We Help Financial Advisors Build Trust At Scale with Short-Form Video
Meet your ideal clients where they are, stop relying solely on referrals to grow your firm, and put your marketing on autopilot for months at a time - without giving your CCO any gray hairs.
Tell us about you & your firm:
Case Studies
Taylor says... "Now I'm just focused on taking action"
Taylor earned over 100,000 views in his first month.
When Taylor came to us, he already had a successful podcast, but hadn't been able to gain any traction with video.
We combed through 100 episodes of his Stay Wealthy Retirement Podcast and condensed the greatest hits into 60 short-form videos.
We handled all the ideation and scripting, helped Taylor set up his recording studio in his home office, then he took on the responsibility of recording the videos himself.
Our team handled editing and posting, and his first 18 videos earned 100,220 views.
Not only did he earn views, he earned views with his target client demographic.
76.2% of his viewers were over the age of 35, and 54.6% were over the age of 45.
What other medium can give you these organic results in month 1?
Skyler says... "I'm beating clients off with a stick"
Skyler closed 8 clients from his first 11 videos.
2 Were strangers who organically found his content, but the other 6 came from a source he didn't expect...
Skyler's clients love working with him.
They consistently refer him to their friends, family, & coworkers.
But these referrals didn't frequently turn into clients until he started posting short-form videos.
Why?
It's much more casual for his clients to share his VIDEOS than it is to make a "hard referral" by sharing his phone/email.
Plus, they give the referred prospect a chance to get to know him before they ever reach out to him.
Brian says... "I'm gonna make that money back 10, 20, 50x over if I just implement (N2's) industry best standards"
(we walk through the whole Video Vault process with Brian in our webinar with XYPN below)
Brian recorded 6 months of content (120 videos) in 3 days.
Brian chose our in-person Video Vault option at our Denver studio for 2 reasons:
1) He enjoyed being with our team, who handled all the video production and provided live on-camera coaching.
2) Committing to 3 days in the studio with us is a "forcing function" that helped him keep his focus and record all these videos.
As he said in the above webinar...
"Before you know it, I have 6, 7, 8 months' worth of content, and then I can go back to doing the rest of what I'm doing."
He didn't have to spend dozens of hours writing these video scripts...
Or learn how to use high-end video equipment...
Or edit the videos...
Or spend 30 minutes every day posting his videos across every social media platform...
Our team handled it all for him.
On why he chose to work with us, Brian said:
"I went with you guys to just start the right way from video one and not waste my time, my money, my energy...
There'd be a high cost if I messed it up or took two years to get it off the ground. That's all the people I wouldn't have met that I could have met, while I'm figuring out on my own."
How The Video Vault Process Works
We'll produce 60 (or 120) short-form videos for you and it will be less work than going to a conference.
Creating short-form video content doesn't need to be yet another drag on your time as a financial advisor. With N2, content isn't a weekly checklist, it's a 1x or 2x a year thing.
And better yet: all you need to do is appear on camera, we'll handle the rest.
The process is simple:
- In a one-hour interview, we'll learn everything we need to write your bespoke, evergreen video scripts.
- We submit every script to your compliance team so they can approve them (and not get in the way of our posting schedule).
- We set up your social media profiles and optimize your organic sales funnel.
Then we fly out to your office to spend 2-3 days filming all the videos together - or walk you through filming virtually if you'd like to keep costs down.
Generic, canned content wouldn't sound authentic - so we write every script custom for you.
People come to you because you're the best at what you do. We're no different. We are the most successful CFP® professionals on social media.
500,000,000
Views and counting
170+
Advisory clients converted from social media
100+
Brand partnerships with leading financial firms
- Once the videos are filmed, your work is done!
- We'll polish your videos like only a professional editing team can.
- We'll post the videos on your schedule, usually 5 per week.
- We'll write the video descriptions, manage hashtags, and optimize the posting time.
If you were speaking at a conference, you would take a few hours to prep in the month leading up, then go all out for 3 days. You already know it fits your schedule, why not use the same approach to put content on autopilot for months at a time?
We write the scripts
We'll take the unique knowledge you share in our interview and write evergreen scripts that will resonate with your perfect client.
Check with compliance
Our biggest pet peeve when creating our own content is re-filming videos. We'll clear the scripts with your compliance team to ensure that doesn't happen.
Set aside 3 days
We'll spend 3 days filming you in-person, bringing our professional videography equipment - or teach you how to film yourself if you opt for a virtual engagement.
Edit for engagement
It's painfully obvious when videos aren't edited properly - we'll edit your videos to be as engaging and authentic as possible.
Post to your profiles
TikTok, Instagram, Facebook, YouTube, LinkedIn - we'll post your videos on every platform your ideal clients live on.
Analyze and report
We analyze your videos and provide monthly performance reports throughout the posting period.
2 Ways we can help you grow your firm with short-form video:
60 or 120 Videos
Virtual Video Vault
For advisors who can record their own content but want us to handle the rest.
Schedule a Free Strategy Call60 or 120 Videos
In-Person Video Vault
For advisors who are low on time & want the highest quality content possible.
Schedule a Free Strategy Call
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.
Why is your minimum video count 60?
If we're posting 5 videos per week, a batch of 60 videos will give you about 3 months of content.
This is enough time/volume to give you statistically significant results.
And maintaining this level of volume over a minimum of 3 months will, from our experience, greatly increase your chances of success. The social media platforms will truly understand what your content is about and who it resonates the most with, so your audience becomes very targeted at your ideal prospect.
Do you use the same scripts for every advisor?
No.
We're not your typical advisor marketing firm that gives the same canned pieces of content to all of their clients.
Every script is written custom for each of our clients based on your opinions, speaking style, and who your target audience is.
We put all our clients through a comprehensive onboarding process, which provides us with a deep understanding of your business, expertise, and speaking style.
Authenticity is what leads to success on social media, so we ensure every one of your scripts sounds authentic to you.
Why work with you over another marketing firm?
Our founders are the most successful CFP®s on social media with over 500,000,000 combined views & 2 million combined followers.
They've cracked the code on how to use financial content to grow a book of business in a way that ZERO other marketing firms in our space have.
Most other marketing firms will push you to do the same outdated strategies that they've been running for the past 2 decades.
We're solely focused on short-form video because of the 5 ways it helps grow your business:
- Attracts & warms up a cold audience who fits your target demographic
- Supercharges your referrals
- Provides value to your existing clients, which increases client retention
- Creates a "digital mass" that can help you get A+ news features
- Acts as a testing ground for paid ads, so you can see which pieces of content are "winners" before wasting thousands of dollars on ad spend
Plus, we're not simply a "video recording" agency: we help you with every step of the content creation process, saving you 100+ hours of work per quarter.
