Do Business. Do Life. — The Financial Advisor Podcast — DBDL

021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business

Jul 19, 2023

01:26:16

In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business.

Not only has Dave built and scaled his own retirement planning firm, but he also teaches advisors how to do the same through his online platform, Streamline My Practice.

And what’s really cool is that he’s successfully using YouTube as a marketing funnel. Last year, his YouTube videos accounted for $60M of new assets for his firm!

Today, he’s going to share the strategies he’s used for getting in front of the camera, creating content that converts, and leveraging video as a way to expand your reach and connect with your audience.

And I know what some of you may be thinking… “I don’t have time for that.” But good news for you. Dave has simplified and streamlined the entire process so that creating and publishing valuable content that speaks to your ideal clients, doesn’t consume your life.

3 of the biggest insights from Dave Zoller …

Tips for getting past first-video jitters, creating hooks that make prospects take notice, and coming up with real-life ideas for quality content.

Strategies for promoting and positioning your content on YouTube or social media in a way that attracts more viewers.

How to structure videos to convert your viewers into clients while accounting for your position on the content creation journey.

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DISCLOSURE

Compliance 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.

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