Rico Desengaño
A wealth manager's library of investing and finance content. A small channel that fills a calendar.
Results at a glance
Introduction
- Profile
- Executive wealth manager based in Singapore. He helps ambitious Filipinos grow their wealth.
- Platform
- YouTube, launched from scratch.
- Objective
- Build a channel that brings in qualified investment clients.
Background
We worked with Rico, an executive wealth manager, to launch his YouTube channel from scratch.
Seven months in, a channel with a few hundred subscribers was already one of his best sources of clients.
Challenge
A small channel can still fill a calendar, if it's built for the right people.
- No channel and no audience to start with.
- Investment clients need a lot of trust before they book a call.
Solution
Through the CEO Framework
Customer
We built the channel for ambitious Filipinos who want to grow their wealth, not for everyone.
Edge
A library of long-form investing and finance videos that shows how Rico thinks.
Offer
Viewers who trust him become qualified leads for his investment practice.
Results
- 17,000 views and 800+ hours of watch time in his first 7 months.
- Over 650 subscribers, with about 40% of viewers tuning in to every new release.
- Up to 15 qualified leads a month at a 70% close rate.
- About $100,000 a month in investment deals.
- One video generated 15 closed deals.
- Went from MDRT to COT in 12 months. COT (Court of the Table) is the tier above MDRT, the Million Dollar Round Table.
Got up to 15 qualified leads a month with roughly $100,000 a month in investment deals.
In our chat
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So how about we turn your expertise into clients?
You built your reputation one client at a time. A founder-led brand lets strangers find it, trust it and book you. Start with a free CEO Brand Audit, and we'll show you where your brand is leaking trust.