Grow the firm without becoming a salesperson.
At independent RIAs, two thirds of new clients arrive as an introduction, and 96% of people say they'll research an adviser online even after a referral. We build what they find, so they arrive already trusting you.
Ninety minutes of your time a month, at your own desk. No scripts to write, no studio trips, nothing to post.
Three founding seats open, at a reduced first-year rate. Details below.
Referrals: Schwab RIA Benchmarking Study 2026. Online research: Wealthtender survey of 500 US households earning $100,000+, August 2025.
Nedda, on what this actually is
Your referrals are deciding about you before the first meeting.
A CPA mentions your name, or a client tells their brother-in-law about you. Almost everyone in that position looks you up before they call. In one study, 46% of people said they had ruled out a financial adviser because of what they found online, or didn't find.
Meanwhile, organic growth is harder than it looks. Median AUM growth at larger firms ran 16.6% last year, but net asset flows ran 4.8%. Most of the growth came from the market, not from new clients. And the typical adviser spends only about 8% of the working week on marketing.
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: WisdomTree Wealth Management Research Study, 2018; Schwab RIA Benchmarking Study 2026; Cerulli Associates, November 2025; Kitces Research, The Kitces Report: Advisor Marketing, 2026.
We make sure the introduction survives the search that follows it.
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 meeting proving you know what you're talking about. If they find hours of you explaining exactly what they're worried about, they arrive already trusting you, and the meeting is about them.
That takes depth, not reach. As Root Financial's founder put it, going into real depth on a subject signals that "you know what you're talking about." A library like that also keeps working for people who find you on their own, but we build it for your introductions first.
Every library starts with the two things prospects most want to know before they get in touch: who you work with, and how you charge.
It helps the clients who already refer you, too. Advisers with a niche who state it prominently on their website see more referral-driven growth, while asking clients directly for referrals appears to reduce them, because clients feel repeatedly solicited.
Source: Kitces Research, The Kitces Report: Advisor Marketing, Volume 2, 2026, pp. 15, 97 and 102.
“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.
You have ninety minutes. What you don't have is ninety minutes plus the fifteen hours of working out what to say, writing it, filming it, editing it and getting it cleared. We do the fifteen hours.
One recording session a month, at your own office, with the camera kit we ship and set up with you. No studio trips. The scripts are already written in your voice, and you read them off a prompter. Each long-form piece runs about 12 to 20 minutes
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.
“It would literally take me an entire day to edit a 25-minute YouTube video that was getting three views or four views.” He nearly quit, telling himself, “this is kind of dumb. I’m not going to do this anymore.”
Kitces Research found that the typical advisory firm spends about 7% of its revenue on marketing, and only 2.2 points of that is cash. The rest is the time of the advisers and their staff. Their conclusion about the fastest-growing firms:
"The most important reason high-growth firms maintain lower RACs, even at larger firm sizes, is that they figure out how to become less and less reliant on increasingly expensive advisor time as they grow."
Kitces Research, The Kitces Report: Advisor Marketing, Volume 2, 2026, pp. 11 and 12. RAC is what a firm spends to win each new dollar of revenue.
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 compliance team will have questions. We've already written the answers.
We work with financial advisors, and every firm gets the same workflow, however it's registered. Whoever approves your marketing, your own CCO or a registered principal at your broker-dealer, signs off on every script before we film and every final cut before it's published.
That covers both rulebooks. If your firm is registered with the SEC and you have no broker-dealer registration, the SEC Marketing Rule applies, and the SEC chose not to require pre-approval when it adopted it. If you're a registered representative of a broker-dealer, FINRA Rule 2210 applies, and it requires a registered principal to approve most retail communications before use. We build to the stricter standard for everyone, and your written procedures win wherever they ask for more.
We build around what actually creates risk. We never script hypothetical performance or projections, we don't produce performance advertising or testimonials, and we only use a third-party rating your firm supplies with its basis. Both rulebooks treat purely educational content more lightly than content that offers your services, but your approver makes that call, not us.
What we prepare, so your approver reviews evidence instead of assembling it:
A substantiation file with every script, giving the primary source for each factual claim, matched to the line it supports
An approved-claims library and disclosure language, built with your approver before anything is filmed
Disclosures embedded in each video, including your broker-dealer's name where FINRA requires it
Files formatted for your archive or your broker-dealer's, with an as-published capture of every cut on every platform and a log of who approved it and when
What "working" looks like on YouTube
Advisor channels that grow firms don't look like influencer channels. A typical Oak Harvest video gets about 2,200 views. Safeguard's typical video gets about 15,000 views across a library of roughly 400. Close to half of Root Financial's videos get fewer than 20,000.
Big numbers aren't the point. Oak Harvest's founder remembers the day one of his videos passed 100,000 views: it brought "still no appointments." Root's founder found the same thing in reverse. When he narrowed his podcast to people nearing retirement, it got fewer downloads, but it started generating leads.
The views that matter are the few dozen people a month deciding whether to trust you. Expect hundreds per video in the first stretch.
Sources: Bee to Bee analysis of each firm's public YouTube channel, September 2026; Financial Advisor Success Podcast episodes 383 and 445.
What the sector has already proved
Video works for advisers, and the research says so. In Kitces Research's 2026 study, 59% of advisers who made videos won at least one client from them in the past year, against 35% for blogging and 26% for newsletters. In Kitces' own words, "video content has a high client acquisition cost… but it is also the most successful content-related tactic given its ability to really show how the advisor communicates as a way to build trust and engage prospects."
