Case Study: UnPodcast Video Marketing Drove 11K Organic Impressions - Financial Advisor
Strategic video marketing achieved a 3,190% increase in organic impressions and drove new client leads for a financial advisor - LinkedIn, YouTube, social media.
Financial advisor video content marketing results from our UnPodcast Package:
What is the UnPodcast?
The UnPodcast Package is the most efficient video 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:
4 video calls nets 4 months of strategic 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 on YouTube, LinkedIn, and social media: 100% done-for-you.
targeted video works
We make content that answers your audience’s specific question. Watch Short: People have 1 question.
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 video marketing?
Learn more how this package will elevate your brand and get leads like it did for Anthony:
The UnPodcast Package from Beetle Moment Marketing
Or book a new client introductory call:
Case Study: Content Marketing + Alexa Voice Strategy for UX Design Agency - Nine Labs
Nine Labs is an Atlanta-based user experience and product design firm with clients including major airlines, hotels, and startups.
The problem:
With years of blog posts, podcasts, videos, white papers, and ebooks there was plenty of content but no strategic method to effectively share it on social media. Potential traffic and leads were left on the table. Nine Labs wanted to organize and share all their content to increase engagement, brand recognition, and ultimately leads.
Nine Labs: Made with ❤️in Atlanta, GA
The solution:
We created a robust social media marketing strategy and guide to help Nine Labs with content marketing. We also launched an Alexa Flash Briefing to establish a voice presence in the UX design category. Then we provided ongoing guidance in implementing, empowering their in-house team to manage it.
Custom Content Marketing Strategy
Goals:
Increase blog traffic
Increase leads
Increase social engagement
Establish voice presence on Alexa
Strategy characteristics:
Content buckets and monthly themes based on Nine Labs’ driving principles from 4 Steps to a Human Centered Business Model
Specific guidelines to create social posts (text, graphics, video, and audiograms) for different social channels including Facebook, Twitter, Instagram, and LinkedIn - each with different goals and slightly different audiences
Introduction of audiograms
Guidelines on creating effective, short audiograms for Instagram and Twitter by repurposing past podcast and YouTube video content
Audiogram for Instagram (static image with 1-minute audio and captions)
Alexa Skills search ranking in app for “UX design” keywords - Nine Labs Flash Briefing
Brand separation from executive profile: Clarity and direction on content strategy for CEO (and helluva smart guy) J Cornelius’s personal brand and the Nine Labs brand
Strategy and launch of Design Driven, an Alexa Flash Briefing about UX and product
Fact: Design-driven companies outperform the S&P by 228%.
Interested in the intersection of business, design, UX, and product development? Enable this daily briefing about using design to build great products and lasting companies.
Repurposing and repackaging high quality content instead of starting from scratch, saving the client time
Optimize lead magnet forms on blog and website
Strategically drive traffic to lead magnets, downloadable PDFs, and blog
Optimized Alexa Flash Briefing keywords, description, and daily content. Hear past briefings below:
Results of 8-week marketing engagement:
Obsess over your customers. #uxdesign
Increase in social engagements:
Facebook up 21%
Instagram up 893% (from 312 to 3,100)
Twitter up 178%
LinkedIn from 0 to 48 average weekly engagements
Increased blog traffic and leads from social
VOICE SEARCH OPTIMIZATION: Within two weeks, ranked on page 1 , top three results of Alexa Skills search results for terms including “ux”, “product design,” and “ux design”
Empowered marketing team to efficiently run with this strategy on their own
“Emily has an incisive mind about marketing and how voice is rapidly changing the landscape. She worked hard to find the right use of the technology without compromising quality or our brand message.”
Why We Love Nine Labs
If you need guidance on designing a digital product, we recommend J Cornelius and his ace team at Nine Labs. Hands down, they’re the best. Nine Labs understands design and how it fits into business as a whole. They also run killer workshops and training.
Get the best thinking from startups and enterprise to give your projects the support to succeed. https://ninelabs.com/
Case Study: Fintech - Social Media Strategy for Global Payments Provider (Remittance)
The problem:
A successful fintech company with a monopoly on maritime payments had little to no brand presence on social media. As part of a brand overhaul and website update, we began a strategic effort to build the professional brand and thought leadership presence. As an award-winning fintech, this client wanted their LinkedIn and Twitter presence to reflect their commitment to democratizing global payments with innovative technology. Also important to convey: healthy culture and a great place to work with people who care.
The solution:
We focused on three audiences: local business and fintech, job seekers and candidates, and current employees. Through content marketing, hands-on daily management, and community building, after six months we had great results:
Objectives:
Post consistently on LinkedIn and Twitter (@BrightwellApp)
Increase overall social engagement rate
Grow followers
Establish a presence as subject matter experts and a source of industry updates
Organic growth - fintech brand Twitter account
July-December 2018 Organic Follower Growth:
4x increase - Twitter
57% increase - LinkedIn
Tactics - content we shared and promoted:
Variety of topical articles from quality industry publications and users
Add commentary and insights for original viewpoint
Tag engaged users and authors
Behind the scenes photos (conferences, events, office culture)
Relief campaigns for disaster relief in users’ home countries such as Indonesia
Job posts
Twitter: Built original Lists to curate quality content faster
LinkedIn Followers (Organic)
Relief campaign for natural disaster: went viral organically on Twitter
LinkedIn and Twitter:
We established consistent brand presence beginning in July 2018
We created steady organic follower growth
What happened?
LinkedIn post engagement:
Before our work: 2%
After two months: 19%
