Nick Meyer, CFP®

Built by CFP® professionals who've generated 500M+ views, Sage helps financial advisors stand out in a commoditized industry by creating personalized video content at scale. Sage helps with every step of video production—from AI-powered ideation and scripting to professional editing, compliance tracking, and posting—so advisors can maintain the content consistency that builds trust and attracts their ideal clients at scale.

N2 is the market leader in helping financial advisory firms & financial services brands leverage video content to create an organic lead & referral engine. In a Video Vault, our team does everything for you except appear on camera (that's your job) to create a batch of 120 short-form videos, or 60 short-form + 12 long-form videos, letting you put content on autopilot for 6-12 months at a time. The complex, personalized, repeated workflows required here are what sparked the idea for SageContent.

Making fun, engaging, educational videos about personal finance on TikTok, Instagram, YouTube, & Facebook @nicktalksmoney for a following of 1.8 million+. Working with brands like Fidelity, Ally Bank, & TurboTax to help them acquire their next generation of customers. N2 is taking off, so this is winding down.

• Helped HNW and UHNW clients with financial planning, tax planning, and tax preparation. • I realized that I enjoyed the marketing side of things much more than the client work.

• Built a YouTube channel with 70,000+ subscribers and over 10,000,000 total video views. • Had a lot of fun, never could've guessed what sort of career this would lead to later.