The Augmented Advisor

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: go.novawm.com/get-in-touch James' Recommendations: https://www.youtube.com/@creator-booth https://www.youtube.com/@FilmBooth https://www.youtube.com/@rationalreminder https://www.youtube.com/@DOACBehindTheDiary

Join us for an enlightening episode of The Augmented Advisor, featuring Katie Braden, CFP and founder of Advisor Video Marketing.  Katie shares her journey from creating one of the first virtual subscription businesses in financial planning to becoming an international speaker and consultant. Learn how to harness the power of video to enhance marketing and client communication.  Discover the importance of authenticity over high production value, the benefits of personalized video messages, and practical tips for getting comfortable on camera. We'll dive into strategies for creating impactful short videos, overcoming compliance concerns, and building stronger client relationships.  This episode is packed with actionable insights and real-world examples, making it a must-watch for financial advisors looking to leverage video marketing effectively.

Join us on the Augmented Advisor as we chat with Devin Carroll of Carroll Advisory Group. With nearly 50 million views on YouTube and a successful podcast, Devin has transformed his business through a unique content creation strategy. Discover how a straightforward approach has connected him deeply with audiences and clients alike. Learn about the one-two punch of YouTube and podcasting, the differences between these media channels, and get actionable advice on leveraging them for your financial advisory business. Don't miss the inspiring journey of how Devin turned his struggles into triumphs!

Want to learn how to create incredible growth using short-form video? Join John Prendergast and the most followed CFP® on the planet, Nick Meyer, as they dive deep into transformative strategies for mastering short-form video marketing. Nick’s wealth management and personal finance videos have been viewed over 350 million times so he knows how to create reach.  This conversation is packed with actionable advice for anyone aiming to grow their business by growing a following through video.  Nick will share all kinds of tips about what makes a video go viral, how to script, shoot and edit and he walks us through his entire production system. This is one you don’t want to miss. Connect with Nick: https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/ Posts reviewed in video: Tax time post: https://www.youtube.com/shorts/Wf1OxHjDVHc Banker vs fisherman post: https://www.tiktok.com/@nicktalksmoney/video/7345230626913520938 In this engaging talk, John and Nick cover: 1️⃣ How to hook an audience: If you don’t hook them they don’t watch and Nick shows you how. 2️⃣ The key moments: There are a few parts of your video that make all the difference and Nick breaks it all down here. 3️⃣ Engagement strategies: Even in a 30-second video, you have to hold distracted viewers attention. Nick shares his crucial strategies so you can keep them watching. Bonus: Nick shares his full production process and system for managing it all. And it’s the same system he uses with client.s 🔔 Remember to subscribe and hit the bell icon to get notified about our latest content and discover more ways to grow as a content creator.

🔥 Are you looking to revolutionize your LinkedIn presence? Join John Prendergast and rising LinkedIn star Mando Sallavanti III, CFP®, CEPA, CLTC® as they dive deep into transformative strategies for mastering LinkedIn. This conversation is packed with actionable advice for anyone aiming to enhance their professional networking and build their business online. Discover the key insights that will change the way you approach LinkedIn! And Mando has grown quickly NOT by talking about LinkedIn itself which is comparatively easy. He's grown by thousands of followers per month talking about investing and taxes. So you know you can do it too. Connect with Mando: https://www.linkedin.com/in/sallavanti/ LinkedIn Posts reviewed in video: Side hustle post: https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJ Tax post: https://www.linkedin.com/posts/sallavanti_you-complain-about-taxes-every-year-you-activity-7171125355255123969-Mk0h In this engaging talk, John and Mando cover: 1️⃣ Mastering Content Creation: Gain valuable tips on crafting compelling posts that drive engagement and expand your reach. 2️⃣ The Art of Commenting: Unveil the power of strategic commenting and how it can dramatically increase your profile's visibility. 3️⃣ Driving Conversions: Learn how to unlock the power of LinkedIn to drive business and create leads directly from posts and your profile. Whether you're a professional looking to expand your network or a business seeking to leverage LinkedIn for growth, this conversation offers invaluable guidance. Disclaimer: Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)

