062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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4M ago 1:07:45

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Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.

Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.

In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.

3 of the biggest insights from James Conole …

A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.

Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.

How James’ simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I’ve ever seen before.

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