YouTube Shorts

Case Study: NEXT with TIGER 21: Top 10 Podcast for CEOs, 760% Brand Boost

Launched TIGER 21 to Top 25% of Podcasts with Titans of Business and World-Changing Entrepreneurs

About: TIGER 21 is the premier peer membership organization for ultra successful entrepreneurs, investors, and executives.

Client: TIGER 21 (tiger21.com)

Industry: Mastermind, Business, Investing.
TIGER 21 is the world’s premier Ultra-High-Net-Worth Peer Membership Group

Service: Podcast Strategy, Production, and Marketing by Beetle Moment Marketing led by voice marketing expert Emily Binder

Objective: Launch and establish the 'NEXT with TIGER 21' podcast as a premier show featuring world-class guests and content tailored to ultra-high-net-worth investors. Ultimately this content marketing will drive impressions and brand awareness about TIGER 21 to attract new Members.

Ranked in top 10 Podcasts for CEOs (Entrepreneur)

Introduction

TIGER 21 is an exclusive global community of ultra-high-net-worth entrepreneurs, investors, and executives who are focused on preserving wealth and creating meaningful legacies. As a peer-learning network, TIGER 21 facilitates deep, impactful discussions on wealth preservation (featuring portfolio defense), investment strategies, family dynamics, estate planning, and philanthropy.

Hear more about Founder Michael Sonnenfeldt’s story behind founding this flagship group for successful entrepreneurs in the 2-minute NEXT with TIGER 21 podcast trailer.

What is TIGER 21? Learn more in this video: Behind The Scenes Of The Billionaires' Mastermind (TIGER 21) | Michael Sonnenfeldt Interview

The project: In Q4-2023, TIGER 21 engaged Beetle Moment to create a strategy, podcast brand, and production and marketing plan to launch the NEXT with TIGER 21 podcast. This show is aimed at providing Members and the broader audience of investors and prospects with insights from some of the world’s most influential leaders in business and entrepreneurship — both famous moguls as well as more under-the-radar success stories (like Episode 3: “Libby Connolly Alexander: Taking a Family Business from Millions to Billions”.)

Challenge

NEXT with TIGER 21 podcast launched in May 2024, produced and marketed by Beetle Moment

TIGER 21 had never ventured into podcasting but has a strong and well-respected brand recognized in entrepreneurial and finance circles for decades from word of mouth, media / PR, and Founder Michael Sonnenfeldt’s television appearances on CNBC, and more.

As a famous brand TIGER 21 has healthy followings on social media, including 25,000 LinkedIn followers and 3.3k on X (numbers as of August 2024).

The TIGER marketing team wanted to create engaging social content to showcase their Members, featuring more video clips and Shorts with consistent sharing. They needed a partner to handle every aspect of podcast creation and marketing, from strategy and production to promotion and analysis. They also wanted fresh, compelling social media content including copywriting and effective techniques for LinkedIn and X to grow organically.

The goal was to build a show that not only attracted listeners but also established a strong brand presence across multiple platforms, including YouTube, Spotify and Apple Podcasts, and importantly: social media (LinkedIn and X). The team wanted greater brand awareness, visibility online, and education about what makes TIGER 21 so special: their Members.

Solution

Beetle Moment Marketing stepped in to provide a full-service solution, leveraging our expertise in podcast production, digital marketing, social media marketing, and SEO. We designed and executed a content strategy that included:

1) Full Video Podcast Production: End-to-end management of recording, editing, and publishing audio and video clips from remote Riverside recordings with host Michael Sonnenfeldt and guests. This included tech checks and detailed guest equipment guides as well as recommended gear and guidance to ensure smooth recording experiences even for inexperienced guests joining remotely, thanks to our on-call producer.

Here are a couple screen grabs from the customized gear and recording guides we created, including links to the best user-friendly podcast mics and webcams (shop our Gear List here):

We mastered and optimized audio along with creating new sonic branding (theme music). For the video clips we follow Emily Binder’s Buffalo Marketing (use everything), featuring the best highlights from guests like Dylan Taylor, Howard Morgan, Perianne Boring, David Jaffe and more. All clips on YouTube here.

