Free YouTube Growth Audit for Financial Advisors

Get Your Free YouTube Growth Audit

We'll analyse your practice, your competitors, and your market — then show you exactly how YouTube can become your best source of high-net-worth leads.

What's Included in Your Growth Audit

Your audit isn't a generic PDF. It's a personalised analysis built by the same team that grew Wattle Partners from zero to 1.6 million YouTube views.

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Here's what we'll cover:

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• Market opportunity analysis: We'll research your local area, your competitors' YouTube presence (or lack of it), and the specific topics your ideal clients are already searching for.
• Content strategy roadmap: A tailored plan of the video topics, formats, and posting frequency that will drive the most qualified leads to your practice.
• Production recommendations: Practical advice on filming setup, presentation style, and how to make YouTube sustainable alongside running your business.
• Growth projections: Based on data from our existing financial services clients, we'll give you realistic expectations for views, subscribers, and lead flow over 3, 6, and 12 months.

What Happened After Wattle Partners Got Their Audit

Wattle Partners — a Melbourne wealth advice firm — went from no YouTube presence to:

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• 1.6 million views in their first 12 months
• 400% increase in monthly high-net-worth leads
• First page of YouTube for competitive financial planning search terms
• A pipeline of inbound enquiries from people who already trust them before the first meeting

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Their YouTube channel is now the single biggest driver of new client acquisition for the firm.

Read the full Wattle Partners case study.

What to Expect

1. You fill out the form: Takes about 2 minutes. We ask a few questions about your practice so we can do our homework before we meet.
2. We do the research: Our team analyses your market, competitors, and opportunities. This isn't a templated report — we go deep.
3. We meet for 30 minutes: A video call where we walk you through the audit, answer your questions, and discuss whether YouTube is the right move for your practice.

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No pitch deck. No pressure. If YouTube isn't a good fit for you, we'll tell you.

Common Questions

Is this actually free?

‍Yes. No credit card, no obligation, no catch. The audit is free because it's the best way for us to show you what we can do. If we're a good fit, you'll want to work with us. If not, you'll walk away with genuinely useful insights you can act on yourself.

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How long does the audit take?

‍The research takes us a few days. The call itself runs about 30 minutes. Most people book within a week of submitting the form.

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What happens after the call?

‍That's entirely up to you. If you'd like to explore working together, we'll send you a proposal. If you want to take the audit and run with it yourself, that's fine too.

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Do I need to have a YouTube channel already?

‍No. Most of our clients start from zero. The audit is designed for practices that are considering YouTube, not just those already doing it.

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Is this relevant if I'm a mortgage broker, not a financial advisor?

‍Absolutely. We work with mortgage brokers too. The audit will be tailored to your specific vertical and client base —whether you're in financial planning, mortgage broking, fintech, fund management and so on.

Still have questions? Check our FAQ page or email us at hello@compound.one.