The Augmented Advisor

The most amazing lead generation engine in Wealth Management

The Ultimate Guide to Using YouTube for to growth a wealth management firm with James Shackell 🔥 Welcome to The Augmented Advisor! Today, we chat with James Shackell, a UK-based financial advisor with a thriving YouTube channel boasting almost 180,000 subscribers and 13 million views. James reveals his unique approach to maximizing video views, the three components essential to a successful video, and his innovative funnel that generates over 40 new clients monthly for NovaWealth. We also explore the implications of intellectual property within larger firms and the evolving power dynamics among rising creators. Packed with actionable insights, this episode is a must-watch for any financial advisor looking to leverage content creation for business growth. James even shares his sophisticated lead generation process using VideoAsk, showing how his channel drives substantial client growth. Don't miss out on learning how to transform your financial advisory practice with cutting-edge content strategies! Check out James' channel here: https://www.youtube.com/@JamesShack Links for screen captures: https://www.youtube.com/watch?v=OuDCDp9Z9Y4 https://www.youtube.com/watch?v=nvpkkBZjrH0 Get in Contact with James: go.novawm.com/get-in-touch [https://www.youtube.com/redirect?event=channel_header&redir_token=QUFFLUhqbFl5RkJmczVqVU4tSWtnZ202VVF3S2lZNmQ3d3xBQ3Jtc0tuU1lJUUk2eFY2bTZJbWdfZkNNZHgzWVBqcUJaNjd1dHZVNWh0VGw4R3VOd1pLSlJqMVFrb0VQek5Jc1ZFTkh6YTg3cE5yMHVDaDNjclNBWV9GM1ViNmE5cHpoNlExUWNOUDgyRGVuT2doSE0ybS10Zw&q=https%3A%2F%2Fgo.novawm.com%2Fget-in-touch] James' Recommendations: https://www.youtube.com/@creator-booth https://www.youtube.com/@FilmBooth https://www.youtube.com/@rationalreminder https://www.youtube.com/@DOACBehindTheDiary

The Crucial and Surprisingly Broad Role of Video for Financial Advisors

Join us for an enlightening episode of The Augmented Advisor, featuring Katie Braden, CFP and founder of Advisor Video Marketing.  Katie shares her journey from creating one of the first virtual subscription businesses in financial planning to becoming an international speaker and consultant. Learn how to harness the power of video to enhance marketing and client communication.  Discover the importance of authenticity over high production value, the benefits of personalized video messages, and practical tips for getting comfortable on camera. We'll dive into strategies for creating impactful short videos, overcoming compliance concerns, and building stronger client relationships.  This episode is packed with actionable insights and real-world examples, making it a must-watch for financial advisors looking to leverage video marketing effectively.

How Devin Carroll Built a Thriving Advising Business via YouTube & Podcasts

Join us on the Augmented Advisor as we chat with Devin Carroll of Carroll Advisory Group. With nearly 50 million views on YouTube and a successful podcast, Devin has transformed his business through a unique content creation strategy. Discover how a straightforward approach has connected him deeply with audiences and clients alike. Learn about the one-two punch of YouTube and podcasting, the differences between these media channels, and get actionable advice on leveraging them for your financial advisory business. Don't miss the inspiring journey of how Devin turned his struggles into triumphs!

Harnessing Short-form Video - Lessons from a Viral Video Marketing Wizard

Want to learn how to create incredible growth using short-form video? Join John Prendergast and the most followed CFP® on the planet, Nick Meyer, as they dive deep into transformative strategies for mastering short-form video marketing. Nick’s wealth management and personal finance videos have been viewed over 350 million times so he knows how to create reach.  This conversation is packed with actionable advice for anyone aiming to grow their business by growing a following through video.  Nick will share all kinds of tips about what makes a video go viral, how to script, shoot and edit and he walks us through his entire production system. This is one you don’t want to miss. Connect with Nick: https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/ Posts reviewed in video: Tax time post: https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJhttps://www.youtube.com/shorts/Wf1OxHjDVHc Banker vs fisherman post: https://www.tiktok.com/@nicktalksmoney/video/7345230626913520938 In this engaging talk, John and Nick cover: 1️⃣ How to hook an audience: If you don’t hook them they don’t watch and Nick shows you how. 2️⃣ The key moments: There are a few parts of your video that make all the difference and Nick breaks it all down here. 3️⃣ Engagement strategies: Even in a 30-second video, you have to hold distracted viewers attention. Nick shares his crucial strategies so you can keep them watching. Bonus: Nick shares his full production process and system for managing it all. And it’s the same system he uses with client.s 🔔 Remember to subscribe and hit the bell icon to get notified about our latest content and discover more ways to grow as a content creator.

Build a Business on LinkedIn: Tips from a Rising LinkedIn Star and Advisor Marketing Wizard

🔥 Are you looking to revolutionize your LinkedIn presence? Join John Prendergast and rising LinkedIn star Mando Sallavanti III, CFP®, CEPA, CLTC® as they dive deep into transformative strategies for mastering LinkedIn. This conversation is packed with actionable advice for anyone aiming to enhance their professional networking and build their business online. Discover the key insights that will change the way you approach LinkedIn! And Mando has grown quickly NOT by talking about LinkedIn itself which is comparatively easy. He's grown by thousands of followers per month talking about investing and taxes. So you know you can do it too. Connect with Mando: https://www.linkedin.com/in/sallavanti/ LinkedIn Posts reviewed in video: Side hustle post: https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJ [https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJ] Tax post: https://www.linkedin.com/posts/sallavanti_you-complain-about-taxes-every-year-you-activity-7171125355255123969-Mk0h [https://www.linkedin.com/posts/sallavanti_you-complain-about-taxes-every-year-you-activity-7171125355255123969-Mk0h] In this engaging talk, John and Mando cover: 1️⃣ Mastering Content Creation: Gain valuable tips on crafting compelling posts that drive engagement and expand your reach. 2️⃣ The Art of Commenting: Unveil the power of strategic commenting and how it can dramatically increase your profile's visibility. 3️⃣ Driving Conversions: Learn how to unlock the power of LinkedIn to drive business and create leads directly from posts and your profile. Whether you're a professional looking to expand your network or a business seeking to leverage LinkedIn for growth, this conversation offers invaluable guidance. Disclaimer: Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)