Video has quickly become one of the most powerful tools for financial advisors looking to grow their business, build trust, and attract new clients online.
In this episode of The Stephen & Kevin Show, we sit down with Colin Day, Wealth Advisor at Mercer Advisors, who has built an engaged audience of nearly 30,000 followers on Instagram by sharing relatable and practical videos about financial planning.
Colin’s content stands out because it’s authentic, personal, and approachable. Instead of overly polished production, he focuses on simple, real conversations about money that connect with everyday people.
We talk about how he got started with video, how his well-known “Tree Saga” content series began, and what financial advisors can learn about using video to build their personal brand and grow their practice.
If you're a financial advisor considering video marketing, social media content, or YouTube, this episode will give you a practical look at what works and how to get started.
What We Cover in This Episode
- How Colin Day first started creating video as a financial advisor
- The story behind his popular “Tree Saga” videos
- How often he posts content and plans his videos
- Where his financial content ideas come from
- Why Instagram works especially well for financial advisor video
- The role personality plays in building trust online
- How polished your videos actually need to be
- Measuring the ROI of video marketing for financial advisors
- Advice for advisors hesitant to start creating content
???? About The Stephen & Kevin Show
The Stephen & Kevin Show explores marketing, business development, and growth strategies specifically for financial advisors and wealth management professionals.
Colin Day is a Wealth Advisor at Mercer Advisors based in Chesterfield, Missouri. The opinions expressed by the speaker are his own and are not intended to serve as specific financial, accounting, or tax advice. They reflect the judgment of the speaker as of the date of publication and are subject to change. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser; Mercer Advisors Tax Services LLC; Heim, Young and Associates, Inc., (MA Brokerage Solutions); and Mercer Advisors Insurance Services LLC.
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