$620.00 USD

2 monthly payments

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Will you be at XYPN Live this October? If so, we'd love it if you joined us at our Pre-con event!

Complete Guide to Short-Form Video for Financial Advisors

Click here to pay in 1 upfront payment

 What's included in Course + Coaching

This course teaches you how to leverage the power of short-form video to attract customers at scale to your financial advisory business.

By the end of the course, you will have...

  • A deep understanding of how to turn short-form video into a (nearly) passive warm lead generating machine
  • The blueprint on how you can make short-form video content that is both authentic and engaging
  • 5 Active social media profiles (while avoiding the mistakes most advisors make on their profiles)
  • The gear you need to record with confidence
  • An expert understanding of what works (and what doesn't) on each platform
  • The same Notion template both Nick & Nate use for ideation and scripting
  • You'll know how to build a dedicated links page that turns viewers into booked calls 
  • A bulletproof Social Media Disclosure (that you should still consult with a compliance professional about)
  • An updated Policies & Procedures Manual

Plus: we'll personally help you get started

Skip the learning curve with one dedicated coaching session with Nate & Nick. We'll help you develop your content strategy, set up your profiles, build your funnels, critique your videos, and answer your questions.

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 coaching call, whichever comes sooner.

Hear from Advisors who've completed the course:

I've had 3 client opportunities come up in my first month posting short-form videos. Enrolling in course & coaching is a no brainer. I started my business over 3 years ago and always wanted to use short form video but never knew where to start. From recording to compliance, this program gave me what I needed to finally take the leap!

Skyler Denny, CFP®

I went from 0 to 1,000 followers in just shy of a month, and there's no way I could have done this without N2. I’ve already started to see success as a result from followers and views converting to actual clients. I've already had 4 prospect calls just from my short-form video on TikTok and 1 signed client (in just 1.5 months). I absolutely would recommend any advisor that's looking to get into short-form video content or really social media content at all as a marketing technique to work with N2 Content Marketing.

Nick Marino CFP®, ChFC®, EA

Nick and Nate… you guys have been fantastic to work with. Sincerely. You have such an abundance mindset of sharing what you know and what you’ve learned along the way…. I know Jim and I are early in this process – but seeing the success you two have had makes me confident we will get there as well. It’s been a lot of fun and we’ve learned so much. And there is still so much more to keep learning. But I am so glad this was the investment we chose to pursue for our marketing strategy!

Sarah K. Charles

Nate and Nick are great. They really know what they are doing. I learned a lot of things that I didn't know, and I really appreciate having support as I get started. I would recommend their course + coaching packages to other advisors who want to make short-form video content!

Christina Ferrer, CFP®

Nick & Nate really helped us hit the easy button. I've learned a ton in a short period of time. So well worth it from my seat. Try it on your own, stumble, fumble, fall, take a lot of time to do that, or, take the short course, spend a little money, make the investment in your business, and have these guys teach you the right way to do it. And you’ll be happy that you did.

Jim Charles, CFA, CFP®, CDFA®