6 Helpful Videos Advisors Can Send Their Clients


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When you’re a financial advisor, it can be difficult to connect meaningfully with your clients while trying not to run afoul of compliance.

That’s why it’s important for you to think outside the box. One way to do this is by offering up content that’s free of explicit financial advice and is focused on helping your clients lead happier, healthier lives.

While these offerings might not have anything to do with the performance of their investments, your clients will appreciate that you’re thinking of them and care about them beyond the transaction. This will go a long way when it comes to retaining their business and gaining referrals.

The following videos will help your clients save money, feel better, and even reduce their impact on the environment.

Healthier choices

How to build a better smoothie

Smoothies are incredibly popular for a reason—they’re a great way to consume an entire meal’s worth of nutrients on the go.

Of course, not all smoothies are created equal. It’s important to include healthful ingredients, in the correct portions and in the right order. The above video shows how to build a smoothie that comes out creamy and delicious every time.

As an added bonus, the text description underneath the video contains recipes for all three smoothies shown.

12 Days of fitness (HIIT)

HIIT stands for High-Intensity Interval Training. It’s a popular workout regimen that involves expending quick bursts of energy in a short period of time.

This video will likely be popular with your fitness-minded clients. Just be sure to include a link to the supplemental blog post, which explains each individual exercise in detail.

If your clients enjoy this video, there’s a whole playlist of videos just like it that you can share with them.

Environmental impact

Easy tips to make less waste

As we continue to learn that some of our modern conveniences come at an environmental cost, many of your clients are probably looking for greener alternatives. This short video offers some suggestions for reducing waste that they can start implementing right away.

For your environmentally conscious clients, American Lifestyle magazine has a section of its website devoted to greener living.

Door draft stopper

Depending where you live or do business, it’s likely that many of your clients spend hundreds—even thousands—of dollars heating their homes every winter. In addition to the financial cost, that’s a lot of energy expended for a few months of warmth.

Luckily, there are some simple things your clients can do to reduce their energy bills, as well as their carbon footprint—like this draft stopper, which helps lessen the amount of cold air that seeps into a home.

Note: when you share the above video, make sure you also include these step-by-step instructions for making this handy apparatus.

DIY money savers

Make your own rice milk


It’s no secret that plant-based milks have gotten a lot more popular in recent years. As of the end of 2018, these milk alternatives account for 15 percent of all milk sales.

While many cite factors such as personal health, animal rights, and environmental impact as reasons for seeking out these plant-based options, they can also be a great way to save money.

By buying rice in bulk and following the recipe above, your clients can save a bundle by making their own rice milk at home.

Homemade all-purpose citrus cleaner


Did you know you can make your own all-purpose cleaning solution with just a few ingredients?

If your clients have some citrus peels, white vinegar, and essential oils of their choice, they can easily create an all-natural cleaner that smells great and won’t cost a fortune.

Once your clients have made their own all-purpose cleaner, they can try their hands at some other great, natural cleaning products:

Did you enjoy what you’ve watched today? You can send great content like this to your clients every other month with a customized, branded copy of American Lifestyle or Start Healthy magazine.

Free E-book: 15 Ways Financial Advisors Can Stay in Touch with Their Clients

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