The FA Amplifier Vol 9: Optimizing Your Content Marketing to Save Time + Youtube for Financial Advisors

Welcome to the February edition of The Financial Advisor Amplifier: a newsletter curated by Advisors Growing As a Community?, where valuable insights from within our community are clipped and shared with all financial advisors.

Our aim is to provide you with actionable strategies and resources to help you thrive in your advisory practice and serve your clients with excellence.

Ready to grow personally and professionally alongside your peers in a safe, collaborative community? Let's chat! Send me a note or schedule a 1:1 call and learn why 170+ financial advisors choose The AGC? to elevate their game.

- Haley Marx, AGC? Community Manager ([email protected])

What's Inside:

• Choose Your Core Format And Start with SEO
• Create and Repurpose Your Core Content
• If You Start with a Blog Post...
• If You Start with a Podcast Episode...
• If You Start with a Youtube Video or Webinar...
• If You Start with a Book...
• YouTube for Financial Advisors: Actionable Insights from Our Members

Managing your own marketing as an advisor means every piece of content should work hard for you, leaving you more time to focus on helping clients. Efficiency is key so instead of starting from scratch every time, the trick is to start with one core content piece and repurpose it across platforms.

Many advisors face this challenge as they juggle marketing alongside everything else they do. The AGC? recently hosted a member-led call with Vincent D. (Investment Insight) and Brett K. Fellows, CFP? (Oak Capital Advisors) where they shared their practical strategies to streamline content creation and content marketing.

In this newsletter, I'll share key takeaways from that call, strategies for improving your process, plus insights from our AGC? Member YouTubers who are seeing real success. If you’re looking to maximize your content’s impact while saving time, these tips are for you.

?? Choose Your Core Format And Start with SEO

Your core content should be long-form and value-driven, meaning it contains enough depth that it can be broken down into smaller pieces. The format you choose depends on what you’re most comfortable with:

• Blog Post – Ideal if you enjoy writing and want to boost SEO.
• Podcast Episode – Best if you like to talk through ideas and have conversations.
• YouTube Video/Webinar – Great if you feel confident on camera and want high engagement. At the end of this article, you'll find Youtube tips from our AGC? members.
• Books – If you're passionate about a particular topic, writing a book allows you to dive deep, establish authority, and repurpose chapters into articles, webinars, and more.

Once you choose your format, it’s time to create a high-value piece of content that educates, entertains, or informs your ideal audience.

?? Start with SEO: Optimizing Content for Visibility

AGC? Member, Vincent D. , emphasizes that creating great, highly engaging content starts with a strong foundation in SEO, and this will make all the difference when stretching that core content the farthest. By conducting keyword research using tools like Google Keyword Planner, Ahrefs, and Answer The Public, advisors can identify the right topics to write about—ones that their ideal clients are already searching for. He highlighted the importance of targeting keywords with lower difficulty scores to improve the chances of ranking in search results.

An SEO-driven strategy really sets you up for success – Check out our recent article on SEO strategies for 2025 to get tips. ??

??? Create and Repurpose Your Core Content

Once you’ve chosen your core format and topic, it’s time to maximize its reach. The goal is to create one high-value piece and then break it down into multiple formats that work across different platforms.

Here’s how you could do it based on your content type ??

1?? If You Start with a Blog Post:

Enhance engagement and share-ability by adding infographics and visuals. This is incredibly useful when trying to make complex financial topics more digestible. Tools like Napkin AI (for turning text into infographics) and Canva (for creating designs with zero design experience) make it easy.

?? Repurpose It Into:

• LinkedIn Article – Post the full blog for extra reach.
• Twitter Thread/LinkedIn Long-Form Posts – Summarize key points in a 5–10 post Twitter thread or a long-form LinkedIn post. You can link the article at the end of the Twitter thread or in the comments of your LinkedIn post to drive traffic to your page. Utilize online social media scheduling tools to automate content distribution, ensuring consistency without constant manual effort.
• Instagram Carousel or LinkedIn Image Post – Turn main takeaways into a visual post or animated video. Use charts and graphs when needed to make things a bit easier to understand.
• YouTube, Podcast, Video Content – Use your blog as a script outline.
• Lead Magnet – Convert into a checklist, guide, or eBook that people need to provide their emails to receive. Now you've just added to your email list!
• Newsletter and Email Content – Utilize portions of this blog content in your emails and newsletters.

? Example:

?? Blog Title: “5 Investment Mistakes Every New Advisor Should Avoid”

?? LinkedIn Post: “How to Help Clients Avoid Costly Investing Errors”

?? Instagram Carousel: “Swipe → Common Mistakes Investors Make”

?? Youtube Video: “5 Biggest Investing Mistakes & How to Fix Them”

?? Newsletter: “Are You Making These Investment Mistakes?”

2?? If You Start with a Podcast Episode:

Choose a topic and outline 3–5 key points to keep the conversation focused. This makes it easier to break up your podcast content into short-form content later. Use Descript AI or Otter.ai to transcribe the episode for easy repurposing.

?? Repurpose It Into:

• Blog Post – Use the transcript as a starting point. You can use Chat.GPT or any other AI tool to help write the blog article itself.
• Short Video Clips – Extract 30-second highlights for Reels, TikTok, Instagram, and YouTube Shorts. Tools like OpusClip use AI to cut down long-form video content into viral-worthy clips for various social channels. Add an eye-catching background to the podcast clip and you're set.
• Quote Graphics – Pull compelling quotes for Instagram and LinkedIn. You can use Canva templates to create these easily and quickly.
• Newsletter Summary – Turn the episode into an email recap.