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/

If you want to learn financial advisor marketing, you'll want to learn from Nate. Nate Hoskin is the 3rd most followed CFP in the world across social media. He dares you to come take his title and he'll even help you do it. How do you make a boring topic like Tax go viral? How do you build for conversion and not just views? And how do you build a system to simplify making successful content? We talk about these questions and how Nate developed his skill to make it all happen. I've been following Nate for a while now and I really enjoy the variety of his content. But for me what sets Nate apart is his relatability while talking about the boring stuff. Nate breaks down: 1. How he drove 7.1 million views of a single video 2. Built a conversion system to drive leads for his business 3. How he manages all his content creation. Links Tiktok video - https://www.tiktok.com/@natehoskin/video/6937456876342840582 1,000 True Fans - https://kk.org/thetechnium/1000-true-fans/ Notion Template - https://windy-lamp-4ca.notion.site/693ff18e601a4fa4816b69274bffb999?v=5c2a1ea42f95436b94f13446c68b4dc0 N2 - Nates Agency - https://www.n2contentmarketing.com/ The Augmented Advisor The Augmented Advisor is a video podcast about creators to help creators in wealth management. We talk to talent across the globe to help other creators learn, grow, and become more effective. We cover insights from creators across different platforms and media to ensure the best thinking is available no matter where it happens. Media is the biggest opportunity for positive impact available to advisors. We want to help everyone unlock the secrets of the best creators across each platform to make that impact a reality.

How does a latecomer to financial advice generate leads from her cooking show? That’s the curious case of Shelley Nadel, CFP. She is the founder of Financial Success Strategies and Food and Finance. What makes Shelley so interesting to me is that she’s combined 2 passions, food and finance, into a television-quality show that includes location shoots like Barcelona and Marrakesh Morroco and it’s filmed on an iPhone. So today we’ll talk about how she got started in video and media. And How she got so comfortable on camera. I really enjoyed talking to Shelley. She is a bundle of energy and connects with people like she is your next-door neighbor.  We also talk about How she got the idea for food and finance and How it‘s become the only lead source she needs. She also shares some insight on how any advisor could create a unique media presence of their own. Guest: Shelley Nadel, founder of Financial Success Strategies and Food and Finance Resources Mentioned In This Episode: Find Shelley at: https://www.financialsuccessstrategies.com/ https://www.foodandfinancewithshelley.com/ Linkedin:https://www.linkedin.com/in/shelleynadel/ Youtube:https://www.youtube.com/@shelleynadel964 Facebook: https://www.facebook.com/FSStrategies Examples from Shelley's media journey Live from Morocco https://youtu.be/ii6XdKfTxLc?si=pmvo9nzc92Y1MfND Shot live in Barcelona https://youtu.be/5WAllf-k450?si=GVtnUbdg5DCTPbTS And the Kosher Chicken Pot Pie recipe that started it all. Shelley suggests you substitute fresh green beans and celery and fresh carrots for the frozen stuff and she adds twice the chicken. https://www.thespruceeats.com/kosher-chicken-pot-pie-2121934

Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following. The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she’s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too. She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It’s her “why” that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand.  Guest: Dawn Dahlby, CEO of Releve Financial Group, author, speaker Resources Mentioned In This Episode: Find Dawn at: www.dawndahlby.com www.relevefinancialgroup.com www.linkedin.com/in/dawn-dahlby Instagram @dawndahlby Dawn’s book Live Wellthy: Own Your Worth, Grow Your Wealth Examples from Dawn's media journey First Linkedin live https://www.linkedin.com/video/live/urn:li:ugcPost:6937878014491865088/ To powerhouse speaker https://www.instagram.com/p/CuZ6wD0AYqT/

Julie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for financial advisors looking to continue to serve these clients to the fullest.  Second, the demographics of the average financial advisor’s client roster is changing rapidly. For many clients, this means their financial needs and experience preferences are likely different from those the advisor has served in the past.  To help financial advisors successfully service their clients in this new landscape, Julie and her team at ClientFirst have built the wealth management industry’s first “national, fully diverse community for rainmakers to find, vet and professionally connect with each other as Centers of Influence.” Resources Mentioned In This Episode: Episode 10 - How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks Growth with Derek NotmanBonus Episode - Why RIAs Need To Protect, Preserve and Defend The Fiduciary Standard with Knut RostadDNA Behavior - At the 15:26 mark, Julie describes how ClientFirst uses behavioral analytics to help financial advisors find the best matches for partners to assist in serving their clients.

