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Dave Zoller

Owner of Streamline Financial Services, managing over $450 million in assets. Shares his YouTube marketing strategy for generating leads.

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Oct 9, 2024 • 1h 11min

The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month

Dave Zoller, CFP® and owner of Streamline Financial Services, shares his expertise on leveraging YouTube marketing to generate leads for financial advisors. He emphasizes the importance of consistency, meticulous analytics, and the personal touch that connects him to clients. Zoller discusses his successful strategies for content creation, viewer engagement, and transforming leads into clients, while also revealing his challenge in managing high demand. Those with substantial assets seeking advisory roles are encouraged to reach out, as he's expanding his team!