Everything you need to know about working with Compound One. If your question isn't covered here, book a free growth audit and we'll answer it on the call.
We're a done-for-you YouTube production agency for financial services firms. We handle everything: content strategy, scripting, filming, editing, thumbnail design, SEO optimisation, and publishing.
You show up for one filming session per week and we take care of the rest. Your time commitment? 1-2 hours per month. That's it.
Each month you get:
1-2 hours per month for filming. That's it. We handle everything before and after the camera turns on. Most of our clients film multiple videos in a single session to maximise efficiency.
We start with a strategy deep-dive — understanding your practice, your ideal clients, your competitors, and your goals. Then we build your first month of content topics, set up (or optimise) your YouTube channel, design your channel art and branding, and schedule your first filming session, all on week one.
We specialise in financial services: financial planners, wealth advisors, mortgage brokers, etc. We don't work with businesses outside financial services — this focus is what allows us to understand your compliance requirements, your audience, and what content will actually generate leads.
Honest answer: YouTube is a compounding channel, not an instant one.
Most of our clients start seeing meaningful traction around months 3-6, with consistent lead flow established by months 6-12. The timeline depends on your market, competition, and how differentiated your content is.
For a detailed breakdown, read our article: How Long Does YouTube Take to Work for Financial Advisors?
Our benchmark case study is Wattle Partners — a Melbourne wealth advice firm that went from no YouTube presence to 1.6 million views and a 400% increase in monthly high-net-worth leads within 12 months. Results vary, but the pattern is consistent: YouTube generates pre-qualified inbound leads who already trust you before the first meeting.
Read the full Wattle Partners case study.
No. Anyone who guarantees specific YouTube results is lying to you. What we can guarantee is a proven process, professional production quality, and strategic content designed to attract your ideal clients. The results speak for themselves — but we won't make promises we can't control.
YouTube leads are the highest-quality leads you'll ever get. These are people who have watched hours of your content. They know your face, your voice, your philosophy. By the time they contact you, the trust is already built. The first meeting isn't a sales pitch — it's a conversation with someone who's already decided they want to work with you.
Almost every advisor we work with says this at the start. Here's the thing: you don't need to be a natural performer. You need to be knowledgeable and genuine — and you already are. Our filming process is designed to make you comfortable. We use teleprompters, do multiple takes, and edit out anything that doesn't work. After 3-4 sessions, every one of our clients says they wish they'd started sooner.
Topics your ideal clients are already searching for. Think:
"How much super do I need to retire?"
"Should I get an SMSF?"
"How do franking credits work?"
"When should I see a financial advisor?"
We research and recommend every topic based on search demand, competition, and relevance to your practice. You'll never have to come up with ideas yourself.
For inspiration, see: 50+ YouTube Content Ideas for Financial Advisors in Australia
Our standard is one video per week. Consistency is more important than frequency. One quality video per week is the sweet spot — enough to build momentum without burning out or diluting quality.
No. If you're in Melbourne, we bring everything — cameras, lighting, microphones, backdrops. If you're remote, we'll help you set up a simple, professional recording setup at cost and you get to keep everything.
Absolutely. Every video can be turned into short-form clips for LinkedIn, Instagram, and TikTok. The audio can be extracted as a podcast episode. Transcripts can be turned into blog posts or newsletter content. One filming session generates content across every platform.
We ask for a 6-month initial commitment. YouTube is a compounding channel — you won't see meaningful results in 30 days, and neither will we. The 6-month minimum ensures we have enough time to build your content library, establish your channel's authority, and start generating real traction.
Slack for day-to-day communication. You'll have a dedicated channel with your Compound One team. We also do monthly strategy calls to review performance, plan upcoming content, and adjust the strategy based on data.
After the initial 6-month period, you can cancel with 30 days' notice. You keep everything: your YouTube channel, all videos, all content. Nothing is locked behind our account. If you ever want to bring production in-house or move to a different agency, you own all the assets.
Yes. Every script is sent to you for review before filming. You'll see final edits before publishing. We also coordinate with your compliance team if needed. Nothing goes live without your approval.
We've built our entire process around it. Every script includes appropriate general advice disclaimers. We understand the boundaries of RG 234 — what you can and can't say on YouTube under an AFSL. We work with your compliance team to review content before publishing. For a detailed breakdown, read our YouTube Compliance for Australian Financial Advisors: ASIC & AFSL Guide.
Yes — every time. Our process is:
1. We write the script
2. You review
3. Your compliance team reviews (if applicable)
4. We film
5. We edit
6. You approve the final edit
7. We publish
There are multiple checkpoints to ensure nothing goes live that shouldn't.
At minimum, your video descriptions should include: your AFS licence number, a general advice warning, and your licensee details. We include these as standard in every video we produce. Depending on your licensee's requirements, additional verbal disclaimers during the video may be needed — we'll work with your compliance team to determine exactly what's required.
Our full done-for-you YouTube production service starts at $12,000 per month (plus GST). This covers everything: strategy, scripting, filming, editing, thumbnails, SEO, publishing, and monthly reporting.
Everything listed above in "What's included in the monthly service?" — there are no hidden fees or add-ons. Strategy, scripting, filming, editing, thumbnails, SEO, publishing, and reporting. The only thing we don't cover is paid advertising (YouTube Ads), which is separate and optional.
No. Onboarding, channel setup, branding, and your first strategy session are included. You pay your first month's fee and we get started.
Our standard service is built around one video per week because that's what works. Fewer than that and you won't build enough momentum to see meaningful results. We've tested this extensively and weekly publishing is the minimum effective cadence for financial services channels.
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Let's turn your ideas, conversations, and insights into a predictable inbound growth engine through YouTube that builds trust and authority 24/7.
From the team behind the 1M-subscriber New Money channel.
We build your whole YouTube growth engine — the strategy, the scripting, the editing and posting. You just show up, talk about what you know, and watch leads, traffic and clients come in.