The Real #Finfluencers

Laura Garfield

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. Episode 25: 5 Secrets to Real Finfluence

    21 SEPT.

    Episode 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
  2. Ep. 24: Melissa Joy’s Secrets to Creating Enduring Content

    30 AOÛT

    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
  3. Ep. 23: Learn from Eric McDermott’s 500K Follower Strategy

    24 AOÛT

    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
  4. Ep. 21-22: Duncan MacPherson on Letting Go of Perfection and Building a Content Strategy That Works

    24 AOÛT

    Ep. 21-22: Duncan MacPherson on Letting Go of Perfection and Building a Content Strategy That Works

    What happens when you stop trying to be perfect?  You create videos that actually work. In this power-packed conversation, Duncan MacPherson shares how financial advisors can move from overthinking to owning their message—through short-form content, authentic storytelling, and strategic repetition. As the founder of Pareto Systems, Duncan has coached thousands of professionals, and now he’s helping them use video to amplify their voice, convert trust into business, and scale without burnout. 💡 6 Smart Moves for Video Marketing That Converts: Let Your Clients Tell the Story Testimonials aren’t a “nice-to-have”—they’re essential. Real voices create real credibility.Be at Peace with Outcomes Don’t chase views. Focus on consistency, quality, and the long game.Use AI to See Your Value Through Their Eyes Use tools like ChatGPT to shape messaging that answers what your ideal client really wants to know.Create Evergreen, “Non-Optional” Videos Every advisor should have a polished value prop intro and a short brand trailer. These are digital essentials—just like your website.Start with Low-Risk Entry Points Short-form content like YouTube Shorts or teaser clips help prospects engage at their own pace—and warm up to deeper content.Go Next-Level with Thought Leadership Once your foundation is built, expand into vlogs, education series, and big-picture insights that position you as a leader in your space.🎯 Duncan’s bottom line: You don’t need to be perfect. You need to be present. And you need to be consistent. 🔗 Resources & Links Connect with Duncan MacPherson 📍 Pareto Systems Website:  https://www.paretosystems.com/ 🎧 Duncan’s Podcast “Always On”: https://paretosystems.com/#always-on-podcast 🔗 LinkedIn: https://www.linkedin.com/in/duncanmacpherson/ 🎙️ 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

    27 min
  5. Ep. 20: Content on the Go: How Domenick D’Andrea Turns Moments into Marketing

    24 AOÛT

    Ep. 20: Content on the Go: How Domenick D’Andrea Turns Moments into Marketing

    Domenick D’Andrea doesn’t just show up on video—he shows up strategically. As co-founder of DanDarah Wealth Management, Domenick leverages short-form video, conference appearances, and mobile-friendly tools to create engaging content that drives real results. His approach proves that you don’t need a studio setup to make content that converts—you just need smart tools, short clips, and a clear message. 💡 3 Smart Video Tips from Domenick: Use a Gimbal to Upgrade Your Smartphone Setup Domenick recommends the Hohem gimbal to stabilize your phone and instantly improve the quality of your on-the-go recordings. The result? Smooth, professional-looking video—no tripod needed.Turn Live Speeches into Social Media Clips Instead of letting your presentation die on stage, repurpose it! Domenick breaks down his speeches into short, digestible clips for social media—extending the life and reach of his best material.Stick to 60 Seconds or Less Short-form content is the name of the game. Domenick keeps videos under 60 seconds to ensure they’re watchable, shareable, and perfect for platforms like Instagram, LinkedIn, and YouTube Shorts.🎥 His strategy is about maximizing moments—whether you’re in front of a crowd or filming on your phone. 🔗 Resources & Tools Domenick Uses 📍 DanDarah Wealth Management: https://www.dandarahwealthmanagement.com/ 🔗 Domenick D’Andrea on LinkedIn: https://www.linkedin.com/in/dandarahwealthmanagementdomenick/ 📹 Tools He Recommends: Hohem Gimbal: https://www.hohem.com/Wireless Lavalier Mics (compatible with smartphone setups)Veed.io for editing short clips: https://www.veed.io/🎙️ 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
  6. Ep. 19: Ari Baum on Using Video to Scale, Stand Out, and Attract Top Talent

