The Real #Finfluencers

Ep. 39: What Millions of YouTube Views Taught Sean Trace

Wed, 16 Sep 2026 22:00:00 -0400

Sean Trace has seen just about every version of YouTube success.

He runs multiple podcasts and YouTube channels spanning personal finance, self-help, music, wine and educational content. Along the way, he’s watched videos get 20 views, 100 views, hundreds of thousands of views and, in one case, 10 million.

The surprising part? The 10-million-view video wasn’t necessarily the one they expected to win.

In this episode of The Real #Finfluencers, Sean shares what years of creating across multiple channels have taught him about building an audience, growing a network and figuring out what actually resonates.

He explains why interviewing people with great perspectives can open doors far beyond the podcast itself, why financial advisors have an opportunity to reach the enormous group of “average savers” who need credible financial guidance, and why creators have to publish enough content to learn what works.

Sean also talks about why view counts aren’t the only measure of video ROI. For him, network growth, engagement within your existing community and increasing inbound opportunities can be just as meaningful.

And after all those channels, episodes and millions of views, one lesson from Sean remains pretty hard to argue with:

“You don’t get visible by NOT recording.”

Sean Trace / Full Battery Media: https://www.fullbatterymedia.com/
Growing Money with Sean Trace: https://www.youtube.com/@growingmoneywithseantrace
The Sean Trace Show: https://www.youtube.com/@theseantraceshow
Sean Trace on LinkedIn: https://www.linkedin.com/in/seantrace/
Idea Decanter: www.ideadecanter.com

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep 38: How Casey Pascuzzi Built a Subscriber Growth Machine from YouTube Promotions

Wed, 12 Aug 2026 17:00:00 -0400

Casey Pascuzzi went from having almost no social media presence to building a YouTube channel with nearly 5,500 subscribers (and counting).

The founder and CEO of Edge First Wealth Partners joins The Real #Finfluencers to explain how he uses storytelling, YouTube promotions and artificial intelligence to grow his visibility and build trust with prospects.

Casey shares how he experimented with YouTube’s Promote feature, tested different campaign lengths and found a seven-day promotional window that worked well for his content. Rather than paying to promote every new video, he looks for signs of natural traction and uses a decision-making framework he developed with ChatGPT.

That approach is helping him put his advertising budget behind topics that are already resonating.

Casey also explains why his video strategy is about more than subscriber numbers. Clients share his content with friends, prospects arrive feeling as though they already know him and video allows his personality to come through before the first meeting.

Plus, hear how Casey is turning his stories into an upcoming book, The Financial Puzzle: Why Having Enough Still Doesn’t Feel Like Enough and What to Do About It, and how AI helped him organize the project without replacing his ideas or voice.

His advice for advisors considering video is straightforward: start, stay consistent and give the strategy time to work.

Show Notes

Edge First Wealth Partners: https://www.edgefirst.com/

Casey Pascuzzi’s YouTube channel: https://www.youtube.com/@Edge_First/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep 37: How Alexis Allen Turns Founder Interviews Into New Business

Thu, 16 Jul 2026 13:00:00 -0400

Can interviewing other people actually help advisors grow their business?

Alexis Allen, Associate Financial Advisor with the Teixeira Loughran Group of UBS, has seen the answer firsthand. Through her podcast, Dreaming Big, Alexis interviews founders, operators, and entrepreneurs about what they are building and what they have learned along the way.

But the show is not just about content. It has become a way to build trust, create visibility, and start meaningful conversations with the people she wants to serve.

In this episode, Alexis shares how she prepares for interviews, why vulnerability makes conversations more valuable, how LinkedIn carousels can help promote long-form content, and why she measures success through relationships, not just downloads.

Notes:

· Dreaming Big podcast: https://www.ubs.com/us/en/wealth-management/podcast/teixeira-loughran.html
· Alexis Allen on LinkedIn: https://www.linkedin.com/in/alexisdallen/
· Teixeira Loughran Group of UBS: https://advisors.ubs.com/teixeiraloughrangroup/
· The Real #Finfluencers: https://ideadecanter.com/the-real-finfluencers/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 36: Liz Hand on Getting Out of the Video Editing Rabbit Hole

Tue, 09 Jun 2026 16:00:00 -0400

Video can be a powerful trust-building tool, but it can also pull you straight into the editing rabbit hole.

In this episode of The Real #Finfluencers, Laura Garfield talks with Liz Hand, CFP®, a second-generation financial planner, mindset coach, and video creator who serves a women-focused client base through Pleasant Wealth and coaches other advisors.

Liz shares how she first got started with YouTube, why she learned by watching other creators, and how her early hands-on approach helped her build confidence, style, and momentum. She also tells the very relatable story of spending hours editing one of her first videos, accidentally deleting it, and having to start all over again.

As her business evolved, Liz’s video strategy evolved too. She now uses video to blend financial planning, mindset, and life transformation, while thinking deeply about the emotional experience of the person watching. She explains why video can shorten the sales process, how it helps people feel like they already know you, and why it is okay to turn off the people who are not a good fit.

This conversation is a great listen for any advisor who wants to show up more authentically on video without spending all day editing.

Resources:

Liz Hand on LinkedIn: https://www.linkedin.com/in/elizabethkhand/
Liz Hand on YouTube: https://www.youtube.com/@ElizabethHandCFP/
Pleasant Wealth: https://pleasantwealth.com/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 35: Tom Fields on What Actually Works with Video

Thu, 14 May 2026 11:00:00 -0400

What if the real ROI of video has nothing to do with impressions?

In this episode of The Real #Finfluencers, Laura sits down with Tom Fields, CEO of Fynancial, to talk about how video has helped grow his brand, expand his reach, and keep clients engaged. Tom has built a strong presence by showing up consistently on camera, but his approach is not about chasing vanity metrics. It is about helping the right people find Fynancial, remember it, and stay connected to the brand.

Tom shares why one of the smartest things you can do with video is stop making every post about the business. He explains how a healthy mix of business and personal content helps people connect with you as a real person, not just a company voice. For him, that balance has been key to creating content that feels authentic and builds trust.

He also makes the case for using video to announce an event or webinar. Rather than relying on a graphic and caption, Tom believes that getting on camera shows people that something matters. It creates more energy, more credibility, and more interest than a static post ever could. He also talks about the importance of building anticipation ahead of an event instead of waiting until the last minute to promote it.

You’ll also hear Tom’s refreshingly practical advice for advisors who feel awkward on camera: treat video like your gym routine. The first reps may feel uncomfortable, but confidence comes from repetition. The goal is not perfection. The goal is to keep showing up.

