The Real #Finfluencers

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

Laura Garfield Season 1 Episode 10

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:

  1. 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.
  2. 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.
  3. 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/