Three Irresistible Video Ideas for Financial Advisors - Mini Marketing Plan (Free Guide)
Financial advisors: Struggling to create view-worthy videos? Solution: These 3 strategic topics attract quality views. Learn one tip for great videos. Emily Binder reveals why YouTube is vital for RIA marketing. Free download: 13 idea starters (video prompts). Explore UnPodcast Package for efficient expert clip production.
Video marketing is one of the best ways to attract leads because it creates personal connection at scale without advertising spend. Media (content) is a permissionless business lever: it drives better results for less cost. You know you need great video, and we have three strategic personal finance video topics below that get views and build audience.
Jump to get the free guide: 3 Engaging Video Topics and 13 Idea Starter Prompts
YouTube Shorts grew 186% since last year.
— Beetle Moment Marketing (@beetlemoment) September 9, 2025
Global daily views:
March 2024: Over 70 billion
June 2025: Over 200 billion
YouTube has the largest share of time spent on social media: almost 2x more than TikTok.
Over 76% of consumers are on YT, 3rd most popular social network.
As a financial advisor, you're invested in building trust and fostering genuine connections with leads and prospects. You know, perhaps better than anyone, that showing up consistently and authentically is paramount because this is how already you manage your practice. Want to grow your practice? Smart marketing builds a quality audience, leads, and prospects.
In today's digital landscape, video continues to be the dominant force for audience engagement, establishing rapport, and getting that all-important algorithmic boost. 2025 YouTube stats here: relentless.
But here's the critical question:
Are your videos captivating? Are they driving the right kind of attention and translating into meaningful client relationships?
If you're an RIA or advisor navigating the competitive nature of social media and video content, seeking to convert views into valuable leads, you've landed in the perfect place.
Let’s face it, generic advice on "investment strategies" simply won't cut it.
Your ideal audience — discerning investors and high-net-worth individuals — craves authenticity, relatable guidance, and a voice they can inherently trust. They need to connect with you on a deeper level long before they even consider reaching out for a consultation.
People trust people over brands.
Video content is one of the best ways to establish your personal brand as an advisor.
But knowing WHAT to talk about on video is key. Emily Binder’s latest video, "3 Irresistible Video Ideas for Financial Advisors: How to Get Quality Views” is a concise 9-minute playbook to plan three compelling videos you can share on YouTube, LinkedIn, Instagram, Facebook, X and more.
The 9-minute video includes actionable strategies, critical nuances, and Emily’s proven tips to transform these personal finance concepts into compelling, lead-generating content.
It’s time to move beyond guesswork and embrace purposeful content creation that will elevate your brand and attract your ideal households rather than chase them down.
Resource:
Free Guide: 3 Topics for Engaging Videos & 13 Idea Starter Prompts | Financial Advisor Marketing
Why it’s a trio of topics:
These three topics play well together by design. Each has a different psychological draw and emotional undertone. Ideally publish all three, but even one is still good.
Why a Strong YouTube Presence is Non-Negotiable for Financial Advisors
Consider the journey of someone seeking a financial advisor. They’re not merely scrutinizing credentials; they're searching for a relatable connection, someone who grasps their unique financial aspirations and challenges, and with whom they can confidently entrust their future or even their secrets, shame, or family conflicts.
This is precisely where a robust content marketing plan for financial advisor / RIA becomes indispensable. YouTube, far from being just a video hosting platform, operates as a powerful search engine and a vibrant community hub, making it an essential pillar of any comprehensive financial advisor marketing strategy. These three topics are a mini content marketing plan that you could use to cover three weeks (e.g. publish one video each Wednesday morning).
Platform note: If you can’t post on YouTube due to compliance, share the videos on LinkedIn and your blog. Embed them into a LinkedIn Pulse article for an SEO boost too.