And if you’re struggling to gauge ROI on your videos, Tom shares how they’re doing it at Fynancial … and it’s not by likes or comments, but by how people say they found the brand and how current clients respond to what they see. It is a grounded reminder that video is not just a lead-generation tool. It is also a trust-building and retention tool.

Show Notes

Fynancial’s LinkedIn Videos: https://www.linkedin.com/company/fynancial/posts/?feedView=videos&viewAsMember=true
Fynancial Website: https://fynancial.com/
Tom’s Hockey Video: https://www.linkedin.com/in/fynancial/recent-activity/all/

Tom’ Webinar invite: https://www.linkedin.com/feed/update/urn:li:activity:7418003262542385152/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 34: Jane Mepham and Manasa Nadig on Getting Specific

Wed, 15 Apr 2026 15:00:00 -0400

What if the best way to start creating video is not to start with video at all?

In this episode of The Real #Finfluencers, Laura sits down with Jane Mepham and Manasa Nadig, co-hosts of the International Money Cafe podcast, to talk about how they built a steady, evolving content strategy around the conversations they were already having. Jane is Founder & Principal Advisor of Elgon Financial Advisors. Manasa is Owner & Founder of MN Tax & Biz Services. Together, they serve a niche audience with highly specific cross-border content, and that specificity has become one of the biggest drivers of their success.

Jane and Manasa explain how their content journey started simply: regular virtual coffee chats about complex cross-border topics. Instead of waiting until the content felt polished, they recorded the conversations, let the format develop naturally, and eventually expanded from audio into YouTube. That early decision made it easier to begin and easier to keep going.

They also share a major lesson for anyone trying to grow on YouTube: broad topics are easy to ignore, but specific questions get attention. Rather than speaking in generalities, they focus on the exact issues their audience is facing. That gives their content stronger positioning and makes it more useful right away.

You’ll also hear how they use YouTube Shorts as a gateway to their long-form episodes, why experimentation is part of the process, and how repurposing clips across platforms like LinkedIn helps them stay visible without reinventing the wheel every time.

And in the podcast-only bonus conversation, they talk about the “power of two” — why building content with a partner can create more accountability, more creativity, and a lot more staying power. Jane and Manasa make a compelling case that sometimes collaboration is the reason content becomes sustainable in the first place.

Show Notes

International Money Cafe podcast: https://www.youtube.com/@theinternationalmoneycafe/featured
Jane Mepham / Elgon Financial Advisors: https://www.linkedin.com/in/janemepham/
Manasa Nadig / MN Tax & Biz Services: https://www.linkedin.com/in/manasasognadig/
Substack: https://mntaxbiz.substack.com/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 33: Mark Rapoza’s Client-First Video Strategy

Fri, 13 Mar 2026 13:00:00 -0400

Consistency matters more than perfection. It’s taken time for Mark Rapoza of Barrett & Company to embrace that attitude. His team has been producing advisor videos for more than four years, and he’s learned something most people miss: success has very little to do with public view counts.

In this episode of The Real #Finfluencers, Mark shares a client-first approach to video that’s designed to support the advisory relationship, not chase attention. His firm treats video as a practical tool they can use again and again, at the exact moments clients need reassurance, context, or a simple reminder of what they’re working toward.

Secret #1: Turn daily conversations into video ideas

Mark doesn’t rely on inspiration to show up. He treats client meetings as the most reliable “content research” available. The questions clients repeat, the misconceptions that come up every quarter, and the emotionally loaded transitions, like retirement timing, selling a business, or sending a child off to college, are already a topic list.

Mark explains how to listen for themes, capture them while they’re fresh, and turn them into videos that stay relevant because they’re rooted in real client language. The result is a topic pipeline that never runs dry and content that sounds like it came from an actual conversation (because it did).

Secret #2: Use video to surprise & delight clients

One of Mark’s most compelling examples is a gratitude-focused video his firm created. When a client is in a milestone moment, like paying for college or watching a kid graduate, the firm uses a video touchpoint to help them zoom out and recognize the journey it took to get there. That shift matters because most financial conversations are relentlessly future-focused. Mark shares how video can bring the human side back into planning, deepen trust, and make clients feel seen, without turning the message into a “marketing blast.” In other words, the same evergreen video can become a personal moment when it’s delivered with intention.

Secret #3: Measure video success by the success of your practice

Mark challenges the default metrics. Instead of asking, “How many views did we get?” he asks, “Is this making the practice stronger?” He talks about signs that video is working that most advisors overlook: prospects arriving more educated and aligned, clients feeling calmer during volatility, fewer repetitive explanations in meetings, and a clearer articulation of the firm’s process across the team. Over time, that adds up to a better client experience and a more scalable practice, even if the content never goes viral.

If you’ve been stuck thinking video only “counts” if it performs publicly, this episode offers a smarter measurement system and a more sustainable way to create.

Disclaimer: The views and opinions expressed are those solely of the guest and do not represent those of any other party. Future results may be materially different than those expressed.

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 32: Traci Richmond’s 9-Year Video Playbook

Fri, 13 Feb 2026 09:00:00 -0500

Financial advisor Traci Richmond of The Meakem Group joins The Real #Finfluencers to share what nine years of consistent video has taught her about visibility, credibility, and client connection.

At The Meakem Group, Traci has used video not just as a marketing tool, but as a way to create clarity for prospects before they ever book a call. Over time, she’s seen how short-form content, website videos, and steady consistency can transform both visibility and the client experience.

In this episode, Traci reveals:

• Why short-form video works best when you get straight to the point
• How sending prospects to website videos changes the tone of the first meeting
• The simple way she tracks real ROI through email replies and client conversations
• Why perfection slows momentum — and clarity builds trust
• Her advice for advisors who are still waiting to feel “ready”

If you’ve been wondering whether video truly moves the needle for advisors, Traci’s nine-year playbook offers both proof and a practical blueprint.

Resources:

• The Meakem Group: https://www.themeakemgroup.com/

• Watch the full Real #Finfluencers series: ideadecanter.com/the-real-finfluencers

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 31: How Art Dinkin 10xed His Visibility With Consistent Video

Sat, 17 Jan 2026 05:00:00 -0500

Financial planner and DV Financial owner Art Dinkin joins The Real #Finfluencers to share how consistent short-form video transformed his visibility. In just one year, his website traffic jumped more than 10x — and that wasn’t even the original goal.

In this episode, Art reveals:
• Why paid YouTube boosts outperformed Facebook lead ads
• The unexpected website analytics that showed video’s impact
• How client testimonial videos became his strongest credibility builder
• The mindset shift behind his “pulse over purpose” mantra
• His best advice for advisors who feel intimidated by video

If you’ve wondered whether video can truly move the needle for advisors, Art’s story is proof — and a blueprint.

