Katie Braden, CFP®

Helping financial advisors stop sucking on video. 🤗 And have fun doing it! From improving your virtual meeting setup to boosting your comfort and confidence, mastering the technical elements and creating valuable and engaging content, we're here to help you every step of the way. I'm Katie Braden, CFP®, a former practitioner that was using video in my completely virtual financial planning practice back in 2013. With a degree in photography and a passion for the profession, I now combine my expertise and work with amazing people in financial services to help you look and feel better on camera and use video to attract more of your ideal clients, create stickier relationships with existing clients and add efficiencies in your business.

Year created 2024
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