Related post and video: “You Don’t Know What You Don’t Know” - Why I Hired a Financial Advisor After Successful DIY Investing
Your video content serves as a critical, high-leverage touchpoint, offering prospective clients a genuine glimpse into your personality, expertise, and advisory philosophy. It's about consistently demonstrating value and expertise, ensuring that when they ultimately arrive at that "considered purchase"—the decision to hire an advisor—your name is already synonymous with trustworthiness and insight.
Unlocking Engagement: The 3 Irresistible Personal Finance Video Topics
These aren't arbitrary suggestions; they are strategically designed to position you as relatable, insightful, and a quality resource for viewers.
Summary of topics and emotions you will convey:
1) "The Worst Financial Advice I Ever Received":
Connecting Through Relatability. This isn't an exercise in self-deprecation; it’s about building relatability. We all navigate financial missteps, and openly sharing your own (alongside the invaluable lessons learned!) humanizes you and fortifies trust. Think humorous, authentic anecdotes that subtly guide others to circumvent similar pitfalls.
Convey: You’re relatable and real. It fosters likability. It's also the most click-worthy so that you can attract views and algo juice to the follow-on content, where you get more serious.
2) "Expectations vs. Reality": Debunking Personal Finance Myths
Who doesn't love a myth-buster? From the often-oversimplified notion of entrepreneurship as the sole path to serious wealth creation, to the unwavering "always buy, never rent" mantra, the financial landscape is littered with misconceptions. This topic empowers you to deliver nuanced, deeply personalized insights, either bolstered by compelling data or illustrative true-to-life stories, thereby showcasing your distinct expertise and perspective.
Convey: Expertise, thoughtfulness, and most importantly: that you have an OPINION or philosophy based on your OBSERVATIONS of the world and money behavior. It shows strength, confidence, and independent thought. This fosters respect.
3) "Do This Right Now": Essential Financial Preparations That Can’t Wait
Offer invaluable assistance on critical topics that, while essential, are often pushed to the back burner or long to-do list. Consider the vital importance of living wills, advanced medical directives, or even the safeguarding of a crypto seed phrase. Employ hypothetical scenarios or anonymized client experiences to powerfully underscore the urgency and tangible value of these proactive steps.
Convey: You’re an authority, planner, and helper who can reduce harm and mitigate loss in an emergency or unexpected situation. This fosters appreciation, reliance, and eventual loyalty.
Ready to Transform Your Video Marketing? Meet The UnPodcast Package.
Does the thought of orchestrating all this content marketing feel overwhelming? Your primary focus is running a thriving financial advisory practice, not becoming a marketing agency. This common challenge is why we created an easy way to get excellent video clips done-for-you in very little time:
Hundreds of thousands of views
Share your voice.
Our dedicated team of video marketing specialists meticulously handles every aspect for you. From strategic concept development with a four-month marketing plan and detailed script outlines (applying these very exact strategies!) to professional recording, expert editing, and comprehensive YouTube SEO for your titles, descriptions, and tags—we manage it all.
Your time investment: Four total hours upfront (yes, this is the most efficient marketing activity you’ll ever do)
Deliverables: Four months of weekly video content expertly posted for you on YouTube and social media
Details & pricing: beetlemoment.com/unpodcast
Case study: 10.8k views in weeks - financial advisor UnPodcast results
Are you ready to stop wishing for visibility and start experiencing consistent, quality views and client leads, all without the marketing headache?
Reach out here or book a good-fit call:
Instagram @beetlemoment
Podcast Mic Review: Shure SM7B vs Shure MV7. Plus Riverside + Descript Promo Links
(Updated August 4, 2025). Which podcast microphone should you buy? Watch Emily’s review below of two of the most popular and beloved podcast mics: Shure SM7B vs Shure MV7.
Click to jump to Part 2 for two best tools / apps to record and edit your podcast.