Resources:
• DV Financial: https://www.dvfin.com/
• Watch the full Real #Finfluencers series: ideadecanter.com/the-real-finfluencers

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 30: Ryan Canfield’s Next-Level Video Strategy

Fri, 12 Dec 2025 09:00:00 -0500

Ryan Canfield, founder of Victus Wealth Management, has built his YouTube presence on consistency and authenticity. In this episode, he shares how he turns client conversations into content, why showing up compounds like investing, and why he’s now stepping into entertaining, outside-the-box video to capture attention and drive business growth.

Show Notes:

Ryan Canfield’s Victus Wealth Management website
Ryan Canfield’s YouTube channel
Ryan Canfiend’s Instagram
Tools Ryan Relies on:
- ChatGPT
- Jump AI

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 29: Gerry Scott on Turning COIs into a Referral Engine

Fri, 21 Nov 2025 12:00:00 -0500

What if instead of asking COIs for referrals, you built a system that made them want to send business your way?

That’s the approach Gerry Scott took. A veteran advisor and creator of the Snowbirds US Day Tracker app, Gerry started by solving a simple client problem: tracking IRS and immigration days for snowbirds.

But the real breakthrough was turning that solution into a platform that promotes accountants and lawyers (his COIs), builds trust with clients, and generates a steady stream of referrals.

In this episode, Gerry shares:

How solving a client problem opened doors with COIs
Why using marketing as a “thank you” creates stronger relationships
How promoting accountants and lawyers turned into his best referral strategy

Show Notes:

Snowbirds US Day Tracker App: https://snowbirdsusdaytracker.com/download/
Snowbirds Expat Radio Podcast: https://podcasts.apple.com/us/podcast/snowbirds-us-expats-radio-podcast/id1666689007

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 28: Katherine & Christopher Tipper — Lessons from 300+ Videos

Fri, 07 Nov 2025 15:00:00 -0500

What happens when you record 300+ videos?

You figure out what actually works. Katherine and Christopher Tipper of Hunter Benefits join Real #Finfluencers to share how they built a YouTube presence that pulls in views and a LinkedIn strategy that deepens conversations.

You’ll learn:

• Why reaction videos draw the biggest audiences

• Why showing your authentic self matters more than being polished

• How engaging in comments can be as powerful as posting content

Hunter Benefits YouTube channel: https://www.youtube.com/@hunterbenefits/videos

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 27: Larry Sprung’s 1,000+ Video Take-Aways

Sun, 26 Oct 2025 17:00:00 -0400

Larry Sprung, CFP® and founder of Mitlin Financial, joins The Real #Finfluencers to share how video has transformed his marketing over the last 11 years. From personal LinkedIn posts that outperform business updates, to creating videos that answer prospects’ most common questions, to committing to video for the long haul, Larry’s insights are practical and proven.

He also shares the origin of his “joy” movement — and why joy is more than just a marketing angle for him.

Show Notes:

👉 Check out Larry’s book Financial Planning Made Personal on Amazon.

👉 See the videos in action on Mitlin’s website.

👉 Watch Larry’s videos on Mitlin’s YouTube and Larry’s new channel.

👉 Follow Larry on LinkedIn.

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 26: How to Become Emotionally Magnetic on Video with Dr. Joshua Wilson

Tue, 07 Oct 2025 06:00:00 -0400

What makes someone hit “contact” after watching your video? It’s not your resume—it’s resonance.

In this episode, Dr. Joshua Wilson—PhD, founder of NeuBeFi, and former advisor—explains how emotional alignment outperforms credentials when it comes to video marketing. He shares how to craft stories that build trust fast, spark gut-level reactions, and attract the right-fit prospects.

You’ll learn:
• Why “ordinary” stories can drive extraordinary connection
• How to filter for alignment, not applause
• Why bingeable content leads to pre-sold clients

Whether you’re camera-shy or camera-confident, this episode will help you shift your video mindset—and your results.

Show Notes & Links
🎥 Joshua’s Why Story: https://www.youtube.com/watch?v=0Be5wh4Hjjg
🌐 NeuBeFi: https://www.neubefi.com/
🔗 Follow Dr. Joshua Wilson on LinkedIn: https://www.linkedin.com/in/drjoshuawilson/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 25: 5 Secrets to Real Finfluence

Sun, 21 Sep 2025 03:00:00 -0400

It’s the 25th episode of The Real #Finfluencers, and we’re looking back at the advice that stuck—the secrets that actually move the needle.

Featuring clips from:
• Mike Zung on niching down
• Derek Notman on gear that gets you seen
• Stacy Miller on pushing past camera nerves
• Mando Sallavanti on niche-specific conversion
• Kevin Thompson on staying the course

🎧 Your 5-step shortcut to video confidence and client growth starts now.

👉 Get the book on Amazon.

👉 Follow Mike, Derek, Stacy, Mando, and Kevin on LinkedIn.

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 24: Melissa Joy’s Secrets to Creating Enduring Content

Sat, 30 Aug 2025 19:00:00 -0400

Melissa Joy, CFP®, didn’t wait for a trend—she built a brand. As the founder of Pearl Planning, Melissa embraced video from the very beginning. Nearly a decade later, her content continues to resonate because it’s grounded in purpose, authenticity, and human connection.

In this episode of The Real #Finfluencers, Melissa reveals how she creates content that remains relevant, how she approaches LinkedIn with heart, and why starting before you're “ready” is the real secret to success.

💡 3 Timeless Content Strategies from Melissa Joy:

Record Stories That Stand the Test of Time
Melissa’s earliest videos—including those about her firm’s founding values—still build trust today. Why? Because they speak to enduring truths and personal values that resonate beyond trends.
Be Relevant and Personal on LinkedIn
Forget the generic posts. Melissa shares why consistent, meaningful engagement with your audience on LinkedIn builds long-term visibility—and community.
Just Start (Even If It’s Not Perfect)
Perfection isn’t required—presence is. Melissa encourages advisors to begin creating content even on the messy days, and refine as you go. Done is better than waiting.

🎯 Her content strategy is less about algorithms and more about authenticity. It's not just marketing—it’s relationship-building at scale.

🔗 Resources & Links

Connect with Melissa Joy

📍 Pearl Planning Website:
https://www.pearlplan.com/

🔗 Melissa Joy on LinkedIn:
https://www.linkedin.com/in/melissanjoy/

🎧 Check out her podcast:
https://womensmoneywisdom.buzzsprout.com/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 21-22: Duncan MacPherson on Letting Go of Perfection and Building a Content Strategy That Works

Sun, 24 Aug 2025 19:00:00 -0400

What happens when you stop trying to be perfect?

You create videos that actually work.

