Roger caught up with financial planner/Congressional candidate/teacher/school principal/video master Andy Millard at the Technology Tools for Today conference in beautiful Garden Grove, CA. Ben was safe and sound in his house in North Carolina. And despite being in different time zones, the three of us harnessed the Awesome Power of Technology to talk about how advisors can use videos to better connect with clients, prospects, and even potential employees.

Andy touched on some critical elements of what makes a good advisor video:

  • Be authentic
  • Keep it short, as in 30 seconds. If it's longer than 2 minutes, you're toast.
  • Make 1 point, and make it interesting
  • Tell a story. Use a script, if possible.
  • Use evergreen content

Andy also mentioned a few technical items for better quality videos:

Some of the favorite videos we mention in the podcast are still available on Andy's YouTube channel, like the ones about liquidity; credit default swaps; happy poor/unhappy rich; and the granddaddy of them all, the geyser video.

You can learn more about Andy's current projects at You can also follow Andy at MillardCFP on Twitter, LinkedIn and Google+.

Fun fact: Did you know that by 2020, 82% of all online traffic will be video? And 75% of that traffic will be videos of cats chasing laser pointers and getting the bejeezus scared out of them by toasters? The future can't get here fast enough.