H. Adam Holt, CEO and Founder of Asset-Map is not the first financial advisor to have had an epiphany that led to a revamped approach to how we worked with his clients. But, he just might be the guy who's quest to design a client experience that led to the most meaningful impact for the wealth management industry to date. As you'll hear in this episode of the podcast, Adam and his team at Asset-Map have made a key discovery about the business of wealth management. We are in the "process as a service" business. Financial advice isn't just being a resource for clients and managing assets. It is about a process for helping clients maximize their life experience. Resources Mentioned In This Episode: Adam’s Podcast - Rethink. The Financial Advisor podcastJohn’s Book Recommendation - Designing the Obvious: A Common Sense Approach to Web and Mobile Application Design

Ryan George, CMO of Docupace made an astute observation that "the industry has let the complications of the wealth management experience flow down to the client experience unnecessarily" and in this episode John Prendergast and Mike Langford joined him in-person for a conversation to unpack that assertion. The trio also dove into several ways that financial advisors can leverage technologies, including emerging AI tools like ChatGPT and Google's Bard, to improve their clients' wealth management experience. Resources From This Episode: The Surprising Value of Personal Advice - Episode 7 of the Augmented Advisor Podcast featuring an in-depth interview with Kieran Bol from PriceMetrix by McKinsey on the state of the wealth management industry.RIA Productivity Suite - John and Ryan dove into the benefits of systematizing the workflow of an RIA as a key mechanism for improving the wealth management experience for advisors and their teams.

James Lee, the new President of the Financial Planning Association (FPA) explains why financial planners are the 4th great profession alongside doctors, lawyers, and clergy. James talks about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial planner”. He talks about his own values and practice led him down this path. And he shares his vision for the future of the profession. If you’re a financial planner, I think you’ll agree James is exactly who you want advocating for you. Resources From This Episode: Lee Investment Management - James is also the President of an RIA in Saratoga Springs, NYThe Future of Financial Advice - Episode 4, A bird’s eye view with the NAPFA CEO Geoffrey Brown.

Scott Wetzel, CEO of SkyView Partners and SKYVIEW 1 and Jason Henrichs, CEO of Alloy Labs Alliance and host of the Breaking Banks podcast share how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors. The rise of banking as a services for financial advisors holds immense promise for enhancing the wealth management experience for clients. Jason and Scott also shared their thoughts on the failure of Silicon Valley Bank (SVB) and what it means... or doesn't mean for banking solutions offered to financial advisors and their clients. Resources From This Episode: SkyView Partners - Offering conventional commercial financing exclusively for financial advisors for mergers and acquisitions, succession, and debt restructuring.SKYVIEW 1 - Banking as a service for financial advisors. Launching in May 2023Alloy Labs - The only consortium that drives exponential growth for banks by leveraging powerful network effects.Breaking Banks Podcast - The #1 global fintech podcast. Hosted by Jason Henrichs.

Tammy Robbins, EVP and Chief Business Development Officer at Cambridge Investment Research shares how the landscape has changed for independent broker-dealers and the financial advisors they serve. The needs of today’s advisors and their clients have evolved dramatically in the past decade requiring broker-dealers to become more flexible and nimble in their approach to business. Other Resources Mentioned Tammy Robbins on The Modern Financial Advisor Podcast - Leadership During Our New "Work From Home" RealitySeniors Use Of Online Banking - As John mentioned, 72% of people age 70 and older say they use online banking.

