Video Content Calendar for Advisory Firms
“I found your video on Roth conversions. Is that still how you’d approach it?” A prospect sent that note to an advisor I work with, and it should have been great news. The problem was the video. It was more than two years old, and nothing had been uploaded to the firm’s channel in the […]
How financial advisors get recommended by ChatGPT and Google AI Overviews
TLDR: Getting recommended by AI search is mostly ordinary SEO done well, plus a few things people skip. Google says there are no extra technical requirements for AI Overviews and AI Mode beyond being indexed and eligible to show a snippet. ChatGPT search works the same way at the crawler level: if OAI-SearchBot can reach […]
Video Funnels That Drive Consultations
A firm we started working with this year already had eighteen videos sitting on their YouTube channel. Client testimonials, market commentary, an old conference talk, a few homepage clips. It was more video content than most of their competitors had put out. It hadn’t produced a single scheduled consultation. The problem wasn’t the videos themselves. […]
Simple Video Scripts Advisors Can Record Tomorrow
During a strategy call last month, an advisor told me he’d bought a ring light, downloaded an editing app, and then sat in front of his camera for twenty minutes without recording a single word. He knew he wanted to do video. He just didn’t know what to say. That’s the most common reason advisors […]
Why Investors Trust Advisors Faster Through Video
Why Investors Trust Advisors Faster Through Video An advisor client told me last spring that a prospect walked into their first meeting already relaxed, already using the advisor by first name, before the two of them had exchanged a single email. It turned out the prospect had watched a two-minute video on the firm’s website […]
The Client Acquisition Content Framework
A marketing manager at a fee-only firm called me last quarter with a folder full of blog posts and no real way to explain what any of them were for. Thirty-some articles published over two years, covering everything from tax law updates to retirement checklists. None of it was built around a plan, and none […]
Lead Scoring Model for Advisory Practices
I sat in on a pipeline review with an advisory team once where every single lead on the board was tagged “hot,” from someone who’d just downloaded a checklist to someone who’d already asked about fees three times. Nobody could say with a straight face which one to call first. That’s usually the moment a […]
Funnel Metrics That Predict AUM Growth
A managing partner at a mid-sized RIA sent me a screenshot last month that said a lot without saying much. Fifty-two new leads for the quarter, a full calendar of discovery calls, and almost no new AUM to show for it. He wanted to know what he was missing. The answer wasn’t more leads. It […]
How to Automate the First Half of Your Sales Process
An operations manager at an advisory firm shared her new-lead spreadsheet with me during an onboarding call last month, hoping I’d tell her it looked fine. It didn’t take long to see the pattern. Some leads got a reply within the hour. Others sat for four days. A few had no record of any follow-up […]
Outreach Scripts for Messaging Prospects
The message that gets deleted fastest is usually the one that opens with “I’d love to tell you about our services.” A prospect scanning a crowded inbox reads that in about two seconds and moves on, not because the advisor behind it is wrong for the job, but because the message never gave them a […]
