The Template That Turns
Advisor Videos Into Qualified Leads
Create content that attracts qualified and high-value leads — not random views.
Download the exact template our clients pay us to engineer videos that convert.
YouTube Viewer Avatar Template
The Template That Turns
Advisor Videos Into Qualified Leads
Create content that attracts qualified and high-value leads — not random views.
Download the exact template our clients pay us to engineer videos that convert.
YouTube Viewer Avatar Template
Inside This Free Template You’ll Discover:
Clarity on Your Ideal Viewer
Stop guessing who’s on the other side of the screen. Identify their stage, fears, and financial goals.
YouTube-Specific Behavior Patterns
Learn exactly how your audience finds, watches, and shares finance content.
Strategic Application Guide
Turn insights into action — design videos that keep viewers watching and convert them into clients.
Meet the Finance Topic Engine Brain
This isn't ChatGPT. And it's definitely not a list of random content prompts.
This is the only AI assistant built exclusively for financial advisors, trained to:
No More Guessing
Customize content based on your target client profile, your skills, and practice location
Video Ideas
Deliver fully fleshed-out video ideas tied to breaking financial news, seasonal trends, and client psychology
Sleep Soundly at Night
Align every suggestion with your compliance guardrails — including disclaimers, hedge phrases, and language red flags
Stop Sounding Like Everyone Else
AI trained exclusively on successful financial advisor content, not generic business advice
Actually ENJOY Creating Content
Provide weekly strategic content drops — no research, no burnout