Two thirds of your new clients arrive as a referral. Every one of them looks you up first.
We build what they find. Ninety minutes of your time a month, and you touch nothing else.
A video practice for independent, fee-only RIAs managing $500 million and up. Not lead generation — the work that makes a referred prospect arrive already convinced.
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.
"100% of the fastest-growing teams in the country are not growing fastest from referrals."
— Arthur Ambarik, CEO, Perigon Wealth Management
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.
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."
— James Conole, CFP®, founder, Root Financial Partners. Not our client.
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."
— James Conole, before Root Financial's channel worked. He nearly quit — "this is dumb, I'm not going to do this anymore." He later added $120 million in new AUM from YouTube in twelve months.
The difference wasn't talent. It was not having to spend the day editing.
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.
Our creative approach
Narrative strategy: Before the camera rolls, we work closely with you to learn about your target audience and goals. We then carefully craft a narrative strategy to best showcase your expertise.
Creative direction: from lighting design to set supervision, we ensure every frame conveys competence and quality.
Precision post-production: we handle all the production so you can focus on what you do best, we will apply our creative flair to produce stunning videos for you.
Ready when you are.
