how to build a brand that becomes impossible to ignore

MMatt Gray
Advertising/MarketingSmall Business/StartupsStocksTax PlanningInternet Technology

Transcript

00:00:00- We're here in London and we're blending
00:00:01the new school scaling tactics for media companies
00:00:04with an old school dinosaur industry.
00:00:06Today we're meeting with a wealth management company
00:00:08with $750 million of assets under management
00:00:12and they need help setting up a media company
00:00:14in their organization.
00:00:15- So how do we do that,
00:00:16but still maintain that point of quality?
00:00:18- So we're gonna go get into three systems
00:00:20that'll help them go and transform their business.
00:00:22We're gonna get into their LinkedIn OS,
00:00:24their content waterfall, and then their org chart.
00:00:26Let's dive in.
00:00:27You guys wanna just like maybe start off
00:00:28where you guys are currently at in terms of like
00:00:30your social platforms, how you're marketing on them,
00:00:33and maybe any gaps that you're currently seeing.
00:00:34- A big, big challenge in this industry is brand recognition
00:00:38with the view that design has a cultural connection
00:00:41to clients, like if they can feel the brand
00:00:43is more than just financial services,
00:00:45it's more than just the P&L,
00:00:46then we're gonna be able to carry them
00:00:48through kind of the highs and lows, but also attract them.
00:00:51But we really also know how to create amazing design
00:00:54like Johnny Ive at Apple, Norman Foster in architecture.
00:00:58We wanna bring this design high quality.
00:01:00We wanna bring the cultural like being open and democratic,
00:01:04and then we wanna look through the lens of our clients.
00:01:06We are entrepreneurs.
00:01:07We set this up with risk.
00:01:08We didn't have to do this.
00:01:09We're in a very conservative industry, so it takes longer.
00:01:13So everything around now, LinkedIn.
00:01:15You know, the big conundrum for me is
00:01:17how do we get into Instagram?
00:01:19How do we get into YouTube?
00:01:20Like what is that?
00:01:21It doesn't feel naturally the right place, but again,
00:01:23our industry is really like dinosaur-like
00:01:26in terms of moving into this space.
00:01:28So how do we do that,
00:01:29but still maintain all that point of quality.
00:01:33- When a company like Handel wants to do content,
00:01:35it really needs to have the right definition.
00:01:37You need to make sure that you're organizing
00:01:39the operating system of this so that it's simple
00:01:42and there's a clear structure.
00:01:43Let's talk a little bit about like,
00:01:44just to start with like LinkedIn and like the funnel there,
00:01:47just so you guys understand like the mechanics.
00:01:49First off, like we have like,
00:01:50you're gonna have the different content pieces go out,
00:01:52say like once per day, right?
00:01:54So I'd recommend that this starts going seven days per week.
00:01:57From here, how this works is you're gonna have content
00:02:00and in that content, there's gonna be a call to action,
00:02:03okay, or a CTA.
00:02:04Now that CTA, how we think about it is
00:02:07you're probably gonna have like say four different
00:02:09like categories of content that you put out there.
00:02:12You talked about things like helping people
00:02:15like with their investments, there's tax stuff,
00:02:16there's like new growth opportunities and this next gen.
00:02:19So we got like next gen, we got like investment type stuff,
00:02:23we've got tax and then maybe we've got stuff around
00:02:26like the values that you talked about,
00:02:28which are like design, quality and delivery.
00:02:30On the CTA side, essentially you have this content
00:02:33going out every day and what you're probably gonna wanna have
00:02:36is like a CTA at the end that's curated to the category.
00:02:40Okay, so as an example, if I go and put out a piece around
00:02:43like new tax strategies for 2026
00:02:46that UK residents should be aware of,
00:02:48a lot of people moving to Dubai these days,
00:02:49is it your time to move or is it worth you staying?
00:02:53This has probably been on your mind,
00:02:54we're gonna dive into it.
00:02:55The post then gets into that and then the CTA could be,
00:03:00hey, you know, are you looking to go and discover
00:03:02like the best like tax strategy for you?
00:03:04We've laid out all 40 of the top regions
00:03:08that British folks are moving to
00:03:10and giving you the pro cons list of all of it,
00:03:12go and click the link here and you can get it for free.
00:03:15So there's four different kinds of CTAs,
00:03:17which are gonna go and lead people
00:03:18to four different landing pages.
00:03:21From there, they get the lead magnet.
00:03:23When they get this lead magnet,
00:03:25let's just go and say it's like this 40 next trends thing.
00:03:27And my goal when I create these guides
00:03:30is that I want someone to go and share that
