Content strategy for financial advisors

People don’t hand their savings to strangers. Content makes you less of one.

Trust is the whole business. The advisors winning new clients are the ones prospects have already listened to.

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Skylar, smiling, in a grey cap and black t-shirt in his studio

Sound familiar?

  • Compliance makes everyone sound the same

    Approved posts are safe, generic and forgettable.

  • Referrals plateau

    Your best clients only know so many people.

  • Your thinking is your edge

    How you explain risk and planning is why clients stay, and it never reaches prospects.

Where I’d start

Three starting points. The real formats come out of the audit, built around your people.

  • 01

    Plain-English money

    One advisor explaining one concept simply, within your compliance rules.

  • 02

    Questions clients ask

    Every question from a first meeting is a video.

  • 03

    How I think about it

    General principles, explained personally and honestly. People connect with how you think.

I did it for my own business first.

  • 298M+

    Organic YouTube views across two channels

  • 424K

    Subscribers on the main channel

  • 1,663

    Videos published

  • $0

    Spent on ads

One 41-minute video took three days to make and has earned about $25,000 over two to three years. That’s what content that pays you back looks like.

How it works

  1. 01

    Audit

    I review your channels, your content and how it gets made, and tell you what’s wasting your time.

  2. 02

    Roadmap

    You get written actionables: what to make, who should make it, and how often.

  3. 03

    Build

    Put the right person on camera and post with feedback. Ninety days of reps, then your team runs it.

The Audit

$2,500

A one-hour call reviewing your channels, content and workflow. Written actionables, check-ins over 90 days, and a re-audit at day 90.

Book your audit See all three options

Questions

How does compliance review work?

Your firm’s compliance team keeps final approval. I build formats that are educational and repeatable, which makes review faster, not slower.

Do I have to be on camera myself?

No. Part of the audit is finding the right person, and it usually isn’t the owner. Your best spokesperson is probably already on your payroll.

Isn’t it too late for us?

It’s not too late. But in two years you’ll say it’s too late, and wish you’d started two years ago.

Find out what your practice should be publishing.

A few questions. If an audit is the right next step I’ll tell you. If it isn’t, I’ll tell you that too, and why.

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Skylar