In this power-packed conversation, Duncan MacPherson shares how financial advisors can move from overthinking to owning their message—through short-form content, authentic storytelling, and strategic repetition. As the founder of Pareto Systems, Duncan has coached thousands of professionals, and now he’s helping them use video to amplify their voice, convert trust into business, and scale without burnout.

💡 6 Smart Moves for Video Marketing That Converts:

Let Your Clients Tell the Story
Testimonials aren’t a “nice-to-have”—they’re essential. Real voices create real credibility.
Be at Peace with Outcomes
Don’t chase views. Focus on consistency, quality, and the long game.
Use AI to See Your Value Through Their Eyes
Use tools like ChatGPT to shape messaging that answers what your ideal client really wants to know.
Create Evergreen, “Non-Optional” Videos
Every advisor should have a polished value prop intro and a short brand trailer. These are digital essentials—just like your website.
Start with Low-Risk Entry Points
Short-form content like YouTube Shorts or teaser clips help prospects engage at their own pace—and warm up to deeper content.
Go Next-Level with Thought Leadership
Once your foundation is built, expand into vlogs, education series, and big-picture insights that position you as a leader in your space.

🎯 Duncan’s bottom line: You don’t need to be perfect. You need to be present. And you need to be consistent.

🔗 Resources & Links

Connect with Duncan MacPherson

📍 Pareto Systems Website:
https://www.paretosystems.com/

🎧 Duncan’s Podcast “Always On”:
https://paretosystems.com/#always-on-podcast

🔗 LinkedIn:
https://www.linkedin.com/in/duncanmacpherson/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 23: Learn from Eric McDermott’s 500K Follower Strategy

Sun, 24 Aug 2025 19:00:00 -0400

Eric McDermott didn’t just dip his toes into social media—he made waves. With over 500,000 followers and counting, Eric is showing what’s possible when financial professionals show up consistently and creatively on platforms like TikTok and Instagram Reels.

In this episode of The Real #Finfluencers, Eric breaks down the mindset and tactics that helped him build an audience and a business—without compromising compliance or credibility.

💡 3 Audience-Building Secrets from Eric McDermott:

Create Content, Not Commercials
People don’t want to be sold to—they want to learn something or feel something. Eric’s content doesn’t pitch. It provides value and lets the relationship grow organically.
Use Teasers to “Bait the Hook”
The scroll is real. Eric shares why short, curiosity-driven teaser clips are essential to grabbing attention and pulling viewers deeper into your ecosystem.
Invest in a Real Strategy
Posting alone won’t cut it. Eric emphasizes that if content creation isn’t your strength, get help—hire support, build a plan, and treat video marketing like a real growth engine.

🎯 His content is funny, sharp, and deeply intentional—and this conversation proves that great marketing doesn’t have to feel like marketing.

🔗 Resources & Links

Connect with Eric McDermott

📍 NēXTpectations® Website:
https://www.nextpectations.com/

🔗 Eric McDermott on LinkedIn:

https://www.linkedin.com/company/nextpecations/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 20: Content on the Go: How Domenick D’Andrea Turns Moments into Marketing

Sun, 24 Aug 2025 18:00:00 -0400

Domenick D’Andrea doesn’t just show up on video—he shows up strategically. As co-founder of DanDarah Wealth Management, Domenick leverages short-form video, conference appearances, and mobile-friendly tools to create engaging content that drives real results.

His approach proves that you don’t need a studio setup to make content that converts—you just need smart tools, short clips, and a clear message.

💡 3 Smart Video Tips from Domenick:

Use a Gimbal to Upgrade Your Smartphone Setup
Domenick recommends the Hohem gimbal to stabilize your phone and instantly improve the quality of your on-the-go recordings. The result? Smooth, professional-looking video—no tripod needed.
Turn Live Speeches into Social Media Clips
Instead of letting your presentation die on stage, repurpose it! Domenick breaks down his speeches into short, digestible clips for social media—extending the life and reach of his best material.
Stick to 60 Seconds or Less
Short-form content is the name of the game. Domenick keeps videos under 60 seconds to ensure they’re watchable, shareable, and perfect for platforms like Instagram, LinkedIn, and YouTube Shorts.

🎥 His strategy is about maximizing moments—whether you’re in front of a crowd or filming on your phone.

🔗 Resources & Tools Domenick Uses

📍 DanDarah Wealth Management: https://www.dandarahwealthmanagement.com/

🔗 Domenick D’Andrea on LinkedIn:

https://www.linkedin.com/in/dandarahwealthmanagementdomenick/

📹 Tools He Recommends:

Hohem Gimbal: https://www.hohem.com/
Wireless Lavalier Mics (compatible with smartphone setups)
Veed.io for editing short clips: https://www.veed.io/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 19: Ari Baum on Using Video to Scale, Stand Out, and Attract Top Talent

Sun, 24 Aug 2025 18:00:00 -0400

Ari Baum didn’t just start using video because it was trendy—he used it because it worked. As the founder of Endurance Wealth Partners, Ari leaned into video marketing during Covid and hasn’t looked back. Video helped him strengthen client relationships, expand his reach, and attract aligned financial professionals to join his firm.

Today, video continues to be one of his most powerful business development tools.

💡 Here Are 3 Ways Ari Uses Video to Grow His Business:

Use Video to Amplify Your Message at Scale
Ari explains how recording content allowed him to reach more people than traditional one-on-one meetings. It’s efficient, scalable, and creates a sense of connection—even before a prospect picks up the phone.
Attract Talent by Being Real on Camera
Through YouTube and online content, Ari started attracting advisors who resonated with his message and firm culture. By showing what makes Endurance Wealth Partners different, he made it easier for like-minded professionals to say, “This is where I belong.”
Focus on Fans, Not Just Followers
Views are great, but Ari’s goal is deeper: turning clients into fans. Through emotionally resonant messaging and consistent presence, he’s created an audience of supporters who advocate for his brand.

📈 Bonus: Want to learn how Ari 2.5x’d his business and became a confident voice on NASDAQ-TV?

🔗 Resources & Links

Connect with Ari Baum

📍 Endurance Wealth Partners Website: https://www.endurancewealthpartners.com/

🔗 Ari Baum on LinkedIn: https://www.linkedin.com/in/aribaumcfp

📺 Endurance Wealth YouTube Channel: https://www.youtube.com/@EnduranceWealthPartners

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 18: Repetition Builds Confidence: Eric Negron’s Playbook for Getting Comfortable on Camera

Sun, 24 Aug 2025 18:00:00 -0400

Eric Negron believes financial advisors don’t need to be influencers—they need to be authentically visible. As CEO of Forefront Advisory Network, he’s helping advisors grow by getting in front of the camera, consistently and confidently.

