The Video Blueprint
In an hour and 45 minutes, you'll learn the foundational elements of video production. From ideation to scripting, recording, editing, and posting, we combine 10 years of video experience with everything we did to earn over half a billion views to teach you to create a high quantity of high quality videos.
And the people who took this course before you? They've earned an average of 2 clients in the first 3 months, all from short-form video.
The course isn't free... we ask for your email address and permission to send you emails. But no, it doesn't cost any money.
5-Day Email Course
This FREE 5-day email course teaches you, as a financial advisor, how to create high-quality short-form videos and build trust with your ideal clients.
Notion Template
Use our Content Organization Template to hold yourself accountable, effectively outsource production stages, and improve your compliance workflow.
Equipment List
Whether you're just starting or are ready to invest in your production setup, leverage our team's 10+ years of video experience so you don't have to fret about choosing the best gear.
Script Framework
It's painfully obvious when content is AI-generated or just plain unimaginative. Our script framework does away with the cliche elements and establishes the speaker's expertise.
Compliance Practices
We're not compliance experts, but we've been through audits while producing hundreds of short-form videos per year. Here's what we've learned.
Service Guide
We help advisors execute a 6-month short-form video campaign with just 3 days of filming and a few hours of interviewing, approving, and giving us feedback.
Reach a new audience
Cold calling, cold emailing, and paid marketing won't get your firm in front of its perfect client. It's time to meet them where they are.
Get an unfair advantage
Working with N2 will put you lightyears ahead of your competitors who are starting short-form video from scratch.
Skip the learning curve
Save years of trial and error by working with the most successful content team in the finance space.
Have 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.
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.
Nate has passed both the FINRA and DORA examinations with flying colors, all while posting short-form videos.
We'll work directly with your Chief Compliance Officer to implement a compliance process for approving, posting, and archiving your videos.
What if I have zero on-camera experience?
It doesn't matter.
Neither Nate or Nick had any on-camera experience when they first started.
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 during our recording sessions to build you a magnetic camera presence.
Why should I focus my limited, valuable time on creating short-form videos?
Because with The Video Vault, you can put content on autopilot for months, and it will feel just like attending a conference.
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.
Will it be weird posting a video months after I film it?
Nope, we guarantee your audience won't even notice.
We write all of your scripts to be evergreen (unless you request otherwise) - meaning they're not tied to time-sensitive events (like an election, interest rate decision, etc), they'll be engaging no matter when they're posted.
We also request that you bring a couple different outfits for each day of filming and we'll switch up where videos are recorded so it doesn't look like you recorded everything on the same day.
If you jump on a prospect call, they may be surprised if your hair style has changed since your videos were recorded, but that'll be the only indication that you batch-recorded all your videos.
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 2 new clients (from the same video) that had a combined net worth of $10 million+.
How is success measured?
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. Leads & Closed Clients
Chances are, you don't just want to make video content because it sounds fun, you want to use it to close new clients for your firm. This is at the front of our minds when planning out your content, and ensure you have a mechanism for converting interested viewers into leads that you can contact.
Who does N2 work with?
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 8 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.
Are other financial advisors doing this?
Yes, just in the 1st half of 2024, we saw hundreds of CFP® Professionals and Fiduciary advisors start posting short-form videos on TikTok, Instagram, YouTube, and even LinkedIn.
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.
Can I split these videos among multiple team members?
Yes.
For example: if you chose a 120 video package, two different advisors in your firm could make 60 videos each.
If you want to do more than 120 videos at once, let's talk.
