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
