{"id":57261,"date":"2023-10-02T08:00:56","date_gmt":"2023-10-02T15:00:56","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=57261"},"modified":"2026-04-08T20:34:34","modified_gmt":"2026-04-09T03:34:34","slug":"a-financial-advisors-guide-to-youtube","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/a-financial-advisors-guide-to-youtube\/","title":{"rendered":"A Financial Advisor\u2019s Guide to YouTube"},"content":{"rendered":"

Video<\/a> marketing is one of the most powerful tools for financial advisors. Learn everything you need to know about using creating YouTube videos.<\/p>\n

We keep hearing that\u00a0video\u00a0is on the rise as a key digital marketing<\/a> tactic, but research shows it has surpassed \u201cup-and-coming.\u201d However, many financial advisory firms have hesitated to start utilizing\u00a0video marketing \u2013 either not knowing how to start or believing that it wouldn\u2019t be a good investment of their time since their prospects aren\u2019t spending time on YouTube.<\/p>\n

Why Should Financial Advisors Create YouTube Videos?<\/h2>\n

There\u2019s no doubt that YouTube rules the online video world with over 2.7 billion users \u00a0\u2013 but did you know it is also the 2nd-largest search engine after Google? That\u2019s right \u2013 not only are you providing content in the format your clients and prospects want most when you create a YouTube channel \u2013 but you are highly increasing the possibility that completely new prospects (who have never heard of your firm before) \u2013 will find you online.<\/p>\n

It is important to understand how your clients and prospects are using Youtube. Prospects who are searching for videos on YouTube are likely not there to learn about your brand specifically. They are there to find value in the information that they are seeking \u2013 here are\u00a0some of the most popular questions investors are searching for right now, according to Google Trends.<\/p>\n

Because YouTube is essentially a search engine for videos, it functions very similarly to\u00a0Google. This also means that you can optimize your YouTube channel and reach prospects by creating videos they are searching for. As a financial advisor, there is a ton of content that elicits emotion and provides users with educational information. Consider the below list of topics to get you started.<\/p>\n

Create & Setup Your Youtube Channel<\/h2>\n

First things first, if you don\u2019t have a channel yet, you will want to create one. This can be done by simply going to the YouTube<\/a> website and signing up with any email. From there you’re free to set up your account how ever you see fit and customer your profile picture and banner image.<\/p>\n

Decide What YouTube Video Content You\u2019ll Create \u2013 Here Are Ideas for Financial Advisors<\/h2>\n

As for what types of videos you should create, there are a variety of types (and you can have multiple playlists to make it easy for visitors to filter and find what they are looking for \u2013 for example, your playlists might include \u201cBudgeting,\u201d \u201cSmarter Investing\u201d and \u201cInterviews.\u201d)<\/p>\n

Our best advice is for you to simply keep a list on your computer of all the questions your clients and prospective clients ask. Each time they ask you a question, write it down! If they have the question, that means others do, too \u2013 and it could be a great piece of content for you to record a video answering.<\/p>\n

Keep in mind, some questions will lend themselves to quick, under 5-minute videos (perfect for \u201ctalking head\u201d videos where it is just one person looking at the camera), while others will be better suited for screen-sharing. For those types of videos, consider using tools like Zoom<\/a>\u00a0or\u00a0Loom<\/a>\u00a0to record both your desktop AND share your camera at the same time.<\/p>\n

\"Example<\/a>
Here is an example of how you can divide your YouTube videos into playlists. This is from advisor Scott Weiss\u2019s channel.<\/figcaption><\/figure>\n

Client Questions<\/h3>\n

We\u2019re sure you get asked a ton of questions daily by clients. If you get a question more than once, not only do you know it will probably be asked again, but it is a topic that clients are interested in. Those questions are the fuel you can use for videos! Some examples include covering topics such as:<\/p>\n