How Content Lands this Small Town Advisor Big Clients from over 300 Leads Per Year
- E36
- 1:04:57
- March 14th 2024
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.
Pete's media site: https://meaningfulmoney.tv/
Meaningful Money Youtube: https://www.youtube.com/@MeaningfulMoney
Pete's Audio Podcast: https://podcasts.apple.com/us/podcast/the-meaningful-money-personal-finance-podcast/id581790263
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/
The Augmented Advisor
The Augmented Advisor is about Creators and Communicators in Wealth Management.
The podcast is presented by Blueleaf monthly and hosted by John Prendergast.
The show is about creators in Wealth. We tell their stories and try to learn their lessons. We talk about how independent financial advisors can leverage new media in their business and amplify their impact on clients and in the world.
"If you're not communicating, you don't exist" Gary Vaynerchuk
We want you to shine bright.
You can also see our video episodes on YouTube: https://www.youtube.com/@augmentedadvisor
SEND US A STORY: [email protected]
Our Website: https://www.blueleaf.com/
Meet the Host
John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.