Embedded Consulting

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.

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.

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.

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+.

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.

If time is still a concern: clients in our Premier Video Product service save an average of 20 hours per month by offloading their scripting, editing, and posting to the N2 team.

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.

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.

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.

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

The course has 3 main value propositions:

1. 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.
2. 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.
3. 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.

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?

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.

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.

Contact us for more information.