The Augmented Advisor

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!

Want to learn how to create incredible growth using short-form video?

Join John Prendergast and the most followed CFP® on the planet, Nick Meyer, as they dive deep into transformative strategies for mastering short-form video marketing. Nick’s wealth management and personal finance videos have been viewed over 350 million times so he knows how to create reach.  This conversation is packed with actionable advice for anyone aiming to grow their business by growing a following through video. 

Nick will share all kinds of tips about what makes a video go viral, how to script, shoot and edit and he walks us through his entire production system.

This is one you don’t want to miss.

Connect with Nick:

https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/

Posts reviewed in video:

Tax time post: https://www.youtube.com/shorts/Wf1OxHjDVHc

Banker vs fisherman post: https://www.tiktok.com/@nicktalksmoney/video/7345230626913520938

In this engaging talk, John and Nick cover:

1️⃣ How to hook an audience: If you don’t hook them they don’t watch and Nick shows you how.

2️⃣ The key moments: There are a few parts of your video that make all the difference and Nick breaks it all down here.

3️⃣ Engagement strategies: Even in a 30-second video, you have to hold distracted viewers attention. Nick shares his crucial strategies so you can keep them watching.

Bonus: Nick shares his full production process and system for managing it all. And it’s the same system he uses with client.s

🔔 Remember to subscribe and hit the bell icon to get notified about our latest content and discover more ways to grow as a content creator.

🔥 Are you looking to revolutionize your LinkedIn presence?

Join John Prendergast and rising LinkedIn star Mando Sallavanti III, CFP®, CEPA, CLTC® as they dive deep into transformative strategies for mastering LinkedIn. This conversation is packed with actionable advice for anyone aiming to enhance their professional networking and build their business online. Discover the key insights that will change the way you approach LinkedIn!

And Mando has grown quickly NOT by talking about LinkedIn itself which is comparatively easy. He's grown by thousands of followers per month talking about investing and taxes. So you know you can do it too.

Connect with Mando:

https://www.linkedin.com/in/sallavanti/

LinkedIn Posts reviewed in video:

Side hustle post: https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJ

Tax post: https://www.linkedin.com/posts/sallavanti_you-complain-about-taxes-every-year-you-activity-7171125355255123969-Mk0h

In this engaging talk, John and Mando cover:

1️⃣ Mastering Content Creation: Gain valuable tips on crafting compelling posts that drive engagement and expand your reach.

2️⃣ The Art of Commenting: Unveil the power of strategic commenting and how it can dramatically increase your profile's visibility.

3️⃣ Driving Conversions: Learn how to unlock the power of LinkedIn to drive business and create leads directly from posts and your profile.

Whether you're a professional looking to expand your network or a business seeking to leverage LinkedIn for growth, this conversation offers invaluable guidance.

Disclaimer: Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)

Pete Matthew isn’t your typical advisor. He’s cracked the code on two marketing channels. He’s netted almost 7 million video views and 4.5 million podcast downloads.

And with over 300 leads per year and growing, his biggest problem is keeping up with the demand he’s created.

Oh and the big clients he’s landing are London bankers while he’s from a tiny little town on the coast of England.

Pete shares his story of getting started in content and how it’s help him create a thriving business.

We get into the details on this one. We pull apart one of his most successful videos and discusss:

- Topic generation,

- Titles & thumbnails

- Critical first 30 seconds

- Retention

We compare podcasting and video production and how he’s woven it all into his business. We also get a look at Pete in the very beginning so you can see that starting modestly can create big results.

Finally, we talk about creating conversions and generating leads from all his content.

This episode is jam-packed with insight. I hope you learn a lot. I know I did.

Pete's media site: https://meaningfulmoney.tv/

Meaningful Money Youtube: https://www.youtube.com/@MeaningfulMoney

Pete's Audio Podcast: https://podcasts.apple.com/us/podcast/the-meaningful-money-personal-finance-podcast/id581790263

Some of Pete's biggest influences mentioned in this episode include:

Getting Things Done by David Allen: https://a.co/d/cXr0eI7

Crush It!: Why NOW Is the Time to Cash In on Your Passion by Gary Vaynerchuk: https://a.co/d/7aIGSg0

Pat Flynn: https://patflynn.com/

Michael Hyatt: https://fullfocus.co/about/

If you want to learn financial advisor marketing, you'll want to learn from Nate. Nate Hoskin is the 3rd most followed CFP in the world across social media. He dares you to come take his title and he'll even help you do it.

