For financial advisors, insurance agents, and CPAs
Compliance is the reason nobody does this. That is the opportunity.
Every advisor in your market has decided that publishing is too hard because of FINRA and the SEC, so almost nobody does it. Meanwhile your prospect has already looked you up before the first meeting and found a headshot and a bio. The advisors who solve the compliance problem instead of hiding behind it own the next decade. I coach you to be one of them.
Solo RIA, an insurance agency, or a CPA firm with a dozen staff.
You sound exactly like every other advisor, and you know it.
Fiduciary. Holistic. Personalized. Comprehensive planning tailored to your goals. Every firm in your market says those same words, which means they carry no information at all. A prospect cannot use any of it to choose, so they choose on referral, on proximity, or on whoever their brother-in-law mentioned.
The thing that would actually differentiate you is your judgment: how you think about a decision, what you tell a client to do when markets drop, why you disagree with the common advice. That is compelling and it is unmistakably yours. It also never leaves your conference room.
And the reason it never leaves is real, not imagined. Your compliance officer has killed enough ideas that you stopped bringing them. Archiving, principal review before publication, no performance claims, extreme care around anything resembling a testimonial. Which is exactly why so few advisors publish anything, and exactly why the ones who solve it have the field to themselves.
The compliance burden is not the obstacle to this strategy. It is the moat around it.
What we build, in the order it matters
Get found
Answer the money questions people are too embarrassed to ask
Nobody searches for an advisor by name. They search the decision they are stuck on, usually at a life event, usually worried they are about to do something dumb. Education content is the only content compliance will comfortably approve and it is also the content that ranks.
- Life-event content: retirement, inheritance, a business sale, a divorce
- The questions clients are embarrassed to ask a professional out loud
- Plain explanations of the things the industry deliberately keeps opaque
- Local and niche terms so you own your community or your speciality
Get chosen
Let them decide before the first meeting
Your prospect is already researching you. Right now they find a headshot. If instead they find twenty minutes of you thinking clearly about their exact situation, the first meeting stops being an audition.
- Your reasoning on camera, which is the actual product you sell
- One filming block a month, batched, so a busy quarter does not kill it
- Compliance-safe by design: education, never a performance claim
- Consistency, which is what turns a stranger into someone who trusts you
Stay compliant
Build the review workflow before you build the audience
The reason advisors abandon content is that they start publishing and then collide with compliance. We do it in the other order, so the process is boring and approved from the first video rather than a fight every month.
- Principal review built into the workflow before anything publishes
- Archiving and record retention handled as a step, not an afterthought
- Pre-cleared topic frameworks so approval is routine rather than a debate
- No testimonials, no performance claims, no implied guarantees, ever
Run without you
A practice that is not entirely dependent on your calendar
Systems Over Hustle applies to a book of business exactly like it applied to my 280 offices. If the process lives in your head, you cannot delegate it, scale it, or eventually sell the practice for what it is worth.
- Documented client service calendar so the experience is not improvised
- Meeting prep and follow-up handled the same way every time
- Role scorecards for your associate and your admin
- The weekly number set that tells you the truth about the pipeline
Agentic AI, taught not rented
Meet your first three AI hires
Everything sold to advisors right now is either a marketing automation platform or a compliance scanner. Neither teaches you anything, and neither touches the actual bottleneck, which is your time. We stand these up together and I teach you to manage them like any other hire.
The Meeting Prep Agent
Has the brief ready before you sit down
Pulls the household's situation, last meeting notes, and open items into a short prep brief so you walk in current instead of skimming a file in the parking lot.
The Follow-Up Agent
Nothing falls through after the meeting
Drafts the follow-up summary and the action list, tracks what was promised, and chases the outstanding items so your service standard does not depend on your memory.
The Content Agent
One filmed answer becomes the whole month
Turns a video you already filmed into the description, chapters, the newsletter and the social cuts, all routed into your review and archiving workflow before anything goes out.
Vendor neutral, and built to fit your compliance regime rather than fight it. Nothing publishes or sends without review, and every output lands in your archive. If your broker dealer restricts tools, we work inside that list.
The lane is not just open. It is abandoned.
the one real video coaching lane for advisors is not taking clients
Advisor Video Marketing, stated on their own site
YouTube coaches serving the CPA niche at all
My teardown of the field, August 2026
subscribers proving this audience follows a real person
Cody Askins, insurance only, no AI offering
I tore down thirteen companies selling marketing, video or AI to advisors, insurance agents and CPAs before building this. The incumbents sell content libraries that make every advisor sound identical. The one coach who genuinely taught advisors video is closed to new clients. The one person with a real audience built it in insurance sales and monetizes it by selling leads rather than teaching anyone to build their own. The CPA niche has no YouTube coach whatsoever. Nobody holds coaching, real channel authority and AI at once.
Why the people already selling to you keep failing you
The advisor marketing platform
Sells you a content library and automation. It is compliant and it is competent, and it makes you sound exactly like the other four hundred advisors using the same library. There is no coaching and no video, so nothing about you becomes distinctive.
The video production agency
Produces polished advisor videos for a retainer. Better looking than your competition, still not an audience, and the moment you stop paying the output stops. You learned nothing about why anything performed.
The AI search agency
Sells visibility in AI answers for a monthly fee. Real work, genuinely useful, and completely disconnected from the one asset that actually differentiates you, which is your own face explaining your own thinking.
Coach Aaron AI · Free · 2 minutes
Find out what is actually holding your practice back.
Two minutes, seven questions, and an AI trained on my frameworks and 20,000 hours of coaching will score your practice across five pillars and hand you a ninety day plan. Free, and specific to a regulated practice.
Where is annual revenue today?
Coach and build, in the same engagement
I coach you to become the advisor people find before they need one, and we build the compliance-safe workflow and your first agents together while I do it. You keep all of it.
Systems Over Hustle
$99/month
You want the frameworks and a room of owners doing the same work.
- Two live group coaching calls a month
- The full training library including Crazy Simple YouTube
- Weekly templates and the AI prompt library
- A private community of owners building the same thing
Momentum
$1,599/month
You want my eyes on your practice, your pipeline and your channel every month.
- One 60-minute private call with me each month
- Systems Over Hustle and both group calls included
- Your channel and numbers reviewed before we talk
- A written 30-day plan after every call
- Compliance-safe content frameworks and a review workflow
Authority
$3,999/month
You want to be the advisor who owns the search results in your niche.
- Two 60-minute private calls with me each month
- Four videos a month planned with you before you film
- Keywords, titles, descriptions and tags built for each
- Semantic topic mapping so you rank for the decision, not a phrase
- Your first three AI agents stood up with you, not for you
What I promise
Ninety days in you will have an approved publishing workflow your compliance officer signed off on and content going out on a schedule. If you have done the work and that is not true, I will keep coaching you until it is.
Questions financial advisors, insurance agents, and cpas actually ask
Two paths. Pick the one that fits today.
Take the free scorecard and get a ninety day plan in the next two minutes, or book a call and we will talk through it together. Either way you leave with something specific.