Financial advisor video content marketing results from our UnPodcast Package:
What is the UnPodcast?
An efficient content marketing solution for professionals seeking impactful short-form video content without the time-intensive demand of hosting a podcast. 100% organic content done-for-you:
1 month upfront nets 4 months of video posts.
Why advisors like it:
You get the social proof, visibility & views, and social media engagement of doing a full video podcast, with a fraction of the time investment.
How it works:
An expert Producer guides you in four virtual recording sessions over one month. Then we deliver and publish four months' worth of weekly video content formulated to reach your target audience on LinkedIn, YouTube, and social media.
small Time investment for big results:
You spend a total of 4-5 hours in Month 1 then have four months of video content and posts published, 100% done-for-you.
Client at a Glance:
Anthony Love is a Managing Director and Senior Wealth Advisor at Quotient Wealth Partners, based in Houston, Texas. With expertise in Energy, Transportation, Professional Services, and Healthcare industries, Anthony’s clientele typically seek his guidance soon after celebrating their 50th birthday. He navigates the intricacies of investments, tax planning, estate planning, and long-term strategies, meeting clients at their unique junctures on the path to retirement and beyond.
Personal brand (thought leader): Anthony Love, CPA, CFP® (LinkedIn)
Firm: Quotient Wealth Partners
AUM: $3.13 billion (as of 5/9/2025)
Firm background: “The leaders of one of the largest advisory teams at Goldman Sachs Personal Financial Management have left the company to set up a new RIA affiliated with Dynasty Financial Partners. Jon Blumenthal, Brandon Ross and Tim Harder on Friday registered as advisors with Quotient Wealth Partners, according to Securities and Exchange Commission (SEC) filings.” -Citywire, September 2023
Location: Houston, Texas
Background & Challenges:
Anthony Love sought to amplify his personal brand and establish thought leadership as a financial advisor. As a well-recognized CPA, his primary goal was to drive awareness and attract leads from targeted audiences on LinkedIn, such as oil & gas professionals, private equity executives, corporate employees from H-E-B, attorneys, and specialized doctors. Despite his expertise, as a busy advisor Anthony faced the challenge of limited visibility and presence on social media and coming up with consistent content to share.
Objectives:
Strengthen Anthony’s personal brand and professional credibility.
Enhance visibility among key target audiences on LinkedIn.
Increase engagement and lead generation through consistent content posting.
The UnPodcast Package Solution:
Our UnPodcast Package was tailored to meet Anthony’s marketing objectives by creating a strategic series of video content to air on LinkedIn.
Our approach:
1. Content Strategy and Planning: Identifying subjects that resonate with Anthony’s target demographics (such as estate planning, generational wealth, company stock positions, vacation home/VRBO management, and retirement accounts).
2. Remote Video Production: Crafting sixteen targeted 1-2 minute videos addressing key financial topics relevant to specific audience pain points around investing and financial planning. Provide hooks, stats, and prompts that educate, delight, and inform.
3. Distribution: Utilizing LinkedIn SEO for maximum reach and engagement. (Next month we are sharing the videos to YouTube Shorts with SEO Playlists.)
Key Results from First 8 Weeks (halfway REPORT of 16-week flight):
With a relatively nascent personal brand presence, after only sharing nine video posts to Anthony’s LinkedIn page:
March 11-May 9, 2025:
Content shared: 9 video posts (LinkedIn)
Impressions: 10,857 (a 3,190% increase over prior 60 days)
Reach: 3,013
Views: 3,454 video views
Engagements: 295 total (a 2,850% increase over prior 60 days). (Engagements = Reactions + Comments + Reposts)
Followers: 1,644
LinkedIn post engagement rate average: Financial services industry benchmarks vs Beetle Moment early client performance after first five weeks of new campaign. We achieved the high end of the averages for finserv with only six posts from a nascent profile. April 2025.
Top-Performing Video Content on LinkedIn
($0 sponsored / 100% organic):
1) Video: The Irony of Your Wealth (Private Equity Executives)
Generated 2,708 impressions, 1,492 people reached, with 972 views and 73 Engagements (as of 5/9/2025)
2) Video: The Hidden Cost of Probate (7% of your estate)
“If your estate is $5 million, probate could cost you up to $350,000. That’s 7% of your wealth – gone.”
Garnered 1,459 impressions, reaching 743 people.
3) Video: Landman and The Real Oil & Gas Boom-Bust Roller Coaster
”Yellowstone creator Taylor Sheridan’s newest series Landman is the #1 most-viewed Paramount+ original. The binge-worthy plot centers around the boom-bust cycle, but as you know from actually working in oil & gas, it's far more stressful than TV can convey.”
Garnered 1,351 impressions, reaching 629 people (as of 5/9/2025)
View the full halfway report:
Media Recommendations:
Content Continuation:
Promoted Posts:
YouTube Expansion (Shorts and SEO Playlists)
Business Impact and ROI:
Anthony has already received four inbound leads and new client calls booked through the Calendly tracking link as a result of the video campaign.
ROI: Based on average advisor client LTV, the campaign paid for itself when just one of those prospects became a client.
Utilizing Beetle Moment’s UnPodcast Package, Anthony Love not only enhanced his LinkedIn presence but also established a formidable foothold in discussions with key professional audiences. The results achieved underscored the importance of consistent, strategic video content in boosting brand visibility and achieving engagement on par with industry standards.
Future Plans:
Continuing into Q3 and Q4, Beetle Moment Marketing suggested extending the current engagement to ensure sustained progress. Planning includes expanding into YouTube for greater content reach and leveraging scheduled recordings to reinforce Anthony’s credentials consistently.
Ready to launch your LinkeDIn video campaign?
For more information on how The UnPodcast can elevate your brand and get leads like it did for Anthony, reach out here. Packages start at $4,600/mo.
Or book a 10-minute new client introductory call: