How to Get Clients from Social Media
Course Information
Earn: 1 NAPFA CE
Content Level: Intermediate
NAPFA Subject Area: K-Marketing and Practice Management

This program is free to NAPFA Genesis members courtesy of LLIS, the exclusive sponsor of Genesis. To add this course to your calendar, log in to NAPFA's Learning Center, find this program under “My Courses” and click on the green “Start” button for a calendar invitation.

Course Description

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

According to the 2026 Kitces Marketing Survey, video marketing was the most successful of all content marketing tactics, but it carries an average client acquisition cost of $37,170. Join Nate Hoskin, CFP®, founder of SageContent, to learn how advisors are producing a large quantity of high-quality video content without breaking the bank. We'll cover everything from pre-production to video editing and explore the hidden (and not so hidden) costs alongside video strategies from some of the most followed CFP® professionals on social media.

Learning Objectives
  1. How to produce video content without spending five figures a month.
  2. How to focus your time on the video formats that yield the highest ROI, so there is little to no wasted effort or cost.
  3. Where AI is effective in a video production process, and where it isn't.
Speaker
Nate Hoskin, CFP® 

Nate Hoskin, CFP® founded, scaled, and sold Hoskin Capital using video marketing as his only marketing funnel. He added 172 clients in 9 months before exiting the firm in early 2026. He has been coaching advisors on video marketing since 2023, when he partnered with Nick Meyer, CFP® (the most followed CFP® certificant on social media) to found SageContent.

Summary
Availability:
Registration Required
Expires on Nov 19, 2026
Location:
Online Meeting
Date / Time:
Nov 18, 2026 3:00 PM - 4:00 PM ET
Cost:
Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit