The most amazing lead generation engine in Wealth Management
- E41
- 1:05:49
- December 19th 2024
The Ultimate Guide to Using YouTube for to growth a wealth management firm with James Shackell
🔥 Welcome to The Augmented Advisor! Today, we chat with James Shackell, a UK-based financial advisor with a thriving YouTube channel boasting almost 180,000 subscribers and 13 million views. James reveals his unique approach to maximizing video views, the three components essential to a successful video, and his innovative funnel that generates over 40 new clients monthly for NovaWealth. We also explore the implications of intellectual property within larger firms and the evolving power dynamics among rising creators. Packed with actionable insights, this episode is a must-watch for any financial advisor looking to leverage content creation for business growth. James even shares his sophisticated lead generation process using VideoAsk, showing how his channel drives substantial client growth. Don't miss out on learning how to transform your financial advisory practice with cutting-edge content strategies!
Check out James' channel here:
https://www.youtube.com/@JamesShack
Links for screen captures:
https://www.youtube.com/watch?v=OuDCDp9Z9Y4
https://www.youtube.com/watch?v=nvpkkBZjrH0
Get in Contact with James:
James' Recommendations:
https://www.youtube.com/@creator-booth
https://www.youtube.com/@FilmBooth
https://www.youtube.com/@rationalreminder
https://www.youtube.com/@DOACBehindTheDiary
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.