Executive Summary Quick exercise. Open your YouTube channel and scroll back to the last day the S&P 500 fell hard. Now find the video you published within 72 hours of that close. (No rush. The compliance department is still reading your last one.) If nothing’s there, this report is for you. A market volatility video…

Executive Summary Two financial advisors sit down in front of a camera for the same 45 minutes. The first uploads the finished video to YouTube, feels productive, and goes back to client meetings. The second hands that video to a team member — and over the next two weeks it becomes a podcast episode, a…

YouTube for retirement advisors: the Medicare and Social Security search wave peaks every October. Your prospects arrive on a schedule. Do your videos?

Executive Summary I’m going to say something that might upset a lot of financial advisors: your referrals aren’t slowing down because clients stopped talking about you. They’re slowing down because the conversation moved — and the new room where it happens has a search bar. This report covers referral marketing for financial advisors as it…

Executive Summary A YouTube lead generation system for advisors is the infrastructure between a viewer pressing play and a prospect booking a call — and most advisors don’t have one. They have a channel. Those are not the same thing, in roughly the way a well and a faucet are not the same thing. This…

Executive Summary It’s the second week of December. A 61-year-old business owner with a concentrated stock position types “tax loss harvesting” into YouTube — alongside more Americans than in any other month of the year. The video she finds was published in September, by an advisor who mapped his entire fourth quarter back in August.…