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. 32: Traci Richmond’s 9-Year Video Playbook

    FEB 13

    Ep. 32: Traci Richmond’s 9-Year Video Playbook

    Financial advisor Traci Richmond of The Meakem Group joins The Real #Finfluencers to share what nine years of consistent video has taught her about visibility, credibility, and client connection. At The Meakem Group, Traci has used video not just as a marketing tool, but as a way to create clarity for prospects before they ever book a call. Over time, she’s seen how short-form content, website videos, and steady consistency can transform both visibility and the client experience. In this episode, Traci reveals: • Why short-form video works best when you get straight to the point  • How sending prospects to website videos changes the tone of the first meeting  • The simple way she tracks real ROI through email replies and client conversations  • Why perfection slows momentum — and clarity builds trust  • Her advice for advisors who are still waiting to feel “ready” If you’ve been wondering whether video truly moves the needle for advisors, Traci’s nine-year playbook offers both proof and a practical blueprint. Resources: • The Meakem Group: https://www.themeakemgroup.com/  • Watch the full Real #Finfluencers series: ideadecanter.com/the-real-finfluencers 🎙️ 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
  2. Ep. 31: How Art Dinkin 10xed His Visibility With Consistent Video

    JAN 17

    Ep. 31: How Art Dinkin 10xed His Visibility With Consistent Video

    Financial planner and DV Financial owner Art Dinkin joins The Real #Finfluencers to share how consistent short-form video transformed his visibility. In just one year, his website traffic jumped more than 10x — and that wasn’t even the original goal. In this episode, Art reveals: • Why paid YouTube boosts outperformed Facebook lead ads • The unexpected website analytics that showed video’s impact • How client testimonial videos became his strongest credibility builder • The mindset shift behind his “pulse over purpose” mantra • His best advice for advisors who feel intimidated by video If you’ve wondered whether video can truly move the needle for advisors, Art’s story is proof — and a blueprint. Resources:  • DV Financial: https://www.dvfin.com/ • Watch the full Real #Finfluencers series: ideadecanter.com/the-real-finfluencers 🎙️ 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

    23 min
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
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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
    2025 - 2026
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © 2026 © 2025 The Real #Finfluencers
  • Show Website
    The Real #Finfluencers