The Real #Finfluencers

Laura Garfield
  • 5.0 (3)
  • BUSINESS

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.

  1. Ep. 30: Ryan Canfield’s Next-Level Video Strategy

    12/12/2025

    Ep. 30: Ryan Canfield’s Next-Level Video Strategy

    Ryan Canfield, founder of Victus Wealth Management, has built his YouTube presence on consistency and authenticity. In this episode, he shares how he turns client conversations into content, why showing up compounds like investing, and why he’s now stepping into entertaining, outside-the-box video to capture attention and drive business growth. Show Notes: Ryan Canfield’s Victus Wealth Management websiteRyan Canfield’s YouTube channelRyan Canfiend’s Instagram  Tools Ryan Relies on: ChatGPTJump AI  🎙️ 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

    17 min
  2. Ep. 29: Gerry Scott on Turning COIs into a Referral Engine

    11/21/2025

    Ep. 29: Gerry Scott on Turning COIs into a Referral Engine

    What if instead of asking COIs for referrals, you built a system that made them want to send business your way? That’s the approach Gerry Scott took. A veteran advisor and creator of the Snowbirds US Day Tracker app, Gerry started by solving a simple client problem: tracking IRS and immigration days for snowbirds.  But the real breakthrough was turning that solution into a platform that promotes accountants and lawyers (his COIs), builds trust with clients, and generates a steady stream of referrals. In this episode, Gerry shares: How solving a client problem opened doors with COIs Why using marketing as a “thank you” creates stronger relationships How promoting accountants and lawyers turned into his best referral strategy Show Notes: Snowbirds US Day Tracker App: https://snowbirdsusdaytracker.com/download/Snowbirds Expat Radio Podcast: https://podcasts.apple.com/us/podcast/snowbirds-us-expats-radio-podcast/id1666689007  🎙️ 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

    19 min
  3. Ep. 28: Katherine & Christopher Tipper — Lessons from 300+ Videos

    11/07/2025

    Ep. 28: Katherine & Christopher Tipper — Lessons from 300+ Videos

    What happens when you record 300+ videos?  You figure out what actually works. Katherine and Christopher Tipper of Hunter Benefits join Real #Finfluencers to share how they built a YouTube presence that pulls in views and a LinkedIn strategy that deepens conversations. You’ll learn: Why reaction videos draw the biggest audiences Why showing your authentic self matters more than being polished How engaging in comments can be as powerful as posting content Hunter Benefits YouTube channel: https://www.youtube.com/@hunterbenefits/videos https://www.linkedin.com/in/christophertipper/ https://www.linkedin.com/in/%F0%9F%90%85katherine-tipper-4469512/ https://www.linkedin.com/in/liabliss/ 🎙️ 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

    21 min
  4. Ep. 27: Larry Sprung’s 1,000+ Video Take-Aways

    10/26/2025

    Ep. 27: Larry Sprung’s 1,000+ Video Take-Aways

    Larry Sprung, CFP® and founder of Mitlin Financial, joins The Real #Finfluencers to share how video has transformed his marketing over the last 11 years. From personal LinkedIn posts that outperform business updates, to creating videos that answer prospects’ most common questions, to committing to video for the long haul, Larry’s insights are practical and proven. He also shares the origin of his “joy” movement — and why joy is more than just a marketing angle for him. Show Notes:  👉 Check out Larry’s book Financial Planning Made Personal on Amazon.  👉 See the videos in action on Mitlin’s website. 👉 Watch Larry’s videos on Mitlin’s YouTube and Larry’s new channel. 👉 Follow Larry on LinkedIn. 🎙️ 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

    18 min
  5. Ep. 26: How to Become Emotionally Magnetic on Video with Dr. Joshua Wilson

