The post How Devin Carroll Built a Thriving Advising Business via YouTube & Podcasts first appeared on Blueleaf.
]]>Join us on the Augmented Advisor as we chat with Devin Carroll of Carroll Advisory Group. With nearly 50 million views on YouTube @DevinCarroll and a successful podcast, Devin has transformed his business through a unique content creation strategy. Discover how a straightforward approach has connected him deeply with audiences and clients alike. Learn about the one-two punch of YouTube and podcasting, the differences between these media channels, and get actionable advice on leveraging them for your financial advisory business. Don’t miss the inspiring journey of how Devin turned his struggles into triumphs!
Devin’s Speaker Bio (2024)
Devin Carroll is a financial planner who is passionate about simplifying Social Security.
In addition to his role as lead advisor at Carroll Advisory Group, he is the co-host of the Big Picture Retirement podcast and the publisher of Social Security Intelligence, a retirement education platform that now reaches more than 1,000,000 monthly users through his YouTube channel and blog. His work has been featured in numerous publications including Forbes, Wall Street Journal, CBS News, and CNBC.
The post How Devin Carroll Built a Thriving Advising Business via YouTube & Podcasts first appeared on Blueleaf.
]]>The post Build a Business on LinkedIn: Tips from a Rising LinkedIn Star and Advisor Marketing Wizard first appeared on Blueleaf.
]]>Are you looking to revolutionize your LinkedIn presence?
Join John Prendergast and rising LinkedIn star Mando Sallavanti III, CFP®, CEPA, CLTC® as they dive deep into transformative strategies for mastering LinkedIn. This conversation is packed with actionable advice for anyone aiming to enhance their professional networking and build their business online. Discover the key insights that will change the way you approach LinkedIn!
And Mando has grown quickly NOT by talking about LinkedIn itself which is comparatively easy. He’s grown by thousands of followers per month talking about investing and taxes. So you know you can do it too.
Connect with Mando:
https://www.linkedin.com/in/sallavanti/
LinkedIn Posts reviewed in video:
Side hustle post: https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJ
In this engaging talk, John and Mando cover:
1️⃣ Mastering Content Creation: Gain valuable tips on crafting compelling posts that drive engagement and expand your reach.
2️⃣ The Art of Commenting: Unveil the power of strategic commenting and how it can dramatically increase your profile’s visibility.
3️⃣ Driving Conversions: Learn how to unlock the power of LinkedIn to drive business and create leads directly from posts and your profile.
Whether you’re a professional looking to expand your network or a business seeking to leverage LinkedIn for growth, this conversation offers invaluable guidance.
#linkedin #linkedinstrategy #leadgeneration #businessgrowth #digitalmarketing #linkedinmarketing
Remember to subscribe and hit the bell icon to get notified about our latest content and discover more ways to grow as a content creator.
Disclaimer: Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)
The post Build a Business on LinkedIn: Tips from a Rising LinkedIn Star and Advisor Marketing Wizard first appeared on Blueleaf.
]]>The post How to turn long-form video into shorts that will crush first appeared on Blueleaf.
]]>3 easy steps plus a bonus hack (save this post)
→ I know. I’ve been there.
→ You’ve got hours of footage.
→ You’ve guested on podcasts and killed.
→ Then you share a clip and crickets.Or
→ 10-second average watch time.
→ With no engagement.
Whether you’re an advisor, solopreneur or just wonder what your team has been missing. This will help.
In the video, I show the exact 3 steps you can use to:
↳ Find the right clips
↳ Hook your viewers and
↳ Keep them watching to the end.
→ And I do it in no time flat.
→ I even time myself from start
→ To finished product with captions.
How long do you think it takes to create great short form?
The post How to turn long-form video into shorts that will crush first appeared on Blueleaf.
]]>The post Advisors Need to Break Through the Noise to Engage Clients, Says John Prendergast on the Bridging the Gap Podcast first appeared on Blueleaf.
]]>Traditional advisors should move beyond quarterly reports and scheduled calls to effectively reach clients in today’s media landscape, says John. He stresses the importance of authenticity in professional communication. John discusses innovative ways advisors are using writing, audio, or video, to foster genuine connections with clients.
