Virtual Event

How to Get Your First Client from Social Media as a Financial Advisor

With N2 Content Marketing

Aug 14, 2024 @ 10 AM PT / 1 PM EST

With 244 million US viewers dedicating an average of 17 hours weekly to short-form video content, financial advisors have a remarkable opportunity to engage current and potential clients on social media.

But where do you start?

Join Nate Hoskin, CFP® & Nick Meyer, CFP®, who collectively boast over 2 million followers and 500 million video views on short-form platforms. In this webinar, they will guide you step-by-step on effectively growing your client base using short-form video content. Topics will include:

  • Overview of popular short-form video platforms
  • Best practices for setting up your profile to attract clients
  • Recommendations for recording equipment to enhance video quality
  • Building efficient workflows for organizing content
  • Crafting scripts that resonate with your target audience
  • Best practices for video editing and software recommendations
  • Addressing common questions about posting and engagement
  • Converting views into warm discovery meetings
  • Ensuring your content meets compliance standards

Don’t miss this opportunity to elevate your social media strategy and learn directly from experts who have successfully leveraged short-form videos to attract clients and grow their advisory businesses.


Register Now