Turn what you know into a show
Marketing for financial advisors and firms
Podcasts, YouTube series and the design that goes with them, for advisors and firms. You bring what you know. We record it, edit it and put it where people listen and watch.
Financial Educational Series · Agemy Financial Strategies
Let people hear how you think
Nobody hands their savings to a stranger. A podcast or a video series lets future clients hear how you think, at length and in your own words, before they ever book a meeting. It’s also marketing your compliance team can work with: you explaining ideas, not promising returns.
A podcast and a channel from one recording
Agemy Financial Strategies had a new radio show that was going to live in one place. We mastered the audio, cut an intro and designed the cover art, put it on the podcast apps, and turned the same hour into video for their YouTube channel.
Mastered, with an intro
Clean audio and a proper open, every episode.
Cover art that looks like you
Designed by our team, alongside the audio.
Apple, Spotify and YouTube
The same recording, published everywhere it fits.
- Apple PodcastsThe audio
- SpotifyThe audio
- YouTubeAs video, in playlists
- Their websiteThe channel, embedded
A channel that reads as a series
For Agemy’s educational series, our design team drew a thumbnail for every episode and sorted the episodes into playlists by subject, so the channel reads as a series rather than a folder of uploads.
A thumbnail for every episode
One look across the whole channel.
Playlists by subject
Taxes, investing, market updates: easy to find what you need.
No studio needed to start
When a studio shoot wasn’t possible, we recorded on webcams rather than wait.
Investment Opportunities
IRS and Taxes
Let’s get your thinking on the record
Bring the subject. The recording, the edit and the design are ours.
Questions we get
Anything else? Call 631-551-6880.
Can you produce marketing for a regulated financial business?
Yes. We have produced an educational series and a podcast for Agemy Financial Strategies. Compliance review sits with your firm; we build the work to fit the constraints your compliance function sets.
What kind of content suits a financial advisor?
Educational series and podcasts, mostly: formats where the value is explaining something clearly rather than making a claim about returns. That is also the content an answer engine and a prospective client can both use.
Can one recording become a podcast and a YouTube series?
Yes. For Agemy we mastered the audio, cut an intro and designed the cover art for the podcast apps, then turned the same audio into video for their YouTube channel, sorted into playlists and embedded on their site.
Do we need to come into a studio?
No. When a studio shoot wasn’t possible, we recorded Agemy’s educational series on webcams rather than wait. When you do want a studio, we have our own.
What does it cost?
Most small businesses invest $1,500–$5,000 per month for ongoing work. Individual projects are quoted per engagement, and every engagement starts with a free consultation.
Let’s talk about your firm.
Every engagement starts with a free consultation. No obligation.
150 Motor Parkway · Hauppauge, NY 11787 · Since 2017