AdvisorClientSystem
We Build Done-For-You YouTube Systems That Bring New Clients To Advisory Firms
We interview you like a conversation, handle everything from strategy to production, and design every piece of content for SEC and FINRA compliance review before it goes live.
Watch this short video to find out how ↓
⎯ Next step ⎯
Ready to see how this works for your practice?
Book a free 30-minute strategy call. No obligation. No long-term contracts.
1
Book a time
Pick a slot
2
Strategy call
30 minutes
3
Onboarding
1 week
4
Go live
3 weeks
⎯ Proof it works ⎯
Real Results From Advisory Firms Using This System
$26M ➔ $41M
Eric Amzalag, CFP®
AUM growth*
$85M ➔ $120M
Nick Davis, CFP®
AUM growth*
$60.5M ➔ $75M
Julia Lembcke, CFP®
AUM growth*
$40M in pipeline
Mark Whittaker, CFP®
Pipeline growth*
James Bonadies, Business Advisor
7K to 48K subscribers. Built a client acquisition system through YouTube.*
*Results shown reflect specific client engagements and are not typical. AUM and pipeline figures are self-reported. Past performance is not indicative of future results. Individual outcomes vary based on market conditions, effort, niche, and compliance requirements. These case studies are not endorsements or guarantees of future performance.
⎯ What you get ⎯
A Full Client Acquisition System. Not Just Videos.
Content Strategy + Production
YouTube strategy built around your market. We interview you or set up a teleprompter. You record a few hours a month. We handle scripting, editing, thumbnails, publishing, and compliance review.
Personalized Video Audit
Prospects answer questions about their situation. You send back a short personalized video reviewing their case. A real analysis that makes you the advisor they want to talk to.
Automated Follow-Up
An email sequence does the selling you never have to do. Your philosophy, an anonymized case study, your process. By the time they book, they already understand your fees and how you work.
Informed Discovery Meetings
By the time someone books with you, they have watched hours of your content. They know your fees. They know your process. The meeting is not a pitch. It is a fit conversation with someone who already chose you.
Imagine prospects reaching out to you because they already trust you.
That is what this system builds. You just show up for a conversation a few hours a month.
Umar Ahmed
Founder, Design Digital Studios. Building YouTube systems exclusively for financial advisors and RIAs.
Videos Published for Advisors
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Views for Advisory Firms
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Years in Financial Production
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