How to Get Your First Client from Social Media as a Financial Advisor

With 244 million US viewers dedicating an average of 17 hours weekly to short-form video content, financial advisors have a remarkable opportunity to engage current and potential clients on social media.

But where do you start?

Join Nate Hoskin, CFP® & Nick Meyer, CFP®, who collectively boast over 2 million followers and 500 million video views on short-form platforms. In this webinar, they will guide you step-by-step on effectively growing your client base using short-form video content. Topics will include:

• Overview of popular short-form video platforms
• Best practices for setting up your profile to attract clients
• Recommendations for recording equipment to enhance video quality
• Building efficient workflows for organizing content
• Crafting scripts that resonate with your target audience
• Best practices for video editing and software recommendations
• Addressing common questions about posting and engagement
• Converting views into warm discovery meetings
• Ensuring your content meets compliance standards

Don’t miss this opportunity to elevate your social media strategy and learn directly from experts who have successfully leveraged short-form videos to attract clients and grow their advisory businesses.