00:03:32in their entire company, in their company Slack.
00:03:35So now everyone's digesting it.
00:03:37Some guy that is just a lower level person
00:03:40that saw it on LinkedIn is now sharing the Slack
00:03:42and the CFO is like, what the fuck is this, right?
00:03:44He's opening it up like, who are these guys?
00:03:46We're getting charged by Barclays 10K for this information.
00:03:50Who prepared this?
00:03:51It's like, oh, these guys over here, you know,
00:03:53handle like this is like the kind of stuff
00:03:55they give away just for free.
00:03:56And so now they've got the lead magnet,
00:03:58but the most important part here
00:04:00is now you've got them in your newsletter.
00:04:02The place where most people in this industry
00:04:04and these kinds of boring industries are archaic ones,
00:04:06like they screw up, is I think like when you really think
00:04:09about the goats in this space, right?
00:04:10Content was actually a pillar of what they did.
00:04:13Jeff Bezos' shareholder letters are like epic.
00:04:16Warren Buffett's shareholders, epic.
00:04:18That's what your newsletter should be.
00:04:19And the CTA is now in the newsletter
00:04:23and there's a, this is a key distinction.
00:04:25If the CTAs that you put on social
00:04:28are constantly like work with us, work with us,
00:04:30you sound like Barclays.
00:04:32And the issue too is that you sound salesy
00:04:34and nobody wants to listen to you very long.
00:04:37And they just like mute you, unfollow you, whatever.
00:04:40And then when you're in the newsletter,
00:04:42you have their email now.
00:04:44Now you can CTA them to, hey,
00:04:47if you want to get on an individualized session with us,
00:04:49we'd be happy to accommodate to you.
00:04:51We have a concierge service.
00:04:52Just book a call with us here.
00:04:54We'll have our financial concierge on a call with you
00:04:56and we can't wait to speak with you.
00:04:58There you can now go and start laying up the actual sale.
00:05:03And the thing is too, if you go and create say one of these,
00:05:05yeah, you create these lead magnets as an example, right?
00:05:08Each one of these, let's say they're 30 pages each,
00:05:10you got like 120 pages.
00:05:11I mean, each one of those pages arguably could be an email.
00:05:14Maybe there's just like, hey, one week we do a deep dive
00:05:17on one core thing that we're kind of interested in.
00:05:19And then the next week we do a little bit of a roundup
00:05:21of like what we're reading these days.
00:05:23An interesting like take on personal finances or investments
00:05:26or whatever that we think you should consider.
00:05:28Mix of like deep dives and duration.
00:05:33The trouble will not be coming up with like more categories
00:05:36and more of that, yeah, it's the depth.
00:05:37When I think about doing this,
00:05:39we talked about LinkedIn right now, right?
00:05:41But you guys have been talking about like Instagram
00:05:43and YouTube and the newsletter.
00:05:44There's a lot of work to do here.
00:05:46You have to get all of these made
00:05:48in terms of like the landing pages and the lead magnets.
00:05:50You gotta have someone that you trust making the newsletter.
00:05:53You're probably gonna want to bring on a writer.
00:05:54This is like nuanced, like novel, not obvious information,
00:05:57like to go and train someone up and go,
00:05:58we talked about these 10 things
00:06:00and these 10 kind of like ways we go with it.
00:06:02It's like, you'd much rather just be like,
00:06:04hey, you just need to like nail these things, yeah, exactly.
00:06:09When you're in the newsletter, right?
00:06:11That's the point where that person has signed up being like,
00:06:14I want to hear from you, right?
00:06:16And the difference to point out
00:06:18that I don't think a lot of people understand
00:06:19is like when you post this content over here,
00:06:22it seemed to about 10% of your LinkedIn audience, right?
00:06:26But over here, 100% of those people get it.
00:06:30And so this is where it's best to drive your leads.
00:06:33What you guys need to have is a like work with us form.
00:06:37This is very important.
00:06:38Inside of this, right?
00:06:39You may have a dropdown of like your different needs,
00:06:43potentially like the stage they're at, their location,
00:06:46just some initial info that takes them one minute to fill out
00:06:49that allows you to qualify these people.
00:06:51This form serves as a router.
00:06:53You're gonna be able to see that $100 million person come in.
00:06:56That person gets routed to Andy, right?
00:06:58You're gonna be able to see that person come in
00:07:00that's good for the 1% product you're releasing
00:07:02that goes to say, oh, this handle has an example, right?
00:07:05You're gonna see a lot of other stuff
00:07:06that's just like just not qualified.
00:07:08And then that just goes to like a free resource.
00:07:10Just like, hey, like you should check this out.
00:07:12Here's some videos that we have out there.
