Why Your Next Client Wants to See You—Live

Let’s be honest—most financial advisors sound alike. The market's packed with talk about retirement plans, tax strategies, and risk management. It’s all important stuff, sure, but to the average prospect? It’s a sea of sameness.

So, how do you stand out?

Today, we’re diving into a tactic that’s raw, real, and ridiculously underused: live video.

If you’ve ever struggled to…

• Build trust with cold leads

• Get people to actually book a call

• Differentiate yourself from the crowd

…then keep reading. This article will show you how live broadcasting isn’t just for influencers—it’s your secret weapon for building real connections with prospects fast.

What You’ll Learn:

• Why live video outperforms static content for trust-building

• How to structure a broadcast that keeps people watching

• Ways to repurpose your live streams to save time and scale

• FAQs to tackle your top fears about going live

So grab your coffee—or your green juice—and let’s talk about going live without going stale.

Why Live Video is a Game-Changer for Financial Advisors

You might be thinking, "Live video? Isn’t that for TikTok teens or YouTube pranksters?" Nope.

Here’s the deal: live video is the trust accelerator.

Here’s Why It Works:

• It’s unfiltered. People see the real you, not the polished, corporate version.

• It’s interactive. Viewers can ask questions in real time, and that creates connection.

• It’s repurposable. One live = weeks of content (clips, blogs, FAQs).

• It builds credibility. You’re showing up, speaking unscripted, and delivering value.

Think about it: would you rather read a generic blog post, or hear someone confidently answer your burning question on the spot? That’s the power of live.

Hook, Line, and Camera: How to Structure Your Broadcasts for Maximum Impact

Going live doesn’t mean winging it. You need a loose structure—one that keeps the conversation flowing while hitting key points.

Here’s my simple Broadcast Blueprint:

Segment 1: Intro (10 seconds)

This is for financial advisors and sales agents who are struggling to get attention, earn trust, or move prospects to action. Today, we’re breaking down how live video can change that—fast.

Segment 2: Welcome (30 seconds)

Welcome back. Last time, we talked about storytelling and trust. This time, we’re bringing that story to life—on camera. Live video helps you connect in real time, and we’ll show you how to make it work without overcomplicating it.

Want to get featured on my podcast? Drop your questions in the comments.

Segment 3: The Problem (1–3 minutes)

Most advisors avoid live video because they fear messing up, don’t think anyone will watch, or believe it takes too much time. The truth? Those who show up live build trust faster and scale their message without repeating themselves in every meeting.

Live video gives prospects a reason to listen—and remember you.

Segment 4: The Solution (1–3 minutes)

Live video works because it’s real. It’s not about being polished. It’s about being present.

Use this simple structure:

• Start with a hook

• Share a short story

• Answer a common client question

• End with a call-to-action

Speak like you’re in a 1-on-1 meeting. That’s where the magic happens.

Segment 5: Your Opinion (1–3 minutes)

You don’t need scripts or perfect lighting. You need a plan and consistency. Use questions clients already ask you. Talk about what matters to them. Focus on clarity, not complexity.

Live video lets people see who you are—and trust who you are.

Segment 6: Q&A (1–3 minutes)

What if I mess up? That’s part of the appeal. Viewers trust real people.

How long should my videos be? Start with 10–15 minutes.

What if no one shows up? Speak like someone’s watching—because they will, on the replay.

Segment 7: Wrap-Up (1–3 minutes)

Live video is one of the simplest ways to stand out, build trust, and scale your message. Don’t aim for perfection—aim for connection.

Grab the free Broadcast Outline in the show notes and use it on your next live. If you’re ready to take it further, book a 15-minute strategy call with me.

And if you go live this week, tag me—I might feature you on my podcast.

Wrap up with a clear call-to-action. Invite them to book a call, download a resource, or comment below.

Pro Tip: Go live once a week on the same day and time. Treat it like office hours—people will start showing up just to see what you’ll say next.

5 Quick Content Ideas for Your First Livestream

Not sure what to talk about? Start with the conversations you're already having in your office every day.

Try these:

1. Top 3 Mistakes Retirees Make in Their First Year of Retirement

2. What I Wish Every 30-Year-Old Knew About Compound Interest

3. The Real Story Behind a Client Who Almost Ran Out of Money

4. Live Q&A: Ask Me Anything About IRAs

5. The #1 Question I Get from New Investors—and How I Answer It

Remember, you're not giving a lecture—you're starting a conversation.

Real Talk: A Story That Changed My Perspective

Let me tell you a quick story.

Back in high school, I had this history teacher who made every class feel like a nap trap. Bullet points. Chalk dust. Monotone voice. You know the type. I didn’t care about what they were teaching—until I joined the military at 18 and found myself staring down the very topics I once snoozed through.

Why do I bring this up?

Because context changes everything. If you don’t give your audience a reason to care, they’ll mentally check out. But if you show them why your story matters, they lean in. Live video lets you do just that—in real time.

FAQs: Let’s Bust Some Myths

Q: Should I script my whole livestream?

A: No way. Outline it, sure—but keep it conversational. People want to feel like you’re talking to them, not at them.

Q: How often should I go live?

A: Start with once a week. Pick a consistent day/time and stick to it. Momentum builds with consistency.

Q: Can I repurpose my livestream?

A: Absolutely! Chop it into short clips for social, turn the transcript into a blog, or use it as content for email newsletters.

Q: What’s the best platform to go live on?

A: Wherever your audience is—LinkedIn and Facebook are great for advisors. YouTube if you want evergreen search visibility.

Don’t Just Read—Start Broadcasting!

Let’s recap:

• Live video builds trust faster than static content.

• It doesn’t require perfection—just authenticity.

• Structure your broadcasts to engage, not lecture.

• Use stories to build connection.

• Repurpose content to maximize your time.

Now here’s my challenge to you:

🎯 This week, go live for 10 minutes.
Talk about a question you get asked all the time. Don’t overthink it. Hit "Start," speak like you would in a client meeting, and end with a call-to-action.

Then come back and tell me how it went in the comments. Or better yet—tag me in your livestream. I might just feature you on my podcast.

Final Thoughts: From Invisible to Unforgettable

You don’t need a viral video. You don’t need a perfect pitch. What you do need is consistency, clarity, and the courage to show up.

So go live. Show your face. Share your story. Help people understand how you can help them—and watch what happens next.

👇 Download the free Broadcast Outline

🎤 Want personalized help? Book your free strategy call today.

Until next time—keep it real, keep it live, and We’ll see you on screen.