These firms are not our clients. They're the public evidence that this works in your industry.
Root Financial. About $2.4 billion today, up from around $400 million two years earlier. Its founder says that growth came "almost entirely" from YouTube and podcasting. He posted five videos, saw three or four views each, and gave up for six to eight months before one of them took off.
Safeguard Wealth Management. A $597 million RIA acquired by Merit Financial Advisors in April 2025. Merit's managing principal said "the draw was the content" Safeguard's co-founder had built.
Oak Harvest Financial Group. From $85 million to about $750 million between 2019 and 2023, with no acquisitions and a weekly YouTube channel at the centre. Its founder says about 40% of the appointments that come from YouTube are people who searched for the firm on Google after watching.
Sources: Diamond Podcast for Financial Advisors Apr 9, 2026; Financial Advisor Success Podcast episodes 383 and 445; WealthManagement.com, April 2025; Kitces Research, The Kitces Report: Advisor Marketing, Volume 2, 2026, pp. 50 and 60.
Why we're offering founding seats
We're new to advisory firms. What we're not new to is the hard half of this work. Nedda has spent over a decade in video, including working out what to publish, for whom and in what order at Skan.ai, an enterprise software company whose customers are large US banks and insurers. For the last two years we've produced long-form video and short extracts for expert-led businesses every week.
Because we can't yet show you an advisory channel of our own, the first three firms pay a founding rate in exchange for letting us document what happens. The details are under "What it costs."
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 approver, whether that's your CCO or your broker-dealer: script and final-cut review, 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 and four short extracts from each, scripted in your voice
A substantiation file with every script, so your approver reviews evidence rather than assembling it
Editing, packaging, publishing, disclosures embedded in frame, and files formatted for your archive or your broker-dealer's
As-published captures of every cut, on every platform, plus a log of who approved each one and when, handed to you for your records.
One round of revisions on each edit, and one thirty-minute call.
What we need from you
The first three months build the library, so the public side stays quiet while the foundation goes in. You won't be waiting on faith, though. From the first month, every piece is formatted to drop straight into your client newsletter, so the first return you see is in retention.
What it costs
What this would cost you otherwise
Doing this in-house means a content manager at about $100,000 a year and an editor at about $65,000. That passes $200,000 once payroll taxes and benefits are added, before recruiting, gear, or the senior time it takes to manage two people.
$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 recommend 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.
Oak Harvest's founder won't start any new marketing channel now unless he's willing to commit to it for a year. When he started his radio show, he doesn't think he got a client for 18 months -Troy Sharpe, Financial Advisor Success Podcast, episode 383. Not our client.
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.
Founding seats
We haven't yet built a channel for an advisory firm, and we'd rather price that honestly than pretend otherwise. The first three firms we take on pay a founding rate for their first twelve months:
First founding firm: $1,000 a month
Second founding firm: $2,000 a month
Third founding firm: $3,000 a month
Everything else is the same as the twelve-month option above: the same Foundation terms, the same work, the camera kit at cost.
In return, we ask for four things. Permission to publish a case study. A short written note about working with us, if you think it's earned. Introductions to two advisors you think it would suit. And twenty minutes a month telling us what to fix. The case study and the note only go ahead once your compliance approver is comfortable with them.
After the first twelve months, the standard fee applies.
Our guarantees
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.
If you give us your ninety minutes, your approver signs off on the scripts and final cuts within the turnaround we agree at the start, and that month's videos still aren't published on the dates we agreed, that month is free.
If you want to take it in-house later
If you'd rather bring this in-house a year from now, we'll hand the whole thing over and help whoever you hire get up to speed. You keep every file, every script and the channel.
Best case, a year from now there's a body of work with your name on it, and the next person your best client sends your way finds that instead of a headshot. Worst case, you've spent ninety minutes a month and you own a library of every answer you're tired of giving out loud.
How many firms we take
Four
Four. The first three are founding seats, and none are taken yet
Questions advisors ask us
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That's the right first question, whether your approver is your own CCO or your broker-dealer. Every script arrives already sourced, with the primary source behind each factual claim matched to the line it supports. Nothing is filmed until your approver has read the script, and nothing goes live until they've approved the final cut. Send them the compliance page first.
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You have ninety minutes. What you don't have is the fifteen hours around them. That part is ours.
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Almost nobody is at first. You'll read off a prompter in your own office, in words written to sound like you, and if they don't, we rewrite them before you sit down. It's closer to reading a client letter out loud than being on television.
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You won't. No trends, no dances, nothing stitched onto someone else's audio. It's you explaining what you already explain to clients every week, said once instead of a hundred times on the phone. There's no hard pitch in the videos either, only your availability and a link in the description.
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Good. This doesn't replace them. It stops the introductions you've already earned from going cold when the person looks you up.
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There are good AI video tools for advisers now, some for a few hundred dollars a month. They still need someone at your firm to run them every month: ideas, scripts, review, filming, editing and posting. With us, nobody at your firm does that. And if a prospect can get an answer from ChatGPT in ten seconds, it's worth nothing as content. What isn't free is a real decision walked through, with its trade-offs, by the person who would make that call for them.
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Plan on a year, and judge it then. The first months build the library, and your existing clients see it first, in your newsletter. Consistency matters more than any single video: in Kitces Research's 2026 study, 67% of advisers publishing video about 40 times a year won at least one client from it, against 50% of those publishing twice a year. That's why we publish every week.