In today’s digital-first world, video content isn’t optional—it’s essential. Just ask Nic Nielsen, CFP® of Know My Plan, who has built a multi-platform video presence that doesn’t just get views—it gets results. From his website to his social channels, Nic is using video to build trust, drive engagement, and convert leads.

Nic breaks down how financial advisors can go beyond vanity metrics and build a video strategy that actually grows your business.

💡 Top 3 Takeaways from Nic’s Video Strategy:

1. Track Leads and Conversions—Not Just Views
   The most important metric? How many people take action after watching. Nic’s focused on ROI, not just reach.
2. Repurpose Content Across Platforms
   Post the same message in different ways on YouTube, LinkedIn, Instagram, and email. Maximize impact without burning out.
3. Mix Up Your Video Styles
   Selfie clips, long-form explainer videos, educational soundbites—variety keeps your audience engaged and coming back for more.

🎬 Favorite Tools in Nic’s Toolkit:

• Descript for editing videos
• Buffer for scheduling posts
• Constant Contact for email marketing

Whether you’re camera shy or already in full creator mode, Nic’s approach is proof that smart strategy and consistent posting can turn video into a true growth engine for your practice.

🎧 Hit play and start leveling up your video game—without the guesswork.

🔗 Resources & Links

Connect with Nic Nielsen, CFP®

📍 Know My Plan Website:
 https://knowmyplan.com

📺 Know My Plan on YouTube:
 https://www.youtube.com/@KnowMyPlan

🔗 Nic Nielsen on LinkedIn:
 https://www.linkedin.com/in/nicnielsen/

📸 Follow Nic on Instagram:
 https://www.instagram.com/knowmyplan/