Live Webinar Ended
Best Practices
Using AI to Create Authentic Content at Scale
Thursday, July 17, 2025 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
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 Lessons from building Sage: AI agents, instruction sets, and avoiding hallucinations
- 3 Real-world examples of authentic content creation using AI in advisory firms
SPEAKERS
Nate Hoskin
Co-Founder
SageContent
Nick Meyer
Co-Founder
N2 Content Marketing
Chris Kopanski
Head of Customer Education
Wealthbox