SERVICE
Marketing for Financial Advisors
I build you a system from videos, emails and the contacts you already have — so you hear from people who know you before they first call.
30–50 inquiries a month from YouTube
Lukáš Frank, mortgage specialist · case study
Who this is for
- Financial advisors with their own practice
- Mortgage specialists and brokers
- Advisors who have YouTube or social media that doesn't bring them inquiries
- Advisors who are just starting and want to start right
Not for
- Employees without their own clients
- Companies outside the financial sector
- Anyone who doesn't want to do online marketing at all
Complete marketing ecosystem
We don't just do 'content'. We build systems that convert viewers into meetings.
Systematic reactivation of historical contacts and cold databases. Personalized outreach system.
Report after every wave: how many reached, how many meetings
Complete YouTube channel production — from strategy through scripts, filming, editing to publishing.
Strategy / Scripts / Production / Editing / Optimization / Reporting
Active work with engaged leads. We reach out to people who have already watched your content.
Reels, Shorts, TikTok — shortened versions of long-form content for maximum reach.
Automated email sequences, pre-meeting reminder systems, follow-up flow.
CRM integration / Personalization / A/B testing / Reporting
Paid content distribution, landing pages with Calendly integration, retargeting.
How we work together
An audit of what you have today
I go through your channels through the eyes of someone who doesn't know you and is deciding whether to trust you with their money. You get a description of what they actually see.
Strategy and topics
We decide who you're talking to and about what. Most advisors make content for colleagues in the industry instead of clients — and then wonder why nobody gets in touch.
Production
Editing, thumbnails, descriptions, publishing. You film, the rest is on me. Your role shrinks to what nobody else can do.
Inquiries, not views
We connect the content to your website, form, emails and pre-meeting reminders. We measure how many people got in touch, not how many clicked.
The numbers speak for themselves
Active clients
Months with advisors
Consultations completed
Mortgage specialist, Tábor
30–50 inquiries per month from YouTube
"Honza manages my social media content creation including short videos, thumbnails, posts, etc. The biggest added value is that I can rely on the work being done professionally and without errors. Thanks to this, I don't have to spend time checking this work. When the marketing strategy needs adjusting, it's Honza who comes with it first. He clearly presents the proposal and then implements it. For me, it's an excellent service where outsourcing marketing actually works and saves time."
EFP, Financial advisor, Prague
Regular flow of HNW clients through Investicast podcast
"What I like about Honza is his proactive ideas and desire to improve and work on himself. When collaborating on YouTube strategy and video editing, he's willing to listen, incorporate shared insights and recommend what to do and what to stop doing. I recommend working with Honza."
EFA, Fee-only financial advisor
First organic leads after nearly abandoning marketing
"Mr. Drahoš actively reached out to me via LinkedIn messages. He's the first marketer who showed willingness to be accountable for the results of his work. That was a clear signal for me, because until then I had only encountered offers like 'pay 100k and we take no responsibility for the rest.' We've only been working together for a few weeks, but I can already say it's a high level of service. I greatly appreciate his ability to accept feedback and interest in discussing all steps forward together. Mr. Drahoš is a pro, I recommend!"
More references (10) — swipe →
Owner of financial advisory firm
Professional video editing for Ekonomická inteligence channel
"Working with Honza Drahoš on video editing for the Ekonomická inteligence channel was a pleasant experience. Honza is someone you can rely on. He has an honest approach to work, keeps his word and you can see he cares about the result. If you're looking for someone for video editing or YouTube marketing who works responsibly, communicates straightforwardly and wants to improve, Honza is exactly the right choice."
Host & Podcaster
Systematic video production and quality improvement
"Working with Honza was very pleasant, professional and accommodating. Thanks to his proactive approach, we were able to systematically build video production and improve it in both quality and content. Honza brought his own ideas, reliably completed agreed tasks and was open to feedback, which significantly contributed to effective collaboration. I recommend his services and appreciate his initiative."
Executive Coach & CEO
Enhanced visibility and impact on YouTube
"I can't recommend Jan Drahos highly enough for his exceptional expertise in YouTube strategy and his invaluable support in growing my business. Jan has an incredible ability to break down complex digital strategies into clear, actionable steps that deliver real results. His deep understanding of audience engagement, video optimization, and content positioning is helping enhance our visibility and impact. Beyond his technical know-how, Jan is a true professional—patient, insightful, and always ready to go the extra mile to ensure success."
AI Expert & CEO
Analytical approach to YouTube strategy
"Jan has excellent knowledge of YouTube, truly listens to his clients, and takes a very analytical approach—something I really appreciate! Working with him is smooth and enjoyable. Highly recommend!"
Networker & Strategist
Productive and pleasant collaboration
"Working with Honza is absolutely great! Honza is a professional and a great person. His approach to work is systematic, always open to new ideas and at the same time he can perfectly listen and incorporate feedback. Thanks to this, our collaboration is not only productive but also very pleasant."
Book Author
Creative YouTube strategy support
"Jan is a huge help on my YouTube journey. Always has ideas, solutions and options to every situation. His creativity and super focus on details is an amazing help while planning how to prepare my next video. Reliable and competent partner."
Financial advisor
Increased YouTube channel views and subscribers
"Honza helped me launch and improve the efficiency of my YouTube channel. Thanks to him, I understood much better how to create content, work with the channel and individual video posts. Within a few months, my viewership and subscribers increased thanks to his collaboration. I definitely recommend his services!"
Entrepreneur
Professional reels for social media
"We have recently used Jan Drahos to create reels for our SM. The outcome was very professional and super happy with the results!"
Entrepreneur
Comprehensive YouTube strategy from first meeting
"I was looking to establishing my Youtube presence and already after one meeting I got a draft of 12 pages in-depth strategy, research and materials we can work on. A wonderful and professional start with Jan Drahos."
Entrepreneur
Creative ideas and professional approach
"I am excited to work with Jan. He has a depth of experience, yet listens and really knows how to make you feel valued. I appreciate his fresh perspective and creative ideas. He has a wonderful team systems that make the entire process easy and enjoyable."
Frequently asked questions
Who is this for?
For financial advisors with their own practice, mortgage specialists and brokers. For those who already create content that doesn't bring inquiries, and for those just starting. It isn't for employees without their own clients or companies outside the financial sector.
Do I have to film the videos myself?
You film — clients want to see you. Everything else is on me: topics, scripts, editing, thumbnails, descriptions and publishing.
How quickly will I see results?
Content and personal brand are a long game — those who give them only a few months usually stop before they start working. If you need clients now and have a short sales cycle, ads make more sense. On the first call we'll discuss what fits your situation.
How much does it cost?
The scope depends on what you already have and what you want to build, so we discuss it individually on a no-obligation call.
What happens on the first call?
The call takes 60 minutes on Google Meet and is no-obligation. We get to know each other and go through your current situation, the obstacles you face and where you want to get.
Do you only do YouTube?
No. Besides YouTube and short-form video I do contact database reactivation, email sequences, pre-meeting reminders, work with people who engage with your content, and paid ads with landing pages.
I already have a channel or an agency. Does it make sense to reach out?
Yes. We can start with an audit: I go through your channels through the eyes of a potential client and write down what I'd do differently. The audit is free and with no obligation.
Write to me
A few lines about where you are now. I'll reply personally within 24 hours — no obligation.
Or pick a time right away
60 minutes, no obligation. We'll go through where you are and what would make sense to do differently.
Calendar of available times