Featuring Charlie Van Derven (Founder, Social Advisors | Fractional CMO for Independent Advisors & RIAs) and Tanner Westmoreland (Founder, FinVidi)
Most advisors know video “works.” The problem is turning video into real business growth without overcomplicating the process, buying a studio, or getting stuck in perfectionism.
In this conversational session, Charlie and Tanner will break down the Financial Advisor’s Playbook for YouTube and show you how to build a channel that attracts the right prospects, builds trust at scale, and creates a repeatable path to booked meetings. Practical, advisor-friendly, and focused on what moves the needle.
What we’ll cover:
• Why YouTube is still wide open for advisors (and how early movers win)
• A compliance mindset that keeps things clean without killing personality
• What to record first: an “evergreen library” that makes your channel useful fast
• Topic ideation that doesn’t rely on luck (including tools like vidIQ)
• Simple scripting + structure: hooks, clarity, retention, and natural CTAs
• Production options: smartphone, webcam, or studio depending on goals and budget
• Editing + consistency: when DIY makes sense vs. when done-for-you is smarter
• Distribution + ROI: repurpose into LinkedIn, Shorts, and more while driving next steps
Who this is for:
Independent advisors and RIAs who want YouTube as part of a broader growth system, not a random content hobby.
Bonuses and giveaways:
Attendees will have access to limited-time offers, including a FinVidi consultation and potential gear-based incentives for qualified firms. Details shared live. If you’ve been thinking, “I know I should do YouTube, but I don’t know how to make it worth the effort,” this is for you.