Investment advisers should create a 60- to 90-second video to explain their practice and their target client base, according to Bill Winterberg, a technical expert and former financial planner. He says prospective clients will have an expectation that they can turn to the Web to access a video, and advisers who don't create one will miss out on opportunities to attract new clients. He recommends that advisers end their videos with a call to action to contact the adviser.

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