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.

Sage 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

Honored to have not one, but TWO companies on the Kitces.com Advisor Map.

Sage by N2 Content Marketing is perfect for DIYers or large firms looking to implement video across many advisors.

N2 Content Marketing provides a concierge, done-for-you social media video creation process like NONE other.

Nate & I entered this space ~3 years ago because we saw a clear gap in the market.

Advisors needed to meet clients where they actually spend time: consuming videos on social media.

But every existing option (the few there were) was built by people who'd never grown a business with social media themselves.

Nate gained 170+ clients for his firm through social media.

I built 1.8M followers and ran marketing campaigns for some of the largest financial companies in the US that drove tens of thousands of conversions.

So we built what didn't exist using our unique knowledge of this space.

Now we're helping hundreds of advisors win with video the same way we did.

Nick Meyer, CFP®

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

I watched an advisor spend 20 hours on a YouTube video.

Great title. Professional editing. Genuinely valuable advice.

The result: 27 views.

Here's what ruined it:
The thumbnail.

It doesn't matter how good your YouTube video is.

If your thumbnail doesn't capture attention, nobody will ever click.

This is why advisors used to spend thousands of dollars on thumbnail photoshoots...

& pay designers $100+ for each finalized thumbnail.

Not anymore.

SageContent's new Thumbnail Generator AI Agent creates click-worthy thumbnails in just 30-60 seconds.

Here's how it works:

1️⃣ Upload 3 selfies to your Sage Profile
2️⃣ Select which video needs a thumbnail
3️⃣ Wait ~30 seconds
4️⃣ Get 2 thumbnail options back
5️⃣ Iterate until you get the perfect thumbnail

The AI makes your thumbnails look professionally designed.

It even generates different facial expressions for you that look real.

(No awkward "YouTube face" photoshoot required)

This is part of a bigger shift.

The old YouTube workflow: 20+ hours per video. 
The SageContent YouTube workflow: ~2 hours per video.

Ideation. Scripting. Editing. Thumbnails. Posting. All handled.

You just need to sit down in front of a camera.

2026 will create a massive divide between advisory firms.

Those who embrace video will build trust at scale.
Those who don't will fade into obscurity.

Which side will you be on?

P.S. The 4 thumbnails attached were all generated by SageContent. Start your free trial to try it yourself.

If you want your videos to look better, fix your lighting.

Here are 3 lighting rules we follow whenever filming with clients in our studio.

(Thanks to Nate for the guest appearance)

#marketing #video #videomarketing #contentmarketing

3 AI tools ALL financial advisors need to use in 2026...

(I bet you haven't heard of at least 2 of them)

1. WealthReach turns ghost traffic into qualified leads who are actually ready to hire you.

2. Hazel by Altruist is your AI Chief of Staff.

3. SageContent ensures you don't become invisible to your next generation of clients by making video marketing easier than ever.

How many of these 3 are you using?

We've created THOUSANDS of videos for financial advisors...

Avoid these 3 mistakes if you want to attract new clients with your video content👇

Most-followed CFP® Professional on social media | I help financial advisors grow their business with video content

"A good product with great distribution will almost always beat a great product with poor distribution" - Reid Hoffman, Founder of LinkedIn

You might be the best financial advisor in the world.

But if your ideal client doesn't know you exist, they won't hire you.

This used to mean posting blogs on your website or doing cold outreach.

AI k*lled both of these.

The average American adult now spends 52 minutes every day.

or about 26 hours/month.

...watching video content on social media (Sprout Social).

Social media algorithms now prioritize video heavily.

Generating 1,200% more shares than text and image posts combined. (G2)

That's why advisors like Kevin Lum, CFP®, James Conole, CFP®, & Dave Zoller are all-in on YouTube.

That's why a multi-billion dollar firm like Potomac is investing so heavily in video (their content is must-watch).

That's why Nate Hoskin, CFP® 🎥 & I built Sage by N2 Content Marketing.

All that matters in marketing anymore is visibility and trust.

Video content provides both.

If you aren't making 2026 the year of video for your firm...

Prepare to lose clients to firms that do.

11 Stats That Prove Video Marketing Works

1. There are now 253 million social media users in the U.S., and video is now the primary content format consumed on every major platform they use (Backlinko)

2. The average U.S. adult now spends 52 minutes every single day specifically watching social media video content (Sprout Social).

3. 89% of consumers say that watching a video has directly convinced them to purchase a product or service (Wyzowl).

4. ROI has hit an all-time high, with 93% of video marketers reporting a positive return on investment in 2025 (Wyzowl).

5. 76% of Gen Z and 65% of Millennials - the recipients of the Great Wealth Transfer - now specifically seek financial advice on social media platforms rather than Google (Federal Reserve Bank of Philadelphia).

6. YouTube now reaches 85% of all Americans aged 50–64 and 64% of those over 65 (Pew Research Center).

7. Google now features video snippets in 26% of all search results, and users are 41% more likely to click these results than plain text listings. (BrightEdge / Sistrix)

8. By 2026, video will account for a massive 82% of all consumer internet traffic, meaning non-video content is becoming invisible to the vast majority of users (Cisco).

9. Viewers retain 95% of a message when they watch it in a video, compared to just 10% when reading it in text (Insivia).

10. While only 9% of people prefer reading text-based articles, 78% would rather learn about a new service via a short video (Wyzowl).

11. Short-form video is currently rated the "most engaging" content type by 66% of consumers (Sprout Social).

Video isn't a 'nice to have' anymore, it's table stakes.

Your videos aren't getting views or driving results because you don't understand the 3 second rule... 👇 

#marketing #videomarketing #contentmarketing

Social media is today's main street.

It can put you in front of hundreds of your ideal clients every single day.
In exchange for showing up and creating valuable content.

Opting out of social media is choosing to be invisible.
& Forces you into sales-driven instead of value-driven client acquisition.

Picture a financial advisor in 1952. He sets up shop on Main Street, right between the barbershop and the hardware store. Every morning, hundreds of p

Open article: Social Media is Today's Main Street by Nick Meyer, CFP® • 4 min read

This is my favorite video that we've ever recorded 🤣

Financial advisor and digital marketing nerd focusing on making a million people more financially literate.

"So many fires to put out!" (me holding the lighter). 

For anyone who needed a little dose of nostalgia to start their week. 

Shoutout to the cast: Alex Kuettel, Grant Davidson, Nick Meyer, CFP®

#businessowner #dayinthelife #techmemes #tech

Answering the 3 big questions everyone has about SageContent:

1️⃣ How do you personalize Sage outputs to a given advisor?
2️⃣ How are Sage's AI Agents different from ChatGPT?
3️⃣ What could an advisor expect if they committed to Sage for a year? 

Check out my answers👇

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