YouTube Content Ideas for Financial Advisors

At Lillian Purge, we specialise in SEO for Financial Advisors. Explore YouTube content ideas for financial advisors without giving direct advice.

YouTube has become one of the most powerful platforms for building trust and brand awareness. For financial advisors, it offers an opportunity to connect with potential clients on a personal level and showcase knowledge in an engaging, approachable format. However, one challenge many advisors face is how to create compelling videos without crossing regulatory boundaries or offering direct financial advice.

This article explores creative and compliant YouTube content ideas that financial advisors can use to grow their audience, improve SEO, and attract clients organically.

Why YouTube Matters for Financial Advisors

YouTube is the world’s second largest search engine, and it’s increasingly used by people seeking answers to financial questions. Appearing on YouTube not only improves visibility but also supports your overall SEO by strengthening your brand presence across multiple platforms.

Video builds trust faster than text because viewers can see your expressions, hear your tone, and understand your personality. This makes it easier for them to decide whether you’re the kind of advisor they’d like to work with. Even without offering specific advice, you can demonstrate expertise, share perspectives, and educate audiences in a compliant and engaging way.

The Rules: What to Avoid

Before planning your YouTube strategy, it’s important to understand what not to do. Financial Conduct Authority (FCA) regulations prohibit giving personal or specific financial advice in public content. This means you shouldn’t recommend particular investments, comment on individual portfolios, or use case studies that could be interpreted as personal advice.

Instead, focus on general education, industry insights, process explanations, and professional storytelling. You can inform, inspire, and build credibility without directly advising.

YouTube Content Ideas That Work for Financial Advisors

Below are several video themes that allow financial advisors to create high-quality, compliant content while building visibility and trust.

1. Explaining Financial Concepts in Plain English

Break down complex topics into simple, understandable language. Focus on education rather than advice.

Examples include:

• What is compound interest and how does it work

• How inflation affects savings and spending power

• Understanding risk and reward in investing

These types of videos position you as an educator who helps viewers make sense of financial language.

2. Behind-the-Scenes of a Financial Advisory Firm

Transparency builds trust. Show what goes into running your practice, your values, how you support clients and what makes your firm unique.

Ideas include:

• A day in the life of a financial advisor

• Meet the team: introducing your colleagues

• How we prepare for client meetings

This content humanises your brand and gives potential clients insight into your professionalism.

3. Industry Updates and Neutral Commentary

Reacting to financial news can help your channel stay relevant and timely. Rather than providing personal advice, offer neutral explanations of events and what they might mean in general terms.

Examples include:

• What the latest budget means for UK taxpayers

• Understanding changes to ISA limits or pension rules

• What rising interest rates mean for savers and borrowers

Keep these videos informative but avoid telling viewers what actions to take.

4. Financial Myth Busting

There’s a lot of misinformation online. Creating videos that clarify common misconceptions builds authority and educates viewers responsibly.

Try videos such as:

• Common myths about financial advisors

• Is investing only for the wealthy

• The truth about passive vs active investing

These videos encourage engagement and discussion while keeping the focus on general education.

5. Client Experience and Process Videos

People often hesitate to contact an advisor because they don’t know what to expect. Explaining your process removes uncertainty and encourages trust.

Ideas include:

• What happens in your first meeting with a financial advisor

• How we create financial plans for our clients

• The importance of reviewing your finances regularly

By explaining how you work rather than what you recommend, you stay compliant while promoting transparency.

6. Financial Planning Tools and Resources

Show how certain tools or methods can help people manage their money better, without offering direct advice.

Video examples:

• How to use a budgeting app effectively

• Understanding your pension statement

• How to track your monthly expenses

These educational videos are highly shareable and attract search traffic from people looking to improve their money management skills.

7. Interviews and Guest Conversations

Inviting other professionals such as accountants, mortgage brokers, or legal experts adds variety to your channel and positions you at the centre of a broader professional network.

Examples include:

• Talking with an accountant about tax-efficient planning

• Discussing the legal side of estate planning

• Exploring small business finance with a commercial lender

This type of content helps expand your reach while keeping the tone conversational and accessible.

8. Financial Career and Professional Insights

Aspiring advisors or finance students often search for insight into the industry. Sharing your experience can attract a new audience and reinforce your credibility.

Video ideas include:

• How I became a financial advisor

• What it’s like working in financial planning

• Skills every successful advisor needs

These videos build thought leadership and can also support recruitment for your firm.

9. Lifestyle and Motivation Content

Money is deeply connected to lifestyle and personal goals. You can create content around mindset, habits, and motivation without crossing into advisory territory.

