Case Study: Family Wealth Planning Partners

Financial Advisory Firm Doubles YouTube Subscribers in 90 Days

How We Helped This Financial Advisory Firm Go From Struggling with Content Creation to Generating Meetings from YouTube in Just 90 Days

"We've doubled our YouTube subscribers in the past 90 days. We've had five times more views on our content than we had throughout the lifetime of our YouTube channel previously... and we are officially generating meetings from our YouTube content."

Background
Eric Douglas is a partner at Family Wealth Planning Partners, a financial advisory firm based in Louisville, Kentucky. They work with pre-retirees and recent retirees to help them develop a retirement plan and implement their "Risk Off Retirement System" into client portfolios, enabling them to retire with peace of mind.

Before working with the content creation agency, Eric and his team were creating their own content, including a podcast with video. However, they lacked the technical ability and time to efficiently chop the content into smaller pieces, create reels, and produce the shorter content that is popular on social media platforms.

As a growing business, Family Wealth Planning Partners needed to present a more professional image to the world, particularly through their content. Eric recognized that to reach the next level, they needed to build a foundation for a marketing machine that would produce results in the coming years.


The Process
To help Family Wealth Planning Partners achieve their content creation and distribution goals, we implemented a strategic, multi-step process.

First, we worked with Eric and his team to identify the ideal target audience for their content. By understanding the demographics, pain points, and interests of their potential clients, we could help craft content that would resonate with this audience.

Next, we conducted keyword research to identify high-performing topics and phrases related to the financial advisory industry. This research helped guide the content creation process, ensuring that the videos and articles produced would have a better chance of ranking well on search engines and attracting organic traffic.

We then provided Eric and his team with a content calendar, outlining the topics and formats for each piece of content. This calendar helped maintain consistency and ensured that the content was diverse, covering various aspects of financial planning and retirement strategies.

Once the content was created, our video editing team took over. They processed the raw footage, adding professional touches such as branded intros and outros, graphics, and transitions. The editors also optimized the videos for different platforms, creating shorter versions for social media and longer, more in-depth versions for YouTube and the company website.

To maximize the reach and impact of the content, we distributed it across multiple channels. This included posting on Family Wealth Planning Partners' social media profiles, optimizing the videos for YouTube, and creating blog posts for their website. By leveraging various platforms, we helped Eric and his team reach a wider audience and establish their authority in the financial advisory space.
The Results

Doubled YouTube Subscribers in 90 Days
Eric and his team saw a substantial increase in their YouTube subscriber count, doubling their subscribers in just 90 days. This growth was a testament to the effectiveness of the optimized content and distribution strategy.

Generating Meetings from YouTube Content
Within 90 days of working with us, Family Wealth Planning Partners was already generating meetings directly from their YouTube content.

Saved Time and Improved Focus
By outsourcing their content creation and distribution to us, Eric and his team were able to save a significant amount of time. This allowed them to focus on their core responsibilities as financial planners and dedicate their efforts to revenue-producing activities. As Eric stated, "It saves me a lot of time. I can focus. My priorities are focused elsewhere and the things that are going to actually produce more revenue for me today."

Where were you before working with us?
Before working with you, we were creating our own content, including a podcast with video. However, we lacked the technical ability and time to efficiently chop the content into smaller pieces, create reels, and produce the shorter content that is popular on social media platforms.

As a growing business, we needed to present a more professional image to the world, particularly through our content. We recognized that to reach the next level, we needed to build a foundation for a marketing machine that would produce results in the coming years.

How did you find us, and what made you decide to work with us?
We decided to work with you because of your all-in-one service offering. You not only provided video editing but also assisted with content creation ideas, optimizing content for search algorithms, and distributing the content across various social media platforms.

Your tailored, comprehensive solution allowed us to focus on creating new content without worrying about the technical aspects of editing or the time-consuming process of posting on multiple platforms.

What did you immediately recognize that needed fixing inside your business?
One of the first things you helped with was developing a system and process for identifying the types of content to create and the topics to cover. You worked with us to find relevant subjects that would resonate with our target audience and perform well on YouTube.

What were some big wins that occurred inside your business once we identified these problems?
Throughout the process, communication was seamless. We received emails and links to review and approve the content or request changes. This hands-on approach made it easy for us to ensure the content met our standards without adding to our workload.

By outsourcing the content creation process to you, we were able to save money in the long run, as we didn't need to hire an in-house staff member to handle these tasks. Your expertise and efficiency allowed me to focus on my core responsibilities as a financial planner, dedicating my time to revenue-producing activities.

What would you say to someone considering working with us?
If you're trying to build a foundation for a content marketing machine that will produce results in the coming years, you need to invest in it. You have to make the leap and trust in the process. It's a long-term play, but it's necessary if you want to take your business to the next level and create a more professional image through your content.
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