NEXT with TIGER 21 podcast home page (voice content hub): https://tiger21.com/podcast/

2) SEO and Content Marketing: Optimized the podcast for discoverability using targeted keywords like 'Howard Morgan investor,' 'TIGER 21,' and 'best podcast company.' We created a YouTube Playlist for NEXT with TIGER 21 Clips, geared for YouTube SEO featuring all the horizontal and vertical clips (Shorts). We provided copywriting, layout, and widgets to optimize and create the podcast home page: tiger21.com/podcast.

3) Multi-Platform Distribution: Ensured the podcast was available on all major platforms, including Apple Podcasts, Spotify, and YouTube with cilps shared on YouTube Shorts, X, and LinkedIn along with compelling custom-written captions and post text.

4) Storytelling: We scripted intros and a Trailer to tell the story of TIGER 21 and Founder / Host Michael Sonnenfeldt. Play the Season 1 Trailer:

5) Social Media Promotion: Launched a strong podcast presence on LinkedIn, X, and Instagram, engaging the target audience with clips, quotes, and highlights from each episode as well as guest tagging and engagement.

Check out clips on TIGER 21’s YouTube playlist:

How we optimize podcast videos and Shorts on YouTube:

YouTube description tip: add links to related videos or playlists. Helps SEO and UX.

  1. Write a compelling AND search-friendly video title. Example YouTube Shorts titles with names and hashtags:

    1. "Washington bet against me." -Perianne Boring #femalefounders #entrepreneur #cryptocurrency

    2. “David Jaffe: How my dad prepared me for CEO: Dressbarn / Ascena Retail. #fortune500 #familybusiness”

  2. Write user-friendly SEO descriptions including: keyword-rich text (such as “family business” or “generational wealth” or “Howard Morgan”, add clickable timestamps / chapters, and always finish with boilerplate website, podcast subscribe, and social media follow links).

    1. Example: "After My Exit, I Became the Wrong Kind of Investor" - David Jaffe, Ascena Retail Group

  3. Bonus: we add links to related videos or playlists - see image to the right/above (example)

  4. Graphics: create custom thumbnails on horizontal videos (mid-length clips) optimized for mobile view and scrolling

  5. SEO playlist setup:

YouTube Content and Results:

Before NEXT with TIGER 21, the channel published videos periodically but was not consistently active or strategic. We dropped the audio podcast bi-weekly on Wednesdays and published six videos to YouTube at the same time (with six episodes airing over twelve weeks).

Video Content:

  • 36 video clips plus one bonus clip = 37 total videos (from six one-hour audio podcasts)

  • Published the channel’s first Shorts, opening for discovery from a much larger audience

  • Created a podcast Playlist for handy marketing, listener nav, and easy embedding on tiger21.com/podcast

Results on YouTube:

  • 760% increase in brand impressions the first week following 5/15/2024 launch

Three months after podcast launch: during 5/15/2024-8/15/2024:

  • Drove 16,618 views (a 744% increase over prior period)

  • Drove 172.4 watch hours

  • Added 167 new subscribers to total over 1,123 channel subs

audio podcast Results

These downloads/plays put “NEXT With TIGER 21” in the top 25% of podcasts (Descript and Buzzsprout benchmark source below).

Spotify Performance (since 5/15/2024 launch, as of August 13, 2024 after 6 episodes, full season 1):

  • All-Time Starts: 1,259

  • Impressions (Last 30 Days): 3,839

Apple Podcasts Performance:

  • Plays: 3.8k

  • Hours Listened: 382

  • Subscription Rate: 80% of listeners follow the show (this is very high)

We published a Trailer and six 1-hour episodes in Season 1, on a bi-weekly cadence. Compared to weekly drops, bi-weekly is a more challenging schedule to establish a new following since the episodes are more spread out. However we chose more spacing for strategic reasons, such as giving breathing room for the six video clips to have max reach without being overshadowed, and without over-posting along with TIGER 21’s other marketing content.

