How It Works
Done-for-you YouTube channel management for financial advisors. Only 5 hours a month from you. We handle everything else.
What We Do For You
Step 1: Strategy
We research your ideal client, analyze what they're searching for, and build a content calendar designed to attract qualified prospects—not random viewers.
Step 2: Recording
Once a month, you show up for a ~3-hour recording session. We provide scripts, talking points, and direction. You bring your expertise.
Step 3: Production
We edit your videos, design thumbnails, write titles and descriptions optimized for discoverability, and publish on a consistent schedule.
Step 4: Optimization
We monitor performance, analyze what's working, and continuously refine your content strategy to improve results over time.
Step 5: Conversion Guidance
We advise your team on landing pages, lead magnets, and email sequences—so the viewers you attract have a clear path to become clients.
This Is Built For You If...
✔ You're a financial advisor or RIA with $200M+ in AUM
✔ You want YouTube working for your practice but don't have time to figure it out
✔ You're willing to show up ~5 hours a month to record content & attend a monthly call
✔ You have a team that can implement landing pages and email follow-up with our guidance
✔ You understand this is a long-term authority play, not a quick-fix lead hack
Not Ready for Done-For-You?
If you'd rather build the skill yourself, the Authority Engine Workshop teaches you to create your own YouTube client acquisition system in 5 weeks. Same frameworks. You do the implementation.