We help financial advisors, buyer's agents, mortgage brokers, investing educators, and fintechs grow through YouTube content that actually performs. We handle strategy, scripting, editing, thumbnails, and posting. You just show up and talk.
In financial services, the order is: relationship, trust, then sale. Most people skip straight to trying to sell online. That doesn't work in 2026.
YouTube gives you something no other marketing channel can: 10-15 minutes of someone's undivided attention. They watch you explain a concept, break down a market, or walk through a strategy. By the end, they feel like they know you.
How many ads would it take to build that level of trust? Too many. One good YouTube video does it in a single sitting.
That's why YouTube leads are different. They're not cold. You've educated them and added value to their lives. They already trust you. When they reach out, they're ready to buy.
And unlike paid ads or referrals, every video you publish is an asset that compounds. It keeps working for years after you hit publish. The more you build, the more it compounds. That's how a YouTube channel becomes the most valuable growth engine your business owns.
No research. No plan. No connection between what they're posting and who they're trying to reach. Views from the wrong audience don't become clients.
Weak titles. Generic thumbnails. If nobody clicks, nobody watches. This is where most videos die.
Bad hooks. Flat pacing. Boring editing. Viewers leave in the first 30 seconds and the algorithm buries the video.
Stiff delivery. No coaching. No scripting. The content might be good but it doesn't land on camera.
Deep-dive onboarding on your business, your clients, and your goals. Then we research your competitors, what formats are working on YouTube, and reverse-engineer the problems your ideal clients are searching for. When we get views, we get the right viewers.
We give you the topics, scripts, and thumbnail direction. You batch-record about four videos in half a day. We coach you on delivery and set up your studio so filming is easy. You talk about what you know. We handle the rest.
Editing, motion graphics, thumbnails, titles, SEO, uploading, scheduling, analytics, and reporting. We fully manage your channel and iterate based on performance data every week. Same production quality as the New Money channel.
Wattle Partners — Melbourne-based wealth advice firm for high-net-worth retirees.
They had deep expertise but their pipeline depended on referrals. We built and ran their YouTube channel end-to-end.
More qualified leads than they can handle.
Wattle Partners
Wealth Advisor & Family Office - Melbourne, AU
Phil Town's Rule 1 Investing is proof that finance authority translates powerfully to YouTube when packaged right. Our content engine helped amplify Phil's value investing philosophy to over 500,000 subscribers — building trust and driving consistent inbound lead flow across the US market.
Phil Town's Rule 1 Investing
Value Investing Community - United States
New Money Education is the flagship proof that our system works at scale. Built from the ground up using the exact content engine we deploy for every client — they hit 1M subscribers, and today remain one of Australia's most-trusted finance channels.
New Money Education
Finance Education Channel - Australia
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Strategy, production, and performance feedback. Packages start at $12,000/month. Scales based on the number of videos and the level of support you need. All prices ex-GST.
Personalised content strategy tailored for your brand
Topic selection and creative direction for every video
Full script outlines and talking points
Weekly strategy refinements based on what's working
Direct access to your dedicated team
High-converting thumbnails (CTR-focused designs)
Title copywriting (curiosity-driven framing)
Multiple thumbnail variants per video with A/B testing
Title copywriting optimised on performance data
Custom branded graphics package
World-class editing with motion graphics
Long-form videos (strategy, scripting, editing, upload)
Short-form clips (Reels, TikToks, Shorts)
Podcast episodes (editing and post-production)
Custom branded graphics package
Slack channel for same-day collaboration
Comment moderation and audience management
Weekly performance monitoring and analysis
Done-for-You Creator Studio starter kit and on-site setup
On-camera coaching
Professional equipment (camera, mic, lighting, stands, teleprompter)
You'd need a YouTube strategist, a scriptwriter, a video editor with motion graphics skills, a thumbnail designer, and a channel manager. That's $150,000-$250,000+ per year in salaries. Plus the time to hire, train, and manage them. Plus the risk they leave. We're a fraction of the cost with a team that's already done this at 1M+ subscriber scale.
We didn't learn YouTube from a course. We built New Money into one of the biggest investing YouTube channels in the world, with over 1 million subscribers. Our co-founder Brandon is the face and creative brain behind it, and that same thinking powers everything we do for clients.
We explain complex topics simply. We reverse-engineer the problems your ideal clients have so the content attracts the right people. And we produce at a level most brands can't match in-house.
Co-founder | The face of the 1M-subscriber New Money channel | Leads leads client strategy, partnerships, and growth.
Co-founder | Your fractional CMO | Leads the clients' go-to-market and marketing strategy.
You're a financial services professional with real expertise but no YouTube presence
You want to own your lead generation instead of relying on referrals or paid ads
You understand that YouTube is a long-term asset, not a quick fix
You can commit half a day per month to filming
You want a team that's already done this, not one that's figuring it out on your dollar
You're looking for overnight results
You don't have genuine expertise to share
You're not willing to be on camera at all
You want cheap content that looks like everyone else's
About half a day per month to batch-record your videos, plus some time to review and give feedback on the scripts and topics we present to you.
No. We set up your studio, give you scripts, and coach you on delivery. Most of our clients had never filmed before. By video five, it feels natural.
It depends on your niche and audience. Our Wattle Partners case study saw a 400% increase in HNW inbound leads in under 12 months. YouTube compounds. The longer you invest, the stronger the returns.
Most clients see engagement and inbound inquiries within 2-3 months. Videos keep generating leads for years after they're published.
Most failed attempts come down to four things: no strategy, weak packaging, poor retention, and inconsistent posting. We fix all four. Same system that grew New Money to 1M+ subscribers.
Packages start at $12,000/mo. You're getting a full team: strategists, scriptwriters, editors, motion designers, thumbnail designers, and channel managers. Building this in-house would cost $150K-$250K+/year and you'd still need to manage them. We're a team that's already done this at scale.
Book a call and we'll walk you through how we'd approach your channel. No pitch deck. No pressure. Just a conversation about whether this makes sense for your business.
From the team behind the 1M-subscriber New Money channel.
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