Craft on Tap, Now Serving Growth Marketing for RIAs
Craft on Tap, Now Serving Growth Marketing for RIAs
Podcast Description
Funny marketing advice for financial advisors from Craft Impact CEO Stephen Beach & Marketing Strategist Faustin Weber (two dads!). We share practical methods helping RIAs find clients & build their practice. Learn specific ways to attract good-fit clients online, get answers to common marketing questions, & discover what's working now. Expect clear tips, a down-to-earth perspective, and laughs. Focus on clients, not confusing tactics. Subscribe for weekly RIA marketing know-how! Learn more: craftimpact.com #CraftImpact #Marketing #RIAs
Podcast Insights
Content Themes
Focuses on practical marketing methods for Registered Investment Advisors (RIAs), with episodes covering topics like setting effective marketing KPIs, the ROI of podcasting for advisors, and understanding marketing ROI timelines, offering actionable insights like aligning KPIs with growth goals and maximizing content reach.
Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We’re the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random “acts of marketing.” Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact
Stephen Beach and Faustin Weber cover six best practices for getting more out of your firm's YouTube channel, from covering the right audience, the channel fundamentals, the thumbnail and title, the first 30 seconds, cutting shorts, to building a conversion path that turns viewers into leads.
We also talk through:
Why YouTube rewards quality content more than subscriber count, especially for RIAs
How to decide between a firm-branded or advisor-branded channel
The channel settings and keywords most advisors skip
What makes a thumbnail and title get clicked
Why the first 30 seconds should never lead with your bio
⏱️ Timestamps:
0:00 Intro
0:30 Welcome and episode overview: 6 best practices for YouTube marketing
1:50 Why an old channel has new opportunities
3:00 YouTube in the AI search era
3:50 AI is killing blog traffic, but not YouTube views
6:50 Practice 1: The right audience
8:10 Practice 2: Channel fundamentals (firm brand vs. advisor brand)
12:50 Keywords, consistent descriptions, and links to include
14:50 Banner image and profile picture
15:30 Picking a topic that hooks viewers
17:20 Is AI killing generic how-to content?
19:50 Example: ”You have $2 million, why haven't you retired yet?”
23:50 Practice 3: Hooking viewers in the first 30 seconds
25:30 Practice 4: Thumbnail and title format
29:00 Researching title formats with vidIQ and oneoften.com
34:00 Practice 5: Shorts win the day
37:30 Practice 6: Building a conversion path
42:40 Wrap-up
If you have questions about YouTube marketing for your firm, reach out through our contact form at www.craftimpact.com. We're happy to help whether we end up working together or not.
Subscribe for more Craft on Tap episodes.
#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact #CraftOnTap #FinancialAdvisorMarketing #VideoMarketing
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