YouTube for retirement planners

Turn your channel into your best source of clients.

We research, script, design and edit your videos, then build the path from a viewer to a booked consultation. You turn up and film. We handle everything else.

Ryan Janus Daniel Masuda Lehrman Rob Gariano
Trusted by CFP® professionals on YouTube
2.5M+client views in the last 90 days
~9×more views than the 90 days before
14K+new subscribers across 3 channels
130K+hours of watch time
Before and after

What happened when they handed us the channel

Three retirement planners, the same 90-day window, and what their channels looked like in the 90 days before. Click through and check the channels yourself.

Ryan Janus, CFP®, EA@RyanJanus
~12× views Visit channel ↗
Before usprevious 90 days
Views~100K
Watch hrs~5K
Subscribers+500
With EngineYouTubelast 90 days
Views1.2M+▲ 10×+
Watch hrs~60K▲ 10×+
Subscribers+6K▲ 10×+
Est. revenue~$7Kad revenue
Daniel Masuda Lehrman, CFP®@HawaiiAdvisor
~10× views Visit channel ↗
Before usprevious 90 days
Views~80K
Watch hrs~6K
Subscribers+450
With EngineYouTubelast 90 days
Views~850K▲ ~10×
Watch hrs~43K▲ ~7×
Subscribers+5.6K▲ 10×+
Est. revenue~$5Kad revenue
Rob Gariano, CFP®@RobDoesRetirement
~4× views Visit channel ↗
Before usprevious 90 days
Views~105K
Watch hrs~12K
Subscribers+900
With EngineYouTubelast 90 days
Views~440K▲ ~4×
Watch hrs~35K▲ ~3×
Subscribers+2.6K▲ ~3×
Est. revenue~$2.4Kad revenue

Figures are rounded from each channel's YouTube Studio overview, 90 days to October 2026, against the 90 days before it. Exact numbers stay private between us and our clients.

Sound familiar?

Most advisor channels don't fail. They stall.

You know YouTube works for advisors. You've watched it work for others. Somewhere between filming and publishing, it stopped working for you.

Posting every week, stuck at a few hundred views

The effort is there. The topic, the title and the thumbnail aren't doing the work, so YouTube never shows the video to anyone new.

Production turned into a second job

Scripting, editing, thumbnails and deciding what to film next. One week slipped, then a month. Nobody decides to stop posting. It just happens.

Views, but no clients

Some videos did fine. Nobody booked a call. Without a clear next step for the viewer, the audience watches and moves on.

Meanwhile, someone else answers the question

Retirees are searching Roth conversions, RMDs and Social Security right now. If it isn't you, it's another advisor getting that call.

What we do

Everything between your idea and a booked call

One team runs the whole production line, so nothing waits on you except the filming.

Research and ideas

Every week we dig through retirement videos that beat their channel's average and work out why. Then we match the winners to your channel and your audience. One to three hours on every idea.

Done for you

Scripting

Full scripts in your voice, built for retention: a hook in the first 30 seconds, a clear story and a payoff that earns the next video. Written so compliance can review it in one pass.

Titles and thumbnails

Two title options and two finished thumbnails for every video, tested against what is performing right now. Our thumbnails make a claim and show the proof for it.

Editing

A full edit up to 15 minutes with graphics, on-screen numbers and pacing that holds a retiree's attention. Two rounds of changes on every video.

Channel packaging

Descriptions, chapters, pinned comments, playlists and end screens written for you, so every video feeds the next one and the channel compounds.

The part that pays

Lead acquisition

Calls to action, a lead magnet your viewers actually want and a booking path, so the audience you build turns into consultations on your calendar.

Lead acquisition

Views are the start. Booked calls are the goal.

A retiree who has watched you explain their exact problem for 12 minutes doesn't need convincing. They need an easy next step. We build that step into every video.

01 / ATTRACT

Search-led videos

Topics retirees are already typing into YouTube, packaged to win the click.

02 / TRUST

Watch time builds trust

Scripts that teach properly. By the end, the viewer feels they already know you.

03 / CAPTURE

A reason to raise a hand

A free guide, checklist or calculator in the description and pinned comment, matched to the video.