In this episode, Eric breaks down the mindset, tools, and strategies behind showing up digitally—and how repetition and short-form video are the keys to cutting through today’s noisy online world.

💡 3 Strategies Eric Recommends to Build Your Digital Presence:

Record Every Day—Even if It’s Just Practice
Getting good on camera starts with getting comfortable. Eric encourages advisors to use apps like FaceTime, Zoom, or Marco Polo daily—even if no one sees it. It’s about training your delivery and building that content muscle.
Short-Form Content Wins the Attention Game
We’re all fighting distraction. Eric emphasizes short-form videos as the entry point—capturing attention and guiding viewers toward deeper engagement with your brand.
Repeat Yourself (Then Repeat Again)
Your audience needs to hear your message multiple times before it sticks. Don’t be afraid to repurpose, restate, and repost your core content. Repetition builds recognition—and recognition builds trust.

🎧 Eric's approach is part tough love, part tactical gold. If you’re waiting to feel ready before hitting record, this conversation is your sign to start now.

📍 Forefront Advisory Network: https://forefrontwealthpartners.com/

🔗 Eric Negron on LinkedIn: https://www.linkedin.com/in/ericjnegron/

🎧 Tools Eric Recommends:

Marco Polo – for private video practice: https://www.marcopolo.me/
Riverside – for podcast and content recording: https://riverside.fm/
Veed.io – for simple, visual-first video editing: https://www.veed.io/
Rode Microphones – for clear audio: https://rode.com/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 17: How Ron Bullis Uses Video + Digital Strategy to 10x His Firm’s Growth

Wed, 13 Aug 2025 15:00:00 -0400

Ron Bullis is building a new model for modern financial advising. As the founder of LifeWorks Advisors, he’s leading the charge when it comes to scalable digital growth. His strategy blends short-form video, gated content, and precision targeting to generate high-quality leads—and his firm’s expansion is proof that it works.

With a clear plan to 10x his growth, Ron treats video marketing not as an afterthought, but as the engine behind demand generation.

💡 Ron’s 3 Video Marketing Musts for Advisors:

Start Thinking Like a Marketer
Forget generic advice. Ron urges financial advisors to get crystal clear on their niche and audience. With a defined client persona, every video becomes a tailored message that drives results.
Use Gated Content to Capture Leads
Want better prospects? Give them value. Ron’s gated videos offer niche-specific insights in exchange for email addresses—allowing him to personalize follow-up and identify the hottest leads.
Let Long-Form Video Filter the Funnel
On landing pages, Ron uses longer videos to help weed out passive viewers. Those who stay engaged are far more likely to convert. The deeper the content, the higher the intent.

Ron’s approach shows how smart content and intentional targeting can scale a practice—without relying on traditional prospecting.

🔗 Resources & Links

Connect with Ron Bullis & LifeWorks Advisors

📍 LifeWorks Advisors Website:
https://www.lifeworksadvisors.com/

🔗 Ron Bullis on LinkedIn:
https://www.linkedin.com/in/ronbullis/

📺 Explore LifeWorks Video Content:
https://www.youtube.com/@LifeWorksAdvisors

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 16: Financial Advice That Stops the Scroll: Adam Holt’s Content Strategy

Wed, 13 Aug 2025 15:00:00 -0400

H. Adam Holt is not just leading conversations—he’s making them personal. As CEO of Asset-Map, Adam has embraced video as a tool for connection, education, and trust-building. In this episode of The Real #Finfluencers, Adam opens up about how showing vulnerability on camera has helped him forge deeper relationships with his audience.

By creating videos that are both human and helpful, Adam has made content a cornerstone of Asset-Map’s growth strategy—demonstrating that financial professionals don’t need to be flawless to be effective.

💡 Adam’s Top 3 Tips for Meaningful Video Content:

Create Videos That Make You Stop Scrolling
To stand out, Adam creates content that he would stop to watch. That means prioritizing attention-grabbing openings and relatable messaging to rise above the noise of financial content online.
Use Visuals to Simplify the Complex
As the creator of Asset-Map’s visual financial planning tool, Adam knows the power of pictures. He recommends turning financial advice into digestible visuals to help clients immediately understand the message.
Lead with Education, Not Perfection
You don’t need a studio setup to make an impact. Adam encourages advisors to share knowledge authentically—even if the lighting isn’t perfect. The key is to teach, not perform.

Adam’s advice is clear: when you show up as yourself and aim to educate, your audience will feel it—and they’ll stick around.

🔗 Resources & Links

Connect with H. Adam Holt & Asset-Map

📍 Asset-Map Website:
https://www.asset-map.com/

🔗 H. Adam Holt on LinkedIn:
https://www.linkedin.com/in/hadamholt/

📺 Learn more about Asset-Map’s approach:
https://www.youtube.com/@AssetMap

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 15: How Justin Holtz Attracts 50% More Prospects with Strategic Video Marketing

Wed, 13 Aug 2025 14:00:00 -0400

Justin Holtz isn’t just talking to the camera—he’s talking directly to his niche. As the founder of District Financial Advisors, Justin has tapped into video marketing as a powerful tool to reach, educate, and convert his ideal audience: federal employees.

By crafting focused, polished content and meeting viewers exactly where they are, Justin has scaled his visibility—and grown his client base—without relying on paid ads.

💡 Here Are Justin’s 3 Key Video Marketing Strategies:

Use Video for Case Studies
Justin shares real (anonymized) client examples in case study videos that demonstrate how he helps solve specific financial challenges. This builds trust, showcases expertise, and speaks directly to the pain points his audience is feeling.
Hire an Editor
Rather than spend time editing, Justin hires a professional to ensure clean, high-quality videos that focus on the message. It allows him to focus on what matters: delivering value and staying consistent.
Meet Your Audience Where They Watch
Justin’s niche—federal employees—were already searching YouTube for financial answers. He leaned into that insight and built a channel full of relevant content that shows up when (and where) they need it.

🔗 Resources & Links

Connect with Justin Holtz, CFP®

📍 District Financial Advisors Website:
https://www.districtfa.com/

📺 YouTube Channel:
https://www.youtube.com/@justinholtz

🔗 Justin Holtz on LinkedIn:

https://www.linkedin.com/in/justinholtz/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep.14: How James Bogart Scaled from $600M to $3B with Smart Marketing and Video Strategy

Wed, 13 Aug 2025 13:00:00 -0400

Scaling a firm from $600 million to $3 billion in assets under management doesn’t happen by accident. For James Bogart, CEO of Bogart Wealth, it came down to executing a smart, scalable marketing strategy rooted in education, digital content, and team empowerment.

