know your degrees and some books. Like, what are you going to do with that? Right? You kind of. It's not that interesting. So, yeah, when I record videos in my plane, when I talk to people, everybody's like, oh, yeah, what's the last flight you went on? Where are you going next? Right. Having conversations that have nothing to do with business, but they're building rapport, which is so much more valuable and important.
Chris Stone [:Katie Braden, you're awesome. Ladies and gentlemen, go to advisorvm.com and even if you're not a financial advisor, you need to bookmark this website. Look at all this. Here's a picture of her. And I'm guessing this is your husband, Is that right?
Katie Braden [:Yeah.
Chris Stone [:Ditch the desk. Fresh air, fresh content. We. We talked about that. There's a ton of great tips that, you know for folks that aren't just financial advisors. And of course, go to the YouTube channel as well, which is Advisor VM. Lots of great content there as. And I guess, you know, if we're going to wrap here relatively quickly, Katie, if I'm out there right now and I've got my phone and I've got a.
Chris Stone [:Just a webcam, but I. And I know I need to do video. What is this? What's this? What's the small thing that somebody can do right away to get going and do that first video?
Katie Braden [:Think about, you know, how often we think about people and we're like, oh, I haven't talked to Chris in a while. I need to call Chris. And then we get distracted. We never do.
Chris Stone [:Yeah.
Katie Braden [:The next time you have that thought or if there's somebody that comes to mind, as soon as I said that, send them a video and just say, hi. Yeah, just say, hey, Chris, it's been a minute. Hope everything's going great, you know, you have any fun summer plans? Just want to say how much I appreciated you having me on dealcasters. You know, Talk to you soon. Short and sweet. Like max 45 seconds.
Chris Stone [:I love that. And do you. What. What do you use to. As the software to do that again?
Katie Braden [:So if it's like a friend or family member, just text it. Do the easy thing. Just text it. Yeah, for me, I. If I'm just kind of sending it out and I don't kind of expect a video back. I really like bombbomb.
Chris Stone [:Oh, okay.
Katie Braden [:If I do want a video back, then I will use video ask. But Vidyard, if you already use loom, like, again, don't get into analysis paralysis. If you have something that works, just.
Chris Stone [:Do that that's true. And I think that's. That that advice is so true. In more than just doing video, if you have something that works, just do that, right? It's like if the microphone you have is a $40 audio Technica 2100, don't worry about spending $500 for the Joe Rogan mic. You know, get, get something that just is going to get you closer to getting that video done. It works in so many ways. Katie, thank you for making our show better today. This was awesome.
Katie Braden [:Chris, thank you.
Chris Stone [:This was awesome. And even our friend Davidson's all natural Jim, you know who gets another plug is just decided to.
Chris Stone [:We do have a pointer from Dr. Hicks for Katie though. He said no Keela before flying the plane.
Katie Braden [:Katie, no. What?
Chris Stone [:No, no, no.
Chris Stone [:What? What was that again?
Katie Braden [:It's the general rule is eight hours bottle to throttle.
Chris Stone [:Eight hours bottle to throttle. So like once you have a drink, you have to wait eight hours before you can get. Okay, I didn't know that. See, I learned something. Every one of these shows shows and that was it. Eight hours bottle of throttle. I love it. All right, ladies and gentlemen, thank you for joining us for those that have joined us live and 8 hours bottle to throttle.
Chris Stone [:And it all, as always, don't fear the gear.
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Chris Stone [:If you have questions about this episode or have something you want us to review, you can also email us at dealcastersieldcasters Live. Thanks again for listening and you know the deal. Don't fear the gear.