Build a Four-Stage Digital Growth Funnel-Course recording

Video Transcription

Video Summary

Aaron Freeman opens a NAPFA Genesis webinar sponsored by LLIS and introduces CFP Nate Hoskin, owner of Hoskin Capital and CEO of N2 Content Marketing. Hoskin explains how he launched an RIA in 2020 and, unable to use traditional prospecting, grew rapidly using TikTok and other platforms, reaching about 250,000 followers and onboarding clients through a “digital growth funnel.”<br /><br />He outlines four funnel stages: (1) an unlisted landing/links page that clearly states who the firm serves, the outcome it delivers, and prioritized calls-to-action (book a call first, lead magnet second); (2) a lead magnet (e.g., a short email course) that solves one “micro problem,” feels paid-worthy, is hard to copy, and is automated—helpful but not required to start; (3) an email nurture sequence that delivers value, then timely sales emails, and ongoing nurturing (often more frequent than advisors expect); and (4) a properly designed booking link with clear meeting expectations, minimal friction, and a form that captures useful “messy middle” attribution data.<br /><br />Hoskin recommends tools like Lovable/Webflow/Linktree, Kit/MailerLite/ActiveCampaign, and Calendly. He emphasizes video as the primary top-of-funnel driver and advises batching content production. Q&A covers team approaches, conversion rates, podcasts, communities, topic selection via proven trends, and voice-care tactics.

Keywords

NAPFA Genesis webinar

LLIS sponsorship

Nate Hoskin

RIA launch 2020

TikTok marketing for financial advisors

digital growth funnel

lead magnet email course

email nurture sequence

Calendly booking link optimization