Ep 42. From Template Slop to AI Slop to "The Golden Bullet"

Daniel Keever helps financial advisors harvest their relational equity (built up over 10, 20, 30 years) using Video-first personal brand building.

And helps Gen 1 and Gen 2 advisors work together “on video” to build the firm brand.

But they say a picture is worth a 1,000 words… so let’s check out Root Financial’s YouTube channel to see how this might work:

James Conole and Ari Taublieb have both been building video-first personal brands - they have collectively 208K and 80.9K YouTube subscribers. Doubling AUM each year, clearly it’s working.

But now if you check out their channel, they are bringing “gen 1” in a way and “gen 2” Root advisors together to build a human-first Firm brand:

⬆️ Ok, so that was like “Social proof” that this concept works.

“The majority of advisors could completely throw away their company’s social media and do better if they put only their effort into personal brands, just in terms of business development and prospecting.”

Also, we talked about Adam Knorr’s InfluenceLab.io:

Daniel is a big fan of this tool, Joe is not so sure…

The Dismount

There is a range of prospecting methods and tools available to advisors. At the far left with low-cost, low-effort, and low-ROI, you have the templates and AI-written cold outbound.

It’s the lazy option, and it barely works. But it’s also very cheap.

At the far right, you have building a video-first personal brand. It’s hard work, and takes possibly the most “personal organic growth”… to show up on video authentically is gutsy.

But it works, and the ROI is through the roof.

What are you going to choose?

To Your Epic Human Story,

Joe