10 YouTube Channels to Follow If You’re a Financial Advisor

YouTube is one of the most popular social media platforms, and plenty of financial advisors are leveraging it to grow their brands and share their knowledge. Nearly seven in 10 Americans who turn to social media for financial advice, say YouTube is their preferred channel, according to researchers at the Federal Reserve Bank of Philadelphia.¹ If you’re looking for tips on how to grow your firm or thinking about starting a channel of your own, studying popular financial advisor YouTube channels can help.

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10 Financial Advisor YouTube Channels to Watch Now

YouTube is can be a powerful marketing tool for advisors, allowing both creativity and flexibility. Some financial advisors have amassed sizable followings on the platform, and they’re the ones to watch if you’re interested in growing a presence on YouTube.

1. Michael Kitces

Michael Kitces is a recognized authority for succeeding as a financial advisor, something that’s reflected in his YouTube content. Videos offer deep dives into everything from building a thriving boutique business to growing a firm to more than $1 billion in revenue. The channel’s content follows an interview format, with Kitces sitting down to chat all things advisory with industry experts. One of the most recent videos touched on how to maintain work/life balance without sacrificing growth.

2. Advise Wise

Advise Wise is a growing YouTube channel that’s dedicated to helping financial advisors prepare for the CFP® exam. Videos cover the various areas of study that are included on the exam, including deep dives into exam formulas as well as tips on using practice questions to prepare. There’s also a playlist of videos that can help you answer this question: Should I become a financial advisor?

3. Dave Zoller, CFP® (Streamline My Practice: For Financial Advisors)

Dave Zoller is a Certified Financial Planner™ and founder of Streamline Financial. Zoller’s YouTube channel is aimed at advisors who want to grow their practices while positively impacting the lives of their clients. Channel content includes a mix of short- and longer-form content, with topics spanning everything from tips on attracting prospects to suggestions for using AI to grow your business. A recent video challenges advisors to stop selling and start asking the right questions to form stronger connections with clients.

4. Advisor Marketing Hub

Advisor Marketing Hub is a go-to resource for advisors who want to learn how to master marketing for growth. Channel founder Rob Souza provides a steady stream of content dedicated to digital marketing, including shorts, livestreams and weekly webinars. Some of the hottest topics on the channel include how to use automation to streamline marketing and how to unlock the possibilities of using LinkedIn to grow your firm. Recent videos explored what advisor sales funnels often lack and how to improve your website landing pages to boost conversion rates.

5. Oechsli

Oechsli is a financial advisor coaching organization that specializes in sales and marketing. The company’s YouTube channel focuses on strategies to help independent and breakaway advisors grow. For example, recent videos covered how advisors can use video to reach more prospects and what advisors need to know about using SEO to boost search rankings. The most popular video on the channel is a short but sweet guide to creating an advisor marketing plan that produces results.

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6. The Financial Planner Life Podcast

The Financial Planner Life Podcast features guests who share their real-world experiences of what it’s like to work in the financial services industry. You might appreciate this channel’s format and content if you’re interested in a behind-the-scenes look at how other advisors build their businesses. For example, a recent video featured an investment banker who transitioned to a self-employed financial planner model. Along with financial planners, you’ll hear from paraplanners and back-office staff as they share their experiences in the industry.

7. Codie Sanchez

Codie Sanchez is the founder and CEO of Contrarian Thinking and a New York Times bestselling author. Her YouTube channel boasts more than two million subscribers who tune in to hear her tips on growing income and building wealth. Sanchez’s channel isn’t geared toward advisors exclusively, but you may find it valuable if you’re interested in learning more about the psychology of finance and what motivates investors’ financial decision-making.

8. Mark J. Kohler

Mark J. Kohler is a certified public accountant, speaker and best-selling author. Kohler’s channel focuses primarily on all things tax-related, which you might appreciate if you offer tax-planning services to your clients. It’s worth checking out if you want to learn legitimate strategies for trimming client tax bills to help them preserve more of their wealth. For example, Kohler examines bonus depreciation and how to leverage real estate investments inside retirement accounts.

9. Jazz Wealth Managers

Jazz Wealth Managers is geared toward a consumer audience, rather than advisors. But it’s a notable example of how to create a YouTube channel in the financial space that’s compelling and entertaining. The channel focuses its content primarily on insurance, retirement planning and investing, though you’ll also see videos on trending news topics, such as tax code changes and the impacts of war on global economies.

10. The Money Guy Show

The Money Guy Show offers advisor takes on the latest financial trends, from interest rate changes to college planning. The channel’s mission is to help listeners build wealth using common sense and simplified strategies. Financial Advisor React is a playlist featuring hosts Brian Preston and Bo Hanson reacting to some of the best (and worst) money advice making the rounds online.

