YouTube Content Planning for Financial Advisors: Your Q2 Decisions Happen in March
Executive Summary
It's March 2029. You're reviewing your Q2 pipeline and something is missing—the steady flow of qualified prospects who found you on YouTube three months before they were ready to call. They would have been watching your content right now, in March 2026, if you'd filmed it. But you didn't. You were busy. (Tax season. Always tax season.) Tax season felt like the wrong time to think about April, May, and June content. So you waited. And the advisors who didn't wait are the ones fielding calls from pre-qualified, pre-educated prospects who watched six months of videos before booking a single meeting.
This week's report is about the one planning decision that separates advisors who experience Q2 YouTube momentum from those who experience Q2 pipeline silence: the decision to select, outline, and film your Q2 content library before tax season ends, not after.
YouTube content planning for financial advisors isn't complicated. But it requires understanding one counterintuitive truth about how the platform actually works: the videos performing best in May and June are the ones uploaded in March. The compounding logic of search-based content means your most important Q2 marketing move happens when Q1 still feels overwhelming. Oak Harvest Financial Group grew from $85 million to $940.8 million in AUM (SEC Form ADV, April 2025) in part by understanding this timing dynamic and building content calendars quarters in advance. This report shows you exactly how to do the same.
The Content Lag Problem Nobody Explains Honestly
Here's a thought experiment that reveals more about YouTube strategy than most consultants will tell you.
Imagine you film a video in late April titled "Post-Tax Season: The Three Planning Moves You Forgot to Make." You upload it May 3rd. A prospect searching for that exact phrase finds it—maybe. If they do, they've found it after the urgency of tax season has passed and the planning window has partially closed. The video is live, but its relevance is already fading.
Now imagine you filmed that same video in mid-March. Published March 24th. Six weeks of YouTube indexing time, six weeks of algorithmic testing, six weeks of watch history data informing who else the platform shows it to. When a prospect searches for post-tax planning guidance in late April, your video has established credibility with YouTube. It surfaces. It performs. And you were busy serving clients while it quietly built your spring pipeline.
This is the content lag—the gap between upload date and peak performance—and most advisors misunderstand it completely. YouTube is not Instagram. A video posted today doesn't peak today. According to analysis of YouTube channel performance patterns documented in the Wistia 2025 State of Video Report, business video content typically requires four to eight weeks to reach its peak discoverability window through search and suggested video surfaces. You're not posting for today's viewers. You're posting for the person who will search this topic in six weeks.
The advisors who understand this build a perpetual lead advantage. They're always six to eight weeks ahead of their market's questions. When tax season prompts clients and prospects to search for post-filing guidance, the advisors who filmed in March are already visible. The advisors who filmed in May are competing for an audience that's already found someone else.
Troy Sharpe at Oak Harvest Financial Group built a systematic understanding of this dynamic over five years of continuous publishing. His team produces content that captures seasonal search spikes by staying consistently ahead of them. The result: approximately 1,000 first appointments annually from YouTube, with 65-70% of all new business originating from video (Kitces Podcast #383, April 2024). The channel doesn't accidentally capture seasonal traffic. It engineers that capture by filming in advance.
The practical implication is uncomfortable for advisors already managing a full Q1 calendar: your Q2 YouTube performance is essentially decided by how you use March. Not April. Not May. March. That's the window where filling your Q2 content pipeline creates the index time, watch history, and algorithmic visibility that translates into spring prospect calls. Miss it, and your Q2 channel grows by exactly as much as your competitors' Q2 channels—which is to say, not much at all. (Shared mediocrity. The participation trophy of marketing.)
For advisors who've covered this foundational timing concept before, the year-round content playbook provides the full month-by-month framework. What follows here is the specific application of that framework to the Q2 opportunity that opens every March.
The Q2 Content Opportunity Map: What Your Prospects Are Actually Searching For
Let's talk about what happens in your prospects' financial lives between April and June—because their search behavior in that window is more predictable than most advisors realize.
Post-tax season (April through early May) generates a specific and repeatable set of questions. After filing, HNW prospects suddenly become acutely aware of what they didn't optimize. Roth conversion opportunities they missed. Charitable giving strategies they hadn't considered. Deferred compensation decisions they didn't make in time. The tax return becomes a diagnostic document revealing the gap between where they are and where they could be—and they turn to YouTube to understand that gap.
Consider the structure of Root Financial's content library. James Conole built a $1.3 billion practice in part by understanding that prospects watch 12-18 months of content before reaching out (Kitces Podcast #445, October 2024). That means a prospect who books a call with an advisor in April or May typically starts watching in October or November of the previous year. Your Q2 intake depends on content you published last fall, yes—but your Q2 and Q3 intake next year depends on content you publish this spring. The compounding math favors early, consistent filming over reactive, timing-based creation.
The specific Q2 topic categories that consistently generate high search volume among HNW audiences include several predictable threads. Post-tax season Roth conversion analysis—the "now that you've seen your tax bill, here's what changes for next year" framework—captures prospects actively processing their refund or payment check. Mid-year portfolio review content captures the segment that scheduled nothing in Q1 and is experiencing a mild version of financial regret about it. Estate planning fundamentals see a spring spike as tax season prompts families to confront documents they've been avoiding.
The tariff and market volatility environment of early 2026 adds an additional Q2 content layer. Prospects whose portfolios experienced volatility in Q1 will spend spring searching for frameworks to evaluate whether their asset allocation still makes sense. The Supreme Court's February 20th ruling striking down IEEPA tariff authority—followed immediately by the administration's 15% replacement tariff announcement—created a sector rotation narrative (Energy and Materials outperforming; Technology and Financials lagging) that will generate sustained search volume through Q2 (Tax Foundation, February 2026; PBS NewsHour, March 2026). An advisor who films a calm, educational tariff impact video in March is positioned as the authoritative voice when that search spike arrives.
According to Wistia's 2025 State of Video Report, businesses that create video content in advance through batch production methods produce seven times more content than ad-hoc approaches. That productivity differential compounds directly into YouTube channel performance, since the algorithm rewards channels with consistent, regular publishing over channels that post sporadically.
The practical Q2 content map for most advisors looks something like this: three to four post-tax-season planning videos (Roth conversions, tax return review, charitable giving frameworks), two to three market conditions and portfolio positioning videos (tariff impacts, sector rotation basics, rebalancing principles), one to two estate planning fundamentals, and one to two mid-year financial review frameworks. That's eight to eleven videos—a full quarter's worth of content—that can realistically be outlined and filmed in a single focused half-day session in March.
The advisors who build this pipeline aren't doing something heroic. They're doing something systematic. About 73% of advisors who read this will nod in agreement and do nothing with it. (Source: my imagination, but I'm standing by it.) The other 27% will block the ninety minutes and actually build the pipeline. And the compliance workflow advantage of planning ahead—submitting a full quarter's scripts simultaneously during a slower review window—is covered in detail in the compliance workflow report. Batch submission isn't just efficient for your calendar. It's actually preferred by most compliance teams over a steady stream of one-off requests throughout the quarter.
This Week's Video Opportunities
The news cycle this week delivered three legitimately strong content opportunities for financial advisors. All three pass the "HNW client concern" test, the "compliance friction" test, and the "why now" test. Strike while the iron is hot—these topics have defined timeliness windows.
1. "What the Tariff Ruling Means for Your Portfolio — An Advisor's Take"
The Supreme Court struck down IEEPA tariff authority on February 20th, and within days the administration announced a 15% global replacement tariff. Markets responded: the Dow dropped 821 points (1.7%), the S&P 500 fell 1%, and the Nasdaq sank 1.1% (PBS NewsHour, March 2026). The year-to-date picture tells the real story—best-performing sectors are Energy, Materials, and Consumer Staples; worst are Technology, Financials, and Discretionary (FinancialContent/MarketMinute, March 2026).
The Angle: Calm, educational sector rotation framework. Cover what the tariff environment means for portfolio diversification, why a well-constructed HNW portfolio may actually be performing better than the headlines suggest, and how to think about bond positioning in a "flight to safety" environment. No predictions. No politics. Pure planning framework.
Target Audience: HNW investors with concentrated equity positions, clients in internationally exposed business sectors, pre-retirees within five years of withdrawing from portfolio.
Why Now: The March 17-18 FOMC meeting will either extend or resolve the acute tension—giving you a natural sequel. This is a 2-3 week timeliness window that closes when the next market narrative replaces it.
2. "Gold at All-Time Highs, Bitcoin Down 50% — What Your Portfolio Actually Needs"
Gold hit $5,234 intraday on February 23rd (+25% since early 2025), while Bitcoin fell below $63,000—down more than 50% from its October 2025 peak of $127,000 (Fortune, February 2026; CNBC, February 2026; Al Jazeera, February 2026). The "digital gold" narrative has failed decisively during this geopolitical stress period. This divergence tells an important portfolio story.
The Angle: Asset allocation education. Compare gold and Bitcoin's respective roles during uncertainty, discuss precious metals allocation for HNW portfolios, address crypto loss harvesting opportunities, and frame diversification principles. No price predictions—frame as educational analysis of what happened and why it matters for portfolio construction.
Target Audience: HNW clients with crypto exposure or considering adding gold; younger clients who hold Bitcoin in brokerage accounts and are watching it fall.
Why Now: The divergence narrative is fresh and the conversation is active. 2-4 week window while this specific data point remains top of mind.
3. "The Truth About Probate — Most People Have It Wrong"
Kitces published a March 4th piece reframing probate as a normal, often necessary legal process—not evidence of poor planning (Kitces.com, March 4, 2026). Most clients arrive carrying disproportionate fear about probate that doesn't match its actual impact or the situations where it's appropriate.
The Angle: Reframe probate as statutory infrastructure rather than failure. Help clients stop catastrophizing and start having productive estate planning conversations. Cover when probate is genuinely avoidable versus when it's appropriate or even advantageous. Demonstrate expert judgment on a topic most clients have strong, often incorrect, opinions about.
Target Audience: HNW clients aged 55-70 with complex or blended asset structures, families with estate planning documents from ten or more years ago that may be out of date.
Why Now: Kitces publishing this topic today signals it's actively circulating in advisor conversations. Strong evergreen staying power with a timely entry point.
Balance these timely pieces with the evergreen foundation that compounds year over year—the tax season content strategy walks through exactly how to structure that balance.
The Batch Production System That Makes Q2 Planning Achievable
Here's the objection I hear every March without fail: "This is my busiest season. I don't have time to think about Q2 content right now." (Narrator: it was also their busiest season in September. And November. And January.)
And you're not wrong that tax season is demanding. Broadridge's 2024 survey of 403 U.S. financial advisors found that 46% cite lack of time as the top marketing challenge and the average advisor spends just 2.1 hours per week on all marketing activities combined (Broadridge Financial Solutions, February 2024). Those are real constraints on a real professional managing real client relationships. (Two point one hours. That's less time than you spend finding parking at a conference.)
But here's what the data from successful YouTube advisors consistently shows: the time cost of Q2 planning in March is dramatically lower than the opportunity cost of not planning. And the specific mechanism that makes it manageable—batch production—collapses what feels like an overwhelming quarterly commitment into a single focused session.
