Using AI to Create Authentic Content at Scale

Thursday, Jul 17, 2025 at 2:00 PM ET

Sign Up Now

Presented by

AI tools are everywhere, but few know how to use them well. Join N2 and Wealthbox for a behind-the-scenes look at how to go beyond generic prompts and use AI to produce video and content that feels personal, professional, and powerful. We’ll share lessons learned from building our own AI-powered content platform, along with best practices advisors can use today.


This webinar will cover:

  1. Why personalization matters more than ever and how to pair AI tools with CRM data in Wealthbox to create authentic, client-relevant content
  2. How to use AI tools to generate scalable, client-focused content
  3. Lessons from building Sage: AI agents, instruction sets, and avoiding hallucinations
  4. Real-world examples of authentic content creation using AI in advisory firms

Speakers

Nate Hoskin

Co-Founder

N2 Content Marketing

Nick Meyer

Co-Founder

N2 Content Marketing

Chris Kopanski

Head of Customer Education

Wealthbox