The belief that retirees aren’t on YouTube is one of the most persistent myths in advisor marketing. Pew Research data puts 64% of Americans 65+ and 85% of adults 50 – 64 on the platform – here’s what that means for advisors targeting retirement-age clients.

Compliance departments don’t block YouTube channels – they block unstructured ones. Here’s the exact proposal framework that gets a financial advisor’s YouTube channel approved.

YouTube videos are business communications – and financial advisors are required to retain them, along with scripts, approval records, and metadata. Here is exactly what your recordkeeping system needs to capture.

The difference between educational content and investment advice on YouTube isn’t the topic – it’s the framing. Here’s how financial advisors can stay on the right side of the line without limiting what they can say.