Trivia Question❓

What is the average length of time it takes for someone scrolling on social media to decide whether they’ll keep watching a video or swipe past it?

Answer at the bottom of the newsletter

Unlocking the Power of Micro-Content: How Short-Form Video Can Attract the Right Clients

In the age of TikTok, Reels, and YouTube Shorts, attention spans are shrinking—but engagement opportunities are growing. Today’s clients want financial advice that feels accessible, not academic. That’s why more RIAs are turning to short-form video to grow their visibility and connect with their ideal audience.

Micro-content (videos under 60 seconds) allows you to answer common questions, dispel myths, or share quick tips in a highly shareable format. You don’t need to be a social media influencer. You just need to show up consistently with content that’s clear, helpful, and authentic. Think: “What’s a Roth IRA?” or “3 mistakes to avoid when retiring early.”

The goal isn’t virality—it’s visibility. By appearing in your audience’s feed regularly, you build trust and familiarity. Tools like CapCut, Descript, and Canva make video editing simple, even for beginners. Repurpose snippets from client conversations (anonymized, of course), workshops, or FAQs to create content that feels natural.

Add subtitles, keep it casual, and end with a simple call-to-action: “Follow for more tips” or “DM me with your questions.” You’re not selling—you’re inviting.

Short-form video also improves SEO, builds your personal brand, and serves as evergreen content for your website, newsletter, and onboarding emails. Done right, it becomes a powerful way to attract and pre-qualify your ideal clients before you even speak with them.

Your Advisor's Edge Team

💸 Capital Gains? This Strategy Could Save You a Fortune

What if you could legally defer capital gains taxes for 5 years...and never pay taxes on the profits? This IRS-approved strategy could apply to your recent sale of real estate, crypto, a business, or stock...and most CPAs don't know about it.

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CRT Owners: Here’s the Exit Strategy You’ve Never Heard Of

Yes, you can sell your Charitable Remainder Trust interest...and potentially walk away with a big lump sum of cash now.

Our upcoming webinar shows you how the process works, what the IRS says about it, and how to know if your CRT qualifies for a profitable exit.

Event Details:
📅 October 30th, 2025
🕒 2PM to 3PM ET
💻 Zoom

Click Here to sign up today!

Upcoming Legacy Webinar: Harness the Power of Family Travel

Travel can do more than create memories...it can shape who your children become. Join estate planning expert Stan Miller for a free webinar on how shared travel experiences build empathy, connection, and long-term family legacy.

Click Here to Register!

📝 Thursday, October 30 | 12PM - 1PM ET | Zoom

💡 Answer to Trivia Question:

About 1 to 3 seconds — studies show viewers make near-instant decisions on whether content grabs their attention, which is why strong openings are crucial in short-form video.

Watch this 6 minute video about how to import anyone else's social media networks and turn them into leads for your business: Watch HERE!

Watch this 7 minute video about how to direct message anyone who interacts with your online ads, or your competitor's ads: Watch HERE!

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