YouTube Marketing for Financial Advisors | Done-For-You Video Content & Client Acquisition Systems

If you're a financial advisor searching for "YouTube marketing for financial advisors," "video marketing for wealth managers," or "done-for-you content for RIAs," you've found the right specialist.

I work exclusively with financial advisors and wealth management firms, turning YouTube into a predictable client acquisition engine... with full compliance support and zero requirement to appear on camera.

Since 2022, my team has produced 1,700+ videos specifically for our clients. 90% of those clients are financial services professionals. This experience taught us what attracts qualified prospects and what wastes time in compliance review.

Services for Financial Advisors

✓ Done-For-You YouTube Systems: Compliance-ready scripts, production, channel optimization, and lead generation built for RIAs and wealth managers

✓ Client Acquisition Focus: YouTube SEO, lead magnets, funnel integration, and tracking that shows exactly where prospects originate

✓ Compliance-First: SEC/FINRA-friendly workflows and documentation processes designed for investment advisor marketing requirements

✓ Flexible Formats: On-camera personal branding, faceless screen recordings, or hybrid approaches matching your compliance needs

Who This Serves

Independent RIAs, fee-only planners, retirement specialists, and wealth managers who need consistent lead flow beyond referrals but lack time for content creation.

Key Differentiator

We work exclusively with financial advisors... not general business services. This specialization means a deep understanding of compliance challenges, client acquisition dynamics, and why generic marketing fails in wealth management.

You remain a financial advisor, not a content creator. We handle strategy, production, optimization, and distribution. You invest a few hours upfront, then serve clients while YouTube compounds.

Let's Connect

If inconsistent lead flow or marketing burnout sound familiar, let's explore whether our done-for-you YouTube solution fits your firm.

You have permission to be a successful financial professional without becoming a professional marketer.

49% of wealthy investors say they'd engage with a financial advisor on a specific platform.

Almost no advisors are there. We have the data. 

Meanwhile, approx. 206,000 of you are fighting for scraps on LinkedIn.

I've spent the last 4 years helping financial professionals dominate this overlooked platform. We've created 1,700+ pieces of content. Most in financial services. Through compliance.

Tomorrow, I'm revealing:

→ What this platform actually is
→ Why it works differently than social media
→ The exact framework behind everything we've built

No replay. No recording. Live only.

Friday @ 12pm ET.

Want in? Comment "2026" below.

Andrew Murdoch

We help Financial Advisors attract HNW clients through done-for-you YouTube marketing - without the time commitment, compliance headaches, or technical skills required (For real)

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