YouTube is one of the most popular social media platforms, and plenty of financial advisors are leveraging it to grow their brands and share their knowledge. If you’re looking for tips on how to grow your firm – or are considering starting a channel of your own – it helps to know who’s who on financial advisor YouTube.
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10 Financial Advisor YouTube Channels to Watch Now
YouTube is a great marketing tool for advisors, allowing for both creativity and flexibility. With YouTube, you get to decide what type of content you want to create, and can target it to the audience you hope to attract.
Some financial advisors have amassed sizable followings on the platform, and they’re the ones to watch if you’re interested in growing a presence on YouTube.
Michael Kitces is a recognized authority figure for succeeding as a financial advisor, something that’s reflected in his YouTube content. Videos offer deep dives into everything from building a thriving boutique business to growing a firm to more than $1 billion in revenue. The channel’s content follows an interview format, with Kitces sitting down to chat all things advisory with industry experts.
2. Josh Olfert, CFP®
Josh Olfert is a Certified Financial Planner™ (CFP®) and founder of Canadian firm Haven Wealth Management. Olfert’s channel offers a unique take on building a successful advisory business from the ground up. Tune in for day-in-the-life vlogs to see what it’s like to run a business or learn about the top marketing mistakes advisors should avoid.
Dave Zoller is a Certified Financial Planner™ and founder of Streamline Financial. Zoller’s YouTube channel is aimed at advisors who want to grow their practices while positively impacting the lives of their clients. Channel content includes a mix of short- and longer-form content, with topics spanning everything from tips on attracting prospects to suggestions for using AI to grow your business.
Advisor Marketing Hub is a go-to resource for advisors who want to learn how to master marketing for growth. Channel founder Rob Souza provides a steady stream of content dedicated to digital marketing, including shorts, livestreams and weekly webinars. Some of the hottest topics on the channel include how to use automation to streamline marketing and how to unlock the possibilities of using LinkedIn to grow your firm.
Dominique Henderson is a CFP®, author, speaker and entrepreneur whose mission is to help other advisors achieve their goals. Henderson’s channel offers a wealth of information on how to get started in financial advisory services and grow your business from scratch. This is a helpful channel to watch if you’re thinking of making the transition to owning an independent advisory firm.
The Financial Planner Life Podcast features guests who share their experiences of what it’s like to work in the financial services industry. You might appreciate this channel’s format and content if you’re interested in a behind-the-scenes look at how other advisors build their businesses. Along with financial planners, you’ll hear from paraplanners and back-office staff as they share their experiences in the industry.
Codie Sanchez is the founder and CEO of Contrarian Thinking and the co-founder of Unconventional Acquisitions. Her YouTube channel boasts more than one million subscribers who eagerly tune in to hear her tips on growing income and building wealth. Sanchez’s channel isn’t geared toward advisors exclusively, but you may find it valuable if you’re interested in learning how to level up your productivity and earning potential.
Mark J. Kohler is a certified public accountant, speaker and best-selling author. Kohler’s channel focuses primarily on all things tax-related, which you might appreciate if you offer tax-planning services to your clients. It’s worth checking out if you want to learn legitimate strategies for trimming client tax bills to help them preserve more of their wealth.
Jazz Wealth Managers is geared toward a consumer audience, rather than advisors. But it’s a notable example of how to create a YouTube channel in the financial space that’s compelling and entertaining. The channel focuses its content primarily on insurance, retirement planning and investing.
The Money Guy Show offers advisor takes on the latest financial trends, from interest rate changes to college planning. The channel’s mission is to help listeners build wealth using common sense and simplified strategies. Financial Advisor React is a playlist packed with videos of advisors reacting to some of the best (and worst) money advice making the rounds online.
Frequently Asked Questions (FAQs)
How Does a Financial Advisor Start a YouTube Channel?
All you need to start a YouTube channel is an email address and basic recording equipment. The trick to growing a financial advisor YouTube channel successfully is knowing who you want to attract and creating content that speaks to their needs, concerns and pain points. It also helps to learn a little about SEO and how the YouTube algorithm works to make sure the content you create gains traction.
Should Financial Advisors Use YouTube for Marketing?
YouTube can be an immensely helpful piece of the marketing puzzle – if you’re able to build the right audience. Again, you have to understand what your purpose is for creating the channel. If it’s to increase brand visibility, attract your ideal clients and direct them to your website, for example, then your content needs to be designed to do those things from end to end.
What Are the Best Ways to Market an Advisory Firm?
Marketing your business hinges on knowing who you want to spread your message to and where they’re most likely to see it. Digital marketing has become increasingly important as more investors turn to search engines to find financial advisors. A well-rounded marketing plan includes SEO, email marketing, social media, a website and digital ads, but what works best for you may be less effective for someone else.
Bottom Line
YouTube could open your business up to fresh marketing possibilities, but like anything else, there’s a learning curve involved. Studying financial advisor YouTube channels like the ones shared above can offer insight into what it takes to build a presence on the platform.
Tips for Growing Your Advisory Business
- Marketing is essential for growth, but it’s also time-consuming. Collaborating with an advisor marketing platform is an effective way to connect with leads, without sacrificing time with your current clients. SmartAsset AMP helps you match with prospects and gives you the tools you need to nurture those relationships. Schedule a demo to learn how you can use it to grow your business and save yourself valuable time.
- When using YouTube (or any other method) to market your business, it’s important to keep compliance firmly in sight. If you’re thinking of starting a YouTube channel, it’s a good idea to work closely with your chief compliance officer (CCO) to ensure that your content doesn’t violate any compliance rules or regulations.
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