How to Attract High-Net-Worth Clients with Social Media

Wednesday, Jan 8, 2025 at 2:00 PM ET

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Discover how financial advisors can use short-form videos to attract high-net-worth clients and build enterprise value. Join N2 and Wealthbox to learn how CRM complements your marketing efforts by streamlining client engagement and helping you turn leads into lasting relationships.

This webinar will cover:

  1. What short-form video is and how it fits into your existing marketing strategy
  2. Best practices for social media platforms and marketing systems that drive growth
  3. How to ensure compliant production, distribution, and retention of short-form videos
  4. How Wealthbox supports social media marketing efforts by enhancing client organization and follow-up processes

Speakers

Nate Hoskin

Co-Founder

N2 Content Marketing

Nick Meyer

Co-Founder

N2 Content Marketing

Chris Kopanski

Sr. Product Specialist

Wealthbox