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By Savannah Brunette Outreach

A Financial Advisor’s Guide to YouTube

13 minute read
A Financial Advisor’s Guide to YouTube Featured Image

We keep hearing that video is on the rise as a key digital marketing tactic, but research shows its has surpassed “up-and-coming.” Video is an effective and powerful way to connect with prospects and the demand for video over other media continues to increase.

According to HubSpot, 4 times as many customers would rather watch a video about a product than read about it. This is not something financial advisors can ignore and it’s important now more than ever to understand how to best share your videos.

Chad Chubb, Twenty Over Ten client and founder of WealthKeel, said it best in his interview with Financial Planning:

No one ever says, ‘I want to work with you because of your video.’ But it gives people a higher comfort level, because it gives them a sense of the planner.

wealthkeel youtube page for financial advisors

There’s no doubt that YouTube rules the online video world with over a billion users. First and foremost it’s important to understand the purpose of YouTube for financial advisors. Prospects who are searching for videos on YouTube are likely not there to learn about your brand specifically. They are there to find value in the information that they are seeking.

Because YouTube is essentially a search engine for videos, it functions very similarly to Google. Which also means that you can optimize your YouTube channel and reach prospects by creating videos they are searching for. As a financial advisor, there is a ton of content that elicits emotion and would provide users with educational information. Consider this list of topics to get you started:

Video Content Ideas for Financial Advisors

client questions

We’re sure you get asked a ton of questions daily by clients. If you get a question more than once, not only do you know it will probably be asked again, but it is a topic that clients are interested in. Those questions are fuel you can use for videos! Some examples include covering topics such as:

  • “What is a budget?”
  • “How to reach your retirement goals”
  • “How much should I be saving for retirement?”

And don’t forget about your prospects too! They may be wondering:

  • “What is a fiduciary financial planner?”
  • “What to look for in a financial planner?”
  • “What does a financial planner do?”
  • Forward Thinking wealth management youtube
    Twenty Over Ten client and founder of Forward Thinking Wealth Management, Dan Johnson answers frequently asked questions, as well as highly searched topics to better connect with prospective clients.


Just as you would for your social media channels, consider creating videos that give users a behind-the-scenes look into your business. This could include:

  • “A day in the life of our CEO”
  • Meet our team
  • “Welcome to our new office”

Transparency is everything in the financial services industry and what better way to do that then to give users a glimpse into your office’s life? Not only do they learn more about your firm and work, but it gives your brand a personality and relatable human characteristics that attract clients and prospects.

viral marketing youtube video
Our friends at Vyral Marketing have created a “You’re Invited” welcome video for prospects who land on their YouTube page.

Free knowledge

Maybe you provide free consultations for prospects or have offered free seminars in your local community. Why not translate those teachings into a video format? Your knowledge can live on YouTube, become a source of information for prospects and clients alike, and show your expertise in the industry. By producing these videos that feature your skills, you can build trust with viewers who are in need of financial services.

Product reviews

As an advisor, it’s likely you offer your clients access to a portal. Consider creating a video using a screen share to review the client portal you’ve chosen to use for your practice. You can discuss how clients can access it, login, navigate their account, analyze reports, and more.

7 Ways to Optimize Your YouTube Videos

Okay, so now that you’ve got some great content how can you ensure users find your videos on a crowded platform like YouTube? Today we’re sharing our seven top tips to help optimize your YouTube videos for better ranking.

1. File Name

Believe it or not, optimizing your YouTube channel and videos begins with how you name your video file on your computer before uploading it. Video file names are considered an “invisible” ranking signal for YouTube, so be sure to name your video file appropriately. Use a simple but descriptive title that summarizes your video. If possible, use relevant keywords, as they help YouTube better categorize the content.

Twenty Over Ten youtube
On the backend of Twenty Over Ten’s YouTube page, you can see our original video file title is noted under “Raw File.” We used a title that appropriately described our video to increase our YouTube ranking.

2. Optimized Video Title

Your video’s title should be a few short words – max of 60 characters. Similar to the file name, titles should be descriptive and summarize the video in a captivating way. Again, be sure to include the keywords you’re hoping to rank for.

youtube for financial planners
Dan Johnson at Forward Thinking Wealth Management uses titles that intrigue prospects, as well as boost his YouTube and Google rankings.

3. Tags

Tags help YouTube associate your video with text and ultimately connect searchers with your video. However, this doesn’t mean you should go crazy with tagging! If you abuse the tag feature, it will hurt your ranking. You should only use relevant tags and 6-8 tags are thought to be the ideal amount for each video.

When picking tags for your videos we recommend check YouTube’s most popular tags to find trending topics. Aligning both your video content and tags to those top tags can boost your ranking and better connect you with prospects.

tags for youtube viedo

4. Video Transcript

Uploading a written version of your video only helps YouTube better identify the content in your video. This will increase your chances of showing up in relevant searches and connecting with more prospects.

Simply type what was said in the video in a plain text file (.txt) like Notepad or convert your Microsoft Word file before uploading. Format your text with blank lines for new captions and add >> before a new speaker begins. To upload the video transcript, follow the steps below:

  1. Go to your Video Manager by clicking your account in the top right > Creator Studio > Video Manager > Videos.
  2. Next to the video you want to add captions or subtitles to, click the drop-down menu next to the Edit button.
  3. Select Subtitles/CC.
  4. Click the Add new subtitles or CC button.
  5. Select Choose file > Upload
  6. Use the editor to make any needed adjustments to the text and timing of your new subtitle or closed caption.
  7. Select Publish.

Remember, as a financial advisor, your video marketing will also need to be approved by compliance. To play it safe, you can always write your video script and share it with your compliance team for approval prior to filming.

plain text video transcript for YouTube

5. Thumbnails

Thumbnails are the picture viewers see before they click to watch your video. They are one of the first things users see when searching on YouTube and can often determine if the user will click to watch or not.

YouTube will auto generate thumbnails for you from throughout your video that you can choose from but you may also create your own and upload it. If you go with the second option, you may want to add text over an image to further entice prospects to watch your video. Whatever you choose to do, your thumbnail should be clear and relevant to the content of your video but somewhat intriguing to encourage views.

Twenty Over Ten Thumbnails for YouTube

6. Description

Your video descriptions are unlike the file name in the sense that they are “visible” ranking signals for YouTube. You have roughly 5000 characters to play with in a YouTube video description. However, only the first 100 characters or so will be visible to users as they land on your page so use them wisely.

Consider who you are targeting, what they are looking for, and how you can attract them. Additionally, this is a great place to link back to your website, blog, and landing page for even further reach.

youtube video description

7. Sharing and Subscribes

Lastly, getting people to share your videos and subscribe to your YouTube channel can make a huge impact on your overall online presence. This is an indicator to YouTube and Google that you and your video content are authoritative, which increases your chances of ranking higher.

sharing youtube videos on social media for engagement
We share a recent webinar replay on the Twenty Over Ten Twitter page.

To attract more shares and subscribers, always share your published YouTube video links on your social media channels and blog. You can also consider asking clients and prospects to subscribe to your YouTube channel for tips, tutorials, workshops, and announcements via a newsletter. Lastly, produce great content that makes viewers want to utilize your video and share it with others.

Ready. Shoot. Subscribe!

Subscribe to the Twenty Over Ten YouTube channel to get access to free webinars, tutorials, and more!


You may also like: Webinar Replay: How to Grow Sales with Video Marketing and Webinar Replay: How to Start Your Own Financial Podcast

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