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Firm Size

So, what's the biggest thing that's not working in your marketing right now? And if you could wave a magic wand, what would you want instead?

What kind of help are you looking for?

To recommend the right program for your firm size, what's your firm's approximate AUM?

Just so we don’t waste your time, — our Done-For-You program starts at $10,000/month.

Do you have an existing YouTube channel, or would you be starting from scratch?Yes or No

Alright, boring but important question - what's the structure of your firm?

Do you practice or teach Infinite Banking (IBC)?

Who's your broker-dealer or custodian?

Real talk - our done-for-you clients typically commit about 2 hours per week for filming and approvals. Is that realistic for you?

One thing that makes this work: you'll be on camera. That's how viewers build trust with YOU. How do you feel about that?

When do you expect YouTube to start producing clients for you?