Every S1 episode of NEXT with TIGER 21 surpassed the Top 25% of Podcasts benchmark for downloads within its first week. Podcast stats are notoriously nuanced, but here’s the source data:

If you want hard numbers about podcast downloads, current Buzzsprout data suggests that a top 25% podcast will have 120 downloads in the first seven days after the episode is published, whereas a top 5% podcast will have 1,120 and a top 1% will have just under 5,000 downloads in that timeframe. -Descript

Most Popular Audio Podcast Episode: Howard Morgan’s episode #1 achieved over 1,400 plays on Apple Podcasts in its first few weeks, making it the standout performer of Season 1. For a brand new podcast this is a great result.

Conclusion

The NEXT with TIGER 21 podcast, under Beetle Moment Marketing’s guidance, has quickly established itself as a must-listen show for entrepreneurs and ultra-high-net-worth individuals, as the topics that Michael Sonnenfeldt tackled with guests cover the key aspects of growing and selling a business, managing dynamics of a successful family business, and living a meaningful life after an exit or liquidity event.

By combining top-tier guest selection with expert production and marketing, we have positioned TIGER 21 as a leading voice in the world of entrepreneurship and investment.

To explore how Beetle Moment Marketing can elevate your podcast or digital marketing strategy, contact us today.

Featured social media video clips we created for TIGER 21:

LinkedIn copywriting and video clips:

Samples of X post copywriting and video clips:

Summary: TIGER 21 wanted to launch a podcast to showcase the extraordinary business stories of their Members. We produced and marketed, edited, and guided the show from soup to nuts. In episode 1 Howard Morgan revealed his inimitable career. In episode 2 the world’s leading solar developer Martin Hermann shared his story from a German apprenticeship to a software exit to Intel then founding BrightNight that can power 20 million buildings with clean energy. Episode 3 guest Libby Connolly Alexander shared her story of her father’s startup in retail audit recovery growning to a retail and health tech auditing firm recovering $2 billion annually and recently valued at $11 billion after a private equity sale. Plus much more.

We were thrilled to work with TIGER 21 and host Michael Sonnenfeldt to launch this limited podcast series showcasing TIGER Members’ as the impressive titans of entrepreneurship and business they are.

Ready to launch a podcast or un-podcast (just video clips)? Reach out here.

Case Study: 204% Referral Traffic Increase: Financial Advisor Podcast Production and Marketing

Find out how we got a financial advisor over 45,000 impressions, a 200% increase in referral traffic to his website, and over 1600% more YouTube views through our podcast production and marketing services. These were just a few of the results from a Season 1 launch for a brand new podcast host with a nascent company social media presence.

Background and landscape:

Podcasting is a competitive but highly rewarding endeavor when done right over time. It can deliver not only meaning, education, and even legacy — but also tangible business results for brand awareness, client retention, and eventually lead generation.

At Beetle Moment, we produce and market podcasts for discerning, visionary business leaders who understand the long-term value of content marketing. We’ve launched client podcasts and voice apps since 2017, having been fortunate to work with businesses including Ritholtz Wealth Management in their first iteration of The Compound Show.

This is a case study of a new podcast hosted by a New York City based financial advisor. We launched and produced Season 1 for a show that crosses over lifestyle, self-help, business and investing.

The Problem

Jonathan, Chief Behavioral Officer and Founder/CEO of Satovsky Asset Management (SAM), approached us with a desire to enhance brand visibility and foster engaging discussions with compelling guests. He wanted to create meaningful conversations across investing, meditation, health and wellness, psychology, acting, leadership, sports, and more to speak to the ethos of his company which centers on addressing and solving for behavioral blind spots.

From a marketing KPI perspective, he wanted engaging, evergreen content that would bring his brand and philosophy to life beyond the existing vlogs and blogs that weren’t getting many views.

Most importantly, like many busy professionals, SAM wanted for Jon, their CEO, to be able to “just show up” and be the talent. The podcast needed to be done-for-you.