? Example:

?? Podcast Topic: “How to Retire at 50 with Smart Tax Planning”

?? Blog Post: “Early Retirement: Key Tax Strategies You Need to Know”

?? YouTube Clip: “1 Tax Trick That Could Save You Thousands”

?? Instagram Quote: “It’s not about how much you make, it’s about how much you keep.”

?? Email Newsletter: “3 Tax Hacks to Maximize Your Retirement Savings”

3?? If You Start with a YouTube Video or Webinar:

Keep the first 10 seconds engaging to hook viewers. Use B-roll, captions, and visuals to make the video dynamic.

?? Repurpose It Into:

• Short Video Clips – Clip 30-second highlights. The more concise you are when talking, the better! Pause for a beat or two after you finish a thought to make the post-production cut a bit easier.
• Blog Post – Use the script as a foundation and utilize any visuals you used in the video or webinar to build infographics.
• Podcast Audio – Strip the audio and upload it as a podcast.
• Infographic or Slides for Social Media – Summarize key points into a visual LinkedIn, Twitter, or Instagram post.
• Twitter Thread – Write out key takeaways in a Twitter thread.
• Newsletter Summary – Turn the video into an email recap and use various clips from the webinar.

? Example:

?? Video Topic: “How to Build Wealth in Your 30s”

?? Blog Post: “Best Money Moves to Make in Your 30s”

?? Podcast Episode: “The 3-Step Plan to Wealth Building”

?? LinkedIn or Instagram Carousel: “The Ultimate 30s Financial Checklist”

?? Newsletter: “How to Set Yourself Up for a Richer Future”

4?? If You Start with a Book:

Beyond repurposing individual pieces of content, Brett K. Fellows, CFP? shared a multi-channel strategy that financial advisors can use to maximize impact and diversify their marketing efforts. He created a lead-magnet book (MoneyRx for CNAs) which he then utilized for podcast content, email campaigns, and a speaker-series campaign to maximize his reach and impact.

?? Repurpose it into:

• Podcast Episodes – Expand on key themes from your book or client FAQs in a weekly or biweekly podcast.
• Speaker Series Campaigns – Host live interviews, panel discussions, or Q&A sessions with industry experts.
• YouTube & Instagram Clips – Repurpose content into short-form videos for greater reach on social media.
• Targeted Mailing Campaign – Send personalized copies of your book or high-value content to key prospects and referral partners.
• SEO-Optimized Blog Posts – Use Google Keyword Planner, Ahrefs, and Answer The Public to create articles based on podcast discussions or book excerpts.

Streamlining Content with Delegation

I couldn't talk about all of this without mentioning how important it is to understand when to start outsourcing. Vincent D. 's final piece of advice was to understand the content creation process and then outsource the necessary legwork with freelancers, office managers, or social media coordinators.

By grasping the process yourself, you’ll understand the ROI and set reasonable budgets and timelines for tasks. This allows you to delegate effectively, saving time while maintaining control over your brand’s messaging.

To finish off, let's talk about one marketing channel we've been seeing a lot of advisors having success with...??

?? YouTube for Financial Advisors: Actionable Insights from Our Members

With the right systems in place for creating content, your next step is distribution. YouTube is a powerful tool for financial advisors to market their firms, educate potential clients, and build trust before a first meeting.

But what does it take to grow a channel successfully? AGC? members Ted Erhart, CFP? (Norris Lake Retirement Planning) and Jeremy Finger, CFP?, CIMA?, CEPA? (River Bend Wealth Management) share their top insights.

?? Commit to Consistency

Both advisors emphasize that success on YouTube takes time. Ted recommends committing to at least a year, ideally two to three, of consistent content creation. Posting bi-weekly or weekly is best—YouTube favors frequent uploads.

?? Focus on What Works

Start by experimenting with topics, then double down on what gains traction. Ted recommends exploring every angle of a successful topic, while Jeremy looks at common client questions and popular competitor videos for inspiration.

??? Thumbnails & Titles Matter—A Lot

Jeremy stresses that thumbnails and titles are “50% of the impact." If your title doesn’t spark curiosity and your thumbnail isn’t visually compelling, people won’t click—no matter how great the content is.

?? Determine When to Outsource

Editing is time-consuming. Jeremy outsources it, freeing up time and ensuring high-quality production. If editing slows you down, consider hiring professionals.

?? Hook Viewers Immediately

Unlike a client meeting, YouTube viewers can leave instantly. Jeremy advises scripting with engagement in mind—capture attention fast and hold it throughout the video.

?? Keep Learning & Improving

Both advisors recommend studying top YouTube educators like Think Media, Nick Nimmin, or Ed Laurence. Their advice is simple: progress may be slow at first, and it may feel hard to keep going, but perseverance will lead to success.

Check out Ted Erhart's Youtube Channel Here.

Check out Jeremy Finger's Youtube Channel Here.

At the end of the day, it’s all about simplifying the process and making content work harder for you. From fine-tuning your SEO strategy to posting consistently socials, small steps add up.

And when it comes to delegation, Vincent D. , Brett K. Fellows, CFP? , Jeremy Finger, CFP?, CIMA?, CEPA? , and Ted Erhart, CFP? all nailed it—delegate those time-consuming tasks when you can and let someone else take the wheel so you can focus on what you actually enjoy (like, I don’t know, being a financial advisor?).

Thank you to The AGC? members (tagged above) who contributed their tips and insights!

And P.S.... The AGC? is opening our doors to new members in just a few short weeks. Stay tuned for an update on when you can join our Spring cohort. ??

Thank you for reading our February Newsletter ?? See you next month!