Founder / Business YouTube Strategist
Stop cold calling. Start building clones that sell for you
The free YouTube playbook for RIAs, CFPs, IBC practitioners, and wealth managers — a step-by-step system to turn the world's second-largest search engine into your 24/7 client acquisition channel.
Every video is a clone of you — working while you sleep
10 chapters. One framework. The complete system for turning YouTube into a client acquisition engine that replaces cold calls with warm leads who already trust you. Built on the 3-step method: get a viewer, keep a viewer, get the viewer back.
- The "Four T's of discoverability" — topics, titles, thumbnails, and timing — that get high-value clients finding you
- How to meet Google's YMYL and EEAT standards so your financial content ranks, not gets buried
- The lead magnet conversion path that turns casual viewers into booked consultations
- Content strategies, KPI frameworks, and the exact mistakes financial channels make — so you skip them
Built for credentialed professionals
Built by someone who lives and breathes YouTube for finance
In 2018, Andrew Murdoch experienced firsthand how educational video content could change someone's trajectory. That discovery led him to found YT Era — a YouTube marketing consultancy that works exclusively with financial professionals. Today, his team helps advisors use YouTube to generate qualified, high-net-worth leads without paying for ads.
Andrew helps financial advisors use YouTube to generate qualified, high-net-worth leads without paying for ads. This book is the distilled version of that system — the same frameworks, strategies, and mistakes-to-avoid that power his done-for-you client work.
regulated
industries
Written for professionals who operate in a regulated world
We're not compliance officers — and this book isn't compliance advice. But every strategy inside was designed with the reality of financial regulation in mind. Always consult your compliance team before publishing.
Start building your authority engine
Download the free book. Read the strategy. Then decide if you want to build the system yourself or have us build it for you.