Part 1: The Two Best Podcast Mics
Mic 1: Shure SM7B (the gold standard, the Thriller mic)
Price point: $439-$549 (as of August 2025 on Amazon)
XLR microphone
Recommended: Option A) Shure SM7dB Dynamic Vocal Microphone w/Built-in Preamp: This newer version has a built-in pre-amp, *meaning you do not need a Cloudlifter. WE LIKE THIS SIMPLER SETUP BETTER than Option B.
Price: $549 before additional gear.About the built-in preamp: Providing up to plus 28 dB of low-noise, flat, transparent gain, the onboard preamp preserves the mic’s frequency response for a clean, classic sound. All you need is an interface or mixer such as Scarlet Focusrite offering plus 48V phantom power to operate the preamp. You don’t need the Cloudlifter.
Additional gear required for SM7dB (Option A):
Audio interface / pre-amp: Scarlet Focusrite. Version: The Solo is fine for a single person. Get the Duo for two people (two mics) in the same room.
Boom arm (we love the Gator Deluxe)
Two XLR cables
Get an Anker dongle, trust us, you’ll use it for everything. Mac and PC friendly.
Shop it all: Shure SM7dB Complete Gear List on Amazon
Option B) Shure SM7B Microphone - Vocal Dynamic Studio Mic: The classic / original shown in Emily’s video. It requires both a Scarlet Focusrite and a Cloudlifter.
Price: $439 before additional gear.Additional gear required for SM7B (Option B):
Audio interface / pre-amp: Scarlet Focusrite (the Solo is fine for a single person recording, get the duo for two people)
Add gain with Cloudlfiter (you do not need this with Option A that has a built-in pre-amp)
Boom arm
Two XLR cables
Get an Anker dongle, trust us
Shop it all: Shure SM7B Complete Gear List on Amazon
Everything you need to sound great on the Shure SM7B - shop our gear list
Mic 2: Shure MV7: The SM7B’s little brother
Price point: $249
USB or XLR microphone
Design is less sexy but still fine
Portable and simple: plug-and-play single USB (or XLR option) with no extra gear needed
Sounds good (not great like SM7B) but many podcasters like Bethenny Frankel use it
Great for travel e.g. bring to your hotel room and record on the go
Buy the one that comes with a tripod or we prefer the look of a boom arm (here’s the only bundle you need). Note: Any regular boom arm you buy will be standard size and fit standard mics like either of these so don’t worry about compatibility
Shop it: Full MV7 gear list on Amazon here (either get the option with tripod OR the boom arm; buy the plain mic if you already have a stand):
Mic chosen. Now let's record and edit with the BEST user-friendly podcast tools for beginners or advanced!
Part 2: The Two Best Tools/Apps for Podcast Recording & Editing
Riverside lets you easily record quality audio or video remotely. Share and edit clips. AI tools included.
Tool 1: Video / audio podcast recording with Riverside.fm
Riverside is your online studio for high-quality podcast and video recording and editing. Powered by AI, built for human conversations.
Invite your guest to meet in your virtual studio. Screenshare, present slides or charts, have multiple guests. Recordings are stored in the cloud and can be exported for fine editing, or use the built-in AI to create Magic Clips quickly sized for social media (vertical, horizontal, square, and YouTube size).
Hear how it sounds:
This is a podcast episode that we produced for Satovsky Asset Management (see case study for Wisdom, Wealth, and Wellness podcast). Jon interviewed the legendary investor Joel Greenblatt in a remote Riverside video recording (2 guests and 1 silent producer on the call).
Hear it: Play on Apple or Spotify.
See it: YouTube video below or watch a Short here
Sign up with this Riverside promo link for a discount.
Tool 2: Easy audio / video editing with Descript
Edit audio or video like a Word doc. Get a professional output without the learning curve. Try Descript with our promo link.
Descript lets you edit audio or video like a Word doc. People who use it are typically huge fans. It is not quite as granular as FinalCut or more complex tools but is much easier to learn and use. If you are using iMovie, stop and go to Descript - promise. It’s so easy it feels illegal. HT Mitch Joel for the original Descript tip a couple years back.
