The first-ever State of Advisor Video Report from Idea Decanter is here, and we’re breaking down what the data reveals about how financial advisors are really using video today.

But this conversation isn’t just about who is recording videos and who isn’t. It’s about what video makes possible: stronger trust, better visibility, more consistency, and a clearer way for prospects and clients to understand who you are before they ever meet you.

If you’ve been wondering how many advisors are actually creating video, what’s holding them back, and whether the effort is worth it, this session will give you a clear picture.

Duncan and Idea Decanter’s Co-founders will unpack key findings from the report, explore the gap between advisors who know they should be using video and those who actually are, and look at what frequent video creators are doing differently to make video more repeatable, strategic, and effective.

Key Takeaways

• See how your approach to video compares to other financial advisors
• Understand the biggest barriers keeping advisors from recording videos, and how they’re getting around those blocks
• Learn what the data says about consistency, time, repeatability, and making video more manageable
• Explore how video can help build trust before the first meeting
• Walk away with practical ideas for taking a simpler, more strategic next step