Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

I've grown a following of over 1.8 million people across TikTok, YouTube, Instagram, and Facebook through short-form video content - which makes me the most-followed CFP® certificant on social media.

My mission is to help financial advisory firms modernize their marketing efforts with engaging, educational, short-form video content.

SageContent empowers financial advisory firms to meet their ideal prospects where they actually spend time, close these prospects without being sales-y, and increase client referrals.

Nick Meyer

Grant has filmed THOUSANDS of videos for financial advisors in our studio.

Here are 3 pieces of recording advice he gives to everyone he films with:

Nick Meyer, CFP®

Most-followed CFP® pro on social media | Co-Founder, SageContent | I help financial advisors grow their business with video

Why cold outreach DOESN'T work for advisors (it's not what you think)...

No videographer has filmed more videos for financial advisors than Grant.

I asked him what most advisors have wrong about the recording process...

HubSpot just acquired Starter Story. 

That marks 3 media companies they’ve acquired since 2021. 

The smartest companies in the world are waking up to the same thesis:

A content engine that consistently attracts your ideal customer is the most defensible moat you can build in this age of AI.

…and it makes everything you own worth more.

The same playbook is coming to financial services.

Financial advisors who figure this out early won’t just grow faster.

They’ll be worth more.

…to clients, to partners, and eventually to whoever wants a piece of what they’ve built.

And the custodians, the aggregators, the platforms building the future of the advisory industry?

The ones who have a chance of surviving long-term will be the ones who own the relationship before the advisor ever opens an account.

But the ones who will REALLY win?

They’ll be the platforms that help their advisors grow AUM with the one truly scalable organic growth channel:

Video content.

The pattern is already playing out.

The only question is who moves on it before it’s too late.

graphical user interface, text, application

"How many videos will it take before I close my first client?"

One of our Sage users closed 8 clients after posting his first 11 videos.

Another didn't see much traction until 5 months in, when his Facebook page went viral and attracted 562,000 views in 41 days.

Here's how you should think about ROI from video content:

Grant has filmed THOUSANDS of videos for advisors in our studio.

I asked what recording equipment he'd recommend by budget-level 👇

3 (proven) ways to turn video viewers into clients for your RIA...

Grant has filmed THOUSANDS of videos for financial advisors in our studio.

Here's the biggest recording setup mistake he sees from advisors who DIY:

37 minutes and 44 seconds of me brain dumping everything I've learned growing an audience of 1.8 million with video content in the finance niche👇 

https://lnkd.in/dBVYmAuz

Appreciate the interview Nate 🤝

Open video: Video Marketing for Financial Advisors w/ Nick Meyer | The Afternoon Advisor E3 on youtube.com

Video Marketing for Financial Advisors w/ Nick Meyer | The Afternoon Advisor E3

taplio

The Battle

Jake Heisler, CFP®

Nick Meyer

Followers

Posts

Engagements

Likes

Performance ScoreNick Meyer's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Jake Heisler, CFP®

Nick Meyer

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nick Meyer's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreNick Meyer's LinkedIn Performance