The compliance dimension of batch production deserves specific attention, because it's both the most common objection and the most underappreciated advantage. Most advisory compliance teams actually prefer reviewing ten to twelve videos in a single quarterly batch over receiving weekly one-off requests. Batch submission allows systematic review during predictable windows—typically not during audit season or year-end—with consolidated feedback rather than constant interruption. An advisor who submits twelve Q2 video scripts simultaneously in late March positions compliance review as a checkpoint, not a bottleneck.
For advisors managing solo or with a small team, the implementation looks something like this: spend ninety minutes in late March identifying your twelve Q2 topics using the framework above (post-tax topics, market conditions, planning fundamentals). Outline each video in bullet-point form—not full scripts, just the three to four key points you'd cover. Submit that outline batch to compliance. While compliance reviews, record a batch of three to four videos per week across four weeks. By the time April 15th passes, your Q2 library is either published or queued.
The sustainable production framework covers the complete delegation model for advisors who want to hand off post-production entirely. What matters here is the front-end planning decision: twelve videos, outlined in March, filmed through April, publishing through Q2. That's the systematic difference between advisors who experience compounding YouTube momentum and those who experience channel stagnation.
Troy Sharpe's journey at Oak Harvest validates the math at scale. He started from zero—$85 million AUM and no digital presence—and spent his first three years publishing consistently while attributing zero direct clients to the channel (Kitces Podcast #383, April 2024). Then, according to Sharpe's own account in that interview, the compounding effect activated. The firm crossed $750 million in five years and currently manages $940.8 million (SEC Form ADV, April 2025), with YouTube generating approximately 1,000 first appointments annually and driving 65-70% of all new business. His marketing investment of approximately $20,000 annually generates a 3:1 first-year revenue return, with some channels achieving 4-5x returns.
What Sharpe built wasn't a viral moment. It was a systematic quarterly content library that compounded over time, fueled by the same planning discipline this report is advocating: film Q2 content before Q2 arrives.
Ready to build the system that turns quarterly planning sessions into compounding client acquisition? Apply to work with us here. We'll design the full production workflow around your specific practice and schedule.
The Flywheel Effect: Why Q2 Planning Compounds Into Q3, Q4, and Beyond
There's a reason Root Financial's James Conole could eventually step back from managing client relationships almost entirely and focus exclusively on content creation: the flywheel. Once a content library reaches a certain size and algorithmic credibility, it generates its own momentum.
Root Financial's channel grew from 32,500 subscribers in early 2021 to over 110,000 by 2024, generating more than 10 million views and listens across YouTube and podcast platforms annually (Steve Sanduski interview with James Conole, November 2022). The firm attracted 700+ qualified prospects with a $500,000 minimum in a single twelve-month period, with over 4,000 total inquiries in eighteen months. Prospects watch 12-18 months of content before reaching out—and then close at a 90-97% conversion rate in a single 30-minute meeting (Kitces Podcast #445, October 2024).
That flywheel didn't appear overnight. It was built one quarterly content batch at a time, each batch adding to a library that YouTube's algorithm increasingly trusted and distributed. The production workflow is deceptively lean: Conole records on Tuesdays, a Serbian-based editor handles post-production for approximately $20,000 annually, and videos publish on Saturdays. YouTube pays the firm $120,000 annually in ad revenue sharing while production costs only $20,000—net-negative marketing costs while generating $120 million in new AUM annually (Kitces Podcast #445, October 2024).
The mechanism behind the flywheel is YouTube's search engine behavior. Unlike social platforms where content has a 48-hour lifespan (or so) before disappearing into the algorithmic void, YouTube videos are indexed and discoverable for years. A video about post-tax-season Roth conversion planning filmed this March will still be generating views in March 2027 and March 2028. The time you invest in Q2 planning this week isn't just building your Q2 pipeline—it's building an asset that compounds with every passing quarter.
This is why the framing of "I'm too busy right now" deserves a direct challenge. (Pause for dramatic effect.) You're not deciding whether to do marketing this week. You're deciding whether to build a compounding marketing asset or to defer that decision until it's too late to capture Q2 traffic. The busy season is permanent—there's no quarter where advisors suddenly have unlimited time for content production. The advisors who built successful YouTube channels didn't find time. They built systems that required very little of it.
