YouTube Growth for Financial Advisors 

8-Week Cohort Taught By Dave Zoller, CFP¬ģ

If you're an advisor who has started a YouTube Channel but you're not seeing the results you hoped for,
join the waitlist for the next cohort of 5 advisors.

Who is this is for?

Financial Advisors who have the following:

  • At¬†least 20 videos on your channel¬†
  • 50 subscribers or more
  • 2 hours per week over 8 weeks.
  • The¬†belief that YouTube is the best marketing channel out there BUT you haven't seen the results you're hoping for.¬†

YouTube is the best marketing platform out there...

but only if you know how to use it. 

During the first 4 months of 2024, YouTube has brought in over 300 people asking for a first meeting. 

120 of them had over $1,500,000 and they were looking for an advisor. 

We have 2 lead advisors so we have to be selective with whom we work with, and they brought on just under $30M in that period.


But it took quite a while to figure it out. 

Back in 2020, it took 10 months to figure out works.

Once we got to 120 subscribers, consistent results started happening. 

But I've also met FAs with 5k and 10k subscribers who have only got 5 prospects to reach out to them. 

So views are important, but learning how to turn views into meetings is even more important. 


If you want to

  • shortcut your success,
  • learn from my mistakes
  • get the complete Advisor YouTube System
  • Then Apply Below