His team’s consistent use of video marketing, niche content, and proactive outreach has expanded their prospect database exponentially—from 1,400 to over 80,000.

💡 James’s 3 Keys to Sustainable Marketing Growth:

Embrace Organic Lead Flow
Before the pandemic, James focused on live events to generate new leads. Now, that momentum has transitioned into digital channels. By building out educational content and webinars, Bogart Wealth continues to generate inbound leads at scale—without relying on paid ads.
Get Laser-Focused with Your Content
James refers to his content strategy as “rifle shot,” not shotgun. One of his team’s most successful videos—a breakdown of the mega backdoor Roth—has racked up over 17,000 views by being hyper-relevant to the audience they serve.
Empower the Whole Team
It’s not just James in front of the camera. At Bogart Wealth, all advisors participate in content creation. This team-based approach scales their reach, deepens expertise, and creates more touchpoints for prospective and current clients alike.

James’s strategy proves that when your content is clear, consistent, and collaborative, growth will follow.

🔗 Resources & Links

Connect with James Bogart & Bogart Wealth

📍 Bogart Wealth Website:
https://bogartwealth.com/

🔗 James Bogart on LinkedIn:
linkedin.com/in/james-bogart-cfp-chfc

📺 Bogart Wealth YouTube Channel:
https://www.youtube.com/@BogartWealth

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep.13: Mitch Slater on the Power of Short-Form Video and Return on Relationship

Wed, 13 Aug 2025 11:00:00 -0400

Mitch Slater knows how to connect—with clients, with colleagues, and with audiences. Drawing on decades of experience in financial advising, television, radio, and podcasting, Mitch has developed a modern LinkedIn strategy built around relationships, not transactions.

At UBS, Mitch helps lead the charge in digital communications, and his video content is a case study in short-form success. By focusing on brief, relatable, and human-centered content, he’s earning not just impressions—but trust.

💡 3 Strategies Mitch Swears By:

Use LinkedIn to Build Real Connections
Mitch treats LinkedIn as a networking powerhouse. He shares personal, story-driven content that sparks conversation and builds professional relationships that go far beyond the comments section.
Measure ROR (Return on Relationship)
Forget traditional ROI. Mitch lives by the philosophy of “Return on Relationship,” inspired by Ted Rubin. Long-term success, he says, comes from genuine trust—not short-term wins.
Keep Videos Short and Snappy
In a scroll-happy world, attention spans are short. Mitch creates videos under 90 seconds to make an impact fast. The result? Higher engagement, stronger resonance, and more meaningful follow-up.

His advice for advisors looking to start: “Be human. Be real. Be brief.”

🔗 Resources & Links

Connect with Mitch Slater

🔗 Mitch Slater on LinkedIn:
https://www.linkedin.com/in/mitchslater/

📍 Learn more about UBS:
https://www.ubs.com/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 12: How Greg Furer Uses Video to Pre-Qualify Prospects Before the First Meeting

Wed, 13 Aug 2025 11:00:00 -0400

Greg Furer, CFP® is showing the industry what’s possible when consistency meets creativity. As CEO of Beratung Advisors, Greg has made video marketing the cornerstone of his client acquisition strategy. His content does the heavy lifting—educating, qualifying, and attracting the right-fit clients before they even reach out.

With over 400 videos in his library, Greg has built a marketing machine that works around the clock. He credits his success to structure, creativity, and a commitment to providing real value.

💡 Greg’s Top 3 Video Marketing Tips:

Pre-Qualify Clients with Content
Greg’s videos serve as a filter—showing prospective clients exactly who he is and how Beratung Advisors operates. That transparency means most leads are aligned and ready by the time they schedule a meeting.
Leverage LinkedIn’s Free Reach
Rather than relying on paid ads, Greg taps into LinkedIn’s organic power. By posting helpful, problem-solving content consistently, he reaches busy professionals where they’re already scrolling.
Try the Trends—Seriously
Greg doesn’t shy away from creative risks. From TikTok-style storytelling to humor-infused educational clips, he keeps his content engaging while staying true to his brand. It’s about connection, not just education.

Greg’s motto? “Create content that solves problems and reflects your values. When people trust you, they’ll reach out.”

🔗 Resources & Links

Connect with Greg Furer, CFP®

📍 Beratung Advisors Website:
https://www.beratungadvisors.com/

🔗 Greg Furer on LinkedIn:
https://www.linkedin.com/in/gregfurer/

📺 Beratung Advisors on YouTube:
https://www.youtube.com/@BeratungAdvisors

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 11: Joe Conklin Shure’s LinkedIn Strategy Turns DMs into Clients

Wed, 30 Jul 2025 16:00:00 -0400

Joe Conklin Shure is on a mission to make financial advice feel human. As the founder of Conklin Shure Financial, Joe has built a powerful presence by focusing less on likes and more on meaning. His content speaks directly to mid-career millennials, offering not just financial guidance—but emotional resonance.

Through video marketing and LinkedIn outreach, Joe turns distant connections into real conversations, and real conversations into long-term client relationships.

💡 Joe’s 3 Best Practices for Meaningful Video Marketing:

Speak Straight to Your Viewer
Forget the masses. Joe talks to one person at a time. This one-on-one tone makes his videos feel authentic, personal, and highly relevant to his niche audience.
Start with a Script
Even the best communicators prep. Joe writes a brief script so he can focus on delivery, not what to say next—resulting in crisp, confident content.
Send Video DMs on LinkedIn
Joe doesn’t just post and pray. He proactively sends personalized video messages to his connections on LinkedIn—and the results speak for themselves: 25% lead to sales calls, and 12.5% convert into new clients.

Joe’s approach is proof that the right video, sent to the right person, can spark real momentum. His motto? “Don’t wait to be top of mind—put yourself there.”

🔗 Resources & Links

Connect with Joe Conklin Shure, CFP®

📍 Conklin Shure Financial Website:
http://www.conklinshure.financial

📸 Follow Joe on Instagram (@JoeTalksMoney):
https://www.instagram.com/joetalksmoney/

🔗 Joe Conklin Shure on LinkedIn:

https://www.linkedin.com/in/joetalksmoney/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 10: How Rob Edwards Gets 3 out 4 of His New Clients From Video

Wed, 30 Jul 2025 15:00:00 -0400

Rob Edwards is living proof that you can thrive with video marketing—even with compliance limitations. As a financial advisor at Edwards Asset Management, Rob uses video to connect with his audience in creative, authentic ways. His content isn’t just relatable—it’s effective, driving real client growth by building trust and familiarity before a single meeting is booked.