According to the Wyzowl 2026 Video Marketing Statistics report, 82% of businesses using video marketing report positive ROI, and 91% of businesses now use video as a marketing tool (Wyzowl, 2026). The competitive landscape is shifting. Advisors who build their YouTube library now capture search traffic before competitors arrive. Advisors who wait compete for the same traffic at higher difficulty levels as more channels populate the same search queries.
The flywheel starts with a single decision: twelve topics, outlined today, filmed this month. If you've been reading this report and recognizing your own practice in the analysis, the sustainable production framework is the natural next step. But the framework means nothing without the planning decision that precedes it.
Ready to stop waiting for the "right time" and build a YouTube system that works year-round? Apply to work with us here. The advisors who started before they felt ready are the ones managing billion-dollar practices today.
Advisor Marketing Intel
YouTube Now Accounts for 12.5% of All U.S. Streaming Time — And Living Room TVs Are the Primary Device
YouTube accounted for 12.5% of all U.S. streaming time in January 2026 according to Nielsen data reported by eMarketer—exceeding every other streaming service including Netflix (eMarketer, February 2026). More significantly, connected TV (living room screens) is now YouTube's number one viewing device by watch time, surpassing smartphones. Users streamed over 700 million hours of video podcasts on TVs in October 2025—nearly double the 400 million hours in October 2024. Why it matters: Financial advisor YouTube content is now reaching audiences on their living room TVs in a lean-back, receptive viewing mode. This is the demographic profile associated with higher household income and more deliberate financial decision-making. The case for investing in higher-quality, longer-form educational content—the kind that rewards a 20-minute TV viewing session—has never been stronger.
Custodian Referral Programs Are Proliferating—and Already Oversubscribed
Betterment launched a pilot RIA referral program in February 2026, joining Goldman Sachs (late 2025), Robinhood/TradePMR, and Pershing's new program in what Kitces' AdvisorTech February 2026 roundup calls a "referral program arms race" (WealthManagement.com, February 2026; Kitces.com, February 2026). The catch: Schwab's existing Advisor Network—the gold standard—is repeatedly oversubscribed, forcing fee increases and higher AUM minimums. Why it matters: Custodian referral pipelines are getting more competitive, more expensive, and more gatekept. Advisors who control their own organic digital lead flow through YouTube are building a moat that custodian programs cannot replicate or take away.
Answer Engine Optimization Is the New SEO — And YouTube Channels Are Already Built for It
Paladin Digital Marketing published analysis on March 2nd identifying Answer Engine Optimization (AEO)—structuring content to be cited by AI platforms like ChatGPT, Perplexity, and Google Gemini—as the most important digital marketing shift for financial advisors in 2026 (Paladin Digital Marketing, March 2026). Their finding: 82% of prospects research advisors online before contact, and increasingly do so through AI platforms rather than Google. YouTube videos with well-optimized transcripts, clear topic-specific titles, and structured descriptions are natively AEO-ready—AI platforms cite them when answering investor questions. Why it matters: The YouTube library you're building this spring isn't just a YouTube strategy. It's an AI-discoverable authority database that will generate citations and discovery through AI platforms for years. This is a new and genuinely powerful argument for YouTube investment that didn't exist twelve months ago.
Frequently Asked Questions (Or: Things You're Thinking But Too Polite to Say)
Q: I hear the argument about planning ahead. But realistically, when am I supposed to find time in March to outline twelve videos?
The ninety-minute version: block a Monday morning, pull up the Q2 topic map from this report, and spend sixty minutes selecting which twelve topics fit your specific client avatar. Spend the remaining thirty minutes writing three bullet points for each. That's your batch outline. Submit it to compliance that afternoon. You've now done the hardest part—deciding what to film—in less time than a typical client meeting. The filming itself happens in two or three sessions across the following four weeks. The actual problem isn't time. It's convincing yourself it's worth prioritizing during a busy season. It is. I'll wait while you open your calendar. Still waiting. There it is.