04 / CONVERT

Consultations booked

A simple path from the video to your calendar, so warm viewers become prospects.

Calls to action written into the script Lead magnets designed for each topic Your booking link in every video
Our work

Same advisors. A very different click.

Thumbnails from our clients' channels, before we took them on and after. The old ones say what the video is about. Ours make a claim and show the proof.

Before
Earlier thumbnail: Pay Roth taxes like this
After
Our thumbnail: Avoid Roth? $76,000 versus $0 federal tax
Before
Earlier thumbnail: RMD mistakes
After
Our thumbnail: RMDs aren't an issue, until here
Before
Earlier thumbnail: You don't need $1M to retire
After
Our thumbnail: $2M saved, retire now
Before
Earlier thumbnail: Retiring? Do this with your 401k
After
Our thumbnail: Savings don't matter after this

Book a call and we'll redesign one of your thumbnails before we speak, so you see the difference on your own channel.

Get my free thumbnail
See it live

Watch the videos we make

Every thumbnail, title, script and edit on these channels since we started is ours. Have a look before we talk.

How it works

Your part takes one filming session a month

Purple is us. Grey is you.

01 · Us

We pick the idea and write the script

Researched topic, a backup option, two titles and a full script. You reply with changes or a yes.

02 · You

You film

Batch a month of videos in one sitting, whenever suits you. Your face, your expertise.

03 · You

You drop the footage in a folder

That's the last thing you have to do.

04 · Us

We deliver it ready to post

Finished edit, two thumbnails, description, chapters and your lead magnet link. You approve and publish.

Built for regulated advisors

Your compliance process doesn't change

You approve everything

Scripts, titles, thumbnails and the final cut all come to you first. Nothing goes live without your sign-off.

We never touch your channel

We send you finished files. You upload them. No logins, no access to your account.

Scripts written for review

Educational, not promotional. No performance promises, so your compliance team can sign off quickly.

Questions

What advisors ask us

I tried YouTube. It didn't really work for me.+

How many clients did you get from it? Most advisors say one or two, then call it a failure. Think about what those two were worth to the practice. YouTube should be judged on clients, not views. And most channels we look at fail on topic and packaging, which is exactly what we fix.

I already post twice a week. Why isn't it growing?+

More uploads rarely fix it. YouTube grows channels that get clicked and watched. If the topic isn't one people are searching, or the thumbnail doesn't earn the click, more uploads just means more videos nobody sees. We'd rather you post four great videos a month than eight average ones.

I already have an editor.+

Then you already know editing isn't the hard part. Knowing what to film, writing a script that holds attention and getting the title and thumbnail right is. That's the part we'd be adding.

I don't have time to do this again.+

Time is why most advisors stop, and time is what we give back. We write the script, you read it on camera. One filming session a month is all we need from you.

Compliance won't allow it.+

You approve every script and every final cut. We never post and never touch your channel. Nothing about your compliance process changes.

What does it cost?+

One flat monthly fee, nothing on top. We give you the number on the call once we've looked at your channel and know what it needs. One price, and it doesn't move.

How do I know it'll work?+

You don't, and we won't pretend otherwise. What we can show you is the channels above, the work we produce for them every week, and the numbers. Judge the work. Then decide.

One package

Four videos a month, done for you

  • Researched idea plus a backup
  • Full script in your voice
  • Two titles per video
  • Two finished thumbnails
  • Full edit up to 15 minutes
  • Descriptions and chapters
  • Lead magnet and booking path
  • Revisions included
We take five channels at a time

One flat monthly fee. No per-revision or per-thumbnail charges.

Month to month, or commit to three months for a lower rate. Three months is twelve videos, enough to see the channel move.

Check availability
Free channel review

Book a 15-minute call

Before the call we go through your channel properly. On it, you get:

The one video on your channel worth making more of
One of your thumbnails, redesigned by us
Three video ideas your audience is already searching for
Yours to keep, whether we work together or not

Prefer email?

turabakbarsial@gmail.com

No time that works?

Send us your channel and we'll email you some options.

We reply within two working days.