The Solution

With an impressive personal network built on decades of work and outreach, Jon came to us with a potential guest list that was a podcaster’s dream. We recorded Season 1 guests including legendary investor Joel Greenblatt, Greg Harden (the famous University of Michigan mentor and coach to Tom Brady and Michael Phelps), NYT best-selling author, psychologist and professor Dan Ariely, “Mad Men” star, actor and director John Slattery, business mogul, CNBC contributor, and TIGER 21 Founder Michael Sonnenfeldt, Transcendental Meditation guru and leader Bob Roth, NFL star Ryan Nece, and more esteemed names.

That said, we were thrilled to embark on the launch of "Wisdom, Wealth, and Wellness" podcast. Read on to learn our podcast creation process, deliverables, and the results of our hands-on approach and meticulous execution that transformed SAM’s vision into a reality with a ten episode Season.

(As a note we only worked on Season 1 as the client planned to take Season 2 in-house.)

Click here to skip to Results

1. Crafting a Compelling Podcast Brand Identity

We delved into SAM's ethos to sculpt a brand identity that resonates. From conceiving the show title to crafting captivating visual and sonic branding (video clip), every element radiated SAM's essence. We created custom sonic branding with our friends at WealthVoice based on the attributes and songs that SAM provided, including Bob Marley as inspo.

2. Seamless Production and marketing Workflow

We orchestrated the production and marketing process, from setting up the RSS feed to curating YouTube Shorts and video clips and sharing to social media. Our attention to detail ensured seamless production, strong SEO, and continual content marketing benefits. We organized an efficient approval process with the RIA’s compliance officer.

Our podcast work included:

  1. Consult on guest selection

  2. Organize guest booking and outreach

  3. Provide instructions and prep docs for each guest

  4. Host and produce Riverside studio virtual recordings for host and guest

  5. Voice coaching and interview coaching for host

  6. Video and audio editing for podcast and YouTube + video clips

  7. YouTube channel upgrades: playlists, meta tags, SEO titles, and custom thumbnail templates

  8. Podcast RSS feed setup and management, publishing bi-weekly episodes and Trailer

  9. SEO friendly episode titles and show notes written and optimized including level-ups like Spotify Chapters (clickable timestamps)

  10. Social media content creation covering: episode announcements, video clips, video and text posts, guest tagging and company tagging for each network, and evergreen re-sharing schedule to maximize traction and engagement for months or years (instead of the average one week after airing)

3. Elevating Podcast Guest Experience

Prep docs personalized for each guest include technical guidance, recording checklist, and unique prompts (questions) to prepare for.

Some guests are more experienced than others. A common snag for podcasters is that a guest might show up in AirPods with no mic in a dimly lit room — despite sending a prep doc and recording tips ahead of time. To ensure high quality recordings and guest comfort level through knowing what to expect and how to prepare: we created in-depth prep documents and a tested approach to avoid common recording issues. Our prep docs include:

  • Equipment recommendations and setup guides with diagrams and links

  • Easy Riverside instructions to optimize audio and video quality

  • Unique, compelling questions based on extensive research into each guest’s work and their past podcast appearances (to avoid repetition)

  • Calendly for 5-minute test recordings with our producer

Our approach ensured that each conversation was crisp, audible, and imbued with fresh perspectives, captivating both guests and audiences alike.

Guest follow-ups and social media engagement:

After recordings we sent guests individualized thank-you emails with links to their Spotify and Apple episodes, YouTube clips, and 1-click social media posts to share.

This extra step goes a long way in getting engagement on episodes and providing tangible value to guests as a thank-you for their time.

It is not enough to tweet out one Apple Podcasts link and call it a day!

Our philosophy: Podcast episode promotion and guest re-engagement should happen over months to reap maximum rewards. Otherwise the investment in the content creation is wasted with ephemeral visibility.