Q: Why would anyone search for content that's six weeks old on YouTube?
Because YouTube is not a social media platform. (I know I keep saying this. I'll keep saying it until it stops being necessary.) YouTube is the world's second-largest search engine. When someone searches "how do tariffs affect my portfolio" six weeks from now, they're not looking for the newest video. They're looking for the best answer. A video uploaded six weeks ago with strong watch time, good retention, and solid click-through rate will outrank a video uploaded yesterday with no track record. Age on YouTube is often an advantage, not a liability.
Q: My compliance review takes 4-6 weeks. How does batch production actually solve the timing problem?
Batch submission accelerates compliance review by eliminating interruption friction. When your compliance team receives twelve scripts simultaneously with a shared overview document explaining the channel strategy, they can process them systematically rather than reactively. Multiple advisors have reported reducing review cycles from four to six weeks to one to two weeks simply by batching submissions with clear framing. Submit your Q2 batch in mid-March. Receive consolidated feedback by early April. Film through mid-April. Publish weekly through Q2. The math works—if you start the clock in March. (March. Not April. Not "after things calm down." March.)
Q: The advisors you reference—Root Financial, Oak Harvest—are much bigger than my practice. Is this actually applicable to a $75M AUM solo advisor?
The case studies are scaled, but the mechanism is identical. The batch production model is specifically more efficient for solo advisors because there are no coordination costs. You film it, your editor handles post-production, compliance reviews in batch. The same twelve-video Q2 library that took Oak Harvest's team a half-day takes a solo advisor a half-day. The difference is the system, not the firm size.
Q: What if I film Q2 content and my topics aren't relevant by the time the videos publish?
The evergreen/timely split solves this. Of your twelve Q2 videos, aim for eight evergreen (Roth conversion frameworks, estate planning fundamentals, portfolio rebalancing principles) and four timely (tariff impacts, current market conditions, post-tax planning). The evergreen eight will be relevant next year and the year after. The timely four have a defined window—film them last and publish first. If a timely topic becomes irrelevant before you publish, it costs you forty-five minutes of filming time. That's an acceptable risk against twelve videos of Q2 inventory.
Q: Is there a version of this that doesn't require me to be on camera at all?
There is—and it performs less well. Screen recording with slides, white-board animation, and audio-only formats exist and generate some results. But the advisors with the highest conversion rates—Root Financial's 90-97% single-meeting close rate, Oak Harvest's 3:1 marketing ROI—built those numbers on the back of face-to-camera video (Kitces Podcast #445, 2024; Kitces Podcast #383, 2024). Your face is the trust signal. The camera-shy advisor report covers the neuroscience of why imperfect, authentic on-camera presence outperforms polished production. The short version: your clients already trust your face. Give your prospects the same access.
Weekly Challenge
Before this week ends, block ninety minutes on your calendar—any morning this month—labeled "Q2 Content Planning." Use the Q2 Content Opportunity Map from Section 2 to select twelve video topics aligned with your client avatar. Write three bullet points for each. Send that list to compliance. You don't need to be filming yet. You just need to be twelve topics ahead of where you were on Sunday. That's the entire challenge. Do it now, while this report is in front of you.
Additional Resources (Because Knowledge Without Action Is Just Trivia)
Knowledge is power, but implementation is profit. Here are YT Era resources to accelerate your success (yes, we're shamelessly plugging our stuff… at least this stuff is FREE and we're honest about it):
The Part Where We Ask You To Do Something
You've read this report. You understand the content lag. You know the batch production system. You've seen what Oak Harvest, Root Financial, and a dozen other firms built by planning ahead.
Here's the honest question: what happens if you don't do anything with this?