00:07:13Like great to have you in the community and the audience.
00:07:16And then just like a little bit about the firm saying like,
00:07:18hey, we're just this really like, you know, high level thing.
00:07:22But if you were, you know, any friends or whatever,
00:07:24you know, kind of vibe, like we'd love to work with people
00:07:26and thanks for being a part of this.
00:07:27And we hope to really help you learn more
00:07:30about your own future through our free content.
00:07:33I would be trying to get on a call
00:07:34with those people within an hour.
00:07:35So they filled this out.
00:07:37It's like, boom, right?
00:07:39And now they're on a call and they're like, wow,
00:07:42this is different.
00:07:43If you're building a media company,
00:07:44the truth is you want to get started on the platform
00:07:47that's just easiest and makes the most sense
00:07:49for where your dream customer
00:07:50is currently operating and active.
00:07:53With Hundle, they're already on LinkedIn.
00:07:55Their customers are on LinkedIn.
00:07:57And so it makes sense for them to go deep
00:07:59on that one platform versus spreading themselves too thin,
00:08:03too fast, and just trying to be omnipresent.
00:08:05We'll get into like the actual like LinkedIn
00:08:08kind of content strategy now.
00:08:09First off, like we have like the topics
00:08:12and then that sort of like brings up,
00:08:14like what are the formats,
00:08:16which is kind of what you're asking,
00:08:17like length and all that stuff.
00:08:19You know, we've got the actual like topics
00:08:22for the lead magnets and then say your newsletters.
00:08:25When it comes to on LinkedIn,
00:08:27the best type of content's gonna be like longer form content.
00:08:29Essentially the thing that LinkedIn measures
00:08:32is like time on post.
00:08:34Just like YouTube looks at like watch time,
00:08:36LinkedIn's looking at, okay,
00:08:38you get this little hook as a preview.
00:08:40Does someone click read more?
00:08:41Then it goes and populates a long post.
00:08:43They scroll through that long post.
00:08:45Then they also see maybe like a dense image.
00:08:47They look at the image.
00:08:48Maybe the image is like an infographic
00:08:50of like 20 countries as an example
00:08:53and their friendliness score for Brits.
00:08:56I'm just saying as an example.
00:08:57So then they look at that.
00:08:58Yeah, then they look at that too.
00:08:59And then they're like, shit, oh wow.
00:09:01And then on, you know, if I click this link,
00:09:03I can get a free resource to go even deeper here.
00:09:06LinkedIn's like, wow, there's a lot of signal there.
00:09:08Like these people were like opening this,
00:09:10spending a couple minutes on it.
00:09:12They then went and reposted this 'cause it was so valuable.
00:09:15Then they took that link structure
00:09:17and shared it in their company Slack.
00:09:18All that signal is what causes these posts to do well.
00:09:21In terms of like the topics themselves,
00:09:23what's most important is that you have like a point of view.
00:09:26So like I'll illustrate like as an example,
00:09:28like a three-part sort of like positioning statement, right?
00:09:30Like with founder OS, my whole thing would be like
00:09:32the future of online businesses will be founder led.
00:09:35In order to build a founder led business,
00:09:37you need to be systemized, profitable, and beautiful.
00:09:40And then the best way to build a systemized, beautiful,
00:09:42and profitable founder led brand is with a content GPS,
00:09:45which is what we help you with at founder OS.
00:09:47So that's kind of like my point of view.
00:09:48What I generally like to do is think about
00:09:51the best topics oftentimes to talk about
00:09:54are what are the people that are paying you the most money
00:09:57or like the most loyal customers, like your dream customers?
00:10:00What are their core questions?
00:10:02Why did they start working with you?
00:10:04Then being thought leaders around that stuff
00:10:07to attract more people like them and their friends.
00:10:10And that's where the magic is.
00:10:11That's what other people won't do.
00:10:13It's like we have this stable of 500 clients.
00:10:16No one knows this pool better than we do,
00:10:18which is basically the brand stance.
00:10:19No one serves them on a deeper level
00:10:21and cares more than we do.
00:10:23Here's the things they've brought up
00:10:26and that's your content strategy.
00:10:28For you guys, like given the fact,
00:10:29I think you have an opportunity to like just whiteboard
00:10:32all of these kinds of topics that have been coming up
00:10:34over the last few months.
00:10:36Yeah, is the 3% worth it?
00:10:38Lazy investor versus smart investor.
00:10:40All this like nuanced stuff.
00:10:42That then becomes like the actual content
00:10:44you're gonna put out.
00:10:45The good news for you too,
00:10:46is that also becomes amazing onboarding material
00:10:48for the team you're gonna be starting up.
