GuideVine CEO, Raghav Sharma, sat down with RIABiz’s Graham Thomas at the recent FPA BE Conference in Boston to talk about how GuideVine helps financial advisors introduce themselves to potential clients and investors. To read the full article, click here.

Through the GuideVine

While the exhibit hall was still populated by stalwarts of active management — American Funds, T. Rowe Price, Jensen Investment Management and Westcore Funds — the conference had a larger tech representation, at least in number if not booth size. Some examples include RIA in a Box (Compliance Technology), GuideVine Technologies Inc. and FMeX (Financial Media Exchange LLC).

Raghav Sharma, co-founder and CEO of GuideVine may finally have cracked the code on introducing investors to advisors. Citing the painful process of watching intelligent relatives struggling to find a healthy financial planning relationship, the former McKinsey & Co. principal turned to video as the medium of opportunity.

“Every advisor starts out calling themselves a ‘holistic financial planner’ but we interview all of them for at least an hour to get specific themes, what really makes them unique,” he said.

The information is then sent back to the advisor so they can flush it out in their own voice along with coaching for the video shoot.

Aaron McGlaughlin, an RIA from Southern California (who heard about GuideVine on a Reddit subgroup of all places!) volunteered he had just had his first interview with a potential client that week. With 20,000 videos viewed on their site, and a purported $35 billion of advised assets, GuideVine might be a welcomed additional lead source for advisors. (Note: There is a pre-screening process).

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From time to time, the team at GuideVine highlights certain topical videos and content from expert financial advisors. We find these helpful and hope you will to for your managing personal finances. To learn more, you can view and find potential advisors through our advisor matching service and listings, ask one-on-one personal finance questions to these experts, and view “How to” videos on our YouTube channel (https://www.youtube.com/channel/UCJopbGDSgc1szGZaoUPqTrA).