4. Amplifying Content Reach

SAM's pre-existing online presence underwent a dramatic transformation. Through strategic content distribution across platforms, we garnered unprecedented engagement on their YouTube and social media channels. SAM enjoyed notable increases in engagement on:

  • YouTube

  • X

  • Company’s and CEO’s LinkedIn pages

  • Instagram

5. YouTube and video Focus

Recognizing that YouTube is the top podcast consumption platform, we always emphasize a dedicated strategy for videos with our podcast clients. For SAM in particular, knowing that they’re targeting wealthy people over age 50, YouTube was even more important.

YouTube was the most-watched streaming option over the past 12 months, according to data from Nielsen as of February 2024. In January 2024, YouTube accounted for 8.6 percent of usage in the US, followed by Netflix at 7.9 percent. That’s more than the next eight services combined.

Leveraging YouTube Shorts and video clips, we witnessed a staggering 1616% increase in views during Season 1 (September 2023-January 2024), propelling SAM's visibility to new heights.

“YouTube is not traditionally thought of as being in the same category as Netflix, but a Nielsen report revealed the video platform was the streamer with the most TV usage this January, its twelfth straight month as the No. 1 streaming service. In January 2024, streaming accounted for 36% of all TV usage, per Nielsen.”

YouTube made $7.95 billion in ad revenue Q3-23 = a 12.5% YoY increase. $GOOG overall topped Street forecasts but YouTube is what we’re specifically tracking.

YouTube stats:

  • Unbeatably #1 in video SEO because of Google

  • Strong discovery algorithm with Shorts

  • #1 in podcast listening (33% beats Spotify at 24%)

  • YouTube accounts for 9% of all TV screen time, more than any streamer (e.g. Netflix).

YouTube Shorts are one of the biggest content marketing plays of 2024: Shorts have the UX, SEO, and benefits of Instagram and TikTok with the added bonus of Google Search.

YouTube Audience Activation Funnel from Shorts to horizontal mid-lengths to subscribing and engaging

Stats on short form video marketing:

  • 2 in 3 people find short form video to be the most engaging content on social media (SproutSocial).

  • Video marketers report 66% more qualified leads and a 54% increase in brand awareness (OptinMonster).

  • Video marketers experience 49% faster revenue growth than competitors not using video (Wordstream).

6. Targeted Audience Engagement

Our strategy honed in on SAM's target demographic, resulting in a surge of engagement. With content tailored to a high-net-worth (HNW) audience engaged in self-improvement, mindfulness, wealth creation, and investing, this podcast offered compelling content to the target audience without coming off like an ad or sales pitch. Specifically, we researched content consumption patterns for people age 50-60 with at least $3mm in investable assets.

In the U.S., 45% of podcast listeners have incomes over $250,000, and 17% earn between $100,000 and $150,000. Around 28% of Americans earn $250,000 or more, indicating podcast audiences' financial success. As a marketer, it's vital to target this affluent demographic when planning podcast strategies. (Source: MusicOomph 2019)

Why video reaches the HNW, GEN Z, and Boomer audiences:

•73% of consumers prefer watching a video to learn about a product or service.

•82% of baby boomers watch videos on YouTube, and 60% of them watch videos on YouTube daily.

•Viewers retain 95% of a message after watching it in a video compared to only 10% when reading it in text.

•75% of baby boomers say they've taken some kind of action after watching videos on YouTube.

•People share videos 1,200% more times than links and texts combined.

So, what happened?

Results After Season 1

From significant growth in YouTube views to a threefold increase in website referral traffic, SAM's podcast emerged as a success for their foray into voice marketing. The audio podcast is statistically in the top 30% or greater of podcasts based on episode downloads in week 1.

Result 1: YouTube

  1. Youtube: 4.14.23-9.18.23 vs 9.19.23-2.25.24: a 1616% increase in views

  2. 904 views before podcast vs 15,201 during Season 1

  3. Doubled subscribers

  4. 485% increase in channel impressions due to podcast (we earned 53,700 impressions 9/19/23-2/19/24)

Result 2: Content performance

WWW Podcast is the top performing of all SAM published content … of all time.

