How Financial Advisors Use YouTube Without Breaking Compliance with Andrew Murdoch | 200 - podcast episode cover

How Financial Advisors Use YouTube Without Breaking Compliance with Andrew Murdoch | 200

Expansive CEO
Jul 22, 2025•49 min
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Episode description

What if your YouTube channel could become your most powerful business asset—building trust, attracting the right clients, and staying compliant all at the same time?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and the Expansive CEO Podcast, sits down with YouTube marketing strategist Andrew Murdoch, founder of YT Era, to explore how financial professionals and compliance-sensitive entrepreneurs can leverage YouTube the right way.

Whether you're camera-shy or ready to go all-in on video, Andrew shares exactly how to create content that drives long-term results—without crossing regulatory lines or sounding like a sleazy marketer. If you're ready to stop hiding and start creating content that connects, educates, and elevates your business, this episode is your roadmap.

Learn more about:

  • YouTube marketing for financial advisors

  • Building a discoverable brand in compliance-heavy industries

  • Why “finfluencers” are dangerous and what to do about it

  • FTC rules around testimonials, screenshots, and case studies

  • Turning your YouTube channel into a business asset

  • Organic vs. paid marketing: which one wins long term

  • The connection between trust, relationships, and financial advice

Connect with Andrew:

Free gift: http://ytforleadgeneration.com (Free gift for your listeners and viewers)

Website: www.ytera.com

Speaker page: https://www.andrewmurdoch.com/ (Speaker page)

LinkedIn: https://www.linkedin.com/in/mrandrewmurdoch/

X: https://x.com/MrAndrewMurdoch

Facebook: https://www.facebook.com/MrAndrewMurdoch

Instagram: https://www.instagram.com/mrandrewmurdoch/

Connect with Hannah:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

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