Wattle Partners Case Study:

How We Took a Melbourne HNW Wealth Advice Firm From 0 to 1.6M Views and Increased Their Monthly Leads by 400%.

The Challenge

Wattle Partners started with very little YouTube presence. Their target? High-net-worth Australian retirees. One of the most valuable audiences you can reach - and one of the hardest. The numbers tell the story:

  • 130,000 new retirees in Australia each year
  • Highly specific demographic (45+)
  • Premium service requiring significant trust
  • Competitive market with high client acquisition costs

They needed a scalable way to reach qualified prospects and convert them into clients. Traditional marketing wasn't cutting it.

The Solution

Wattle Partners were posting occasional market updates that only a few hundred people watched. To turn YouTube into a reliable channel for Wattle Partners, we built an end-to-end system:

  • Strategy & Research – audience, market and topic research
  • Content & Hooks – topics and hook scripts, titles and thumbnails
  • Production – studio setup, filming and direction, editing and motion graphics
  • Channel Operations – uploading and scheduling, title optimisations, custom branded graphics
  • Governance & Optimisation – compliance reviews, plus analytics and reporting to double-down on what works

The Results

In just 12 months, Wattle Partners achieved:

  • 1.6 million views from a standing start
  • 1.6 million Australians reached (89% ached 45+ - exactly their target market)
  • 400% increase in monthly leads more qualified prospects than they could physically handle

Not vanity metrics. Real business growth.

More importantly, they built a sustainable lead generation engine that works while they sleep. Videos they posted months ago are still bringing in qualified leads today.

Why This Worked: Our Three-Pillar Framework

Content Strategy

YouTube is a choice platform. Unlike Instagram or TikTok where content just appears, people have to actively click on your video.

That means the people who do click are already warm. But it also means if your content strategy is weak, no one clicks at all.

So we focused on three things:

  • Topic selection: Finding exactly what high-net-worth retirees are searching for.
  • Smart titles: Creating compelling headlines that made people need to click.
  • Compelling thumbnails: Visual hooks that stood out in a crowded feed.

This alone gets you a third of the way there. Most businesses completely ignore this step and wonder why their videos don't perform.

Production Engine

Here's the reality: in finance and wealth management, sloppy content kills trust.

You can get someone to click. But if your video looks amateur or sounds unclear, they're gone. And they're not coming back.

So we built a production system that delivers every time:

  • Thoughtful scripts that actually solve viewer problems.
  • Professional editing that keeps people watching.
  • Clear graphics and visuals to explain complex financial concepts.
  • Consistent quality that builds credibility.

This is where trust gets built. When people stick around and watch your content, they start seeing you as the expert. That's what warms them up for conversion.

Analytics Feedback Loop

Most creators post content and hope for the best. We post content and measure everything.

YouTube gives you the most detailed analytics of any social platform. So we use them. We consistently monitor:

  • Which hooks kept people watching.
  • Which topics resonated with the audience.
  • Which titles and thumbnails got the best click-through rates.
  • Which videos generated the most leads (and why).

Then we do more of what works and cut what doesn't. Simple.

Here's the Bottom Line.

Wattle Partners went from zero to 1.6 million views and 400% more leads in 12 months using organic YouTube content.
No paid ads. No cold outreach. Just strategic content executed consistently.

The formula: nail the content strategy, build a quality production engine, and optimise with data.

All you need is 1 hour of guided filming using the studio we set up for you.

This is how we turn YouTube into a consistent client generation machine.

From the team behind the 1M-subscriber New Money channel

From the team behind the 1M-subscriber New Money channel.

Flow Library CTA Asset 2Flow Library CTA Asset 3Flow Library CTA Asset 2