Sep 22, 2026 · 1h 35m
Nate Hoskin turns video attention into advisory growth
Ep 508: Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months with Nate Hoskin
The episode shows how advisors can connect audience-building, measurable funnels, and a viable service model without confusing content output for business results.
- 1Effective video marketing depends on feedback and conversion data, not simply publishing consistently.
- 2Nate rebuilt his firm around planning fees and retainers after younger prospects rejected its AUM-centered model.
- 3Rapid lead growth can overwhelm operations, making pricing, capacity, and sustainable delivery as important as acquisition.
Don't miss
Hoskin recounts how onboarding 172 clients in roughly nine months produced major revenue growth while overwhelming him and his small team.
The brief
Nate Hoskin and Michael Kitces distinguish performance marketing from performative marketing: the goal is not completing activities, but measuring outcomes and improving them.
Hoskin’s early advisory model targeted retirees, but his video audience was younger and had smaller portfolios, forcing a shift from AUM fees to planning retainers.
Daily TikTok videos grew Hoskin’s reach and produced leads, but the crucial step was a focused landing page that converted familiar viewers into qualified inquiries.
The revised model brought 172 clients in roughly nine months, exposing the operational cost of hypergrowth and prompting higher prices, a waitlist, and a rebuilt team.
Hoskin eventually sold the advisory firm and turned the playbook into Sage Content, offering advisors strategy, scripting, production, editing, software, and coaching.