💡 Rob’s Top 3 Tips for Advisors Using Video:

Build Your Video Muscle
“Just hit record,” Rob says. It’s awkward at first, like lifting weights after time off. But practice builds confidence. His approach? Capture ideas in real time and keep it moving—consistency is the win.
Take Creative Risks
Rob isn’t afraid to get a little weird. From sandwich metaphors to offbeat humor, he breaks the mold to create content that sticks. If it feels like a stretch, you’re probably on the right track.
Think Outside the Compliance Box
Just because you work in a regulated industry doesn’t mean you can’t be innovative. Rob challenges advisors to work with compliance—not be limited by it—and still create unique, meaningful content.

Video has become a foundational piece of Rob’s multichannel strategy. His mantra? Keep creating. Be the name clients already know when they’re ready to take action.

🔗 Resources & Links

Connect with Rob Edwards

📍 Edwards Asset Management Website:
https://www.edwardsasset.com/

🔗 Rob Edwards on LinkedIn:

https://www.linkedin.com/in/rob-edwards-naples/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 9: Keith Wilson’s Videos Help Close 80% New Biz

Wed, 30 Jul 2025 15:00:00 -0400

Keith Wilson isn’t just making financial content—he’s making it engaging, searchable, and fun. Known online as That Financial Guy, Keith has become a standout in the advisor space by approaching video marketing with a content creator’s mindset. He’s not afraid to get creative, crack a joke, or remix a viral trend if it means helping people better understand their money.

He’s also become a trusted resource for other financial advisors looking to level up their video game.

💡 3 Things That Set Keith’s Strategy Apart:

Use Video to Boost Search Results
Keith’s content isn’t confined to YouTube. He embeds videos in emails, newsletters, and on his website—building an educational library that consistently shows up in Google search. His videos work for him long after he hits “publish.”
Learn from Creators Outside the Industry
Keith draws inspiration from photographers, filmmakers, and creators of all kinds. He studies their hooks, lighting, pacing—and then brings those techniques into the world of financial planning.
Flip the Script
Creativity is part of the brand. Keith doesn’t just explain financial concepts—he reimagines them. Whether through storytelling, humor, or trend-driven formats, he finds fresh ways to keep viewers informed and entertained.

If you’ve been thinking video content feels overwhelming or dull, Keith’s approach proves it can be both strategic and fun.

🔗 Resources & Links

Connect with Keith Wilson, CFP® (That Financial Guy)

📺 YouTube Channel:
https://www.youtube.com/@ThatFinancialGuy

🔗 Keith Wilson on LinkedIn: https://www.linkedin.com/in/keithwilsonwfa-nc/

📍 Learn more: https://www.wfa-nc.com/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep.8: Derek Notman Cracks LinkedIn’s Top 1%

Wed, 30 Jul 2025 15:00:00 -0400

Derek Notman isn’t new to financial advising—but he is redefining what it looks like. As the founder and CEO of Couplr, Derek’s mission is to connect people with the right financial advisor using smart tech and even smarter content. He’s combined decades of experience with a powerful video and LinkedIn strategy that’s helped his message reach tens of thousands.

By consistently showing up online with purpose and polish, Derek has positioned Couplr as a forward-thinking FinTech company and built a personal brand that people trust.

💡 3 Tips That Power Derek’s Content Engine:

Join the Top 1% on LinkedIn
Only about 1% of LinkedIn users create content—and Derek is one of them. By consistently posting engaging, thoughtful updates, he’s built a following of nearly 30,000 and opened the door to countless conversations.
Make It Personal
People don’t just want expertise—they want you. Derek shares real-life stories and insights, helping his audience relate, connect, and ultimately trust him.
Invest in Video Quality
You don’t need a Hollywood setup, but you do need clarity. Derek stresses the importance of strong audio, clean visuals, and solid infrastructure to deliver a high-quality viewer experience—whether it’s filmed on a DSLR or your phone.

From solo advisor to tech founder, Derek shows that smart storytelling and human connection are the real growth engines for any financial brand.

🔗 Resources & Links

Connect with Derek Notman, CFP®

📍 Couplr Website:
https://www.couplr.ai/

🔗 Derek Notman on LinkedIn:
https://www.linkedin.com/in/dereknotman/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 7: Stacy Miller on How to Overcome Perfectionism and Find Your Voice

Wed, 30 Jul 2025 15:00:00 -0400

Stacy Miller isn’t your typical video marketing success story. As an introverted perfectionist and founder of Bayview Financial Planning, Stacy admits that showing up on camera didn’t come naturally. But instead of letting hesitation hold her back, she found her own rhythm—one rooted in authenticity, relevance, and a little reward system to make it easier.

Just one year into embracing video, Stacy has shifted from overthinking to truly connecting, turning vulnerability into a powerful marketing tool.

💡 Here Are 3 of Stacy’s Go-To Video Strategies:

Give Yourself a Reward to Record
Stacy’s rule: If you’re going to push through discomfort, reward yourself for doing it. Whether it’s a glass of wine, a meditation session, or a quick therapist check-in, having something to look forward to makes hitting “record” a lot easier.
Shoot in Landscape for Flexibility
One take, many uses. Stacy shoots in landscape so she can crop for vertical platforms like Instagram Reels without losing quality for YouTube or LinkedIn.
Prioritize Relevance Over Perfection
Timely content wins. Stacy found that reacting to current events—like interest rate news—gets far more engagement than trying to make every video flawless. Realness > polish.

With a year of growth and courage behind her, Stacy is proving that thoughtful, heart-led content has the power to build trust and resonate—no filters required.

🔗 Resources & Links

Connect with Stacy Miller, CFP®

📍 Bayview Financial Planning Website:
https://bayviewfp.com/

🔗 Stacy Miller on LinkedIn:
https://www.linkedin.com/in/stacymillercfp/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 6: Aaron Buchner Built a Brand Around “Prick Free” Financial Advice

Wed, 30 Jul 2025 14:00:00 -0400

Aaron Buchner isn’t afraid to ruffle a few feathers—or cactus needles. As the founder of Cactus, Aaron has built a bold personal brand rooted in authenticity, simplicity, and unapologetic realness. His tagline, Prick Free Financial Advice, isn’t just clever—it’s a philosophy.

Through Cactus, Aaron is redefining how financial planning is delivered, leaning into video marketing to build community and connection. His raw, relatable videos on Instagram and YouTube have become a go-to for viewers who want advice that’s helpful and human.

💡 3 Keys to Aaron’s Video Strategy:

Record When Inspiration Hits
Aaron doesn’t wait for a content calendar to tell him it’s time. If a good idea pops into his head, he pulls out his phone and records—right then and there. It keeps his content fresh, fast, and genuinely inspired.
Get Personal on Instagram
At Cactus, the brand is the person. Aaron isn’t hiding behind jargon—he’s showing up as himself. Daily snapshots, honest insights, and real talk make his audience feel like they know him before they even book a call.
Slice Long Videos Into Short Clips
Short-form video is where it’s at. Aaron has found that clips pulled from his long-form content often outperform the originals. On YouTube, these bite-sized pieces grab attention and keep viewers coming back for more.

