3 Story Ideas that Are Yours for the Taking

Video can be a powerful communication tool with clients. See examples of three different types of videos — and learn how you can create them.

|

Laura Garfield and Sharon Gottula, co-founders of Idea Decanter, highlight why advisors must “find their story” to facilitate a successful video marketing campaign.

Learn how video can serve as a powerful communication tool with clients. See examples of three different types of videos — and learn how you can create them too.

Latest News

See all >>

CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect

Martin Seay’s studies include how consumers seek and use financial advice.

Many Retirees Consider ‘Unretiring,’ New Survey Reveals

Economic volatility is fueling increasing anxiety about retirement readiness among Americans 50 and older.

As Texas Targets Flood Scammers, SEC Offers Tips to Avoid Being Duped

Scammers seek to fleece disaster victims and those who want to help, officials warn.

Retirement Dreams Delayed, Altered or Canceled for 40% of Pre-Retirees

Many no longer have faith in traditional rules of thumb of retirement planning, a Nationwide survey reveals.

From Sports Greats to Pop Icons, Some Celebs Reap Huge Returns

A new analysis by BrokerChooser ranks the world's most successful celebrity investors.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.