An Edinburgh-based IFA firm has taken a leap into online video in order to better communicate with potential clients.
Roland Oliver, managing director of the firm, said he turned to video as a way to engage with potential clients after written methods failed to make an impact.
"Having tried over the years to get out the message about what we do, how we do it and what it means for our clients, we continually fell at the hurdle of actually trying to write it down.
"We had considered a corporate brochure of sorts but it always sounded and read just like a corporate brochure.
"We were sincere in our belief about our service and client focus and we knew they valued it, but is sounded trite and contrived in word."
Oliver added the move from written to video meant the firm was able to better express its proposition.
"The client could see the whites of my eyes and hear my voice and make an informed decision as to whether or not this was for them."
Inspired by the videos of Professional Adviser award winner Pete Matthews, who runs Meaningful Money TV, Oliver enlisted the help of a local university media department and shot the videos in his office in a morning.
"I wouldn't say I'm the most natural in front if a camera but it's me that you get.", said Oliver.
"If new clients see the videos and then meet with me, I hope that the consistency of the message will reassure them that the client-first approach is something they want and need and that we can deliver it.
"Getting the correct message across is more than just shooting video - your proposition, investment philosophy and how you deliver your service need to be articulated well if the approach is to work."
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