cover of episode Laura Garfield & Sharon Gottula: When Story Meets Finance

Laura Garfield & Sharon Gottula: When Story Meets Finance

2023/1/30
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

In this episode of Framework, Laura and Sharon explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services, while learning the lessons of how to be a rockstar on camera, as they search the heavens for the perfect answer. "Relationships are front and center and building trust is so important. And when you have those kind of as goals, then cookie cutter video doesn't necessarily help you get there."

Laura and Sharon are the co-founders of Idea Decanter, a video production company that specializes in creating custom content for financial advisors. They have a wealth of experience in the wine industry and are passionate about helping advisors create videos that build trust with their audience.

In this episode, you will learn the following:

  1. How Idea Decanter found its’ way from wine to the finances.2. The techniques to make an advisor look like a "rock star" on camera.3. Exploring the idea of customizing video content to build trust with clients.

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