For Financial Planners

Turn Your YouTube Channel into a Lead Generation Machine

In less than 2 hours per week of your time. We take care of everything — all you need to do is record the footage and close the calls.

Schedule a Free Consultation
14-day money-back guarantee · No long-term contracts

You record. We do the rest.

More views and subscribers are great — but our number one goal is a direct increase in booked calls and closed clients.

1

We find what works

Every month we research the retirement videos already outperforming across YouTube, and hand you proven topics, titles, and thumbnails — before your competitors find them.

2

You hit record

We write the script in your voice. You film it — that's your 2 hours. No editing, no uploading, no guessing what to say.

3

We turn viewers into calls

Editing, packaging, SEO, and publishing — engineered so the right viewers (pre-retirees with real portfolios) watch, trust you, and book a call.

Finance professionals we've helped

Compliance-friendly, results-focused, and built specifically for the retirement planning space.

Mark Whitaker
Mark Whitaker, CFP®, MSFP
Early Retirement Planning
21.8K subscribers
Taylor Demars
Taylor Demars, CFP®
Retirement Planning
26.9K subscribers
Ryan Cravitz
Ryan Cravitz, CFP®, RICP®
Retirement Transition Planning
4K subscribers
Bob Wolfe
Bob Wolfe, CFP®, EA, CSLP®
Wolfe on Wealth
6K subscribers
Andrew Fallwell
Andrew Fallwell, CFA, CFP®
Financial Planning
2.8K subscribers
Thomas Cook
Thomas Cook, CFP®, EA
Refine Your Plan
6.1K subscribers
25+ more
Financial planners & retirement specialists across the US

FAQs

How fast will I see results?
YouTube is a long-term game, but we typically get clients meaningful results within the first 1–3 months — and every video keeps working long after it's published.
How much of my time does this take?
Less than 2 hours per week. You record the footage and review the finished videos. We handle strategy, scripts, editing, thumbnails, SEO, and publishing.
What if it doesn't work for me?
We offer a 14-day money-back guarantee. If you're not satisfied, you get your money back — no hard feelings.
I'm not comfortable on camera. Is that a problem?
Most of our clients weren't either. Scripts written in your own voice plus a simple, repeatable recording setup fix 90% of it — and viewers trust real advisors far more than polished presenters.
Do you work with anyone besides financial planners?
No — financial planners and retirement specialists are all we do. That focus is exactly why the system works.

Schedule your free consultation

We'll look at your channel (or your plan to start one) and show you exactly what we'd do to turn it into a source of booked calls.