What does it actually take to grow your advisory firm with short-form video? We went straight to the source.

Nick Meyer is the most followed CFP® professional on social media — 1.8 million followers, over 330 million video views — and the co-founder of Sage Content. He's worked with Fidelity, Discover, Ally Bank, TurboTax, and the Golden State Warriors. In this episode, Nate puts Nick in the hot seat with 15 questions every advisor wants answered about video marketing.

What You'll Learn

• How to get started — You don't need fancy gear. Here's the simplest possible first step.
• Which platform to prioritize — TikTok, Instagram, YouTube, LinkedIn, Facebook, X... and why the answer might surprise you.
• How often to post — The minimum cadence to actually build momentum without burning out.
• Ideal video length — The 30-to-90-second rule, and when you can (and can't) break it.
• Edutainment vs. talking head — Which style converts clients, and which one just gets views.
• Production quality on a budget — The three elements that matter most, and the gear recommendations that won't break the bank.
• How to repurpose content — One video, every platform. Here's what to change (and what not to).
• Why clipping podcasts usually backfires — And what to do instead for short-form content.
• Measuring ROI — How to think about returns on content over months and years, not days.
• Paid ads done right — Why boosting posts quietly kills your organic reach, and the strategy that delivered a 26X return on ad spend.

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🔗 Learn more about Sage Content → https://sagecontent.ai/home