Ideas to bring into your practice.

Inside the session

A starting point for short-form video.

Learn the secrets of short-form video from the most successful CFP® professionals on social media, Nick Meyer, CFP® and Nate Hoskin, CFP®, AWMA of N2 Content Marketing (2 million+ followers, 450 million+ views) + how to screen, convert and onboard the leads you get from social media with Investipal.

What you’ll learn

• Why you NEED to embrace Short-Form Video. The numbers don't lie: financial advisors who don't leverage short-form video content will fall behind.
• Exactly how to get started with Short-Form Video including an overview of the different platforms, profile setup best practices, what equipment you'll need, and more.
• How to use Investipal's automations to increase conversions and free up time to create more content. Learn how Investipal makes it easy to qualify, convert and onboard the leads you'll receive from social media, shortening sales processes from the typical 1-3 weeks to 1 day.

Meet the speakers

• Cameron Howe

  CEO · Investipal

• Nick Meyer, CFP®

  Co-Founder · N2 Content Marketing

• Nate Hoskin, CFP®, AWMA

  Co-Founder · N2 Content Marketing

Session description and speaker details from the published session overview, retained in their original event context. This overview is not a transcript.