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: 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 MAGAZINE, October 2024)
“Maximize Your Commute: 12 Podcasts for CEO’s” - Entrepreneur Magazine’s list
These 12 podcasts offer a time-saving alternative for learning and development for busy CEOs. There are plenty of reasons to listen to business podcasts. Whether you’re just building your business…”
#7. NEXT With Tiger 21
Want to reach the highest levels of success? Then, learn from those who have passed through there. Tiger 21 is an exclusive membership group. Inside of the group are ultra-high-net-worth entrepreneurs, investors, and executives. They leverage their collective knowledge to help each other improve their skills at investing and preserving their wealth.
Next With Tiger 21 is hosted by Michael Sonnenfeldt, who shares the personal and professional journeys of extraordinarily accomplished individuals. Beyond their pasts, guests offer a look at what’s coming in innovation and enterprise and how they define their next level of success.”
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.
Write a compelling AND search-friendly video title. Example YouTube Shorts titles with names and hashtags:
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).
Bonus: we add links to related videos or playlists - see image to the right/above (example)
Graphics: create custom thumbnails on horizontal videos (mid-length clips) optimized for mobile view and scrolling
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:
Perianne and other TIGER 21 Members who hold #Bitcoin are up 150% this year
— TIGER 21 (@TIGER21) July 10, 2024
But it's never been money that motivates @PerianneDC, one of the most influential people in Blockchain.
Ep. 5 podcast links belowhttps://t.co/vf5PH6WyuP
Samples of X post copywriting and video clips:
Many entrepreneurs can relate.
— TIGER 21 (@TIGER21) July 22, 2024
D.C. felt like "an old boys' club" to @PerianneDC in her early career but she persevered to become one the most influential people in Blockchain.
TIGER 21 Member Perianne Boring's conversation w/ @mwsonnenfeldt:
Ep. 5: https://t.co/f3j5fsQjoP pic.twitter.com/NI3xbEHntw
"You can't unfeel it." -@dylan, CEO @voyagerspace_
— TIGER 21 (@TIGER21) July 2, 2024
🚀🌎
Space flight is a uniquely powerful experience.
Ep 4: https://t.co/vu3kM7A9rG
Apple: https://t.co/k0ytuPBjeU
#spaceexploration #blueorigin pic.twitter.com/jRXhErngom
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’ entrepreneurship, business, and life wisdom.
Ready to launch a podcast or un-podcast (just video clips)? Reach out here.