Speaking
YouTube marketing speaker for financial services
Daniel Schoester is a YouTube marketing speaker for advisors, banks and fintech teams, and the founder of Croton Content. YouTube marketing expert for financial services. As a video marketing speaker he shows a room how one evergreen video gets found in YouTube search, in Google results and inside AI answers, and what a regulated brand has to change to be found by all three.
What Daniel speaks about at finance and advisor events
Two talks, both built on client work. Each one runs as a keynote or opens up into a workshop, and the examples are swapped to match your audience.
One video, three search engines
Most finance firms publish a video, post it once and move on. Treat it as a web asset instead. One evergreen video, built around a question a client actually types, gets found in YouTube search, shows up in Google, and gets cited by the models people now ask instead of searching. This talk shows how a regulated brand picks that question and packages the video so it earns the click.
What the room takes away
- Why large language models increasingly cite YouTube, and what that means for a firm with no channel yet
- What makes a video citable: one clear question, the answer early, and a transcript machines can read
- The packaging that decides reach: the advisor's face on the thumbnail, a keyword title, retention and click-through rate
The advisor is the star
People hire an advisor they already feel they know. Video builds that trust at scale, before the first call, which is why the advisor belongs in front of the camera rather than the logo. This talk covers how an RIA or wealth manager runs a channel like a content portfolio, in quarterly sprints that hand compliance a planned batch on a schedule it agreed to.
What the room takes away
- A voice-note scripting workflow that takes about 20 minutes of the advisor's week
- What compliance teams ask for, and how to hand it over before they ask
- How quarterly sprints make compliance a partner in the plan rather than a late reviewer
Who this is for
- Financial advisors and RIA principals deciding whether to go on camera
- Wealth management marketing leads who own content and brand
- Bank and credit union marketing teams with a channel that has stalled
- Fintech growth teams weighing evergreen video against paid acquisition
- Advisor conferences and study groups
- Custodian and broker-dealer marketing events
Formats
The keynote runs 30 to 45 minutes, one argument with a clear set of actions at the end. The workshop runs 90 minutes for about 30 people, with laptops open while attendees audit their own channel. Panels and fireside chats work too.
Daniel speaks in person across Europe, travelling from Lisbon, and remotely worldwide.
Proof
- tiiny.host: 19 videos, 310,000+ views
- A 54.57% click-through rate and $507,501 in modelled lifetime value from a 19-video evergreen library.
- 5M+ views across client content
- Evergreen videos and pages that keep earning views long after they publish.
- $1M+ in client revenue influenced
- Across financial services clients, tracked from search and video to closed revenue.
Almost every client found Croton the same way I would find clients for them: a Google search, a ChatGPT answer, a YouTube video. So the first question on any call is “what were you searching when you found us?” The strategy I build is the one that just worked on you.
Past talks and appearances
- PodcastHow do you improve SEO?SuperOkay Podcast
- Aug 2025Craft data-driven content strategies in hours with DataForSEO MCP and ClaudeDataForSEO
- Mar 2026Named one of 33 global AI Search Top Voices for 2026Otterly.AI
Booking
Fees depend on format, audience and travel. Ask and you will get a straight answer within one business day.
FAQ for organisers
The full topic set is on the speaking page, and the YouTube marketing service covers what this work looks like as an engagement.