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
11 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...
•
Season 1
•
Episode 11
•
14:33
.png)
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. ...
•
Season 1
•
Episode 10
•
10:25
.png)
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...
•
Season 1
•
Episode 9
•
13:57
.png)
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...
•
Season 1
•
Episode 8
•
11:46
.png)
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...
•
Season 1
•
Episode 7
•
14:28
.png)
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...
•
Season 1
•
Episode 6
•
8:33
.png)
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...
•
Season 1
•
Episode 5
•
16:01
.png)
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...
•
Season 1
•
Episode 4
•
17:04
.png)
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...
•
18:36
.png)
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...
•
Season 1
•
Episode 2
•
12:15
.png)
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...
•
Season 1
•
Episode 1
•
11:01
.png)