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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!)
Virtual Assistant Recommendations
Hello. I’m new to YouTube and could really use some help. I recently filmed a long form video that I need to be made into shorts. Can anyone recommend a virtual assistant or tell me how to find one specifically for projects like this? I would do it myself, but the subject matter is difficult for me to know what’s most important.
Worried Your Marketing Might Get You Sued By The FTC Or Other Agencies?
You can get this book, 'Don't Say That' and you might consider joining the Compliant Marketing Academy just like I did. The content made such an impact that we decided to become an affiliate! You can access everything here: https://dontsaythat.com/go/#a_aid=ytera I'm NOT kidding. This was one of the most impactful marketing programs I've ever taken. It's really opened my eyes. There are tons of Marketing 'Experts' (including YT experts) who are violating FTC guidelines. They will be in HUGE trouble if the FTC takes legal action against them. If your plan is to be in business for the long term like me... this training should be high on your list! I've included this resource to our list of Approved Venders and Software Tools.
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Worried Your Marketing Might Get You Sued By The FTC Or Other Agencies?
You NEED to watch this!
https://youtu.be/HVOubeXUcx0 And if you don’t have time to watch it, (but I highly recommend that you do) here are the main takeaways and my added 2 cents. Over 40 months, Alex Hormozi spent millions and grew his brand significantly across various social media platforms (with a focus on YouTube) by leaning on educational content over pure entertainment. If you’re learning of him just now… he’s been dominating for a while so a good idea to pay attention and maybe save yourself some money and grief along the way. 1️⃣ - He shifted from making content for himself to making content specifically catered to his target audience of business owners. This meant changes to packaging, intros, meat of the content, visuals, and preparation. Well… Duh! This is why so many professionals work with YouTube experts like me. It’s not just about the content but how the content is optimized for YouTube and your target market. 2️⃣ - Rather than covering a broad range of topics, he narrowed his focus to business-specific topics like business models, leverage, and selling. It’s ALWAYS about the Viewer and their needs. Never about the content creator. The “You” in YouTube the Viewer. 3️⃣ - The key metric he optimizes for shifted away from only views to ad revenue, as ad revenue correlates more closely with reaching the right audience. Now this is VERY interesting. I look at numerous metrics when I’m managing a client’s channel and Watch Time has been my favorite for a while now. Ever since YouTube switched to a satisfaction model, watch time is a better metric for measuring satisfaction. Alex has motivated me to pay closer attention to Ad Revenue and I’m keen to start testing. 4️⃣ - Long-form content drove more conversions (book sales, email opt-ins, applications) compared to short-form content. Different audiences prefer different formats. Many YouTube experts, including myself, discovered this back in 2023. This is why we stopped posting Shorts across all of our clients’ channels because in some cases, we saw the Shorts were not only ‘not’ adding to the bottom line BUT in fact, they were attracting the wrong audience! (Re-read the above section again if you think this isn’t a big deal.)
FREE LEAD MAGNET TRAINING
An effective evergreen YouTube content program that grows your business demands a great strategy for converting Viewers into LEADS! I've been developing a great training for lead magnets. How would you like this new content shared? Answer the poll and get what you ask for!!!
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YouTube for Financial Services
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Financial Professionals! Use YouTube for building credibility and authority while connecting with your target audience in a compliant way.
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