Updated: Jul 13
More and more savvy professionals are turning to video for quick snippets of information. Whether it is a who’s-who’s for a political election to a training video on Excel pivot tables to “what does it means to be a fiduciary?” video is fast becoming another normal way to seek out answers to our questions.
If you’re a retirement plan advisor interested in creating an animated video for retirement plan committees or participants, here is a behind-the-scenes look at what it will take to create one.
Topic. You need to start with a frequently-asked question that your plan sponsors want answered such as, what is financial wellness? How can we stretch the match? What is a Safe Harbor?
Research. Take a few moments to gather information about the topic whether it is a recent white paper, infographic or research report. This is important if you want to reference statistics or data trends within your video.
Script. For a one-minute video, aim for ten sentences. For a two-minute video…you guessed it, twenty sentences. That’s it. Keep the sentences short and to the point.
Compliance. Partner with your compliance department and submit the script. It’s best to gain script approval at this stage when changes are much easier. If you wait until the video is produced, even small modifications can be time consuming and costly.
Voice-over. Decide whether you are going to narrate the video or hire a professional voice-over artist. For a variety of available talent, check out SoundCloud.
Animation. In our experience, most advisors are not moonlighting as graphic designers, illustrators and animators, but if you are, great! If not, then it’s time to hire an animation artist. Provide your choice with the script including voice-over. Then give them your creative vision.
Edits. Review your video. How does it look? How is the sound quality? Ask your animation artist to make any changes you feel are appropriate.
Compliance submission. Wait, I thought we already did this? You did. But you need to show them your final production.
Edits. Work with your voice-over professional and animation artist to edit the video per your compliance department’s requirements.
Post! Yay! Post that video on the World Wide Web. Share it via social media and YouTube. Add it to your website. Promote it from the mountain tops.
Hope this was helpful and congratulations, you’ve created and posted your first animation video!
Thanks for reading and Happy Marketing!
About 401(k) Marketing
We believe the retirement plan industry can do better. Our clients are the best professional retirement plan advisors and TPAs in the business. They care deeply about saving America’s retirement future. We are proud to share their voices through industry writings, professionally-designed marketing materials (including websites), and expert content collateral. We lend support by promoting businesses through ongoing awareness campaigns. www.401k-marketing.com
About Retirement Plan Marketing
Retirement Plan Marketing is a product of 401(k) Marketing and is an ongoing turnkey marketing solution for retirement plan advisors. It is an easy-to-follow, consistent marketing program designed to get you noticed in your community and generate new retirement plan sales. When you deliver relevant plan sponsor content, you add value to your conversations and can work your way up to become known as the “go-to” retirement plan advisory office. www.retirementplanmarketinginabox.com