Result 3: Website traffic

Drove 3x more referral traffic to company website. 9/19/23-2/23/24:

  • Referral traffic up 204%

  • Organic traffic up 5.12%

  • Podcast page:

    • 2,882 additional events

Result 4: Audio Podcast

In the top 30% of all podcasts based on average listens in first 7 days of episodes.*

  • *Buzzsprout monthly platform data. Recent numbers suggest that a podcast in the top 25% of shows will get 120 listens in first 7 days.

5-star rating on Spotify

105% average consumption on Apple Podcasts for top performing episode (E5, Joel Greenblatt) (note: 100% means the average listener finished the full episode)

Insights and Implications

From the engagement of SAM's discerning audience to the transformative power of YouTube, our insights on Season 1 shaped our strategy for future seasons and brand marketing:

Building a Sustainable Audience

Looking ahead, our focus remains on not only recording high quality episodes but on the important art of clipping and sharing. Podcasting is no longer about a long-form piece of audio but success hinges on the ability to clip and repurpose content, especially when a podcast snippet can answer one specific question at a time, which is the key to SEO.

The attention economy favors clips. Creating and effectively sharing those clips is the key to growth. YouTube Shorts lead the way for this particular audience. Through an emphasis on YouTube strategy, social media engagement, and future guest swaps we strive foster and activate the podcast audience.

Podcast production and marketing services - work with us:

Ready to share your voice? Launch a podcast or take your existing show to the next level. Reach out.

Instagram @beetlemoment

High-net-worth investors are updating their wealth management relationships—with 46% planning a change in the next 1-2 years. 39% have already switched advisors. But this is key: 😮 Financial advisors with defined marketing strategies onboard
🌟 Thrilled that the podcast we launched and produced, "NEXT with TIGER 21," has been ranked #7 in the Top 12 Podcasts for CEOs featured on Entrepreneur.com, right after "Diary of a CEO." Hosted by Michael Sonnenfeldt, "NEXT

We don’t just produce podcasts; we shape your brand’s narrative to create durable marketing that doesn’t chase — it attracts. See the rest of our marketing services here.

Follow us for branding and voice marketing tips: Instagram @beetlemoment and get our latest blog posts in your inbox:

Case Study: California Retirement Advisors (CRA) - Social Media and Video Content Strategy Success

Client Background:

California Retirement Advisors (CRA), also known as CRA Advisors, is a leading financial advisory firm based in California, committed to providing personalized retirement planning services to its clients.

Client's Challenge:

When CRA engaged with Beetle Moment Marketing approximately two years ago, they faced several challenges in their marketing efforts:

needing a Marketing leader and a plan:

Without a clear marketing strategy or priorities, CRA struggled to stand out in the competitive financial advisory space. Webinars and campaigns were happening in a one-off nature and they wanted to plan ahead on a quarterly basis targeting both evergreen and seasonal topics, e.g. year-end tax tips in Q1 or tax preparation in Q1.

Inefficient Resource Allocation:

CRA was overspending on redundant tools, software-as-a-service (SaaS) products, and underutilized resources, impacting their marketing budget and ROI. The list of tools and subscriptions needed to be trimmed in order to be efficient and cost-effective. Various vendors were running SEM and SEO campaigns but not reporting on results; there was too much unmonitored activity across contractors without a dedicated resource to hold all accountable and track progress.

Lacking social media Presence and optimized blog content:

CRA had a blog but it was not optimized for search and keywords. Its publishing schedule lacked a strategic approach and schedule. In fact, the blog had too much wide-ranging content without writing for their target avatar (ideal client). This bulk posting approach hurt their SERP rankings for subject matter expertise from a Google search perspective. They wanted to rank for terms related to California taxes and estate planning for successful people nearing or in retirement.

Their minimal social media presence was missing the opportunity to grow their audience and brand awareness, and to showcase the friendly, intelligent advisors on their team. The blog, email, and social content read as somewhat canned and not personalized or reflective of the high-touch thoughtful nature of their team and the financial planning experience that delights their clients.