    24 AOÛT

    Ep. 19: Ari Baum on Using Video to Scale, Stand Out, and Attract Top Talent

    Ari Baum didn’t just start using video because it was trendy—he used it because it worked. As the founder of Endurance Wealth Partners, Ari leaned into video marketing during Covid and hasn’t looked back. Video helped him strengthen client relationships, expand his reach, and attract aligned financial professionals to join his firm. Today, video continues to be one of his most powerful business development tools. 💡 Here Are 3 Ways Ari Uses Video to Grow His Business: Use Video to Amplify Your Message at Scale Ari explains how recording content allowed him to reach more people than traditional one-on-one meetings. It’s efficient, scalable, and creates a sense of connection—even before a prospect picks up the phone.Attract Talent by Being Real on Camera Through YouTube and online content, Ari started attracting advisors who resonated with his message and firm culture. By showing what makes Endurance Wealth Partners different, he made it easier for like-minded professionals to say, “This is where I belong.”Focus on Fans, Not Just Followers Views are great, but Ari’s goal is deeper: turning clients into fans. Through emotionally resonant messaging and consistent presence, he’s created an audience of supporters who advocate for his brand.📈 Bonus: Want to learn how Ari 2.5x’d his business and became a confident voice on NASDAQ-TV? 👉 [Insert blog post link here] 👉 [Insert NASDAQ-TV story link here] 🔗 Resources & Links Connect with Ari Baum 📍 Endurance Wealth Partners Website: https://www.endurancewealthpartners.com/ 🔗 Ari Baum on LinkedIn: https://www.linkedin.com/in/aribaumcfp  📺 Endurance Wealth YouTube Channel: https://www.youtube.com/@EnduranceWealthPartners 🎙️ 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

    16 min
  7. Ep. 18: Repetition Builds Confidence: Eric Negron’s Playbook for Getting Comfortable on Camera

    24 AOÛT

    Ep. 18: Repetition Builds Confidence: Eric Negron’s Playbook for Getting Comfortable on Camera

    Eric Negron believes financial advisors don’t need to be influencers—they need to be authentically visible. As CEO of Forefront Advisory Network, he’s helping advisors grow by getting in front of the camera, consistently and confidently. In this episode, Eric breaks down the mindset, tools, and strategies behind showing up digitally—and how repetition and short-form video are the keys to cutting through today’s noisy online world. 💡 3 Strategies Eric Recommends to Build Your Digital Presence: Record Every Day—Even if It’s Just Practice Getting good on camera starts with getting comfortable. Eric encourages advisors to use apps like FaceTime, Zoom, or Marco Polo daily—even if no one sees it. It’s about training your delivery and building that content muscle.Short-Form Content Wins the Attention Game We’re all fighting distraction. Eric emphasizes short-form videos as the entry point—capturing attention and guiding viewers toward deeper engagement with your brand.Repeat Yourself (Then Repeat Again) Your audience needs to hear your message multiple times before it sticks. Don’t be afraid to repurpose, restate, and repost your core content. Repetition builds recognition—and recognition builds trust.🎧 Eric's approach is part tough love, part tactical gold. If you’re waiting to feel ready before hitting record, this conversation is your sign to start now. 📍 Forefront Advisory Network: https://forefrontwealthpartners.com/ 🔗 Eric Negron on LinkedIn: https://www.linkedin.com/in/ericjnegron/ 🎧 Tools Eric Recommends: Marco Polo – for private video practice: https://www.marcopolo.me/ Riverside – for podcast and content recording: https://riverside.fm/ Veed.io – for simple, visual-first video editing: https://www.veed.io/ Rode Microphones – for clear audio: https://rode.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

    11 min
  8. Ep. 17: How Ron Bullis Uses Video + Digital Strategy to 10x His Firm’s Growth

    13 AOÛT

    Ep. 17: How Ron Bullis Uses Video + Digital Strategy to 10x His Firm’s Growth

    Ron Bullis is building a new model for modern financial advising. As the founder of LifeWorks Advisors, he’s leading the charge when it comes to scalable digital growth. His strategy blends short-form video, gated content, and precision targeting to generate high-quality leads—and his firm’s expansion is proof that it works. With a clear plan to 10x his growth, Ron treats video marketing not as an afterthought, but as the engine behind demand generation. 💡 Ron’s 3 Video Marketing Musts for Advisors: Start Thinking Like a Marketer Forget generic advice. Ron urges financial advisors to get crystal clear on their niche and audience. With a defined client persona, every video becomes a tailored message that drives results.Use Gated Content to Capture Leads Want better prospects? Give them value. Ron’s gated videos offer niche-specific insights in exchange for email addresses—allowing him to personalize follow-up and identify the hottest leads.Let Long-Form Video Filter the Funnel On landing pages, Ron uses longer videos to help weed out passive viewers. Those who stay engaged are far more likely to convert. The deeper the content, the higher the intent.Ron’s approach shows how smart content and intentional targeting can scale a practice—without relying on traditional prospecting. 🔗 Resources & Links Connect with Ron Bullis & LifeWorks Advisors 📍 LifeWorks Advisors Website:  https://www.lifeworksadvisors.com/ 🔗 Ron Bullis on LinkedIn:  https://www.linkedin.com/in/ronbullis/ 📺 Explore LifeWorks Video Content:  https://www.youtube.com/@LifeWorksAdvisors 🎙️ 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

    12 min
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À propos

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.

Informations

  • Création
    Laura Garfield
  • Années d’activité
    2 k
  • Épisodes
    24
  • Classification
    Tous publics
  • Copyright
    © 2025 © 2025 The Real #Finfluencers
  • Site web de l’émission
    The Real #Finfluencers

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