Working on changing Thumbnails, Finding Topics, Updating Titles, Writing video scripts, Researching Keywords, Adding Video Tags, & Everything in between to build authority while worrying of compliance.
Growing your clients portfolio, Increasing your AUM & build the Brand you always wanted to build without worrying of the Feast & Famine cycle of Referrals and client generation.
Our Process is Entirely Exclusive and Custom Built on Decade if A/B Testing.
We assist our clients in any or every part of the process without any delays.
We don't just share reports, we share impact of actions, significance of the efforts and Results Achieved.
Actions paired with precise execution always leads to results and we're obsessed in achieving the best of them.
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Your professional identity as a fiduciary is a profound asset. A YouTube presence allows you to scale this trust and authority, turning your expertise into a consistent client acquisition system without compromising your professional values.
YouTube is the most powerful platform for establishing yourself as a credible, go-to expert in your niche. Instead of chasing clients, you can build a platform that makes ideal prospects seek you out, already convinced of your expertise. A video platform allows you to demonstrate your value and build a following of trusting leads.
Trust is the ultimate currency in the financial services industry, and YouTube builds it faster than any other medium. By consistently producing high-quality, targetted content, you can replicate the one-on-one trust-building process for a mass audience. Your videos become a 24/7 sales machine, building instant trust with prospects before they ever book a call.
Unlike a paid ad campaign that stops working when the budget runs out, a YouTube channel is a long-term, compounding asset. Every video you publish continues to work for you, attracting leads and building your brand for years to come without additional effort. This is an investment in your firm's future enterprise value, not a one-time expense.
You are uniquely averse to financial and time waste. A strategic YouTube system eliminates the inefficiencies of the "prospecting grind," such as cold calling and networking. It also provides a clear, quantifiable ROI, transforming your marketing from a speculative cost into a prudent, data-backed investment with a guaranteed return.
The fear of looking amateurish or "salesy" is a major barrier for fiduciaries. A professionally managed YouTube channel ensures your brand is presented with world-class quality and integrity, enhancing your reputation rather than jeopardizing it. The content is framed as education, aligning with your identity as a trusted advisor, not a salesperson.
A successful YouTube strategy is hyper-focused on attracting your ideal client niche. By creating content that addresses the specific pain points of a high-net-worth individual, a pre-retiree, or a business owner, the channel acts as an intelligent filter, ensuring every lead who comes to you is pre-qualified and aligned with your expertise and services.
In today's digital market, the cost of doing nothing is immense. While many advisors are paralyzed by fear, the most digitally savvy competitors are already building their brands on YouTube. By building an "authority engine," you can ensure your firm remains relevant for the next generation of clients and solidifies its position as an industry leader.
Creating videos isn't enough, sharing it to different platforms is equally important! We will ensure your videos are present everywhere by precisely sharing them with the proper channels.
YouTube is definitely the best, but missing out on social media is like a missed opportunity! We will Repurpose your YouTube content for top social media channels so you won’t miss a single audience to reach!
Consistency & YouTube are two sides of a single coin, but planning what to post & when to post could be a tedious task. We will create a curated YouTube Content Calendar for your YouTube channel that will save you countless hours of planning time.
Old is gold they say” So why forget the videos that you made with all the sweat & blood? We will optimize the old videos from your YouTube channel in the best way possible to revive them for increased views and reach.
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For most Fiduciaries, prospecting is a broken model. You're reliant on unpredictable referrals and rightly skeptical of burning money on paid lead-gen services that deliver poor quality and threaten your reputation.
My team at Ascogent and I do one thing: we install a predictable, authority-driven client acquisition system for financial advisors using YouTube.
I've spent nearly a decade and over $482,000 obsessively testing what actually works on YouTube for high-value service businesses. My team and I at Ascogent specialize in one thing: helping fiduciaries like you.
No. We are not a lead generation service; we are a strategic partner that installs a complete, end-to-end client acquisition system. The goal is to build a "compounding brand asset" that positions you as the expert and brings pre-sold, high-quality clients to you. Financial advisors are deeply skeptical of third-party lead services due to past negative experiences and poor ROI, which is why our focus is on building a system, not selling a commodity.
Compliance is the single most potent fear for financial advisors, as a mistake could be career-ending. Our entire process is designed by compliance experts specifically for financial advisors. The content strategy is 100% focused on education, not advice, to ensure full adherence to SEC and FINRA marketing rules. We understand the "red tape" involved and meticulously design every script to mitigate this risk for you.
Your time is your most precious and finite resource. Our "TimeRich Shooting Protocol" is designed to eliminate the time-scarcity fear by allowing you to record weeks of content in just 5 hours. We handle all the heavy lifting—from strategy and scripting to professional editing and promotion—so you can stay focused on serving clients and closing high-ticket deals.
The fear of appearing unprofessional is a significant barrier for advisors, as their brand is built on trust and authority. Our "ViewCraft Protocol" ensures your production quality is impeccable and aligns with your professional brand. We make you look like the top-tier professional you are, which enhances your authority rather than cheapening it.
We will optimize and restructure all of your past videos along with new thumbnails so they can get as many views as they can generate.
Yes, we will draft quality scripts based on your niche and goals to convey the information in the best possible way.
Yes, Our expert Thumbnail designers will precisely research what type of thumbnails and style will generate the best results.
Financial advisors are wary of generalist agencies. Our exclusive focus on the financial advisory industry means we have a deep understanding of your unique lexicon, compliance constraints, and business models. A lack of specialization is a "red flag" that signals a superficial understanding of your world. Our team speaks your language—AUM, RIA, HNW—which builds instant credibility.
Yes, Our team of expert video editors will edit your videos to make them look professional & to captivate your audience.
Yes, Sharing the managerial access is a must as we will be looking after the scheduling process of the videos and also getting the analytical data to plan and take decisions. We do NDAs to protect our client's data & information so they can be stress-free.