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

EPISODE · Jul 22, 2025 · 49 MIN

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

from Expansive CEO

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/

Episode metadata supplied by the publisher feed · Published Jul 22, 2025

Embed this episode

NOW PLAYING

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

0:00 49:05

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Expansive CEO?

This episode is 49 minutes long.

When was this Expansive CEO episode published?

This episode was published on July 22, 2025.

Can I download this Expansive CEO episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!