Influencer Advisory™For Marketing Leaders at Investing and Trading Apps
Turn the Money Creators Investors Trust Into Funded Accounts That Stay
We find the money creators your investors trust, write every script inside finance rules, and track each funded account back to the creator.
Campaigns for 55+ brands
Investing apps book creators for reach and get tourists
A big finance name posts once, downloads jump for a day, and the accounts never get funded. So creators get filed under brand spend that doesn’t pay back.
Rocket Money booked 501 YouTubers across 963 sponsored videos to win its category.
The money apps that win with creators don’t buy one big video. They find the creators who bring sign-ups and keep booking them.
Source: our own data on YouTube sponsorships
Why most investing app creator programs stall
“Compliance rejected the creator’s video”
Why it happensNobody wrote the read with investing rules in mind, so the creator talked about returns the way they normally do.
“Downloads jumped but nobody funded an account”
Why it happensThe free stock or the bonus brought people who wanted the bonus, not people who invest.
“Our sign-ups only come when the market is up”
Why it happensEvery read was about what the market was doing that week. When it cooled, so did the reason to join.
“The creator’s audience is mostly teenagers”
Why it happensFollower counts were checked, but not who was watching, and most of those viewers can’t open an account.
“One video went up, then nothing”
Why it happensPeople need to see an app a few times before they trust it with their savings. One booking shows it once.
“We can’t tell which creator brought our best investors”
Why it happensEveryone shared one code, so the creators who brought people who stay look the same as the rest.
Why we started
We realized this old system was not the way that the most successful companies were doing things. We learned this first hand.
We ran an influencer agency first, then a talent agency. Neither one worked for the brands we served, so we built something new.
First Didn’t work
We were an influencer agency
When we ran as an influencer agency, we would reach out to a thousand creators, hear back from about 50, and end up with three influencers who were actually good.
Then Didn’t work
We were a talent agency
When we ran as a talent agency, we managed our own roster, but every time a client handed us a really niche avatar, we were stuck choosing from the same 50 people.
Now What works
So we built our new method
The foundation of this boils down to building connections at scale with influencers and keeping them, and then scaling them without an operational nightmare.
How we run influencer marketing for investing apps
Three steps, with the rules built into the middle one, not added at the end.
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1
Find the creators your investors already trust
Personal finance YouTubers, money podcast hosts and newsletter writers, picked by who watches: old enough to invest and already thinking about it, not just how many follow.
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2
Write every script inside finance rules
Clear disclosures, risk wording and no promised returns, cleared before the creator records. Then the creator shows how they use the app in their own words.
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3
Track funded accounts, then book the winners again
Each creator gets their own link, so you see sign-ups and funded accounts by name. The creators who bring investors who stay get booked again.
Examples
Two money brands we took apart from our data, and a crypto wallet campaign we ran.
Is this you?
Who it’s not for
Who it’s for
Product
Stock tips or a paid trading course
A licensed investing or trading app people fund an account in
Size
Under $10M a year
Doing $10M+ a year
Compliance
Want creators to promise returns
Want every script cleared and disclosed before it goes up
What you count
Downloads and views
Funded accounts you can count
If that isn’t you yet and you still like where this is going, message us and we’ll refer you to another agency or tool.
Who we are
We originally started in the media space helping YouTubers improve their content. We know firsthand exactly what it takes to make good content.
YouTubers we helped include Football Fundamental, Ground Glory and Kevin Aquatics, and we helped them implement systems that allow them to earn more.
We started Influencer Advisory around a pretty simple observation that influencer marketing is a fragmented industry.
After being in the influencer agency space, we noticed that it’s fragmented, unreliable and inconsistent, which is why it doesn’t actually become a staple marketing channel for most brands.
That’s what led us down the rabbit hole of looking through 6,200 plus interviews with CMOs, running campaigns for 55 plus brands, and learning what actually works in the influencer space.
Get a free audit of your creator program
See which creators your investors already trust, and what they would bring in.