00:10:51'Cause now they're like reading all this stuff
00:10:52and they're like, this is our stance.
00:10:54So a client asks you this, respond with this.
00:10:57Like if they ask you like, is the 3% worth it?
00:10:59This is how we speak to that.
00:11:01So I think like when you think about the topics, right?
00:11:03It's like these insider questions.
00:11:05It's like the why kind of questions you've brought up, right?
00:11:08And then a lot of education around like,
00:11:10you know, is it an asset manager versus a wealth manager?
00:11:14Asset manager or an investment banker?
00:11:16You know, deep dives into like, you know,
00:11:18for these kind of folks, like I think, you know,
00:11:21there's a million deep dives, different kinds of products,
00:11:23different kinds of markets.
00:11:24How to also structure their overall like team
00:11:28when they think about this.
00:11:29If people know they need like a great accountant,
00:11:31a great lawyer, but what do they need in this whole area?
00:11:34So then on the format side,
00:11:35I think it's a lot of like kind of deep dives, right?
00:11:38Just like getting into these things in a thorough way.
00:11:40I think there's a lot of like surface level stuff out there.
00:11:42Right?
00:11:43It's like actually going deep into these different
00:11:45like why questions.
00:11:46You know, some of these can be also like how-tos.
00:11:49How to structure your team.
00:11:51How to, you know, exit a certain place.
00:11:54How to decide on an asset manager.
00:11:57And one thing with this too that you can do, right?
00:11:59Is like, if you make a really detailed document
00:12:02on like your core client avatar, or even two, right?
00:12:05So you have like your 0.01% person.
00:12:08You have like your 1% person.
00:12:09What's like their pain points?
00:12:11What are their dreams?
00:12:12Where do they live?
00:12:12What are they into?
00:12:13What do they read?
00:12:14Just like I can think about a two pager brainstormer
00:12:16for each of these avatars.
00:12:17Upload those to Chatubity and then ask it to go
00:12:21and just upload this photo that we've just made.
00:12:23And say, just flush this out for me now.
00:12:26Based on the core stuff we pointed out.
00:12:28So go and create like a hundred deep dives
00:12:30that are ranked from best to worst.
00:12:31Go and create a hundred how-tos
00:12:32that are ranked from best to worst.
00:12:33And then you guys are armed with like-
00:12:34- We can have this done by tomorrow.
00:12:36(all laughing)
00:12:38- And by your Monday research meeting.
00:12:39'Cause that's it, yeah.
00:12:41So yeah, in a week from now-
00:12:42- Well that's amazing what Chatubity put this in.
00:12:45- So we're not living in 2018 anymore.
00:12:47It's 2025 and Chatubity should be your best friend.
00:12:51But most people are using it the wrong way.
00:12:53They got basic prompts.
00:12:55They give it no context.
00:12:56And then they wonder why they're still doing
00:12:58all this grunt work.
00:13:00And so what we get into here is the 10-10-10 formula.
00:13:03Essentially making sure that you have 10 references
00:13:06on a given platform for the best type of content
00:13:08that inspires you.
00:13:0910 references from inside of your industry
00:13:12of the best content that you've saved or bookmarked.
00:13:15That you're like, one day I hope my brand is that good.
00:13:18And then 10 references for what your brand is all about.
00:13:21You take those 30 pieces of content.
00:13:23You feed that into a Chatubity project.
00:13:26And now you're standing on the shoulders of giants.
00:13:29From there, as we'll get into here,
00:13:31it's where the real magic happens.
00:13:32So you set up like your Chatubity project here, right?
00:13:34And kind of follow like a 10-10-10 rule with it.
00:13:37I would go and find 10 LinkedIn posts
00:13:40that you think are like the best ever
00:13:42in your given niche or like in overall, right?
00:13:45Put those all into a doc.
00:13:46Then go and find 10 pieces
00:13:48that are the best ever reference pieces from others,
00:13:51just in this niche.
00:13:53But it doesn't have to be on LinkedIn.
00:13:54It's like, this is like, you probably know those 10.
00:13:57You know what I mean?
00:13:58So you're like feeding, hey, these are 10 articles
00:14:00or pieces or whatever that I saw
00:14:03that like I couldn't stop thinking about
00:14:04that I shared with everyone.
00:14:05Put that into a doc.
00:14:07And then have like a brand reference, 10 brand references.
00:14:11So this is like maybe your landing page copy.
00:14:13This is, you know, a bunch of these letters
00:14:16that you've been writing to your existing audience
00:14:20and insiders that like they've been loving.
00:14:22Like what are like the best eight of those?
00:14:23- Yeah.
00:14:24- Right, and so now you've got this project in GPT
00:14:28that's got all of these amazing LinkedIn docs,
00:14:31all of the references from amazing people.
