Ep. 9: Keith Wilson’s Videos Help Close 80% New Biz

Keith Wilson isn’t just making financial content—he’s making it engaging, searchable, and fun. Known online as That Financial Guy, Keith has become a standout in the advisor space by approaching video marketing with a content creator’s mindset. He’s not afraid to get creative, crack a joke, or remix a viral trend if it means helping people better understand their money.

He’s also become a trusted resource for other financial advisors looking to level up their video game.

💡 3 Things That Set Keith’s Strategy Apart:

1. Use Video to Boost Search Results
   Keith’s content isn’t confined to YouTube. He embeds videos in emails, newsletters, and on his website—building an educational library that consistently shows up in Google search. His videos work for him long after he hits “publish.”
2. Learn from Creators Outside the Industry
   Keith draws inspiration from photographers, filmmakers, and creators of all kinds. He studies their hooks, lighting, pacing—and then brings those techniques into the world of financial planning.
3. Flip the Script
   Creativity is part of the brand. Keith doesn’t just explain financial concepts—he reimagines them. Whether through storytelling, humor, or trend-driven formats, he finds fresh ways to keep viewers informed and entertained.

If you’ve been thinking video content feels overwhelming or dull, Keith’s approach proves it can be both strategic and fun.

🔗 Resources & Links

Connect with Keith Wilson, CFP® (That Financial Guy)

📺 YouTube Channel:
 https://www.youtube.com/@ThatFinancialGuy

🔗 Keith Wilson on LinkedIn: https://www.linkedin.com/in/keithwilsonwfa-nc/

📍 Learn more: https://www.wfa-nc.com/