Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers.

In a Nutshell: When prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should think, "These guys are reading my mind!" Understanding the information your audience wants is key to making content that appeals to both your ideal client and the complex algorithms that determine who gets shown your content.

On today's show, James Conole explains how he coordinated his YouTube channel, podcast, and website to create a lead-generating machine that in 12 months has attracted nearly 700 prospects with at least $500,000 of investable assets and generated $120 million in new AUM.