Build Trust Before the First Meeting
People choose an advisor they already trust. Educational YouTube videos let prospects get to know you first, then book a consultation. We do the work. You record for 30 minutes a week.
Answer the Questions Your Clients Google
Retirement, taxes and investing questions get searched every day. The advisor who answers them clearly earns the call.
Videos we make for advisors
- Retirement planning explained by age
- Social Security and pension timing
- Tax planning moves before year end
- Common money mistakes and how to avoid them
- What working with an advisor actually looks like
Built for a regulated industry
- Educational scripts, not promises or product pitches
- Every script goes to you, and your compliance team if you have one, before recording
- Clear disclosures added where you need them
- Calls to action to a consultation, never to a product
$2,021 in course sales in 7 days, and $4,512 in 20, straight from YouTube.
Kimmy had 253K subscribers watching for free. We built her content around her $47 "Cut Your Own Hair" course and pointed every video at it. Zero ad spend.
From Camera to Consultations
1. Plan
We research what your ideal clients search and build a 90 day video plan.
2. Approve
You review every script before you film.
3. We publish
Editing, thumbnails, titles and posting, all handled.
4. Book
Viewers book a consultation from your videos.
Frequently Asked Questions
Can financial advisors use YouTube?
Yes. Many advisors use educational videos to build trust. Your scripts are written as education, and you or your compliance team review every script before you record.
What topics work?
The questions your clients already ask: retirement planning, Social Security timing, taxes, investing basics and planning for life events.
How much time does it take?
About 30 minutes a week on camera. We handle the research, scripts, editing, thumbnails and posting.
Is there a guarantee?
Yes. 3 to 5x your views within 90 days, written into your contract. If we miss it, we keep working for free until we hit it.
Let's Audit Your Business!
Pick a time below for your free strategy call. We'll audit your current presence and map out your growth plan.
On the call you get
- A review of your channel and what's holding it back
- Video ideas your buyers are already searching for
- A 90-day growth plan you keep, whether we work together or not