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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.
The Real #Finfluencers
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—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