🎬 Ready to record your first video? Steal my free script and title ideas below.
https://mailchi.mp/podcastprinciples.com/script
Advisors spend less than 2% of revenue on marketing, and I want to keep it that way.
In this video, I walk you through my $0 organic marketing plan for RIAs and financial advisors. It’s built for advisors selling plans, wealth management, products, or a mix of all three, and it’s designed to work in 2026 and beyond.
I also share a simple scripting structure that makes prep easy: hook, body, outro. Then we go into repurposing tools, posting cadence, and the compliance-friendly workflow that makes approvals way easier by getting the long-form transcript approved first.
Finally, we talk conversion. Content creates attention, but clients come from having a clear bridge to a helpful free resource and actually starting real conversations.
📌 Jump In Here:
0:00 - Introduction
1:29 - Creating content
2:05 - What do I record?
3:46 - How are you recording this?
4:22 - Planning content
7:03 - Creating content from content
10:16 - How is all this 'compliance-friendly'?
11:04 - Posting content
15:36 - What do we need to create a content strategy?
16:57 - The Free Playbook
20:17 - Compliance
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