#131 Nick Lennox

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By XY Adviser. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion their services evoke. They use videos to build trust, and it’s working.

Nick Lennox is the creative brain behind Udeo video and media. He works closely with Advisers helping them generate high quality content, convey their message and showcase their unique point of difference.

Episode highlights:

10:05 – Why being in front of the camera can help you understand your why

12:55 – The power of client testimonial videos

15:45 – The most effective Adviser videos you’ve seen

25:10 – How to get comfortable in front of the camera

27:13 – How to repurpose and leverage client testimonial videos

31:00 – The mere exposure effect to build trust and credibility before a first meeting

Show Notes:

Nick Lennox LinkedIn - https://www.linkedin.com/in/nickjlennox/

Udeo Video & Media - https://www.udeo.com.au/

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

167 episodes