00:14:34And it's got this, right?
00:14:35And now starting to use that to brainstorm things
00:14:38like the best deep dives ever.
00:14:40And like the best how-tos.
00:14:41'Cause essentially now what it's doing
00:14:43is like standing on the shoulders of giants.
00:14:45And it's fed enough that it can really start coming up
00:14:48with some breakthrough stuff.
00:14:50On the lead magnet side, it's the same thing, right?
00:14:52You can come up with all these topics.
00:14:54If we want to like get more like AI about it,
00:14:56what you can end up doing is you have like say 60 topics
00:15:00right over here that you've come up with
00:15:01on like your Monday brainstorm.
00:15:03And then you can go, okay, these are the 60 topics
00:15:05that we're going to come up with.
00:15:07What are like the four lead magnets that we need
00:15:10that would be like, you know, cover the gambit
00:15:13and be like the right thing to then lead people
00:15:15from these topics on LinkedIn to these lead magnets.
00:15:18So from here, basically like you have your newsletter.
00:15:20And again, it doesn't need to be every week.
00:15:22You have these topics going out.
00:15:24You have these lead magnets.
00:15:25Like you could just dive into those slightly more
00:15:27and that's a newsletter.
00:15:28And it comes down to like early on
00:15:31to how quick are you looking to scale things
00:15:33and monetize all this.
00:15:34Oh, every time you send a newsletter, right?
00:15:36It's got the CTA to the work with us page.
00:15:38And so if you're looking to get things going,
00:15:40that's your trigger, right?
00:15:42'Cause all these people are now in that.
00:15:43All these people you've been talking about
00:15:45and talking with all through your travels.
00:15:46All the people that are on LinkedIn
00:15:48that have been getting into the newsletter are there.
00:15:49That's your database.
00:15:50You know, you're gonna have like a bunch of coffee
00:15:52in the newsletter doing its thing.
00:15:54And then you may describe like an organic little blurb
00:15:57that leads to like, oh, by the way,
00:15:58like we've been seeing a lot of our clients
00:16:00like asking us for this.
00:16:01Like if you're curious about how we'd work with people,
00:16:04just like, you know, click this link.
00:16:05And then it will get into a little bit more copy
00:16:07and then like kind of maybe you have like a sign off Harry
00:16:09and then just say like, by the way,
00:16:11like wanna work with us in some way,
00:16:13get on a call with me or my team.
00:16:15Yeah, just last couple of things.
00:16:16You guys have brought up like, okay, LinkedIn's good,
00:16:18but what about all these other platforms?
00:16:19And then kind of like the org chart
00:16:21you would need on a media team.
00:16:24Let's first let's talk about like back a napkin,
00:16:26how to think about the actual content, right?
00:16:28So you have these like LinkedIn long form posts going out,
00:16:31right?
00:16:32Your best LinkedIn long form posts can inspire
00:16:35like a newsletter as an example.
00:16:37The same thing where you would take your best LinkedIn posts
00:16:40after two months.
00:16:41So just focus there for now, right?
00:16:43But you're actually getting your YouTube content strategy
00:16:46done at the same time.
00:16:47'Cause your best LinkedIn stuff is gonna give you data
00:16:49on, you know, what do people really care about?
00:16:51What drives clients?
00:16:52And that becomes your YouTube videos down the road.
00:16:54Similarly, if you start posting on X, right?
00:16:56These long form posts,
00:16:57you could literally just take the exact same content
00:17:00and probably just put it right on X.
00:17:01Similarly, you know, as you start moving to like IG,
00:17:04these LinkedIn long form posts probably have an image in them
00:17:07and those images can go into things like, you know,
00:17:09IG posts and cut downs of your YouTube
00:17:13could be like, you know, YouTube shorts
00:17:16and the same stuff could become like IG reels.
00:17:18In a sense, like the quickest way
00:17:20to build this omnipresent strategy
00:17:22is to first just focus on like the minimum viable,
00:17:26which is like LinkedIn and newsletter.
00:17:28You get that, right?
00:17:29You actually are doing all this other stuff.
00:17:32- You know, what's the production cost?
00:17:33'Cause that's what I've always thought.
00:17:35Like if we need to do that well, we gotta do it well.
00:17:38If we're gonna do it, we gotta do it really well.
00:17:40And I want it to be professional.
00:17:41- Blog versus media company.
00:17:44Most people wanna go and build up a media company,
00:17:46but quickly find themselves building some rinky dink blog.
00:17:49And I think one thing that people get stuck with there
00:17:51is the org chart that's required
00:17:54to build an actual media company.
00:17:55We're not talking about hiring people on Fiverr.
00:17:58We're talking about going and finding people
