The Augmented Advisor

The most amazing lead generation engine in Wealth Management


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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

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The Augmented AdvisorBy Blueleaf