Planner Pulse 030: Phil Thompson — How to get started with video marketing

Today I’m joined by Phil Thompson from Thompson Financial Services, which is a small financial planning business in Melbourne, which Phil took over about 3 years ago.

Phil has been doing some really cool things with video marketing, and currently produces a weekly "Phil's Finance Fix" video which he emails to his clients and prospective clients. The videos are high quality, authentic and a great knowledge sharing tool.

Here's an example of one of Phil's videos.

Listen and learn

In this episode, we talk about:

  • How Phil got started in financial planning (and what his seriously awesome former career was)

  • Why he chose to create videos over other forms of content, for his financial planning business

  • How his videos help him with the sales process (which he considers himself really bad at)

  • The process and tools Phil uses to script, record and produce videos his compliance team give the thumbs up to

  • How he is experimenting with the video streaming app Periscope, and why he loves it

My work and my business is here to facilitate my life and the ability to spend time with my family.
— Phil Thompson
Phil’s the one doing the handstand!

Phil’s the one doing the handstand!