YouTube Lead Generation for Financial Planners

We Help Financial Planners
Dominate Their Local Market
On YouTube

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How It Works

Our Step-by-Step Process.

Simple on your end. Rigorous on ours.

1🔍
Research Topics

We research video ideas and send you 6–10 strong concepts. You approve at least 4 of them, depending on your plan.

2📝
Context & Input

We send you a context document to share everything you know about each topic. Or simply send us a Loom video instead.

3🎬
Scripting & Editing

We send you the script for approval. You record and send footage. We handle full editing with a team lead overseeing quality.

4🚀
Launch & Grow

We design the thumbnail and deliver final assets. We can publish directly to your channel and track views, watch time, and booked calls.

FAQ

Common Questions.

How long until I see leads? +
Most financial planners start seeing qualified prospect inquiries within 60–90 days of publishing consistently. YouTube compounds over time — the more videos you publish, the faster the pipeline builds. Results vary based on your niche, the clarity of your offer, and how well the content speaks to your ideal client.
How much time do I need each month? +
Most financial advisors spend 1–2 hours a week. We handle strategy, scripting, editing, thumbnails, uploads, and reporting. You mainly need to approve topics, record in short batches, and review performance highlights once a month.
What does pricing start at? +
Pricing depends on how many videos, services, and channels you need. On a call, we'll map your goals and volume as a financial planning firm, then give a clear price and options. No surprise add-ons.
What kinds of practices do you work best with? +
We work best with financial planners, CFPs, and wealth management firms that already have clients and a working intake process — and want qualified inbound leads from YouTube rather than cold outreach or referral dependency. If you're ready to become the go-to advisor in your market, this is for you.
Book a Call

Book a Free Strategy Call.

We take on a small number of clients at a time. Pick a time below and let's talk about your channel.