Building a YouTube personal brand with Financial Planner George Agan

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Oct 5, 2023

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Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services?

This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creator and founder of the Principles Personal Finance YouTube channel, designed with the goal of providing “Personal finance and financial education from a Chartered Financial Planner”

We explore George’s career journey, from touring Europe as a musician, to working long hours in a call centre and eventually, embarking on his Financial Planning career journey. We talk career routes, the pros and cons to the various options available for those looking to get into Financial Planning and what to consider before doing so.

Then the really juicy stuff! George is an absolute wizard when it comes to creating content, engaging an audience effectively and the innerworkings of YouTube and how it works, all the way down to algorithms and the type of content that gets pushed to the masses.

We learned loads from George during this episode, so whether you’re navigating your career in the Financial Planning profession or are already established and looking to begin your content creation journey, this episode is overflowing with tips and tricks to get you off the ground!

Time Stamps

00:00:00 | Intro

00:02:48 | How George got into Financial Planning

00:11:26 | Routes through the profession

00:20:18 | Content creation

00:35:24 | Content creation as an employee

00:40:56 | Intellectual property rights with content creation

00:50:29 | Where is your content creation future going?

00:56:24 | Marketing strategy

00:59:06 | Sales process

01:12:23 | Targeted content creation

01:14:38 | Starting content creation in 2023

01:19:07 | YouTube SEO, is it the key?

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