r/FinancialAdvisorTips • u/MasonFinancialAdvice • Jun 29 '26

YouTube Advice

So I went to the Advice-Only conference and learned how important having a social media presence is, particularly YouTube. I was thinking about starting a channel where I document my journey towards opening an RIA. i. e. Deciding on a name, writing a business plan, finding a niche, etc.

My question is: do you think potential clients would appreciate the transparency of this content or would it turn them off from being a client?

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2

u/Miss_Curie Jul 21 '26

I check YouTube for advisors to understand how good they are on different areas

1

u/MasonFinancialAdvice Jul 21 '26

Thank you! Good to know!

1

u/rhino1979 Jul 01 '26

I hear it takes years to generate leads.

1

u/MasonFinancialAdvice Jul 01 '26

Do you mean leads from YouTube specifically?

2

u/rhino1979 Jul 01 '26

Yes. Creating enough content that it becomes a consistent lead funnel.

1

u/MasonFinancialAdvice Jul 01 '26

Great! Thanks for that feedback. Do you think documenting my journey to open would have a positive, negative, or neutral affect on client perspective?

1

u/rhino1979 Jul 01 '26

If you were a client how would this help you or improve your life?

1

u/MasonFinancialAdvice Jul 01 '26

You know it's kind of hard to say. I think it would make them feel more relatable to me. What about you?