00:18:00that can help you build a Ferrari.
00:18:01And the truth is when you're building that out,
00:18:03you need to view people as investments versus expenses.
00:18:07If you go and try to hire the cheapest person,
00:18:10yeah, you're gonna find yourself
00:18:11running some rinky dink blog.
00:18:12But you start going and actually valuing people
00:18:14for their skillset, the real additive skills
00:18:17they can go and add to your organization,
00:18:19going and looking at people as real investments,
00:18:21people that they can go and produce say 30 pieces of content
00:18:24for you in a given month.
00:18:25And you know that from those 30 pieces of content,
00:18:27you're gonna go and finally get five dream clients.
00:18:30So they're not just some cost center for your business.
00:18:32These are people that are gonna drive real cash flows
00:18:34and profit to you.
00:18:35The question is, are you looking to build a media company
00:18:38or just some blog?
00:18:39When you're building an omnipresent team,
00:18:41you're likely going to have basically like a content manager.
00:18:45Similarly, you are gonna want like a creative director
00:18:48for the brand.
00:18:49That could be, you know, you Harry, as an example,
00:18:52but I could see you being this,
00:18:53you're the CEO from my understanding.
00:18:55And the creative director is gonna be
00:18:57that brand team you mentioned.
00:18:59Now, as you go and start thinking
00:19:01about the different platforms,
00:19:02I think the obvious way to think about it would be like,
00:19:06there's video and a video department,
00:19:08and then you have content, like written kind of department.
00:19:12And then you'd have copy over here, which we'll talk about.
00:19:17Over here, like more like your newsletter area.
00:19:19These are kind of like your different areas.
00:19:22So you're gonna have likely,
00:19:23basically like a CEO of the newsletter,
00:19:26who's gonna be some like bad-ass writer.
00:19:28So on the content side,
00:19:30you're gonna have like basically like a social writer.
00:19:32Typically you want someone different
00:19:34than the newsletter writer, okay?
00:19:35Because like, this is the person that's doing stuff for X
00:19:38and for LinkedIn.
00:19:39On your video side,
00:19:40you're typically gonna have like an actual like videographer,
00:19:43and you're gonna have long form editors for YouTube
00:19:47and short form editors if you do short form content.
00:19:50And so the content manager is like, you know,
00:19:52the one keeping this whole squad together.
00:19:55The only last piece is that you're gonna want
00:19:57a social manager, right?
00:19:58Someone to actually go and post the content.
00:20:01The next piece is that you're the content manager right now,
00:20:04right? - Yes.
00:20:05- Yeah, but are you hoping to be that for a long time?
00:20:08- Yeah. - Okay.
00:20:10Yeah, and I think for this role,
00:20:11like because of where it is,
00:20:12you're gonna wanna talk to like,
00:20:14I would talk to 58 players, you know?
00:20:15That's like, you know, a kind of early person potentially.
00:20:20Like we'll just talk like in first stage, right?
00:20:22First stage, we need the writer for the newsletter
00:20:24and we need a social writer for X and LinkedIn.
00:20:27I mean, mostly just LinkedIn to start with.
00:20:28That's stage one.
00:20:30Like it's really that simple.
00:20:31It's a nice thing, right?
00:20:32Then the next part from there
00:20:33is you're probably then looking for sure,
00:20:36like you're gonna need a social manager.
00:20:38The third piece then is you're probably then looking
00:20:39to move into like video
00:20:41and that's where you start building this operation out.
00:20:43So throughout this session,
00:20:44I did deep into the org chart and content waterfall system,
00:20:48as well as my LinkedIn OS.
00:20:49And if you wanna follow along
00:20:50and go and fill out these systems,
00:20:52so you're almost in the room with us,
00:20:54you can go and get this entire guide
00:20:56via the link in the description.
00:20:58So go download that and follow along.
00:21:00And in terms of like the different stages,
00:21:02so, you know, the budget per stage,
00:21:04we'll talk about like just the incremental budget
00:21:06just to do like phase one.
00:21:08So you have this writer,
00:21:10that person's going to be 8K back in napkin.
00:21:14The content manager is probably 10K
00:21:17and social writer back in napkin 8K.
00:21:20This could be plus or minus.
00:21:22This is monthly, month.
00:21:24Yeah, so you're looking at like V1, 25K a month
00:21:30and you're like up and going with like a pretty good,
00:21:32like, sorry, with a really solid, like written publication,
00:21:36getting stuff out there, you know,
00:21:38getting that sophisticated
00:21:39kind of content infrastructure going out,
00:21:41getting the voice right, getting the messaging,
00:21:43building like the V1 media company here.
00:21:46So stage two then,