How do you make a boring topic like Tax go viral? How do you build for conversion and not just views? And how do you build a system to simplify making successful content? We talk about these questions and how Nate developed his skill to make it all happen.

I've been following Nate for a while now and I really enjoy the variety of his content. But for me what sets Nate apart is his relatability while talking about the boring stuff.

Nate breaks down:

1. How he drove 7.1 million views of a single video

2. Built a conversion system to drive leads for his business

3. How he manages all his content creation.

Links

Tiktok video - https://www.tiktok.com/@natehoskin/video/6937456876342840582

1,000 True Fans - https://kk.org/thetechnium/1000-true-fans/

Notion Template - https://windy-lamp-4ca.notion.site/693ff18e601a4fa4816b69274bffb999?v=5c2a1ea42f95436b94f13446c68b4dc0

N2 - Nates Agency - https://www.n2contentmarketing.com/

The Augmented Advisor

The Augmented Advisor is a video podcast about creators to help creators in wealth management. We talk to talent across the globe to help other creators learn, grow, and become more effective. We cover insights from creators across different platforms and media to ensure the best thinking is available no matter where it happens.

Media is the biggest opportunity for positive impact available to advisors. We want to help everyone unlock the secrets of the best creators across each platform to make that impact a reality.

How does a latecomer to financial advice generate leads from her cooking show? That’s the curious case of Shelley Nadel, CFP. She is the founder of Financial Success Strategies and Food and Finance.

What makes Shelley so interesting to me is that she’s combined 2 passions, food and finance, into a television-quality show that includes location shoots like Barcelona and Marrakesh Morroco and it’s filmed on an iPhone.

So today we’ll talk about how she got started in video and media. And How she got so comfortable on camera.

I really enjoyed talking to Shelley. She is a bundle of energy and connects with people like she is your next-door neighbor. 

We also talk about How she got the idea for food and finance and How it‘s become the only lead source she needs. She also shares some insight on how any advisor could create a unique media presence of their own.

Guest:

Shelley Nadel, founder of Financial Success Strategies and Food and Finance

Resources Mentioned In This Episode:

Find Shelley at:

https://www.financialsuccessstrategies.com/

https://www.foodandfinancewithshelley.com/

Linkedin:https://www.linkedin.com/in/shelleynadel/

Youtube:https://www.youtube.com/@shelleynadel964

Facebook: https://www.facebook.com/FSStrategies

Examples from Shelley's media journey

Live from Morocco

https://youtu.be/ii6XdKfTxLc?si=pmvo9nzc92Y1MfND

Shot live in Barcelona

https://youtu.be/5WAllf-k450?si=GVtnUbdg5DCTPbTS

And the Kosher Chicken Pot Pie recipe that started it all. Shelley suggests you substitute fresh green beans and celery and fresh carrots for the frozen stuff and she adds twice the chicken.

https://www.thespruceeats.com/kosher-chicken-pot-pie-2121934

Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following.

The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she’s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too.

She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It’s her “why” that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand. 

Guest:

Dawn Dahlby, CEO of Releve Financial Group, author, speaker

Resources Mentioned In This Episode:

Find Dawn at:

www.dawndahlby.com

www.relevefinancialgroup.com

www.linkedin.com/in/dawn-dahlby

Instagram @dawndahlby

Dawn’s book

Live Wellthy: Own Your Worth, Grow Your Wealth

Examples from Dawn's media journey

First Linkedin live

https://www.linkedin.com/video/live/urn:li:ugcPost:6937878014491865088/

To powerhouse speaker

https://www.instagram.com/p/CuZ6wD0AYqT/

Julie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for financial advisors looking to continue to serve these clients to the fullest. 

Second, the demographics of the average financial advisor’s client roster is changing rapidly. For many clients, this means their financial needs and experience preferences are likely different from those the advisor has served in the past. 

To help financial advisors successfully service their clients in this new landscape, Julie and her team at ClientFirst have built the wealth management industry’s first “national, fully diverse community for rainmakers to find, vet and professionally connect with each other as Centers of Influence.”

Resources Mentioned In This Episode:

• Episode 10 - How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks Growth with Derek Notman
• Bonus Episode - Why RIAs Need To Protect, Preserve and Defend The Fiduciary Standard with Knut Rostad
• DNA Behavior - At the 15:26 mark, Julie describes how ClientFirst uses behavioral analytics to help financial advisors find the best matches for partners to assist in serving their clients.