John delves into the transformative power of AI in marketing and communication, from altering professional photos to deploying chatbots for client interaction. Despite the financial industry’s resistance to change, he sees huge improvements on the horizon.
Hear the full segment on Apple Tunes: Insights on AI and Authenticity with John Prendergast
Watch the full segment on YouTube: Insights on AI and Authenticity with John Prendergast
The post Advisors Need to Break Through the Noise to Engage Clients, Says John Prendergast on the Bridging the Gap Podcast first appeared on Blueleaf.
]]>The post How Content Lands this Small Town Advisor Big Clients from over 300 Leads Per Year first appeared on Blueleaf.
]]>Pete Matthew isn’t your typical advisor. He’s cracked the code on two marketing channels. He’s netted almost 7 million video views and 4.5 million podcast downloads.
And with over 300 leads per year and growing, his biggest problem is keeping up with the demand he’s created.
Oh and the big clients he’s landing are London bankers while he’s from a tiny little town on the coast of England.
Pete shares his story of getting started in content and how it’s help him create a thriving business.
We get into the details on this one. We pull apart one of his most successful videos and discusss:
– Topic generation,
– Titles & thumbnails
– Critical first 30 seconds
– Retention
We compare podcasting and video production and how he’s woven it all into his business. We also get a look at Pete in the very beginning so you can see that starting modestly can create big results.
Finally we talk about creating conversions and generating leads from all his content.
This episode is jam packed with insight. I hope you learn a lot. I know I did.
Link to his own show, Meaningful Money: https://www.youtube.com/@UC39PLqUmy-AKK5HGYYfwFYw ———————————
Some of Pete’s biggest influences mentioned in this episode include:
Getting Things Done by David Allen: https://a.co/d/cXr0eI7
Crush It!: Why NOW Is the Time to Cash In on Your Passion by Gary Vaynerchuk: https://a.co/d/7aIGSg0
Pat Flynn: https://patflynn.com/
Michael Hyatt: https://fullfocus.co/about/
Our guest on The Augmented Advisor is Pete Matthew. He is the CEO of Jackson’s Wealth Management and host of Meaningful Money.
Pete began his journey into content creation around 2009. He wanted to help more people than he could reach one-on-one. He had a passion for teaching, passed down from his father. Then he was inspired by Gary Vaynerchuk’s book Crush It. So he took the plunge into content creation. Starting with YouTube videos, he aimed to make personal finance understandable for the everyday person. He started slow. And the videos initially reached a small audience. Pete persisted, fueled by his love for the process and the potential impact.
The breakthrough came when Pete embraced podcasting in 2012. The Meaningful Money podcast quickly became a hit. It filled a gap in the UK for accessible financial advice. Then in 2019, he had a video break out and his YouTube channel took off.
This success translated into a big increase in leads for his advisory business. His firm grew into a larger operation, thriving on the leads generated through Pete’s content.
Pete’s content strategy revolves around simplicity and relatability. He believes in breaking down complex financial concepts into easily digestible information.
For advisors looking to leverage content creation, Pete’s story underscores several key lessons:
Start with Passion: Pete’s love for teaching and helping others shines through his content, making it engaging and genuine. What do you love teaching?
Be Persistent: It took years for Pete’s efforts to pay off significantly. Success in content creation is a marathon, not a sprint. It’s faster today but success still isn’t built overnight.
Focus on Value: Deliver actionable advice that can impact your audience’s lives. It will always be more appealing than dry, technical analysis.
Embrace Learning: Pete continually refined his skills in content creation and marketing. That’s what eventually led to growth.
Pete’s journey from solo advisor to content creator offers invaluable insights. By combining a sincere desire to help with a strategic approach, advisors can significantly grow their business.
The post How Content Lands this Small Town Advisor Big Clients from over 300 Leads Per Year first appeared on Blueleaf.
]]>The post How This Financial Advisor ACTUALLY Makes Boring Topics Viral – A Marketing Whiz first appeared on Blueleaf.
]]>If you want to learn financial advisor marketing, you’ll want to learn from Nate. Nate Hoskin is the 3rd most followed CFP in the world across social media. He dares you to come take his title and he’ll even help you do it.
How do you make a boring topic like Tax go viral? How do you build for conversion and not just views? And how do you build a system to simplify making successful content? We talk about these questions and how Nate developed his skill to make it all happen.
