Sign up to save your podcasts
Or
Share 062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM
Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.
Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.
In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.
3 of the biggest insights from James Conole …
- A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.
- Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.
- How James’ simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I’ve ever seen before.
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: 30-minute “Ask me anything” YouTube webinar with James
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/62
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
Copyright 2024 Triad Partners, LLC. All rights reserved.
TP04243458880
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
View all episodes
By Brad Johnson
5
307307 ratings
Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.
Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.
In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.
3 of the biggest insights from James Conole …
- A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.
- Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.
- How James’ simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I’ve ever seen before.
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: 30-minute “Ask me anything” YouTube webinar with James
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/62
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
Copyright 2024 Triad Partners, LLC. All rights reserved.
TP04243458880
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More shows like Do Business. Do Life. — The Financial Advisor Podcast — DBDL
View all
The Tim Ferriss Show
16,101 Listeners
Founders
1,906 Listeners
The Martell Method w/ Dan Martell
408 Listeners
THE ED MYLETT SHOW
14,069 Listeners
The Game with Alex Hormozi
4,370 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,049 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
241 Listeners
Barron's Advisor
108 Listeners
Joe Lonsdale: American Optimist
164 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
123 Listeners
TRAP: The Real Adviser Podcast
4 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
43 Listeners
Moneywise
646 Listeners
BigDeal
739 Listeners