YouTube strategies
your audience
will actually use.

Keynotes and podcast appearances built for stages and shows serving financial professionals.

Founder of YT Era. Published author. 1,700+ videos produced. Andrew doesn't speak about YouTube in general — he speaks about YouTube for rooms like yours. Frameworks your attendees and listeners can actually use.

Andrew Murdoch.

Founder · YT Era

A speaker who gives licensed professionals a YouTube strategy they can implement — not just a reason to try.

Andrew is a sought-after speaker and YouTube marketing expert who has helped many financial services businesses succeed on YouTube. His unique approach focuses on making financial professionals successful in Youtube.

His engaging, informative speaking style lands with audiences across every level of YouTube experience. He delivers actionable insights and strategies that financial services attendees can implement immediately.

Specialty
YouTube marketing
Exclusive to financial services
Audience fit
All levels
From zero experience to established
Approach
Triple-A System
Avatar · Authority · Ascension
Book Andrew to speak

Talks & interview angles built for financial services.

Each session is built on the Triple-A System methodology and can be tailored to your event's theme, format, and audience.

FLAGSHIP

Why 97% of financial services professional YouTube channels die — and what the other 3% do differently.

Most professionals launch a channel, post a dozen videos, see nothing happen, and quit. Andrew breaks down the specific mistakes that kill these channels and the algorithm-aligned strategy that makes the survivors win.

60 min talk with Q&A · Podcast format available
STRATEGIC

The viewer filter — how financial services professionals turn YouTube views into qualified prospects.

Not all views are equal. Andrew's three-stage Viewer Filter framework explains how content filters for identity, CTAs filter for intent, and funnels filter for qualification — so you attract the right viewers instead of chasing vanity metrics.

30 min talk · Podcast format available
TACTICAL

YouTube's algorithm doesn't care about your compliance department (but you should).

Financial services professionals operate in a regulated world that makes most generic YouTube advice dangerous to follow. Andrew walks through how to build a high-performing channel without crossing compliance lines — and why the constraint is actually a competitive advantage.

30 min talk · Podcast format available
More talks available on request
  • Done-for-you vs. do-it-yourself — the real math behind a financial services channel.
  • The 1,700-video dataset — what actually works on YouTube for financial services.
— Where Andrew Has Spoken —
Channel Jumpstart
Internet Masterminds
Elite Wealth Advisor Symposium

Nelson Nash Institute
The HBAR Foundation
Genius Network

Podcast appearances

Where Andrew shows up on the record.

Conversations with the people building the future of financial services — on strategy, authority, and the long game of YouTube.

Spotify · Episode

The Ultimate Advisor Podcast

With Draye Redfern, Bryan Sweet, and Brittany Anderson.

Listen
Spotify · Episode

The Advisor Summit Podcast

With Molly Pierce and Erica Pauly.

Listen
Mastering
YouTube
Marketing
for Financial
Services

The speaker who wrote the book on it.

Mastering YouTube Marketing for Financial Services is the first comprehensive playbook for licensed professionals building a YouTube practice. Learn the same frameworks, strategies, and compliance-friendly methodology Andrew brings to every stage.

  • The "Four T's of discoverability" — the same framework Andrew teaches in his keynotes — covering topics, titles, thumbnails, and timing
  • Google's YMYL and EEAT standards translated into content workflows financial professionals can actually follow
  • The lead magnet conversion path that turns casual viewers into booked consultations
  • KPI frameworks and the exact mistakes financial channels make — so your attendees skip them
Format
Digital
Audience
FinancialProfessionals
Published
2024

In the words of the rooms I've been in.

"Your presentation intrigued us enough to seek out more. It positioned you as someone who not only understands the technical side of YouTube but also knows how to communicate it in a way that gets people moving. Your talk was a catalyst for us, and I'm sure many others felt the same way."

— Jon and Megan Webster | Mutual Producer's Group
— More from the rooms —

Have a stage that needs a credible voice?

Conference organizers, podcast hosts, association directors, and journalists — here's how to reach me directly.