Stop Marketing, Start Educating
Learn how to leverage short-form videos to grow your financial advisory business from the most successful CFP® practitioners on social media.
Stop paying for ads.
Build trust at scale with an audience that chose you to be their source of information and insight.
Stay compliant.
Our complete compliance guide, template disclosures, and turnkey workflows keep you out of the gray.
Unlock the snowball effect.
Leverage the credibility that comes with having an audience to win awards, book speaking engagements, & get interviewed.
We'll teach you how to start from zero.
Skip the frighteningly steep learning curve with guidance and direct coaching from two of the most successful CFP® professionals on social media.
Topics covered:
- Social media platform overviews
- How to craft compelling social media profiles
- N2's recommended recording gear (and how to use it)
- How to effectively organize, ideate, and script videos that will attract your ideal client
- How to record videos so naturally it feels like you're having a FaceTime conversation
- How to handle (or effectively outsource) editing, scheduling, and posting your videos
- Which video analytics you should actually pay attention to
- How Nate maintains compliance while posting multiple videos per week for his RIA
Learn from our 6+ years of combined success.
Nick Meyer, CFP®
Co-Founder of N2
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Nick's mastery of short-form video has led him to become the most-followed CFP® Professional on social media. He's ready to use this expertise to help you create finance-related content that your target audience actually wants to watch.
300,000,000+
Views
1,600,000+
Followers
100+
Brand Partnerships
Some big names Nick has worked with:
Nate Hoskin, CFP®
Co-Founder of N2
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As one of the first financial advisors to embrace short-form video, Nate built Hoskin Capital without spending a single dollar on paid advertising. He knows exactly how to leverage social media to build trust at scale and keep it compliant along the way. He's ready to work with your advisors and CCO to turn your practice into a viral sensation.
41,000,000+
Views
7-10
Inbound prospects per week
114
Clients from Social Media
Nate has been recognized by:
Why short-form video?
Skip the frighteningly steep learning curve with guidance and direct coaching from two of the most successful CFP® professionals on social media.
96%
Of consumers prefer to watch short-form video to learn about a product or service.
89%
Of people say watching a short-form video has convinced them to buy a product or service.
87%
Of marketers say short-form video marketing has helped them drive more sales.
How one video turned into $6m AUM.
With one video, Nate generated 14 new prospect meetings and over $6m in new assets.
The video in question was a two-minute video outlining 7 steps to achieve financial freedom by age 30.
The video exploded, gaining over 600,000 views in 48 hours.
The crazy thing? Nate has over 15 videos with more views than this one, but this video resulted in more meetings than any other.
This is because Nate used four of the tools we give every Finfluencer:
1. Optimized his sales funnel from links page to scheduling page
2. Updated his bio to include a call to action
3. Included a call to action in the video
4. Used a script template that maximized watch time
With a video that took less than two hours to make, Nate was able to get more leads in a day than most advisors get in a month.
Because these prospects already know and trust Nate, he is also able to maintain a 90% close rate. That's the power of short-form video.
Advisors spend 8 hours per week actively prospecting.
Build a lead engine that runs on 6 hours per month.
You will also receive...
N2's full-length social media compliance guide
Gear and filming setup recommendations
Lead magnets and content organization templates
Two dedicated coaching sessions with Nick & Nate to skip the years-long learning curve
Template language for disclosures, policies, and procedures so you stay compliant
70% of companies that don’t use video are starting in 2023. Don’t fall behind.
Enroll NowPricing
Money-Back Guarantee
We're so confident in the value provided by this course that we'll give you a full refund, no questions asked, if you don't think the course was worth it.
Must request within 30 days of purchase or before the first coaching call, whichever comes sooner.
Are you unsure which option is right for you?
Schedule a Free Strategy CallFrequently Asked Questions
What is short-form video?
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.
What if I have zero on-camera experience?
It doesn't matter.
If you've ever had a conversation over FaceTime, you can make effective short-form videos.
Why?
Because they're basically the same action, except you respond to a prompt (your video topic) instead of a voice from the other end of the line.
Why should I focus my limited, valuable time on creating short-form videos?
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.
Is my ideal client on social media?
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+.
Will this make compliance a headache?
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.
In our Complete Guide to Short-Form Video Course, Nate breaks down how he passed both the FINRA and DORA examinations with flying colors, all while posting short-form videos.
Who is the course for?
If you’re a financial advisor or planner looking to strengthen trust with your current client base, and want to build a brand strong enough to passively generate new client meetings with little-to-no marketing spend, this course can help you skip the learning curve and get ahead of your competition.
Do I need any previous social media experience to get started?
No.
Nick & Nate have a combined experience of over half a decade creating
short-form, finance-related videos that people actually want to watch, and will teach you the tricks of the trade starting from zero.
This education starts with an introductory video course you get access to immediately after signing up: it teaches you everything you need to know about getting started with short-form video, from ideation to posting, and gives exact examples of both Nick and Nate’s content creation process
Is the course worth it?
The course has 3 main value propositions:
- It “onboards” you into the world of content creation by showing you how to ideate, script, record, and edit viral content in a systematic way.
- You get to work with two of the most successful CFP®s on social media who will give you tailored strategy advice that you won't find anywhere else.
- We understand advisor compliance better than any other content creators. We've designed this course to help you grow with short-form video while staying compliant every step of the way.
If you find the course isn't worth it, we'll give you your money back no questions asked before the first coaching call.
If you're interested in building your business by leveraging short-form video, it's a no-brainer to take this course.
Do other professions attract clients with short-form video?
Yes, professions from accountants to lawyers to real estate agents have been leveraging short-form video to grow their businesses for YEARS.
People are even selling private jets using short-form video!
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 when the industry inevitably recognizes the value they're leaving on the table by NOT creating short-form video?
Is continuing support available after the alotted coaching calls?
Yes, we're happy to continue to support your growth.
Exactly what this looks like varies from person-to-person, so we can discuss this with you individually on or after your final coaching call.
Are there group discounts for companies?
Yes! If you are interested in purchasing the Direct Coaching package for multiple advisors in your firm, we offer group discounts for 5, 10, and 20+ seats.
Firm packages include a custom, firm-wide training session with Nate & Nick.
