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.
Episodes
24 episodes
Episode 25: 5 Secrets to Real Finfluence
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&nb...
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Season 1
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Episode 25
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14:37
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Ep. 24: Melissa Joy’s Secrets to Creating Enduring Content
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, au...
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Season 1
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Episode 23
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9:54
Ep. 21-22: Duncan MacPherson on Letting Go of Perfection and Building a Content Strategy That Works
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
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Season 1
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Episode 21
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26:34
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Ep. 23: Learn from Eric McDermott’s 500K Follower Strategy
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 ...
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Season 1
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Episode 23
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18:18
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Ep. 20: Content on the Go: How Domenick D’Andrea Turns Moments into Marketing
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 co...
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Season 1
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Episode 20
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15:07
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Ep. 19: Ari Baum on Using Video to Scale, Stand Out, and Attract Top Talent
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 streng...
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Season 1
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Episode 19
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16:17
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Ep. 18: Repetition Builds Confidence: Eric Negron’s Playbook for Getting Comfortable on Camera
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 con...
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Season 1
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Episode 18
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10:39
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Ep. 17: How Ron Bullis Uses Video + Digital Strategy to 10x His Firm’s Growth
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 ...
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Season 1
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Episode 17
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12:29
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Ep. 16: Financial Advice That Stops the Scroll: Adam Holt’s Content Strategy
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 open...
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Season 1
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Episode 16
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16:19
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Ep. 15: How Justin Holtz Attracts 50% More Prospects with Strategic Video Marketing
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:...
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Season 1
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Episode 15
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11:12
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Ep.14: How James Bogart Scaled from $600M to $3B with Smart Marketing and Video Strategy
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, digi...
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Season 1
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Episode 14
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17:23
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Ep.13: Mitch Slater on the Power of Short-Form Video and Return on Relationship
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 rela...
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Season 1
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Episode 13
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13:04
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Ep. 12: How Greg Furer Uses Video to Pre-Qualify Prospects Before the First Meeting
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...
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Season 1
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Episode 12
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16:35
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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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Ep. 6: Aaron Buchner Built a Brand Around “Prick Free” Financial Advice
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 A...
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Season 1
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Episode 6
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8:33
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Ep. 5: Why Kevin Thompson Is NOT Chasing Clicks
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 ma...
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Season 1
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Episode 5
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16:01
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Ep. 4: Maura Shaftoe’s Formula for LinkedIn Connection
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, aut...
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Season 1
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Episode 4
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17:04
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Ep. 3: Mando Sallavanti’s Secrets for Winning Clients with LinkedIn
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 ap...
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18:36
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Ep. 2: Nic Nielsen’s Tips for YouTube Traction
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 c...
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Season 1
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Episode 2
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12:15
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Ep. 1: Mike Zung’s Journey to 100,000 Views
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 unders...
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Season 1
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Episode 1
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11:01
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