The Real #Finfluencers
The Real #Finfluencers is a podcast that spotlights financial advisors using video and social media to grow their businesses and make a real impact—no hype, just proven strategies. Each episode features a candid conversation with an advisor who's doing it right, so you can learn what works and start showing up online with confidence.
Podcasting since 2025 • 11 episodes
The Real #Finfluencers
Latest Episodes
Ep. 11: Joe Conklin Shure’s LinkedIn Strategy Turns DMs into Clients
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 mi...
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Season 1
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Episode 11
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14:33
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Ep. 10: How Rob Edwards Gets 3 out 4 of His New Clients From Video
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. ...
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Season 1
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Episode 10
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10:25
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Ep. 9: Keith Wilson’s Videos Help Close 80% New Biz
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 m...
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Season 1
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Episode 9
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13:57
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Ep.8: Derek Notman Cracks LinkedIn’s Top 1%
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...
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Season 1
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Episode 8
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11:46
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Ep. 7: Stacy Miller on How to Overcome Perfectionism and Find Your Voice
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 hol...
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Season 1
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Episode 7
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14:28
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