I’ve been following Nate for a while now and I really enjoy the variety of his content. But for me what sets Nate apart is his reliability while talking about the boring stuff.
Nate breaks down:
1. How he drove 7.1 million views of a single video
2. Built a conversion system to drive leads for his business
3. How he manages all his content creation.
Links:
1,000 True Fans – https://kk.org/thetechnium/1000-true-fans/
Notion Template – https://windy-lamp-4ca.notion.site/693ff18e601a4fa4816b69274bffb999?v=5c2a1ea42f95436b94f13446c68b4dc0 N2
Nates Agency – https://www.n2contentmarketing.com/
At 25 years old, Nate Hoskin is one of the world’s youngest CERTIFIED FINANCIAL PLANNER (CFP®) practitioners. As the founder of Hoskin Capital, a Denver-based financial planning firm, Nate helps HENRYs (High Earners, Not Rich Yet) make financial freedom inevitable. Nate is dedicated to educating others about personal finance through his popular TikTok account @natehoskin, boasting over 227,000 followers. Nate is also a co-founder of N2 Content Marketing, where he trains other advisors to build their practice using short-form video. His success on social media has garnered recognition in media outlets including Business Insider and the Denver Business Journal and accolades, including Investopedia’s Top 100 Most Influential Financial Advisors, the 2023 Wealth Management Rising Star of the Year, and inclusion in Inno Colorado’s 25 Under 25 list.
This is a great episode. It’s the first of our rebooted show and I’m excited to share it with you.
This guy, Nate Hoskin CFP, a financial planner, has nailed it. He’s got over 226,000 followers and 46 million views on his videos. In this episode we dive into what makes him tick and how you can use some of his tricks.
Nate shows that the old-school way of doing things in wealth management is changing. Making videos for social media, is where it’s at. And the secret sauce is being able to connect with people online in a way that makes them listen.
But here’s the thing, Nate’s magic isn’t just about showing up online. He really gets his audience. He makes stuff that answers their questions and talks about what they want to know. It’s not just any content; it’s the kind that pulls people in because they find real value in it. And he talks about taxes and investing.
What’s really cool is how Nate keeps it real. He’s not about fancy videos; he’s all about being genuine and making financial advice feel like a chat with a buddy. This way, he breaks down walls, making his advice feel more approachable.
Nate’s also smart about the kind of content he puts out. He makes sure it’s super relevant and breaks down big financial ideas into bite-sized, easy-to-get bits. This approach doesn’t just attract viewers; it turns them into clients because they see how useful his advice can be.
Plus, Nate’s always learning and shaking things up. He tries out different kinds of videos and topics to keep things fresh and make sure his audience stays hooked. It shows that to stay in the game, you’ve got to keep evolving and trying new things.
So, here’s the takeaway from Nate’s story: if you’re in wealth management and want to reach more people, media is your best bet. Focus on what your audience needs, keep it real and relatable, and always be ready to adapt. Nate’s journey is more than just inspiring; it’s a roadmap for anyone looking to extend their reach and build a business.
The post How This Financial Advisor ACTUALLY Makes Boring Topics Viral – A Marketing Whiz first appeared on Blueleaf.
]]>The post Treat Generative AI Like a Lazy Intern, Says Blueleaf CEO John Prendergast on The Flexible Advisor Podcast first appeared on Blueleaf.
]]>AI is impacting business worldwide and it will transform wealth management, says John. Currently, however, AI is best used as a lazy intern that needs to be managed. In its current iteration, AI can organize reporting, streamline client communication, help with marketing, and other tasks you might give an assistant in training. It’s not a magic solution, yet.
A summary of topics John addresses on the podcast:
● What generative AI is, how it evolved, and what it’s capable of
● Some concerns and potential risks associated with generative AI in financial
services
● Why advisors need to learn about generative AI before using it with clients
● Some practical ways you can use AI now to streamline your workflow
Listen to the full podcast:
THE FLEXIBLE ADVISOR EP 103: MEET YOUR NEW INTERN: GENERATIVE AI – WITH JOHN PRENDERGAST
The post Treat Generative AI Like a Lazy Intern, Says Blueleaf CEO John Prendergast on The Flexible Advisor Podcast first appeared on Blueleaf.
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