30 financial advisor video ideas that beat the channel average

What makes a video idea work for a financial advisor?

A video idea works for a financial advisor when the title names a decision the viewer is facing, with their age or their numbers in it, and a channel near your size has proved people click it. Large channels get views on most uploads, so raw views are a weak test. Every example on this page is measured against its own channel: the multiple is the video's views divided by what that channel normally gets.

I ran seven searches on 8 October 2026 and kept videos at 5 times normal or higher. Then I opened each one on YouTube to confirm the title, the views and the publish date, and checked that an advisor or a firm runs the channel. The tool is OutlierKit Outliers.

Source: OutlierKit outlier search, 8 October 2026. Multiples drift as views accrue.

Which videos work for a small financial advisor channel?

Format: Can I retire case study. Best for: Retirement planners and solo advisors.

Retirement case studies work. The title gives an age and a savings figure and asks whether that person can retire. Four advisors with under 3,000 subscribers each got more than 11 times their normal views with this title. The smallest has 396 subscribers.

Ideas to film

1. 1Can you retire at [age] with $[amount]?
2. 2I am [age] with $[amount]. Can I retire now and spend $[amount] a month?
3. 3I'm [age] with $[amount] saved: how much can I spend in retirement?
4. 4We are both [age] with $[amount]. Can we retire this year?
5. 5Can a [job] retire at [age] on a pension and $[amount]?

The videos behind these ideas

Do average savings videos work for advisors?

Format: Savings by age. Best for: Advisors who want a wide audience of people near retirement.

Yes. People want to compare their savings with others their age. Three advisors used almost the same title about average savings at 55, 60 and 65, and all three beat their channel's normal views. The smallest channel got the biggest lift, 35 times normal. A fourth advisor set the average against the number you need and got 17 times normal.

Ideas to film

1. 6Are you on track? Average retirement savings by 55, 60 and 65
2. 7Average retirement savings by age: where are you?
3. 8Retire at 60? The average savings and the number you need
4. 9Average 401(k) balance at [age], and what it pays each month
5. 10What the top 10% have saved by [age]

The videos behind these ideas

Should an advisor disagree with common advice on video?

Format: Against the usual advice. Best for: Advisors with a clear view on Social Security or withdrawals.

Yes, when you can show who the common advice does not fit. Two planners argued for claiming Social Security early, against the usual advice to wait. One got 255 times the channel's normal views and the other got 82 times.

Ideas to film

1. 11Why smart retirees claim Social Security at 62, not 70
2. 12Claim Social Security early, even if the maths says wait
3. 13Why the 4% rule is wrong for people retiring before 60
4. 14Why I tell some clients not to pay off the mortgage
5. 15When working one more year is the wrong choice

The videos behind these ideas

Which tax planning videos get views?

Format: When not to do it. Best for: Advisors who do tax planning.

Videos that say when to skip a popular strategy get views. Three advisors warned against Roth conversions in the wrong situation. A planner with 8,300 subscribers got 45 times normal views, and the other two got 13 and 7 times.

Ideas to film

1. 16Stop converting: when not to convert to Roth in retirement
2. 17[Number] Roth conversion mistakes that raise your taxes and Medicare premiums
3. 18Once you understand this, you will avoid Roth conversions
4. 19When an annuity is the wrong choice
5. 20[Number] times you should not roll over your 401(k)

The videos behind these ideas

What should an advisor film about the 401(k)?

Format: What to do with the account. Best for: Advisors who work with people in the year they retire.

Film the options a person has for the account on the day they retire. Two advisors with about 2,000 and 360 subscribers got 28 and 42 times their normal views with what to do with your 401(k) at retirement.

Ideas to film

1. 21What to do with your 401(k) when you retire
2. 22What to do with 401(k) money at retirement: your [number] options
3. 23Pension lump sum or monthly payments: how to decide
4. 24What to do with an old 401(k) from a previous employer
5. 25What to do with your [employer] retirement plan when you leave

The videos behind these ideas

Do retirement regret videos work?

Format: What retirees regret. Best for: Advisors with many retired clients.

Yes, when the regrets come from your own clients. An advisory firm with 7,150 subscribers got almost 30 times its normal views by reporting what more than 300 retirees regretted six months in. A video on mistakes in the first ten years of retirement got 6 times normal.

Ideas to film

1. 26What [number] retirees regret about retirement, 6 months in
2. 27The first 5 to 10 years of retirement: mistakes that do the most damage
3. 28[Number] things my clients wish they had done at 55
4. 29What surprised my clients most in their first year of retirement
5. 30The [number] biggest money regrets I hear from people over 70

The videos behind these ideas

Which financial advisor video idea should you film first?

Film the format that matches the clients you want. A high multiple shows that people click on the idea. Check that those viewers are also the people who hire you.

How do you find more video ideas for your own clients?

Search the question clients ask in a first meeting, sort by how far each video beat its channel, and copy the title pattern that repeats. It takes about 15 minutes with Outliers and Keyword Research.

1. Type the question into Outliers with an age or a number, for example can I retire at 62 with $800,000 or when to claim Social Security.
2. Keep the videos at 5 times normal or higher on channels near your size, and check that an advisor or a firm runs the channel.
3. Write down the words that repeat across three or more titles. Those words are the pattern.
4. Check the phrase has search demand in Keyword Research, then write your own title with your clients' age and numbers.