Yesterday, we ran the first part of this profile on advisor Dan Dillard. He works at Amplify Federal Credit Union in Austin, Texas and has begun using video as a way to reach clients. It began as a half-day series called Financial Boot Camp and helped him increase AUM from $10 million to $75 million.
With his new firm, Vidcast Media, financial advisor Dan Dillard was soon taping his classes. They were still run as traditional classes as well, but the highlights were offered on four- to seven-minute video features.
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