Examples include:

• Setting financial goals for the new year

• How to stay consistent with your savings habits

• The link between financial planning and wellbeing

This type of video helps show your human side and builds emotional connection with viewers.

10. FAQs and Search-Based Topics

Answering frequently asked questions is a powerful SEO strategy. Identify what your target audience searches for on Google or YouTube, then create videos addressing those queries.

Examples:

• What does a financial advisor actually do

• Do I need a financial advisor for retirement planning

• How are financial advisors paid

Each video can naturally guide viewers toward contacting your firm for more information.

How YouTube Supports SEO

Publishing regular videos improves your visibility in both YouTube and Google search results. Google often prioritises video content for queries like “how to” or “what is.”

Video descriptions, titles, and tags provide opportunities for keyword optimisation, while embedding YouTube videos on your website can increase dwell time and engagement—two factors that support SEO performance.

YouTube also strengthens brand recall. When viewers see your face and hear your voice repeatedly, they’re more likely to remember your name when they’re ready to seek professional advice.

Expert Advice from Lillian Purge

If I were a financial adviser planning a YouTube strategy I would focus on creating content that solves problems people do not yet realise they have. Most viewers search for generic topics like pensions ISAs or investing for beginners. That space is crowded and full of big channels. The real gap is in the questions people would be asking if they understood the financial landscape a bit better. That is where the strongest YouTube content for advisers sits.

Here are several angles that work extremely well because they trigger curiosity, deliver genuine value and position you as someone who knows things the average person simply does not.

Higher rate pension tax relief
Yes this is something a financial adviser can explain and highlight. Many higher rate or additional rate taxpayers have no idea they may be missing out on thousands in extra relief because it is not applied at source. A video explaining how tax relief actually works why many people fail to claim the full amount and the step by step process to fix it would tap into a huge unserved audience. Most people genuinely do not realise this exists.

Lost or forgotten pension pots
Millions of workers have old pensions with previous employers that they have not checked for years. Many do not know how to track them down or what they might be worth. A video explaining how to find them what the government’s tracing service does and what to look for in old policies delivers value immediately.

Charges that quietly erode retirement savings
People understand fees in general but few realise the impact of 1 percent over 20 or 30 years. A video showing real long term projections and comparing different charge structures would open a lot of eyes without offering regulated advice.

What a financial adviser can and cannot improve
Most people think the adviser’s job is simply to grow their money faster. A video explaining what an adviser actually improves such as tax efficiency portfolio structure risk management inheritance planning and behavioural coaching helps people understand the real value beyond returns.

Pension annual allowance and the carry forward rules
This is one of the most overlooked opportunities among higher earners. Many people don’t realise they can use unused pension allowance from previous years. A video explaining the basics how it works and who might benefit can drive strong interest.

Common mistakes people make when planning retirement alone
This works because people often don’t know what they’re doing wrong such as underestimating income needs investing too cautiously or being unaware of sequencing risk. This type of content positions you as a problem-solver.

Can an adviser get you a better return?
People love this question. The real answer is that advisers do not chase returns, they optimise risk, reduce tax drag and improve the overall structure. A clear explanation of this is powerful because it resets expectations and builds trust.

The difference between workplace pension defaults and a personalised plan
Most people stay in the default fund and never think twice. A video unpacking how default funds work what they are designed for and when a personalised approach could help sets you apart.

How to spot a good adviser vs a poor one
This is a high trust video subject. People want to know what questions to ask, what qualifications matter and how to identify red flags.

Financial myths that cost people money every year
A myth-busting series can be incredibly engaging such as misconceptions about ISAs, pensions, the lifetime allowance update (if applicable), state pension rules or believing cash savings are risk free long term.

Each of these video ideas gives you the advantage of teaching someone something they didn’t even know mattered. That is exactly the type of content YouTube rewards because it holds attention, encourages comments and builds credibility.

Conclusion

1. Keep it educational, not advisory. Always aim to inform rather than instruct.

2. Optimise every video. Use clear titles, relevant tags, and accurate descriptions.

3. Include calls to action. Invite viewers to subscribe, visit your website, or contact you for a consultation.

4. Use professional presentation. Clear sound, good lighting, and clean backgrounds make a big difference.

5. Stay consistent. Posting regularly builds momentum and long-term visibility.

YouTube allows financial advisors to connect, educate, and inspire without breaching compliance rules. By focusing on clarity, value, and authenticity, you can turn your channel into a key driver of brand growth and client engagement.

More inspiration is available in How financial advisors can use YouTube to attract new clients and Why publishing financial guides boosts SEO performance, plus the Financial Advisors Hub.