Embedded Consulting
Nick and Nate will install themselves in your business forĀ 3-6 months to turn short-form video into an in-house core competency for your firm.
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Most companiesĀ borrow trust.Ā
Brand deals, UGC, collaborations, we've seen it all. Our co-founder Nick Meyer hasĀ helped 100+ finance brands like Fidelity, Discover, and TurboTax build trust at scale by lendingĀ his audience's trust.Ā
Borrowing trust is expensive and unsustainable. Once the contract is over, companies must spend more to see any future results.Ā
To break that cycle, Nick and Nate train your teamĀ to create viral content in-house.
You are months away fromĀ content independence.
- Speak inĀ your company's voice
- Own the content, no questions asked
- BuildĀ the systemĀ once, create forever
- Teach best practices to futureĀ teamĀ members
Benefits of Embedded Consulting
Empower the team.
Develop infrastructure and skill sets for superior content creation.
Reduce reliance on external content creators and audiences.
Month-by-Month Breakdown of Embedded Consulting
Month #1
Expert Perspective
- Isolate your competitive advantages
- Identify customer pain points
- Identify customer knowledge gaps
- Connect with product specialists
Deliverable:
Distill research into a circumstance profile, overarching content themes, and a full year of video topics.
Content Creation
- Present our content creation process
- Provide video walk-throughs
- Review current processes
- Present a replicable hook, script,
- re-hook engagement structure
Deliverable:
Our proprietary content creation process, editing & production coaching, script structure, and video walkthroughs.
Month #2
Production
- Provide feedback on scripts, filming studio,
- camera presence, hook delivery, and editing
- Train on-camera talent
- Edit and deliver the first two videos
Deliverable:
Recorded feedback sessions, one-to-many presence & speaking coaching, written video review process, and two completed videos.
Delivery
- Optimize captions/hashtags
- Update handles, bios,
- images, and bio links
- Content atomization strategy
- Isolate essential KPIs
Deliverable:
Replicable caption format, list of KPIs, and polished social media profiles
Month #3
Conversions
- Develop a dedicated links page
- Design lead magnets
- AdBoost process based on KPIs
- Feedback on the sales funnel
Deliverable:
Updated social media links page, lead magnets, and a written AdBoost process.
Hand-Off
We ensure all functionalities are passed off to the project owner within the firm.
We hold a concluding interview to answer final questions and ensure a smooth transition.
70% of companies that donāt use video are starting in 2024. Donāt fall behind.
Enroll NowTell us about yourself!
These engagements are entirely custom, meaning we need to know more about you and your firm toĀ determine if we are a good fit. Tell us more, we'll be in touch within one business day.
Frequently 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 onĀ 2 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.
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 Nateās content creation process
Do other professions attract clients with short-form video?
Yes, professions fromĀ accountantsĀ toĀ lawyersĀ toĀ real estate agentsĀ have been leveraging short-form video to grow their businesses for YEARS.
People are evenĀ selling private jetsĀ using short-form video!
While there are some financial advisors (likeĀ Nate) who've really taken advantage of this opportunity, most are still sitting on the sidelines.
Would you rather startĀ 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?
