Crafting A Video-First Strategy

Crafting A Video-First Strategy

ATOMIC

APR 14, 2025

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Taylor Wellman, founder of Financial Potion Video Marketing Solutions, knows a thing or two about helping businesses stand out. In a world where content is everywhere, video remains one of the most powerful ways to authentically connect with your audience—and Taylor’s approach proves that strategy and personalization matter more than trends. From B2B companies and business coaches to beauty brands and beyond, she helps clients create custom video content that aligns with their goals, speaks to their audience, and makes the most of the platforms that work best for them. Whether it’s through long-form interviews or bite-sized social media clips, her philosophy is simple: stay true to your voice, be strategic with your efforts, and don’t be afraid to get on camera.


Key Takeaways:

Start with Strategy

Before jumping into content creation, Taylor emphasizes the importance of understanding your end goals, audience, and KPIs. A strategy session is the first step in identifying the best platforms and types of video to pursue.


Know Your Audience—and Yourself

You don’t have to follow every trend. Instead, focus on the platforms and formats that align with your brand and the people you truly want to reach.


Repurpose with Purpose

Got a podcast or long-form interview? Break it into short-form content for YouTube Shorts, Reels, or TikTok. Maximize your efforts without creating from scratch.


Reflect on Your Favorite Clients

Think about the clients you’ve loved working with. Use their traits—both demographic and psychographic—to shape your ideal audience.


Just Hit Record

Scared of the camera? Taylor’s advice is simple: if you can wait in a grocery store line, you can make a video. You get to choose the take, so why not start?



“Everyone needs to be doing video… and with today’s tools, there’s literally no excuse.”



The Power of Personalized Video

Taylor Wellman knows that no two businesses—or audiences—are the same. That’s why she approaches every video project with a custom plan. Whether you’re a coach wanting to showcase your voice or a B2B brand targeting LinkedIn leads, video should reflect your unique story and values.

It Starts with a Conversation

Every project at Financial Potion begins with a strategy session. It’s not just about what you want to say—it’s about understanding who you’re saying it to and where they’ll hear you best. From that conversation, everything else falls into place.

Skip the Trends (Unless They Fit)

You don’t need to dance on TikTok if it doesn’t fit your brand. Taylor encourages clients to focus on what feels right, not what’s trending. Staying authentic wins every time.

Don’t Overthink the Camera

A lot of people feel camera-shy, but Taylor puts it in perspective. You’re already visible in real life—and you don’t get retakes there! Video gives you the chance to refine, re-record, and present yourself the way you want to be seen.

Repurpose Like a Pro

One long video can become a dozen short clips. From YouTube to TikTok, smart content repurposing is the best way to work efficiently and keep your presence strong across platforms.


Hit Record

At the end of the day, video is more than a marketing tool—it’s a way to connect, educate, and inspire. With the right strategy, the right message, and the right mindset, anyone can create impactful video content. Whether you’re a seasoned business owner or just getting started, it’s time to hit record.

Ready to create custom video content that actually works? We know a thing or two.


Learn More About Taylor

If you would like to learn more about Taylor, check out her website and LinkedIn profile.

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in·ter·loc·u·tor
/ˌin(t)ərˈläkyədər/
noun

FORMAL
a person who takes part in a dialogue or conversation.