Your future clients are watching short-form video.

Registered Investment Advisors (RIA)

With one viral video, Nate raised over $6 million in assets under management. The secret to his success is providing consistent, valuable content that builds trust at scale. When we say scale, we mean over a million views a month!

As the owner of his own RIA, Nate is an expert in keeping his content compliant and adhering to the SEC's advertising and marketing rules.

At N2, we leverage 6 years of combined video marketing experience to turn your RIA into a viral sensation.

Banks & Credit Unions

Nick has worked directly with FirstBank, Kinecta, and Ally Financial (to name just a few) to put their brand in front of hundreds of thousands of new people.

While consulting for these firms, Nick learned three things:

1. The next generation of banking clients spends 1/5th of their average day on social media.

2. People don't like to switch banks, so getting in front of them before they've chosen their long-term banking partner is essential.

3. Your competitors are stuck doing print and TV ads, leaving a blue ocean opportunity for banks and credit unions making short-form videos.

Brokerage & Custodial Firms

Individual investors opened 10 million brokerage accounts in 2020 and are becoming a driving force behind new brokerage business.

These investors decide which platform to use based on information from people they trust.

New investors trust content creators. That's why Nick has worked with established firms like Fidelity and new-age platforms like Public and WeBull to introduce them to their most important customers.

Rather than borrowing trust from content creators, N2 empowers you to build trust at scale directly with your future customers for a fraction of the cost.

Fintech Platforms

Cutting-edge platforms need cutting-edge marketing. That's why platforms like Public, Fundrise, StartEngine, and Rocket Money have trusted Nick to introduce their services to hundreds of thousands of potential users.

Most fintech companies die because they fail to acquire new customers at a reasonable cost. Short-form video offers an uncontested cost per acquisition but, because companies don't have the resources to produce content themselves, they lean on creators instead.

N2 brings your content creation in-house so you can acquire new customers on your terms.

Short-form videos, which have recently been popularized by platforms like TikTok and Instagram, are brief videos (usually 15 - 60 seconds long) recorded vertically (i.e. using your phone) that capture attention and share value in a concise way.

They're popular because they're quick to watch, easy to share, and require a much lower time commitment from the creator than any other form of video.

It doesn't matter.

If you've ever had a conversation over FaceTime, you can make effective short-form videos. 

Plus, we'll provide you with training and detailed feedback to build you a magnetic camera presence. 

And your video scripts will be written by experts who know how to capture attention.

Also, especially in the case of established brands, you don't need to be the one that appears on-camera. We'll train whoever you decide to be the face of your brand's social media accounts.

What other form of marketing allows you to reach potentially millions of people without a single dollar of ad spend?

But it doesn't just provide reach, it also builds trust with potential clients.

Nate has a 90% close rate on new client meetings. Why? Because, through watching his short-form videos, prospects feel like they already know Nate before even speaking with him.

Plus, by working with N2, you'll save 20+ hours per month by offloading your scripting, editing, and posting.

That leaves you with the easiest part, filming the videos, which should only take you 20 - 40 minutes per week.

Over 150 million Americans use TikTok.

82% of US adults use YouTube.

Over 127 million US users are on Instagram every month.

Yes, your ideal client can be found on these social media platforms.

And yes, they can have a significant net worth. In July 2023, Nate closed on 4 new clients (all from the same video) that had a combined net worth of $6 million+.

In most cases... no.

Your compliance system is probably already built to handle posting on social media. If it's not, it's simple and affordable to implement. 

Nate has passed both the FINRA and DORA examinations with flying colors, all while posting short-form videos.

Not only do we help you post short-form videos, we will work directly with your Chief Compliance Officer to implement a compliance process for approving, posting, and archiving your videos.

Results will be quantified on three different levels:

1. Reach

The primary metric to measure reach is views per month, per platform. We will
report the view count, change above the baseline (your current organic reach), and measure month-over-month and year-over-year growth rates.

2. Engagement

Engagement is measured by comments, likes, shares, and saves. This is the
interaction with the lowest barrier to entry for viewers, but represents a tangible
investment by viewers in your content. If they find it valuable enough to engage, it means they resonate with the content and want to see more. If they find it valuable enough to share, we know we are leveraging the most important tool in marketing: word of mouth.

3. Conversions

Conversions are the most important method of engagement for viewers. Converted clients are classified as leads, meaning we have some method by which to contact them. This could be an email or phone number, which can be gathered via lead magnets or included within an appointment sign-up.

Yes, just in the 2nd half of 2023, we've seen hundreds of CFP® Professionals and Fiduciary advisors start using TikTok and Instagram specifically.

They're beginning to lose the limiting beliefs around compliance, and are leveraging short-form video to grow their practices.

However, we're still in the early stages of adoption, and we've found that these advisors, like you, are just learning the ropes but aren't yet seriously investing in the platform.

Because of this, it's easy to stand out - especially if you have the head start that N2 will provide you.

Yes, professions from accountants to lawyers to real estate agents have been leveraging short-form video to grow their businesses for YEARS.

While there are some financial advisors (like Nate) who've really taken advantage of this opportunity, most are still sitting on the sidelines.

Would you rather start now, when there's barely any competition, or in a year or two when the industry as a whole inevitably recognizes the value they're leaving on the table by NOT creating short-form videos?

We define success as doubling your current organic traffic, which we expect to take less than 3 months.

Building a truly viral brand that attracts paying clients, however, is a constantly evolving process that can take a year or more and must be consistently maintained.

The beautiful thing about short-form video is that, if a video performs well, it could reach tens of thousands, hundreds of thousands, or even potentially millions of people organically, regardless of your account's following.

No, our engagement renews on a month-by-month basis.

If you want to stop working with us, let us know before the start of the next month and your contract won't renew.

Because we do so much work at the start of each month, we do not process refunds for mid-month cancellations, but we will finish our remaining work for the month before our contract terminates.