How this financial advisor ACTUALLY makes boring topics viral - a marketing whiz artwork
The Augmented Advisor

How this financial advisor ACTUALLY makes boring topics viral - a marketing whiz

  • 1:04:20
  • February 15th 2024

If you want to learn financial advisor marketing, you'll want to learn from Nate. Nate Hoskin is the 3rd most followed CFP in the world across social media. He dares you to come take his title and he'll even help you do it.

How do you make a boring topic like Tax go viral? How do you build for conversion and not just views? And how do you build a system to simplify making successful content? We talk about these questions and how Nate developed his skill to make it all happen.

I've been following Nate for a while now and I really enjoy the variety of his content. But for me what sets Nate apart is his relatability while talking about the boring stuff.

Nate breaks down:

1. How he drove 7.1 million views of a single video

2. Built a conversion system to drive leads for his business

3. How he manages all his content creation.

Links

Tiktok video - https://www.tiktok.com/@natehoskin/video/6937456876342840582

1,000 True Fans - https://kk.org/thetechnium/1000-true-fans/

Notion Template - https://windy-lamp-4ca.notion.site/693ff18e601a4fa4816b69274bffb999?v=5c2a1ea42f95436b94f13446c68b4dc0

N2 - Nates Agency - https://www.n2contentmarketing.com/


The Augmented Advisor

The Augmented Advisor is a video podcast about creators to help creators in wealth management. We talk to talent across the globe to help other creators learn, grow, and become more effective. We cover insights from creators across different platforms and media to ensure the best thinking is available no matter where it happens.

Media is the biggest opportunity for positive impact available to advisors. We want to help everyone unlock the secrets of the best creators across each platform to make that impact a reality.

The Augmented Advisor

The Augmented Advisor is about Creators and Communicators in Wealth Management.

The podcast is presented by Blueleaf monthly and hosted by John Prendergast.

The show is about creators in Wealth. We tell their stories and try to learn their lessons. We talk about how independent financial advisors can leverage new media in their business and amplify their impact on clients and in the world.

"If you're not communicating, you don't exist" Gary Vaynerchuk

We want you to shine bright.

You can also see our video episodes on YouTube: https://www.youtube.com/@augmentedadvisor

SEND US A STORY: [email protected]

Our Website: https://www.blueleaf.com/

Meet the Host

John Prendergast avatar
John Prendergast
CEO of Blueleaf and Co-host

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.