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Lights, Camera, Clients: How Financial Advisors and Life Insurance Agents Can Elevate Outdoor Filming

December 13, 20244 min read

Introduction: Why Your Videos Matter More Than Ever

If you’ve ever tried filming outdoors only to end up with shaky footage, poor lighting, or distracting audio, you’re not alone. As a financial advisor or life insurance agent, creating engaging, professional-quality videos might feel like one more task you don’t have time for. But here’s the kicker: video content isn’t optional anymore—it’s essential.

With clients looking for financial advice online, polished videos can build trust faster than any email or ad campaign. The good news? You don’t need a Hollywood budget to make it happen. In this guide, I’ll show you how to create scroll-stopping outdoor videos using simple tools, practical tips, and a bit of creativity. Ready to transform your content? Let’s dive in!

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Why Financial Advisors Need Outdoor Videos

  • Stand Out in a Crowded Market: The financial services world is competitive, and clients want someone they feel connected to. Videos let them see your face, hear your voice, and trust your expertise.

  • Build Trust: High-quality videos make you look like the go-to expert. Poor-quality ones? Not so much.

  • Reach More People: Social media platforms and YouTube favor video content in their algorithms. A good video can reach thousands of potential clients.


Step-by-Step Guide to Pro-Level Outdoor Videos

1. Stabilize Your Shots: Use a Gimbal

Let’s start with the biggest pain point: shaky footage. Nothing screams “unprofessional” like a wobbly video. A gimbal can change the game.

  • What’s a Gimbal? Think of it as your video’s steady hand. It keeps your camera smooth, even if you’re walking or moving.

  • Best Practices:

    • Balance your gimbal before shooting.

    • Use "lock mode" for still shots and "follow mode" for dynamic movement.

    • Practice slow, intentional movements—let the gimbal do the work.


2. Lighting: Nature is Your Best Friend (or Foe)

Lighting can make or break your video. Outdoors, you’ve got a powerful tool: natural light. But you also have to know how to work with it.

  • Golden Hour: Shoot in the morning or late afternoon for soft, flattering light.

  • Avoid Harsh Shadows: Midday sun can create unflattering shadows. Use a reflector to bounce light onto your face.

  • Portable LED Panels: For cloudy days or shaded areas, these lights are lifesavers.


3. Crystal-Clear Audio: Invest in a Good Mic

Fun fact: People will forgive slightly blurry footage, but bad audio? Nope! They’ll click away faster than you can say “client acquisition.”

  • Gear Recommendations:

    • Lavalier Mics: Small clip-on microphones ideal for interviews or walking shots.

    • Shotgun Mics: Great for capturing sound from a distance while cutting out background noise.

  • Pro Tip: Always test your audio before hitting record. Wind noise? Use a windscreen.


4. Framing and Angles: Look the Part

Ever watch a video where the person looks tiny in the frame or is awkwardly positioned? Don’t be that person.

  • Use the Rule of Thirds: Divide your screen into three sections. Place yourself slightly off-center for a balanced shot.

  • Eye-Level Camera Placement: Keep the camera at or slightly above eye level for a natural look.


5. Edit Like a Pro (Without the Stress)

The magic happens in editing, but it doesn’t have to eat up your time.

  • Simple Editing Tools:

    • CapCut (free and easy for beginners).

    • Adobe Premiere Rush (great for professionals).

  • Batch Content Creation: Record multiple videos in one session, then edit them in chunks.


Common Outdoor Filming Mistakes (and How to Avoid Them)

  • Mistake #1: Forgetting to test equipment.

    • Fix: Record a quick test video before starting.

  • Mistake #2: Ignoring the weather.

    • Fix: Check conditions and plan for wind or sudden rain.

  • Mistake #3: Overcomplicating your setup.

    • Fix: Stick to essentials—a gimbal, mic, and reflector are plenty to start.


FAQs About Outdoor Filming for Financial Advisors

Q: Do I need an expensive camera to create high-quality videos?
A: Not at all! Your smartphone, paired with tools like a gimbal and external mic, can produce stunning results.

Q: How long should my videos be?
A: Aim for 2–3 minutes for most content. Shorter videos perform better on social media, but make sure your message is clear and engaging.

Q: What kind of content should I film outdoors?
A: Try educational topics like "3 Tax-Saving Tips" or share client testimonials in scenic locations for a personal touch.


Pro Tips to Save Time (and Sanity)

  • Delegate Post-Production: Hire a Virtual Assistant (VA) to handle editing and branding overlays. You record, they refine.

  • Create a Filming Checklist:

    • Is your equipment charged?

    • Do you have backup batteries?

    • Have you tested your mic and gimbal?

  • Repurpose Content: Turn a single video into social media clips, blog posts, or email content.


Conclusion: Your Video Journey Starts Now

Outdoor filming might feel intimidating at first, but with the right tools and mindset, it’s a game-changer for your business. Imagine connecting with potential clients through videos that showcase your expertise and personality—without spending a fortune or hours editing.

Here’s your challenge for the week: Pick one tip from this guide and apply it to your next video. Start small—maybe stabilize your footage with a gimbal or test a new mic. Once you do, let me know in the comments how it worked for you!

With just a few tweaks, you can create content that sets you apart, builds trust, and ultimately attracts the clients you want. Ready to hit record? Go for it!

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by Advisor Marketing Hub/Better Automate/Rob Sousa to provide information on a topic that may be of interest.


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CONTACT US:

Advisor Marketing Hub

17822 17th Street

Suite 202

Tustin, CA 92780

support@advisormarketinghub.com

Office: (714) 844-8442

QUICK LINKS:

LETS CONNECT:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by Advisor Marketing Hub/Better Automate/Rob Sousa to provide information on a topic that may be of interest.


We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


TERMS & CONDITIONS | PRIVACY POLICY