    10/07/2025

    Ep. 26: How to Become Emotionally Magnetic on Video with Dr. Joshua Wilson

    What makes someone hit “contact” after watching your video? It’s not your resume—it’s resonance. In this episode, Dr. Joshua Wilson—PhD, founder of NeuBeFi, and former advisor—explains how emotional alignment outperforms credentials when it comes to video marketing. He shares how to craft stories that build trust fast, spark gut-level reactions, and attract the right-fit prospects. You’ll learn: • Why “ordinary” stories can drive extraordinary connection • How to filter for alignment, not applause • Why bingeable content leads to pre-sold clients Whether you’re camera-shy or camera-confident, this episode will help you shift your video mindset—and your results. Show Notes & Links 🎥 Joshua’s Why Story: https://www.youtube.com/watch?v=0Be5wh4Hjjg 🌐 NeuBeFi: https://www.neubefi.com/ 🔗 Follow Dr. Joshua Wilson on LinkedIn: https://www.linkedin.com/in/drjoshuawilson/ 🎙️ 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

    21 min
  6. Ep. 25: 5 Secrets to Real Finfluence

    09/21/2025

    Ep. 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  • Derek Notman on gear that gets you seen  • Stacy Miller on pushing past camera nerves  • Mando Sallavanti on niche-specific conversion  • Kevin Thompson on staying the course 🎧 Your 5-step shortcut to video confidence and client growth starts now.  👉 Get the book on Amazon.  👉 Follow Mike, Derek, Stacy, Mando, and Kevin on LinkedIn. 🎙️ 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

    15 min
  7. Ep. 24: Melissa Joy’s Secrets to Creating Enduring Content

    08/30/2025

    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, authenticity, and human connection. In this episode of The Real #Finfluencers, Melissa reveals how she creates content that remains relevant, how she approaches LinkedIn with heart, and why starting before you're “ready” is the real secret to success. 💡 3 Timeless Content Strategies from Melissa Joy: Record Stories That Stand the Test of Time Melissa’s earliest videos—including those about her firm’s founding values—still build trust today. Why? Because they speak to enduring truths and personal values that resonate beyond trends.Be Relevant and Personal on LinkedIn Forget the generic posts. Melissa shares why consistent, meaningful engagement with your audience on LinkedIn builds long-term visibility—and community.Just Start (Even If It’s Not Perfect) Perfection isn’t required—presence is. Melissa encourages advisors to begin creating content even on the messy days, and refine as you go. Done is better than waiting.🎯 Her content strategy is less about algorithms and more about authenticity. It's not just marketing—it’s relationship-building at scale. 🔗 Resources & Links Connect with Melissa Joy 📍 Pearl Planning Website:  https://www.pearlplan.com/ 🔗 Melissa Joy on LinkedIn: https://www.linkedin.com/in/melissanjoy/ 🎧 Check out her podcast: https://womensmoneywisdom.buzzsprout.com/ 🎙️ 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

    10 min
  8. Ep. 23: Learn from Eric McDermott’s 500K Follower Strategy

    08/24/2025

    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 and Instagram Reels. In this episode of The Real #Finfluencers, Eric breaks down the mindset and tactics that helped him build an audience and a business—without compromising compliance or credibility. 💡 3 Audience-Building Secrets from Eric McDermott: Create Content, Not Commercials People don’t want to be sold to—they want to learn something or feel something. Eric’s content doesn’t pitch. It provides value and lets the relationship grow organically.Use Teasers to “Bait the Hook” The scroll is real. Eric shares why short, curiosity-driven teaser clips are essential to grabbing attention and pulling viewers deeper into your ecosystem.Invest in a Real Strategy Posting alone won’t cut it. Eric emphasizes that if content creation isn’t your strength, get help—hire support, build a plan, and treat video marketing like a real growth engine.🎯 His content is funny, sharp, and deeply intentional—and this conversation proves that great marketing doesn’t have to feel like marketing. 🔗 Resources & Links Connect with Eric McDermott 📍 NēXTpectations® Website:  https://www.nextpectations.com/ 🔗 Eric McDermott on LinkedIn: https://www.linkedin.com/company/nextpecations/ 🎙️ 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

    18 min
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5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Laura Garfield
  • Years Active
    2K
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    © 2026 © 2025 The Real #Finfluencers
  • Show Website
    The Real #Finfluencers