Content marketing for financial advisors
Your expertise becomes your content.
You bring the expertise. We handle the production.Record on your own or join an interview with our team. We turn your recordings into videos and clips you can use throughout your marketing.
No podcast or YouTube channel required.
The Content Service
With thumbnails, descriptions and agreed publishing
How the system works
Record. Review. Put it to work.
We align on the topics, recording schedule and approval process. Then your expertise moves through a clear production workflow.
You + our team
Get the ideas on camera.
Send your recordings or join the optional monthly interview. Explain what you already know through a conversation.
Our team + your approval
Turn recordings into content.
We edit the videos, clips and thumbnails. You review in your client portal and coordinate compliance approval when needed.
Publishing + your marketing
Give the content a job.
We handle agreed YouTube and podcast publishing. Your team uses the assets in social posts, emails, prospect follow-up and your website.
We monitor channel performance and recommend adjustments to the content.
What you get
Your monthly content package.
Solo videos, podcast conversations and short clips, produced from your recordings and ready to put to work.
Solo or podcast videos
Up to 30 minutes each
Short-form clips
Focused moments from your recordings
- 2 thumbnails
- 2 episode descriptions
- Optional monthly interview
- Recording and editing support
- YouTube and podcast publishing
- Performance monitoring and recommendations
Beyond the feed
Put your content to work.
A useful answer can do more than fill a posting schedule. Give it a place in the conversations you already have.
Prospect follow-up
Send a relevant answer before or after a sales conversation.
Client emails
Share market recaps or explainers with your client list.
Referral partners
Give partners a useful video to forward with an introduction.
Website, SEO & campaigns
Embed videos, use transcripts as the basis for articles and reuse content in campaigns.
Your team or marketing partner handles social posting, email, website, SEO and campaign execution. We provide the content and agreed YouTube and podcast publishing.
Examples of our work
See the content.
A timely market conversation. A clear answer to a specific question. Here are two examples of the content we produce.
Liberty One Wealth Advisors
Q3 Market Recap and Planning
A focused video built around one timely client conversation.
Watch on YouTubeWealth Warehouse
Cash Balance & Defined Benefit Plans Explained
One topic with its own explanation, title and thumbnail.
Watch on YouTube“Ryan and Jack make creating content so easy. I showed up, recorded, and walked away with pro-level video clips.”
One monthly package
Content Service
A production team and a clear process for making your expertise a regular part of your marketing.
2 videos · 12 clips · 2 thumbnails · 2 descriptions
Optional interview, production and agreed publishing included.
The details
A few questions, answered.
Do I need a podcast or YouTube channel?
No. You can start with solo videos or interview-led content. A podcast is one way to use the recordings, and you do not need one to use the service.
Do I have to write scripts or record alone?
You can send your own recordings or join the optional monthly interview with our team. The interview gives you a way to explain your ideas through a conversation.
How do revisions and compliance work?
You review the content and collect feedback in your client portal. Up to three revisions per deliverable are included through the portal. You coordinate your firm’s compliance review and final approval before publication.
Extra revisions or direct compliance calls and emails outside the portal are $150/hour.
Who posts the clips and runs the marketing?
We produce the content and handle agreed YouTube and podcast publishing. Your team or marketing partner handles social posting, captions, emails, your website, SEO and campaigns. Funnels, website optimization and email campaigns are separate from Content Service.
What happens after the first call?
We confirm fit and a start date. Then we complete your agreement and onboarding, align on topics, channel access, approvals and the recording schedule, and create your first content package.
Make your expertise easier to share
You bring the expertise.
We handle the production.
Let’s talk about the content your clients and prospects need, and how to make it consistently.
Want to try recording your own video first?
Start with Script Science