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Financial Advisor Who Gets Leads from YouTube

Here is a story of a financial advisor who gets leads from YouTube.

This podcast episode is about to knock your socks off.

Meet my buddy Josh Scandlen of Heritage Wealth Planning. In the one year since Josh went independent as a financial advisor, his YouTube channel has furnished him with enough leads to where (in only one year of being in business) he has stopped taking new clients.

Listen to this story of a financial advisor who gets leads from YouTube. We’ll talk about how and why he did it and what advice he has for advisors who want to stop fighting Google and build their businesses through social media.

If you found this blog helpful, please subscribe to my podcast below which goes into the subject of financial advisor LinkedIn messages and sequences in fuller detail.

The words matter. Are you sure your LinkedIn messaging is good enough?

I am releasing an e-book entitled, “47 Financial Advisor LinkedIn Messages and Sequences that Will Not Make You Sound Stupid”. Click here to join the mailing list.

I wrote this e-book for financial advisors who want to be perceived as high quality people on social media. The e-book contains 47 messages you can use on LinkedIn or Facebook messenger to reach prospects, COIs, and other useful connections that would benefit your practice.

This e-book is not fancy or highly decorated. True to my nature this is a no BS, straight to the point piece of writing. These messages serve to inspire your own thought about what to say to someone on social media. You can customize them to your tone and style.

Thanks for reading and please stay with me for the next one.


Resources mentioned in this show

Miles Beckler YouTube channel

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