Copy, cut and paste text from the transcript and the output follows. This is so. much. better. than. iMovie. This is the fastest magic-feeling editing you'll ever do.
Create vertical video clips, Reels, Shorts, and YouTube videos or audiograms using templates. You can also record directly into Descript which is great for “talking head” videos or vlogs, or solo podcasts.
The voice dub AI feature lets you magically fix mistakes in recorded speech by dubbing over a speaker.
Try the best, easiest editing software with this Descript promo link.
Hear Emily’s latest mini-pod:
Instagram @beetlemoment
This post was first published on September 28, 2023. Updated March 11, 2024.
How To Add Spotify Podcast Chapters (Clickable Timestamps) - SEO
Adding Spotify Chapters (clickable timestamps) to your podcast show notes is easy and you should do it on every episode. Watch Emily’s tutorial video here.
Read more about the SEO and UX benefits of clickable Spotify timestamps for podcasts here.
Here’s what the clickable kind look like (what you want):
Example Spotify podcast chapters (clickable timestamps) which are great for SEO and UX (user experience). This is “The Game w/Alex Hormozi”, a podcast that figured out the Spotify Chapters trick earlier than most.
Watch video- how to create Spotify podcast chapters:
It’s Like Google Featured Snippets
On Google, Featured Snippets get 35.1% of all clicks. (The boxes featured at the top of search results which answer a specific question.)
Clickable timestamps are like the Featured Snippets of your podcast. They tell listeners and search engines how specific parts of your episode essentially answer a specific question.
Steps: How to add Spotify podcast chapters (linked timestamps):
Using AI or a manual method, generate 8-10 timestamps for every 60 minutes of content.
In your RSS feed host such as Acast, Libsyn, Podbean etc., click to edit the “episode description” (show notes).
Put the timestamps on separate lines beginning with the minutes and seconds, either one or two digits for minutes and two digits for seconds, with a colon in the middle such as 4:34. BUT:
Instead of just writing the time plainly like 4:34, you need to put the time in parentheses to make it clickable in Spotify (a Chapter). Like this: (4:34).
Example of a clickable timestamp / chapter when written in the RSS feed episode description (back-end): (4:34) Investors who lost their password made more money
That’s it. Watch Emily’s tutorial for more details: How To Add Spotify Podcast Chapters / CLICKABLE Timestamps
Related Podcast Tip videos:
Playlist: Podcasting Tips and Gear
Top 5 Tips to Grow Your Podcast - Marketing and Gear
Get voice marketing expert Emily Binder’s top five tips for creating and promoting your podcast. Level up your podcast game with our most popular videos (links open YouTube):
EASY Video Podcasting - Best Audio and Camera Gear (Zoom Friendly)
Video: Spotify playlist marketing hack to promote guests (such as yourself)
This playlist includes two popular podcast expert interviews from the Beetle Moment Marketing Podcast:
1) Podcasts: Your Brand's Unfair Advantage | STEVE PRATT, Pacific Content
Steve Pratt is one of the co-founders of Pacific Content, a company that creates exceptional podcasts with the best brands in the world. Clients include: Facebook, Dell Technologies, Mozilla, Slack, Red Hat, NYT T Brand Studio, BMW, CBS, and Charles Schwab and more.
2) Tess Neudeck: What Podcasters Should Know - Acast
Tess Neudeck is Manager of Marketing for Acast in the Americas. Acast is the largest global podcast company. Founded in 2014, Acast is the best curated, fully integrated, fastest growing podcast marketplace in the world. Tess is responsible for shaping Acast’s marketing strategy across its 10,000+ podcasts, its advertiser business, and all of the products and services the company creates for podcasters, advertisers and listeners. Find out the advice a top podcast company gives to podcasters to grow their audience.
Get Emily’s mini podcast about marketing, tech, and business:
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