Our Approach:

Beetle Moment Marketing initiated a comprehensive marketing engagement and we created a strategy to address CRA's challenges and elevate their marketing efforts. The process began with our signature Brand Strategy and Messaging - Discovery Phase, which included stakeholder interviews to gain insights into CRA's business goals, existing marketing strategies, and areas for improvement.

We charted out all marketing expenditures and results in a single dashboard (a source of truth) and found areas to save CRA money without impacting results. Through this phase, we identified cost-saving opportunities, resulting in a 20% reduction in CRA's marketing spend by eliminating redundant tools and optimizing resources. Within three months engagement had increased 64% and spend was down.

Most importantly, we applied the branding and messaging creative to an operationalized approach to streamline and organize sharing content on social media, email, blog, and YouTube.

Our team operationalized content marketing with a strategic milestone-based timeline resulting in efficient batch delivery of content to the compliance team.


Key Actions:

1. Strategic Resource Allocation:

Beetle Moment Marketing sourced and managed two freelance marketing hires—one specializing in social media content creation and the other in SEO and website updates. This strategic allocation of resources ensured that CRA's marketing needs were efficiently met while optimizing their budget. The new social media resource was more expensive but created more engaging and effective content, driving over a 300% increase in engagement the first year.

We planned, produced, and recorded YouTube and social media videos about topics the target audience of pre-retirees would search for, e.g. HSA (Health Savings Account) and healthcare costs

2. Content Strategy Enhancement:

We devised seasonal financial content themes for CRA's social media platforms, focusing on engaging and informative content. This included guiding the content writer on optimizing YouTube and social media short-form videos to maximize audience engagement.

Off-site SEO strategy for CRA included Google Maps / Google My Business listing hygiene

3. Personalized Video Content Production:

We produced Riverside video recordings featuring CRA team members, highlighting their financial advice expertise. These recordings were edited into engaging social media videos, enriching CRA's brand presence and fostering audience connection.

4. Introducing Content Themes:

Beetle Moment Marketing introduced distinct content themes, such as "Core Definitions," to simplify complex financial concepts like Stretch IRA and See-Through Trust, making them more accessible to CRA's audience. We also grouped their YouTube videos into SEO-friendly YouTube Playlists.

5. Thematic and Topical Posts:

Beetle Moment Marketing created thematic and topical posts addressing important financial topics such as HSAs and healthcare costs in retirement, further establishing CRA as a trusted source of information.

Instagram grid for California Retirement Advisors mixes IG Reels and engaging graphics. We showcase their advisors and tax tips.

Results:

Significant Increase in Engagement:

In October 2023, CRA experienced a remarkable 204% increase in social media engagements compared to October 2022, showcasing the effectiveness of Beetle Moment Marketing's strategies.

optimized Video Format:

A/B testing of various video formats, including long-form widescreen for YouTube, square videos for social media, and one-minute vertical Reels and YouTube shorts, helped optimize content delivery and enhance audience interaction.

Boosted Overall Social Media Engagement Rate:

In November 2023, CRA achieved a 6.3% overall social media engagement rate, marking a significant 146% increase over the previous year.

Consistent Growth:

Throughout 2023, CRA witnessed consistent growth in engagements on YouTube, Instagram, LinkedIn, Facebook, and X, reaping the benefits of the organic work and efforts invested in both 2022 and 2023 content.

Their email marketing open rate and click rates each increased by over 14% YoY thanks to our updated email template design and content guidance.

See our work (multimedia showcase):

Samples of the content we created for California Retirement Advisors:

See Maili's YouTube Playlist on Financial Education

Conclusion:

Beetle Moment Marketing's collaboration with California Retirement Advisors exemplifies the transformative power of a strategic social media and video content approach. By implementing tailored strategies, optimizing resources, and fostering engaging content creation, CRA witnessed substantial growth in brand presence and audience engagement, positioning them as a prominent player in the competitive financial advisory landscape.

For more information on how Beetle Moment can elevate your marketing efforts, see our services or send us a message.