The Compliance-Friendly Marketing Strategy for Financial Advisors: A Simple 100% Organic Inbound System for AUM Growth
Mon Feb 02 2026
🎬 Ready to record your first video? Steal my free script and title ideas below.
https://mailchi.mp/podcastprinciples.com/script
Advisors spend less than 2% of revenue on marketing, and I want to keep it that way.
In this video, I walk you through my $0 organic marketing plan for RIAs and financial advisors. It’s built for advisors selling plans, wealth management, products, or a mix of all three, and it’s designed to work in 2026 and beyond.
I also share a simple scripting structure that makes prep easy: hook, body, outro. Then we go into repurposing tools, posting cadence, and the compliance-friendly workflow that makes approvals way easier by getting the long-form transcript approved first.
Finally, we talk conversion. Content creates attention, but clients come from having a clear bridge to a helpful free resource and actually starting real conversations.
📌 Jump In Here:
0:00 - Introduction
1:29 - Creating content
2:05 - What do I record?
3:46 - How are you recording this?
4:22 - Planning content
7:03 - Creating content from content
10:16 - How is all this 'compliance-friendly'?
11:04 - Posting content
15:36 - What do we need to create a content strategy?
16:57 - The Free Playbook
20:17 - Compliance
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👉 Why 70% of Podcasts Fail - https://youtu.be/FRpuSr_Lz9I
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🎬 Ready to record your first video? Steal my free script and title ideas below. https://mailchi.mp/podcastprinciples.com/script Advisors spend less than 2% of revenue on marketing, and I want to keep it that way. In this video, I walk you through my $0 organic marketing plan for RIAs and financial advisors. It’s built for advisors selling plans, wealth management, products, or a mix of all three, and it’s designed to work in 2026 and beyond. I also share a simple scripting structure that makes prep easy: hook, body, outro. Then we go into repurposing tools, posting cadence, and the compliance-friendly workflow that makes approvals way easier by getting the long-form transcript approved first. Finally, we talk conversion. Content creates attention, but clients come from having a clear bridge to a helpful free resource and actually starting real conversations. 📌 Jump In Here: 0:00 - Introduction 1:29 - Creating content 2:05 - What do I record? 3:46 - How are you recording this? 4:22 - Planning content 7:03 - Creating content from content 10:16 - How is all this 'compliance-friendly'? 11:04 - Posting content 15:36 - What do we need to create a content strategy? 16:57 - The Free Playbook 20:17 - Compliance __________________________________________________ 👉 Why 70% of Podcasts Fail - https://youtu.be/FRpuSr_Lz9I 👉 Start Your Podcast Today: https://calendly.com/podcastprinciples/discover 🎤 Podcast Links - https://linktr.ee/sullybop ▶️ LinkedIn: https://www.linkedin.com/in/sullybop/recent-activity/ 📸 Instagram: https://www.instagram.com/sullybop/ ▶️ Facebook: http://www.facebook.com/sullybop