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How to Start a Financial Advisor YouTube Channel

A YouTube channel could be a valuable addition to an effective advisor marketing plan. According to a 2026 YouGov report, 22% of Americans who don’t have a financial advisor say they turn to the platform for financial advice, second only to family and friends or financial websites. ² The Precisify Insights: Finance 2026 report found that almost one-third of U.S. adults consume financial content on YouTube daily, while 26% do so once or twice a week. ³

If you’re not on YouTube yet, these common tips can help you get started.

1. Establish Your Setup

You’ll need some basic equipment to start a YouTube channel and a suitable location for filming videos. At a minimum, your equipment list should include a camera that produces clear video, a microphone with excellent sound quality, a tripod to mount your camera, good lighting and video editing software.

Do you need to invest large amounts of money in equipment purchases? Not necessarily; some YouTubers use their smartphones to record videos initially, then upgrade camera and mic equipment as their channel grows. You may take advantage of natural lighting to film, or invest in an inexpensive ring light. Free or low-cost video editing and design tools can save on costs.

2. Develop a Content Strategy

Your content focus largely depends on who your channel targets. If you’re primarily interested in establishing yourself as an industry leader and credible expert, for instance, you may lean toward thought leadership content to share your opinions and insights on financial topics. When the goal is marketing your services investors, relatable content that addresses prospects’ pain points may be more useful.

If you have any experience with content marketing, you likely know what your ideal clients are most interested in learning about already. You can build a running list of content ideas by noting down the questions that prospects or clients ask most frequently. Timely topics, such as significant tax code changes, could also bring in views.

Aside from topics, consider the format your content will take. Here are some of the options you might try:

Short Form vs. Long-Form YouTube Content

YouTube allows you to create both short and long-form content. YouTube Shorts are brief videos (15 seconds to 3 minutes) that answer a single question or share a single insight. Long-form videos are capped at 12 hours, though it may be difficult to hold your audience’s attention for that long. Digital marketing expert Daryn Strauss recommends a content strategy that includes a mix of:

• YouTube Shorts
• Shorter videos that are six to 10 minutes in length
• Longer content that mimics the typical runtime of a television show (40 to 60 minutes)

If you don’t have time to sit down and record an hour-long video, or even a 10-minute one, Shorts can help you keep your channel active and drive engagement. You can also repurpose existing content into Shorts versus creating one entirely from scratch.

3. Set a Posting Schedule

Quality content and consistency, along with SEO strategies, can make the biggest difference in your channel’s growth. A 2026 analysis of 10 million YouTube channels with 1,000 subscribers or more found that creators should aim to post at least once per week, though ideally, three times per week or more is optimal. Channels that post more frequently experience faster growth for both views and subscribers. ⁴

Developing a weekly schedule for filming, editing and uploading content can help encourage consistency. AI tools can also be useful. For example, you may use AI to develop scripts or generate thumbnails. You might invest in stand-alone tools or use the ones readily available through the YouTube platform.

4. Complete Channel Setup

After creating your YouTube channel, use your profile to add a brief description of who you are and what you do, along with links to your website and social media. You can include other links in your video descriptions too, such as one to your lead magnet.

Once you have the basics down, you’re ready to upload content. Here are some common tips for using SEO to increase searchability:

• Use YouTube’s search autocomplete to find keywords your ideal viewers are searching for
• Place keywords as close to the start of your video titles as possible
• Work keyword variations into your thumbnail design and profile
• Add keywords to your description, again near the beginning
• Pin a comment on the video that includes your keyword and related terms
• Use keywords in your timestamps instead of generic labels like “Part 1” or “Tip 2”

5. Don’t Forget Compliance

Advisors must follow compliance rules when marketing on social media, and YouTube is no exception. The SEC’s marketing rule, for instance, bars false or misleading statements and cherry-picked performance results. You can include client testimonials or reviews, but only with proper disclosures about your relationship and any compensation involved.

Before publishing, run your idea and script by your compliance team so they can catch issues before filming. Once the video is done, they can check it against the approved script before it goes live.

The last step is archiving. SEC Rule 204-2 requires RIAs to keep accurate records of certain communications, including marketing materials, and archiving or compliance software makes that easier as your channel grows.

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Frequently Asked Questions (FAQs)

Bottom Line

YouTube could open your business up to fresh marketing possibilities, but like anything else, there’s a learning curve involved. Studying financial advisor YouTube channels like the ones shared above can offer insight into what it takes to build a presence on the platform.

Tips for Growing Your Advisory Business

• Marketing is essential for growth, but it’s also time-consuming. Collaborating with an advisor marketing platform is an effective way to connect with leads, without sacrificing time with your current clients. SmartAsset AMP helps you match with prospects and gives you the tools you need to nurture those relationships. Schedule a demo to learn how you can use it to grow your business and save yourself valuable time.
• When using YouTube (or any other method) to market your business, it’s important to keep compliance firmly in sight. If you’re thinking of starting a YouTube channel, it’s a good idea to work closely with your chief compliance officer (CCO) to ensure that your content doesn’t violate any compliance rules or regulations.

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