Grow the firm without becoming a salesperson.
Two thirds of your new clients arrive as an introduction, and every one of them looks you up first. We build what they find, so they arrive already trusting you.
Ninety minutes of your time a month. You never write a script, pick a thumbnail, or touch YouTube.
James, on what this actually is
Referrals got you here. They will not get you to the next number.
Two thirds of new clients at firms your size come from referrals. That engine works — right up until the firm is big enough that word of mouth stops moving the percentage.
The industry numbers say it's already happening. Median AUM growth at larger firms ran 16.6% last year. Net asset flows ran 4.8%. Most of the growth came from the market, not from new clients.
Meanwhile the average advisor spends seven percent of their time on business development. About three hours a week.
You already know this. The question isn't whether to do something about it. It's who does the work, because it isn't going to be you at nine o'clock at night.
Sources: Schwab RIA Benchmarking Study 2026; Cerulli Associates, November 2025.
“100% of the fastest-growing teams in the country are not growing fastest from referrals.”
What we do, and what we don't
We don't generate leads. Two thirds of your new clients already come from people who trust you. Trying to beat a referral is a losing bet, and any agency promising to is telling you what you want to hear.
We work on the referrals you already get.
Here is the sequence, and it happens every time. A CPA mentions your name over lunch. A client tells their brother-in-law. Within a day or two, that person searches your firm.
What they find at that moment decides how the first meeting goes.
If they find a website and a bio, they arrive polite and unconvinced, and you spend the first meeting establishing that you know what you're talking about.
If they find four hours of you explaining, in depth, exactly the thing they're worried about — they arrive already convinced. The first meeting becomes about them, not about you.
That's the whole mechanism. Not reach. Not audience. Depth, findable at the moment someone is deciding whether to trust you.
“The beauty of YouTube and podcasts goes so far beyond just getting leads. It builds trust to the degree that you can have one 30-minute conversation and people are moving over $3 million, $4 million, $5 million.”
Ninety minutes a month. That is the entire ask.
One recording session a month, wherever you are. The scripts are already written, in your voice, and you read them off a prompter.
Change any line you want — most people change three or four. Then your compliance officer is welcome to approve the words before the camera is switched on, which means nothing gets filmed that can't be published, and you never re-record a video.
You never face a blank page, pick a thumbnail, review three rounds of edits, chase anything, or think about it again until next month.
“It would literally take me an entire day to edit a 25-minute YouTube video that was getting three views or four views.”
The difference wasn't talent. It was not having to spend the day editing.
If the idea of being on camera puts you off, that's the normal reaction.
Most advisors who end up doing this well spent a year not doing it first. Troy Sharpe waited twelve to eighteen months before he recorded anything — "I was afraid of putting myself out there. The critics, the comments, the feedback." Oak Harvest Financial Group went from $85 million to $750 million with a weekly channel at the centre of it.
You won't be good in the first session. Nobody is. That's what the script and the prompter are for — you're reading your own words, not performing, and nothing gets published that you haven't seen.
Your CCO will have questions. We've already written the answers.
We work only with independent, fee-only RIAs — firms with no broker-dealer affiliation. That matters, because it means FINRA Rule 2210 and its pre-approval requirement do not apply to you. The rule binds FINRA members. You aren't one.
What does apply is SEC Rule 206(4)-1, and the SEC specifically declined to impose a pre-approval requirement when it adopted the Marketing Rule.
We build the workflow around what actually creates risk: hypothetical performance, performance advertising, testimonials, and third-party ratings. Educational content that doesn't offer advisory services sits in a different category entirely.
What we can prove, and what we can't
We have not yet built a channel for an advisory firm. We're new to this sector. If you need to see five RIAs we've done this for, we don't have them, and you should wait.
What we have done is spend two years producing long-form video and short extracts for expert-led businesses — scripting, editing, packaging, publishing, week after week. We know what it takes to sustain a cadence, which is the part almost everyone underestimates.
What the sector has proved
These are not our clients. They're the public evidence that this works in your industry, and you should judge the approach on them rather than on us.
Root Financial Partners — fee-only, no broker-dealer affiliation, $2.15B AUM. Founder James Conole reported $120 million in new AUM from YouTube in a single twelve-month period.
Safeguard Wealth Management — a $597M RIA acquired by the $12.27B Merit Financial Advisors in April 2025, explicitly for the content operation. An advisory firm's channel was the acquisition thesis.
Oak Harvest Financial Group — $85M to $750M in five years, organic, with a weekly channel at the centre. 40% of channel-sourced appointments arrive via a Google search for the firm name.
One caveat we'd rather you hear from us: Root built production in-house and Merit bought a team. The best advisor channels tend to internalise this eventually. What we offer is the two to three years before that's worth it.
What this costs, and how it works
What you get
The Foundation, before anything is filmed
A voice guide built from an interview with you that allows all future content to be checked against how you’d actually say it.
A topic map. We research what your prospects are actually looking for before they choose an advisor, and turn it into a year of production planned in advance.
Your channel built and packaged, with the titling and thumbnail framework we'll use from then on.
A compliance workflow built with your CCO — pre-review process, disclosure language, archiving, an approved-claims library
A camera kit: microphone, light, prompter and tripod, shipped to your office and configured with you on a call
Every month after that
Two long-form pieces, two to three short extracts from each, scripted in your voice
A substantiation file with every script, so your CCO reviews evidence rather than assembling it
Editing, packaging, publishing, disclosures embedded in frame, and files formatted for your archiving platform
As-published captures of every cut, on every platform, handed to you for your records.
One round of revisions and one thirty-minute call
What we need from you
Months one to three will look like nothing is happening on the public side. That is what building a searchable library looks like from the inside.
We don't ask you to sit through it on faith. From the first month, every piece is formatted to drop straight into your client newsletter. The first return you’ll see is retention.
What it costs
$5,000 a month.
Two ways to start.
Month to month, with a one-time $15,000 Foundation — everything listed above, camera kit included.
Or commit to twelve months, and the Foundation drops to the hard cost of the camera kit alone. If the twelve months end early, the balance of the Foundation becomes payable.
It costs us real money to get a firm started. If you want to test us, you cover those costs. If you commit for a year, we cover them for you.
We’d recoomend to take the twelve months. When Dreamdata tracked two years of B2B buying journeys, only 37% of the revenue impact landed in the same quarter as the work. Half took six months. A quarter of it hadn't arrived by year-end. A three-month engagement means you pay for the work and whoever comes after collects the result.
Flat fee. No share of anything you earn, no per-introduction payment, nothing tied to net new assets. That structure would make us a promoter under Rule 206(4)-1(b), and neither of us wants the paperwork.
Ending a month-to-month engagement takes one email. We hand over every file, every script and the channel, and we don't make it awkward.
Our guarantee
If a script doesn't sound like you, we rewrite it. As many times as it takes, before you ever sit down to film, at no charge, for as long as you're a client.
How many firms we take
Four
That’s what two people and a small team helping can produce at this standard.
Ready when you are.
Not ready to talk? Email us the word questions and we'll send the list of what your prospects ask before they hire an advisor. No call, no follow-up sequence.