Ivan Barretto, Founder and Managing Director of RIA Compliance Concepts shares how financial advisors and RIA firms should adapt to the new SEC rules on "Outsourcing By Investment Advisors" and "Cybersecurity Risk Management". As a former regulator, Ivan explains what to expect should the SEC or a state regulator decide to audit your financial advisory firm. Resources Mentioned In This Episode How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It - In this episode of the Augmented Advisor, Laura Gregg from FlexShares ETF shares insights about advisors' use of outsourcing. John... well... he had an epic rant about the new SEC rules for outsourcing. The RIA Compliance Collective Podcast - This is Ivan's podcast. Mike has been a guest twice and John will be joining Ivan in a future episode.SEC's Proposed Rule for Outsourcing by Investment AdvisersSEC's Proposed Cyber Security Rules and Amendments for Registered Investment Advisers and Funds

Just about every independent financial advisors and RIA outsources some of their business activities. For instance, very few serve as their own custodian or brokerage. But as Laura Gregg and her team at FlexShares ETFs outline in their latest survey titled "The Race to Scalability 2022 - Current Insights from 12 years of Advisor Research on Investment Management Trends", advisors are outsourcing other core business functions as well. And while the trend toward leveraging outsourced providers to open up new doors for better client service and increase wallet share is gaining steam with financial advisors, the SEC has proposed new rules to raise the due diligence bar outsourcing. Other Resources Mentioned In This Episode: Episode 10 - How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks GrowthEpisode 14 - How To Drive High Quality Investment Returns By Aligning Client Values And ESG Investing Strategies

Live From RIA Summit 2022 with John Guthery, CFA and Peter Brittain of FushionIQ. Today's clients demand a digital experience from their RIAs that rivals that of the largest retail wealth management firms while offering the while glove approach the expect of a boutique shop. Hear how FushionIQ was born out of one firm's desire to deliver on this promise for their own clients. Other Resources Mentioned In This Episode: How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors - Runik Mehrotra and Samir Vasavada, Co-Founders of Vise share their vision for helping advisors attract and service the next generation of clients.

This is a fascinating conversational journey that ranges from using Michael Kitces as a verb to leveraging deep empathy and the “righteous tricks” to help clients. Carl Richards shares some of his deep thinking about real financial planning, wealth management and working with human beings and their money to help them accomplish what’s important to them. Core Topics Covered In This Episode Making the abstract concreteWords (and shared meaning) matter - the different meanings of ExposureDeep empathy and the “righteous tricks” to help clientsMoney, meaning and real financial planning (aligning your use of capital with what’s important to you)Humans and their money are a complex adaptive system so goal clarification happens overtime as the system adapts and changeYou could “Michael Kitces” your way to it (deep analysis)Compound “influence”  Additional Resources Mentioned In This Episode Behavior Gap - This is Carl's business and the jumping off point for "all things Carl Richards"Behavior Gap Radio - This is Carl's daily podcast where he practices his concept of "compound influence".The Society of Advice - Here there be dragons."Wanting" by Luke Burgis - Carl mentioned this book as a resource for financial advisors to gain a deeper understanding of what clients really want.Larry Swedroe - Carl mentioned how Larry wrote books to share stories about his investment process and philosophies as a little marketing hack.

Live From RIA Summit 2022 with Knut Rostad, Co-founder and President of The Institute For The Fiduciary Standard. The Fiduciary Standard is the bedrock of the RIA business model. Yet as Knut shared with John Prendergast and Mike Langford, the very concept of a fiduciary is under attack and at risk of losing its relevance if RIAs do not defend it aggressively. Other Resources Mentioned In This Episode: The Future of Financial Advice: A Bird’s Eye View With The NAPFA CEO - Knut mentioned the great work that NAPFA is doing to support RIAs. Check out John and Mike's conversation with Geof Brown, CEO of NAPFA.Knut Rostad Clarifies The SEC’s Revisions to Form CRS - Knut sat down for an interview with Jeff Benjamin and Bruce Kelly on the InvestmentNews Podcast to talk about the Form CRS updates that John asked him about during this show.