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Katie Braden, CFP®, helps financial advisors use video more confidently and strategically so they can consistently show up, attract their ideal clients, and strengthen relationships with the ones they already serve.
A former practitioner herself, she loves working with advisors to improve their virtual meeting setup, build confidence on camera, and use video as a powerful tool for brand growth and better client communication.
Katie obtained a degree in photography from RMIT University in Melbourne, Australia, before returning to the U.S. in 2006 to join her mother's RIA. She left in 2013 to start one of the first fully virtual, subscription-model financial planning businesses and later pivoted to working, speaking, and consulting with advisors in 35 countries, encouraging them to innovate in all areas of their practice.
She is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who is a professional pilot.
