The Ultimate Guide to Using YouTube for to growth a wealth management firm with James Shackell

🔥 Welcome to The Augmented Advisor! Today, we chat with James Shackell, a UK-based financial advisor with a thriving YouTube channel boasting almost 180,000 subscribers and 13 million views. James reveals his unique approach to maximizing video views, the three components essential to a successful video, and his innovative funnel that generates over 40 new clients monthly for NovaWealth. We also explore the implications of intellectual property within larger firms and the evolving power dynamics among rising creators. Packed with actionable insights, this episode is a must-watch for any financial advisor looking to leverage content creation for business growth. James even shares his sophisticated lead generation process using VideoAsk, showing how his channel drives substantial client growth. Don't miss out on learning how to transform your financial advisory practice with cutting-edge content strategies!

Check out James' channel here:

https://www.youtube.com/@JamesShack

Links for screen captures:

https://www.youtube.com/watch?v=OuDCDp9Z9Y4

https://www.youtube.com/watch?v=nvpkkBZjrH0

Get in Contact with James:

go.novawm.com/get-in-touch

James' Recommendations:

https://www.youtube.com/@creator-booth

https://www.youtube.com/@FilmBooth

https://www.youtube.com/@rationalreminder

https://www.youtube.com/@DOACBehindTheDiary

Join us for an enlightening episode of The Augmented Advisor, featuring Katie Braden, CFP and founder of Advisor Video Marketing.

Katie shares her journey from creating one of the first virtual subscription businesses in financial planning to becoming an international speaker and consultant. Learn how to harness the power of video to enhance marketing and client communication.

Discover the importance of authenticity over high production value, the benefits of personalized video messages, and practical tips for getting comfortable on camera. We'll dive into strategies for creating impactful short videos, overcoming compliance concerns, and building stronger client relationships.

This episode is packed with actionable insights and real-world examples, making it a must-watch for financial advisors looking to leverage video marketing effectively.

Join us on the Augmented Advisor as we chat with Devin Carroll of Carroll Advisory Group. With nearly 50 million views on YouTube and a successful podcast, Devin has transformed his business through a unique content creation strategy. Discover how a straightforward approach has connected him deeply with audiences and clients alike. Learn about the one-two punch of YouTube and podcasting, the differences between these media channels, and get actionable advice on leveraging them for your financial advisory business. Don't miss the inspiring journey of how Devin turned his struggles into triumphs!