
While it can seem like video content is everywhere, creating educational videos doesn't automatically result in viewers (or new clients) for financial advisors. Which suggests that taking a structured, evidence-based approach to video content could lead to a greater return on investment and a more satisfying experience. Today's guest joins the show to share what advisors can learn from his experience building an advisory firm through video, going from creating financial education videos on TikTok to building an audience of nearly 80,000 followers. Nate Hoskin is the co-founder of SageContent, a platform that supports financial advisors in creating video marketing content. Listen in as Nate breaks down the lessons from his journey, including why follower numbers aren't enough and why understanding the audience you actually want to serve is critical to turning attention into business growth. You'll learn how to distinguish "performative" marketing from "performance" marketing, why data gives advisors the opportunity to improve their content faster, and how to build a funnel that turns viewers into prospects. For show notes and more visit: https://www.kitces.com/508
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Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach

Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn McClanahan

Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla
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