The template that turns financial services videos into qualified leads
Created by
Andrew Murdoch
The foundation of your YouTube asset
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This is the exact document used with done-for-you clients to define their ideal YouTube viewer with surgical precision.
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This single template drives every content decision, dictating what topics to cover, what words to use, and what problems to address.
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Establishing your avatar is the critical first step because if you get the wrong viewers, nothing else matters.
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If you do not tell YouTube exactly who your ideal viewers are, your videos will be shown to the wrong audience.
Est. 2021
1,200+ videos produced
RIA · CFP · Wealth
Compliance friendly
Free download
Your YouTube Avatar Framework
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.
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