Long-Term Care: How to Protect Your Clients’ Future-Course recording

Video Transcription

Video Summary

NAPFA Genesis webinar coordinator Aaron Freeman welcomes attendees to a sponsor-supported session featuring Nate Hoskin, CFP®, owner of Hoskin Capital and CEO of N2 Content Marketing. Hoskin explains how he grew an RIA launched during the pandemic by using a “four-stage digital growth funnel,” driven largely by short-form video on platforms like TikTok, where he quickly scaled to hundreds of thousands of followers.<br /><br />Hoskin outlines the funnel: (1) a dedicated, unlisted landing/links page that clearly states who the firm serves and offers a strong call-to-action; (2) an optional lead magnet (email course, PDF, checklist, etc.) that solves a micro-problem and collects an email address; (3) an email nurture sequence that delivers value and then a sales sequence, emphasizing that sending more emails can improve results; and (4) an optimized booking link with clear meeting expectations, minimal friction, and a brief intake form. He notes you can start with just the landing page and booking link, adding the lead magnet later.<br /><br />He shares tool recommendations (e.g., Kit, Calendly, Webflow/Linktree, Canva) and argues video is the most effective way to fill the funnel, suggesting batching content production. Q&A covers multi-advisor teams, conversion rates, podcasts, communities, topic selection, and voice care.

Keywords

NAPFA Genesis webinar

RIA growth marketing

four-stage digital growth funnel

short-form video marketing

TikTok financial advisor

landing page optimization

lead magnet email capture

email nurture sequence

Calendly booking link