00:21:47we're probably just like filling some of the gaps here.
00:21:50So some people are like,
00:21:52like we wanna scale to the next level.
00:21:53We've noticed like some areas are breaking.
00:21:55You know, again, I think one area that's gonna break first
00:21:57is like social manager.
00:21:58There's just gonna be a lot of content
00:21:59you're gonna wanna start posting soon.
00:22:00And it's like, okay, we need to get some help.
00:22:01That person's 10K max.
00:22:04You can probably get them for like six, seven, eight,
00:22:06depending on how you wanna do it.
00:22:08You may also just like add a budget.
00:22:09Like I know you guys are designed forward.
00:22:11And so you probably have like potentially a design budget
00:22:13just for stuff, you know,
00:22:15whether it's infographics for LinkedIn,
00:22:17little images you're gonna put in the newsletter,
00:22:19making the landing pages look bad-ass.
00:22:21That could even be an earlier thing, but you know,
00:22:23back in napkin now you're at another incremental,
00:22:25say 20K per month.
00:22:26And then when you start to go the video direction,
00:22:28this is where you're adding like a lead video producer,
00:22:31videographer just when you're shooting,
00:22:32editors when you have stuff.
00:22:33Let's just say back in napkin, you got a video producer,
00:22:37let's say back in napkin for 10K.
00:22:40We have videographers say doing four videos long for a month
00:22:44at 1500 each, that's 6K.
00:22:46If they're doing say 10 to 12 short form videos
00:22:49at 150 each, 1800 bucks.
00:22:52Oh, let's just say back in napkin for short form.
00:22:54Approximate like budget here is like, yeah, 18K.
00:22:57- That can sound like a lot to some people, right?
00:22:5945, like so 63.
00:23:01- Yeah.
00:23:02- 63K a month or a year, you know, you're looking at like,
00:23:07what is that seven, 720 or some shit.
00:23:09Where it comes down to is essentially when you think about
00:23:12that dream customer that we were making all this content for
00:23:15in the first place, what is that person worth to you?
00:23:17A year or over like the life cycle that they work with you.
00:23:21- Okay.
00:23:21- Let's just put some numbers on that.
00:23:22- Sure.
00:23:23A million clients will earn us between 50 and 100,000 a year.
00:23:28So that client is 10 million, 50 basis points, lowest 50.
00:23:33It can be as much as 1%.
00:23:35That's a hundred, you know, so let's say mid point,
00:23:3775,000 comes in a year from each 10 million.
00:23:41- Sure, so let's just keep it conservative.
00:23:44So let's just say it's actually 75,
00:23:46but let's just make it 30,000.
00:23:47Okay, just because then it's like, okay,
00:23:49let's make this make sense under like
00:23:50even more conservative numbers, right?
00:23:52If each month under this whole operation, right?
00:23:55So you have one YouTube video coming up for a week
00:23:57as an example, 12 short form videos coming out per month.
00:24:00You have four newsletters that are bad-ass
00:24:02that are written by like some financial times,
00:24:03like editor that now you've poached
00:24:05and is now running your shit.
00:24:06You have a monocle copywriter
00:24:07making your shit look like insane.
00:24:09And you're building like this apple
00:24:11for like the 1% kind of vibe going.
00:24:13The question is like, can all of that
00:24:15go and drive you two clients a month?
00:24:17Because if it can just drive two clients a month,
00:24:19it breaks even.
00:24:20If you're looking to go and scale your media company,
00:24:22build out your team with the right structure,
00:24:24systems, support, and mentorship from me directly,
00:24:26you should definitely go and check out FounderOS.
00:24:29This is the high growth community
00:24:30that I've created for founders just like you.
00:24:32And you can go and apply via the link in the description.
00:24:35These kind of, this strategy too serves the people
00:24:37that are just on the fence right now.
00:24:40There's all these people just on the fence
00:24:41that are like, I've been between you guys
00:24:43and a couple others and this, that.
00:24:45All of this just helps get them across the finish line.
00:24:47- Yeah.
00:24:48Well, we have some big prospects.
00:24:49I mean, even if we got five of them, it would pay.
00:24:52- Yeah.
00:24:53- Well, that's the whole point.
00:24:53- It would pay.
00:24:54- Right.
00:24:55So there you have it.
00:24:56This is how to go and apply these content operating systems
00:24:58to go and build a media company in your industry.
00:25:00If Hundal can do it
00:25:01in the boring wealth management industry,
00:25:03well, it will probably work for you
00:25:05in your company as well.
00:25:06Now, if you're interested in seeing the whole LinkedIn system
00:25:09from A to Z, you should definitely go
00:25:10and check out this video.
00:25:12I appreciate you watching this.
00:25:13Be sure to like and subscribe
00:25:15and I'll see you in the next one.