📹 Built with personality, powered by purpose—Cactus is proof that when you lead with authenticity, the right clients find you.

🔗 Resources & Links

Connect with Aaron Buchner & Cactus

📍 Cactus Website (Prick Free Financial Advice): https://www.prickfree.com/

🔗 Aaron Buchner on LinkedIn: https://www.linkedin.com/in/aaronbuchner/

📺 YouTube Channel: https://www.youtube.com/@AaronBuchner

📸 Instagram: https://www.instagram.com/aaron.b.cactus/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 5: Why Kevin Thompson Is NOT Chasing Clicks

Tue, 01 Jul 2025 14:00:00 -0400

Kevin Thompson, founder of 9I Capital Group, didn’t take the typical route into finance—and that’s exactly what makes his approach so refreshing. After a career in professional baseball, Kevin pivoted into wealth management with a mission to make content that’s not only educational but deeply human.

His video strategy blends mindset, psychology, ethics, and real conversations with clients—building trust one message at a time.

💡 3 Smart Moves from Kevin’s Content Playbook:

Growing Slowly Is Doing It Right
Kevin doesn’t chase vanity metrics. He’s focused on building meaningful relationships, even if that means slower growth. The result? A loyal audience that trusts him.
Lead with Positivity and Purpose
Numbers matter, but so does energy. Kevin’s videos speak to mindset and life goals—not just portfolios—positioning him as a trusted advisor and a whole-life strategist.
Just Ask Your Audience
One of Kevin’s best moves is also the simplest: he asks his clients what they want to hear about. This direct approach leads to content that resonates, educates, and converts.

Financial advising isn’t just about returns—it’s about relationships. And Kevin’s showing how the right content can build both.

🔗 Resources & Links

Connect with Kevin Thompson

📍 9I Capital Group Website:
https://9icapitalgroup.com/

🔗 Kevin Thompson on LinkedIn:
https://www.linkedin.com/in/kevinthompson9i/

📺 Watch Kevin’s video content:
https://www.youtube.com/@9ICapitalGroup

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 4: Maura Shaftoe’s Formula for LinkedIn Connection

Tue, 01 Jul 2025 14:00:00 -0400

Maura Shaftoe knows that when it comes to building a financial practice, connection is everything. Her success on LinkedIn isn’t about going viral—it’s about showing up with intention, clarity, and empathy. By leaning into short-form video, authentic messaging, and active engagement, Maura has created a digital presence that resonates with real people.

Here’s what’s working:

💡 3 Keys to Maura’s LinkedIn Strategy:

Keep Videos Short and Punchy
Under 60 seconds, on purpose. Maura uses quick hits of wisdom to grab attention and make a lasting impact.
Lead with Authenticity
Money is emotional. By being open and real on camera, Maura puts people at ease and earns their trust before the first conversation.
Engage Thoughtfully
It’s not just about what you post. Maura actively supports other creators and joins meaningful conversations, increasing visibility and deepening connections.

For any advisor looking to use video to build trust and stand out, Maura’s approach is a masterclass in connection-first content.

🔗 Resources & Links

Connect with Maura Shaftoe

🔗 LinkedIn Profile:
https://www.linkedin.com/in/maura-shaftoe/

📍 Learn more about her work:
https://www.behavioralcashflow.ca/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 3: Mando Sallavanti’s Secrets for Winning Clients with LinkedIn

Tue, 01 Jul 2025 14:00:00 -0400

What if your next 30 clients were already following you on LinkedIn? That’s the reality for Mando Sallavanti, CFP®, founder of Freedom Path Wealth. He transformed his online presence into a client-generating machine. With a smart, consistent approach and a deep understanding of his niche, Mando proves that social media isn’t just for brand awareness—it’s for real business growth.

Here’s how he did it:

💡 3 Keys to Mando’s Success on LinkedIn:

Commit to Consistency
Growth came from showing up daily. Mando carved out time each day to post, comment, and connect—compounding his visibility and credibility.
Focus on Your Ideal Client
He speaks directly to the fears, frustrations, and goals of his target audience. Relevance = results.
Lead with Authenticity
His best-performing content? Personal stories and honest insights. Mando builds trust by keeping it real—and that’s what gets followers to convert.

Any advisor ready to build real relationships online can take a cue from Mando’s approach. It’s not about going viral—it’s about being valuable.

🔗 Resources & Links

Connect with Mando Sallavanti, CFP®

🔗 LinkedIn Profile:
https://www.linkedin.com/in/sallavanti/

📍 Learn more about Freedom Path Wealth / MassMutual:
https://greaterphiladelphia.massmutual.com/about-us/our-financial-services-representatives/armando-mando-sallavanti-iii

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 2: Nic Nielsen’s Tips for YouTube Traction

Tue, 01 Jul 2025 14:00:00 -0400

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:

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.
Repurpose Content Across Platforms
Post the same message in different ways on YouTube, LinkedIn, Instagram, and email. Maximize impact without burning out.
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/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com

Ep. 1: Mike Zung’s Journey to 100,000 Views

Tue, 01 Jul 2025 14:00:00 -0400

What happens when a financial advisor creates content so niche, so spot-on, that it racks up over 100,000 views on YouTube? You get Mike Zung—CFP®, YouTube educator, and the founder of Java Wealth—whose mission to help tech professionals understand their RSUs turned into viral gold.

In this episode, Mike breaks down:

His content creation journey from “I just wanted to help” to “Whoa, 108K views?!”
The video strategy behind his RSU success
How to identify the right topics that resonate with your ideal clients

💡 Mike’s Top 3 Tips for Advisors Getting into Video:

Start with Specific Problems: Your next video idea is probably already in your last client conversation.
Create “Sniper Content”: Answer real, searchable questions with surgical precision.
Confidence Comes with Consistency: You don’t need to be perfect—just be helpful and keep going.

Whether you’re a content-curious advisor or a YouTube skeptic, Mike’s story proves that with the right strategy, your content can educate, attract, and convert.

🎧 Tune in now and get inspired to hit “record” on your next big idea.

🔗 Resources & Links

Connect with Mike Zung, CFP®

📍 Java Wealth Website:
https://javawealth.com

📺 Java Wealth on YouTube (including the RSU video):
https://www.youtube.com/@JavaWealth

🔗 Mike Zung on LinkedIn:
https://www.linkedin.com/in/mikezungcfp/

🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.

Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?

📲 Learn more at www.ideadecanter.com