YouTube growth strategies your audience can actually use.
Speaker, author, and founder of YT Era. Helping RIAs, CFPs, and IBC practitioners turn YouTube into a compounding client-acquisition asset.
YouTube growth strategies your audience can actually use.
Speaker, author, and founder of YT Era. Helping RIAs, CFPs, and IBC practitioners turn YouTube into a compounding client-acquisition asset.
A speaker who turns financial professionals into successful content creators — even those starting from zero.
Andrew is a sought-after speaker and YouTube marketing expert who has helped many financial services businesses succeed on YouTube. His unique approach focuses on making advisors successful content creators — not just video producers.
His engaging, informative speaking style lands with audiences across every level of YouTube experience. He delivers actionable insights and strategies that financial services attendees can implement immediately.
How financial advisors can build a YouTube channel that does the qualifying, educating, and pre-selling for them — so every discovery call starts with a warmer client. The signature keynote.
The case study walk-through of RIA M&A transactions where YouTube was a cited asset in the acquisition — including PWL Capital and Safeguard Wealth. For founders, succession planners, and aggregators.
Behavioral psychology and content strategy — the curiosity gaps, pattern interrupts, and open loops that turn skeptical viewers into committed prospects. Grounded in 55+ books of behavioral research.
The SEC Marketing Rule, FINRA 2210, FTC endorsement guidelines, and DOL fiduciary requirements — translated into a YouTube content workflow that doesn't get you fined. For compliance officers and CCO panels.
The first comprehensive playbook for financial advisors who want to build a YouTube practice without crossing the SEC, FINRA, or DOL. Written from the trenches of 1,700+ videos produced for licensed professionals.
"YouTube became the single biggest driver of our inbound growth — and the reason the acquisition conversation even started."
"One of the few people in this room who actually understands how regulated industries are different on this platform."
"Andrew translated YouTube from a marketing channel into an enterprise-value conversation. Game-changing for the M&A side of the room."
"The session that made compliance officers nod the entire time — and that's the hardest room in financial services."
"Andrew built our YouTube playbook from the ground up. Every IBC practitioner under our umbrella benefits from his work."
"The most credentialed YouTube voice in financial services. Period."
"The forensic depth he brings to compliance is what made us comfortable putting our advisors on camera."
Conference organizers, podcast hosts, association directors, and journalists — here's how to reach me directly.