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Owned by Andrew

Financial Professionals! Use YouTube for building credibility and authority while connecting with your target audience in a compliant way.

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34 contributions to YouTube for Financial Services
An Important Update from YT Era
Hey, Happy Monday! I wanted to take a moment to share an important update with you. Over the past 6 months, things have been moving fast here at YT Era. We've been hard at work building an entirely new offer stack, tailor-made for Financial Professionals—and the momentum has been incredible. But if I’m being honest, I haven’t shown up for this Free Skool group the way I intended to. Like many growing teams, we had to prioritize what was directly in front of us—and as a result, this community didn’t get the love it deserved. That’s on me. Rather than let this space continue in limbo, I've decided it's best to sunset the group for now. We’re not saying goodbye forever—we’re just hitting pause so we can double down on the work that’s truly moving the needle. Here’s why this matters: - We're on a mission to change how an entire industry shows up online. We believe there’s a trust recession happening, and in an industry where trust is everything, like Financial Professionals, we see a massive opportunity. - That’s why we’ve created cutting-edge YouTube marketing services that allow Advisors to generate leads without ever recording a single video (yes, seriously). So while we step back from this community for now, know this: we're just getting started. If you’d like to be notified when we relaunch the group, just drop us a quick note at [email protected] and we’ll make sure you’re tagged for a personal invite when the time is right. Thank you for being here and for believing in this mission, even in its earliest stages. To more trust, more reach, and more impact! Andrew Murdoch Founder, YT Era
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Copywriting is dead. Distribution is king.
When Anik Singal hinted this, it stopped me in my tracks. (But it makes sense) I’ve followed his work for years — read Circle of Profit, studied eScape. But nothing compared to hearing him live at the Expert Summit. As someone who works with financial professionals every day, attends the conferences, and builds systems for scale — I can honestly say this was the most practical, honest, and momentum-building event I’ve been to in a long time. 🔥 Here are 5 tough truths that hit home for those of you in Financial Services: #1 – “We are in a trust recession.” It’s not just about having the best investment strategy or insurance product. If people don’t trust you, they won’t listen — and trust is built by showing up, not just being correct. #2 – “People trust what they SEE more. Not what they click. Not what they read. What they SEE.” Your weekly market updates don’t matter if no one sees them. Visibility is the new credibility. And YouTube is the number 1 video platform in the world. #3 – “Monetization is tied to frequency — not perfection.” You don’t need better webinars or social media posts. You need more face time (and screen time) with your prospects. Show up more. That’s the metric. #4 – “Copywriting? Matters less every day.” Ouch — but he’s right. Today, being the trusted voice in your niche outperforms the perfectly written email or blog. #5 – “You don’t have a revenue problem — you have a distribution problem.” If your amazing offer isn’t reaching enough people, it’s likely not the offer that’s broken. 💡 My biggest unlock? Anik’s A → L → B → R framework. Acquisition → Liquidation → Backend → Recurring. Each step has a specific job — and for Advisors, getting this right could be the difference between a $10K month and a $100K system. It’s not about adding more products or platforms — it’s about structuring your services and content in the right sequence to take a stranger and turn them into a believer. Here’s what stuck with me: Authority > Marketing
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Copywriting is dead. Distribution is king.
An exciting new tool (Tell us what else you want it to do!)
Hello Financial professionals! I've been quiet... I know. Lots of exciting updates happening behind the scenes. So I'm building a custom GPT that solves a MAJOR headache for you! "Finance Topic Engine" Your AI-powered Video Ideation Assistant — Built for Compliance-Conscious Financial Experts. Picking the right video topic idea is really the largest influence that determines the success of a video so let's just start there! 💡 Who It’s For: Growth-focused Financial Advisors who want to create weekly YouTube videos that actually attract leads — without the stress of guessing topics or risking compliance issues. Here is what I'm planning it can do... What's your wish list? Anything I missed??? 📦 What You Get: ✅ Weekly Topic Drop 4 long-form YouTube video topics tailored to your niche, audience, and current market events ✅ Compliance-Aware Prompts Each topic includes phrasing tips and disclaimer reminders to help stay within guidelines (This is NOT advice simply a guide that your own internal compliance must review/approve) ✅ Suggested Titles & Hooks Ready-to-use titles and hooks optimized for Click Through Rate and retention ✅ Content Angle Options Multiple strategic directions (e.g. educate, warn, myth-bust, story-driven) based on topic ✅ Save-to-Calendar Feature Topic calendar view or export (Google Sheets, Notion template, or GHL integration) ✅ Content Planner Vault (Coming Soon) Repository of past topic ideas and evergreen recommendations for batch planning 🧠 Strategic Value: - Solves the “blank page” problem - Helps Advisors stay relevant without obsessing over the news - Frees up mental bandwidth while preserving authority - Bridges AI tools with human insight — you’ve baked in your brain COMMENT BELOW AND TELL ME WHAT ELSE YOU WANT!
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An exciting new tool (Tell us what else you want it to do!)
UPDATE
Hey all... we're are still trying to verify that the current members work on in Financial Services and this group will continue to shrink. Then we'll focus on building it back up with the right members. I've canceled the weekly calls and we will re-launch those when we get things going again. It will take time to build back that momentum. I've been super busy creating valuable lead magnets specifically made for Financial Services! I expect we will get a lot more attention on this group when I start promoting those. (Don't worry, because you are here you will get them too!) I love free stuff too!
1 like • May 15
@Linda Shinpaugh so sorry about that Linda. No one joined the last couple of weeks and then yesterday I was late! Since we've changed the target audience, I figure we will pause the calls for now. I'll do a post when we bring them back!
Where Are Your Best Clients REALLY Coming From?
I've been diving deep into the lead generation world lately. Where do we find quality prospects without breaking the bank? Here's what I'm seeing across the industry: Webinars, Content Marketing, Ads and Referrals seem to be the most used. But here's the thing - the numbers only tell half the story! I'm curious about YOUR real-world experience. Use the poll to say which channels you are actively using. Drop a comment below with: - Your top-performing lead channel right now - Ballpark cost per lead you're seeing - ONE thing about that channel that surprised you (good or bad!) I'm collecting all this intel for a free resource I'll be sharing - help me make it insanely valuable by adding your perspective! P.S. Don't be shy about the numbers - this is a judgment-free zone. We've ALL overpaid for leads at some point!
Poll
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Andrew Murdoch
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34points to level up
@andrew-murdoch-4799
Founder of YT Era. YouTube Business Strategist. Speaker/Coach. Digital Nomad since 2018.

Active 67d ago
Joined Jan 10, 2024
San Jose, Costa Rica
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