Views are great
YouTube to grow your business.
Lead generating video content for finance professionals.
Benefits
Stop Relying on Referrals Alone
Many high-earning professionals, HNWI and financial service clients research on YouTube before they make investment & management decisions.
They're already searching…
…so we capture their attention and place it on you, meaning:
Shorter Sales Cycles
Potential clients show up to calls closer to a decision, already knowledgeable about you from your videos.
Higher Conversion Rates
Discovery calls become more likely to end with a close, with clients already warmed up from your long-form content.
24/7 Lead Generation
Unlike paid ads, your content library will continue to be pushed to new viewers for months and years after upload.
Increased Awareness
Consistent long-form content helps our clients rank higher on keyword searches, keeping them front and center.
Long-Term Growth
YouTube will sometimes generate the lead, sometimes convert the lead, and oftentimes do both.
ROI
Organic content takes time, but long-term clients often see a 3-5x ROI when working with us.
Who we've worked with
Real IFAs, CFPs, RIAs and Wealth Managers globally.
We've managed strategy and/or edited for:
Trans Canada Wealth Management, Ramsay & White Property Finance, Orca Wealth, MG Wealth Management, The Property Network, Property Edge and others…
…so we know what it takes:
Full strategy & video production built to attract the right clients
Well-researched, industry-compliant and engaging YouTube videos - scripted, edited and managed along with your channel to attract you more customers.
Our Process
Every decision stems from your business and your customers. How they think, what they watch and what spurs them to action.
Step 1
Ideal Client Profile (ICP) Analysis
We start with a full deep dive into who it is you want walking through the door of your business.
We figure out what videos, titles and thumbnails will stop them in their tracks and connect with them.
Step 2
Ideation
An initial 10-15 video slate is developed - complete with thumbnail concepts and script outlines.
We show you why we think each video is relevant and sequence them to build momentum.
Step 3
Approval & Filming
You sign off on the initial ideas you like. We script those videos, send them to you and finalise thumbnails while you film.
Step 4
Edit, Upload and Track
We'll edit the videos and manage uploads to hit a consistent schedule. Over time the quality & quantity of leads you get steadily increases.
Pricing
Pricing
One rolling monthly cost: no dynamic pricing, no hidden extras.
Cancel anytime.
Given the average client value of the businesses we work with, most see a ~50% ROI from 2 closed leads per month.
FAQs
Frequently Asked Questions
For anything that isn't covered here, please reach out.
Is there a minimum commitment period?
How much of my time will this actually take?
How long before we start seeing leads?
Do you guarantee results?
What makes this different from hiring a freelance editor or a general video agency?
How quickly can I start?
Are the packages fixed or can I alter to what I need?
We'll handle YouTube, so you can handle business.
Get in touch today.