The same thing that happened last Q2. And Q3. You'll watch the calendar move from March to April to May while your YouTube channel stays exactly where it is, and the advisors who filmed in March will be fielding calls from pre-qualified prospects who found them while you were busy.
The structural advantage of YouTube compounds over time. Every quarter you delay is a quarter of compounding you don't get back. The advisors who are managing $500 million in AUM from YouTube leads didn't start because they had extra time. They started because they understood that waiting for the right time is the most expensive decision an advisor makes.
If you're ready to stop planning and start building, apply to work with us here. We'll design a Q2 content system specific to your client avatar, your compliance requirements, and your available time—and we'll have your first batch filmed before tax season ends.
The window is open right now. It closes when April does. Fair warning: we only work with advisors who are tired of pretending the pipeline will fix itself.
Disclaimer
This report is for educational purposes only and does not constitute financial, legal, or marketing advice. Results vary significantly based on implementation, market conditions, and individual circumstances. Past performance does not guarantee future results.
Any earnings or income statements are estimates based on documented case studies. Your results may differ substantially. Success requires consistent effort, strategic implementation, and ongoing optimization.
Before implementing any marketing strategies discussed in this report, consult with your compliance department or legal counsel to ensure alignment with your firm's policies and regulatory requirements.
Sources (For The Skeptics)
Because apparently "trust me bro" isn't a valid citation anymore:
Primary Research Reports:
Broadridge Financial Solutions. (2024, February). Fifth annual financial advisor marketing survey. Broadridge Financial Solutions.
eMarketer. (2026, February). FAQ on podcasting: Video's rise, CTV growth, and what it means for advertisers in 2026. eMarketer.
Paladin Digital Marketing. (2026, March 2). Why is AEO the future of financial advisor digital marketing in 2026. Paladin Digital Marketing.
Wistia. (2025). State of video report 2025. Wistia.
Wyzowl. (2026). Video marketing statistics 2026. Wyzowl.
Case Study Sources:
Kitces, M. (Host). (2024, April 30). Leveraging YouTube videos to organically grow 9X to $750M in just 5 years with Troy Sharpe (No. 383) [Audio podcast episode]. In Financial Advisor Success Podcast.
Kitces, M. (Host). (2024, October 2). Leveraging educational YouTube videos to drive hundreds of new clients per year with James Conole (No. 445) [Audio podcast episode]. In Financial Advisor Success Podcast.
Oak Harvest Investment Services. (2025, April). Form ADV Part 2A. U.S. Securities and Exchange Commission. CRD #173293.
Sanduski, S. (Host). (2022, November). Explosive YouTube growth strategy: How James Conole added $120 million in AUM from YouTube in just 12 months [Audio podcast episode]. In Between Now and Success Podcast.
Industry Data:
Al Jazeera. (2026, February 6). 'Crypto winter': Why is Bitcoin crashing despite Trump's support? Al Jazeera.
CNBC. (2026, February 24). Bitcoin price falls below $63K before paring some losses. CNBC.
FinancialContent / MarketMinute. (2026, March 3). The Fed's dual mandate tightrope: Tariffs and tech cool-down loom over March FOMC. FinancialContent.
Fortune. (2026, February 24). Current price of gold. Fortune.
Kitces, M. (2026, March 4). Estate planning: Probate is often normal and necessary, not a failure of planning. Kitces.com.
Kitces, M. (2026, February). The latest in financial #AdvisorTech (February 2026): Pershing referral program, iAlta/BridgeFT, AI sentiment analysis. Kitces.com.
PBS NewsHour. (2026, March). Stocks drop after Trump ramps up new tariffs. PBS NewsHour.
Tax Foundation. (2026). Tariff tracker: 2026 Trump tariffs and trade war by the numbers. Tax Foundation.
WealthManagement.com. (2026, February). Betterment piloting RIA referral program. WealthManagement.com.
