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Sarah Cain, vice president of coaching and consulting at Carson Group

Practice Management > Marketing and Communications

Carson Coaching Teams With Idea Decanter on Video Marketing

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What You Need to Know

  • Idea Decanter said Monday it will now provide video and coaching services to Carson Coaching members.
  • The partnership includes a coaching boot camp at the Carson Excell conference in Nashville, Tennessee.
  • Idea Decanter released its fall lineup of conference speaking sessions and training events.

Carson Coaching entered into a strategic partnership with Idea Decanter, a video marketing agency that helps financial advisors write, record, produce and market unique, custom-created videos.

As part of the pact, Idea Decanter said Monday it will now provide video and coaching services to Carson Coaching members.

The partnership includes a coaching boot camp at the Carson Excell conference in Nashville, Tennessee, Tuesday through Thursday this week.

That interactive event, which was booked within an hour of release, will assist advisors in developing on-camera skills and feeling more comfortable as they launch and embrace proven video marketing tactics, according to Idea Decanter.

Along with providing a platform for advisors who are new to video communications, Idea Decanter said it will help “fine-tune advisors’ already established video marketing and take them to the next level.”

Explaining why Carson Coaching selected Idea Decanter, Sarah Cain, vice president, coaching and consulting at parent company Carson Group, said: “Idea Decanter is known within the financial services world as a top-tier solution that gives advisors the ability to add high-quality, personalized videos to their marketing plan.”

“Video has become a crucial aspect of any advisor’s marketing efforts and having the expertise of Idea Decanter is a real benefit to Carson Coaching clients,” she said in a statement.

Meanwhile, Idea Decanter founders Laura Garfield and Sharon Gottula also released their 2023 Fall Tour lineup of conference speaking sessions, as well as other training events. They kick things off in Nashville at Carson Excell, followed by SER Latino Advisor Summit, the FPA Annual ConferenceNitrogen Fearless Investing Summit, and Raymond James’ Practice Intelligence Workshop.

The presentations will include discussions on how advisors “can level up their video marketing,” Idea Decanter said. Also addressed will be “building video into a lead funnel that speeds up prospect-to-client conversion rate, how to attract next-gen investors with a digital marketing strategy, and how to get past your jitters and record videos with confidence,” the company added.

“People want to watch videos rather than read, which is why video marketing is becoming the norm,” according to Garfield. “But planning, recording, and successfully using a video can seem daunting for many advisors,” she said in a statement. “Our conference sessions this fall help advisors get past what’s holding them back from embracing video marketing so they can get results.”

Since its founding in 2014, Idea Decanter says, “hundreds” of financial advisors have used the firm’s Idea Kits and “watched their practice grow while they’ve saved themselves time, money and headaches.”

Pictured: Sarah Cain


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