Key Takeaway

Building an irresistible brand requires shifting from transactional marketing to a structured media operation that leverages systemized content, AI integration, and a dedicated team to attract high-value clients.

Highlights

Transitioning from a traditional 'dinosaur' industry to a modern media-first business model.

The 'LinkedIn OS' framework focusing on high-quality daily content and specific category-based CTAs.

Implementation of a 'Content Waterfall' to repurpose long-form LinkedIn posts into newsletters, YouTube videos, and social clips.

Utilizing the '10-10-10 Formula' to train AI models with high-performing industry references for content creation.

Structuring an omnipresent media team with specialized roles like content managers, social writers, and video producers.

A cost-benefit analysis showing how a $63k monthly content budget can break even with just two high-ticket clients.

Timeline

Introduction to the Media-First Business Transformation

The speaker introduces a consultation with Hundle, a wealth management firm with $750 million in assets that wants to overcome its 'dinosaur' industry reputation. The primary challenge identified is creating brand recognition that feels like a cultural connection rather than a sterile financial service. By comparing their goals to design icons like Johnny Ive and Norman Foster, the firm aims to project high quality and entrepreneurship. The speaker outlines a plan involving three core systems: the LinkedIn OS, the content waterfall, and a new organizational chart. This section emphasizes that even conservative industries must adapt to modern media scaling tactics to remain relevant.

The LinkedIn Operating System and Lead Magnet Funnel

This segment details the mechanics of a LinkedIn funnel, recommending a daily posting schedule across four specific content categories: next-gen trends, investments, tax strategies, and brand values. Each post should feature a tailored Call to Action (CTA) leading to one of four specific landing pages where users can download high-value lead magnets. The speaker explains the importance of 'shareable' assets, like a 40-region tax strategy guide, that can propagate through a prospect's company Slack channels. This strategy shifts the focus from 'selling' to providing information so valuable that it rivals paid reports from major banks. Ultimately, the goal is to move the audience from public social platforms into a private, high-conversion email newsletter.

Newsletter Strategy and Lead Qualification

The discussion moves to the newsletter as the primary engine for driving actual business leads, noting that email offers 100% reach compared to LinkedIn's algorithmic limitations. The speaker suggests a mix of deep dives and curated roundups to keep the audience engaged without sounding overly 'salesy.' A critical component introduced is the 'work with us' form, which acts as a router to qualify prospects based on assets, location, and needs. High-value prospects are routed immediately to the founders, while unqualified leads receive free resources to maintain community goodwill. The emphasis here is on speed, aiming to get qualified leads on a call within an hour of submission.

Advanced Content Creation with the 10-10-10 Formula

The speaker explores the specific formats that perform best on LinkedIn, highlighting that the platform prioritizes 'dwell time' and engagement signals like the 'read more' click. To generate high-quality topics, the firm is encouraged to whiteboard the real-world questions and 'insider' concerns their current 500 clients frequently ask. A major technical tip is provided: use ChatGPT not with basic prompts, but by feeding it a '10-10-10' reference set. This includes 10 top-performing LinkedIn posts, 10 industry reference articles, and 10 brand-specific assets to ensure the AI understands the firm's unique voice. This system allows the team to generate hundreds of deep-dive and how-to content ideas that are strategically ranked by quality.

Building the Content Waterfall and Omnipresence

This section explains how to achieve 'omnipresence' without burning out by using a 'Content Waterfall' system. Long-form LinkedIn posts serve as the 'minimum viable' content that eventually inspires newsletters, X (Twitter) threads, and YouTube scripts. Data gathered from LinkedIn performance dictates which topics deserve higher-production video treatments or Instagram infographics. The speaker argues that the best way to scale is to focus deeply on one platform first before expanding to others using repurposed assets. This methodology ensures that every piece of content created is an investment that feeds multiple channels simultaneously.

The Media Company Org Chart and ROI Analysis

The final section breaks down the human resources and budget required to run a professional media operation, contrasting it with a 'rinky-dink blog.' A three-stage hiring plan is proposed, starting with a newsletter writer, a social writer, and a content manager at a combined monthly cost of approximately $25,000. As the operation expands into high-end video and design, the budget can reach $63,000 per month. To justify this cost, the speaker performs a ROI calculation based on the firm's client lifetime value, showing that gaining just two $10-million-asset clients a month makes the entire operation profitable. The video concludes by framing content as a scalable investment that handles the 'heavy lifting' of moving prospects across the finish line.

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