The Real #Finfluencers

Sean Trace has seen just about every version of YouTube success. He runs multiple podcasts and YouTube channels spanning personal finance, self-help, music, wine and educational content. Along the way, he’s watched videos get 20 views, 100 views, hundreds of thousands of views and, in one case, 10 million. The surprising part? The 10-million-view video wasn’t necessarily the one they expected to w...

Casey Pascuzzi went from having almost no social media presence to building a YouTube channel with nearly 5,500 subscribers (and counting). The founder and CEO of Edge First Wealth Partners joins The Real #Finfluencers to explain how he uses storytelling, YouTube promotions and artificial intelligence to grow his visibility and build trust with prospects. Casey shares how he experimented with YouT...

Can interviewing other people actually help advisors grow their business? Alexis Allen, Associate Financial Advisor with the Teixeira Loughran Group of UBS, has seen the answer firsthand. Through her podcast, Dreaming Big , Alexis interviews founders, operators, and entrepreneurs about what they are building and what they have learned along the way. But the show is not just about content. It has b...

Video can be a powerful trust-building tool, but it can also pull you straight into the editing rabbit hole. In this episode of The Real #Finfluencers, Laura Garfield talks with Liz Hand , CFP®, a second-generation financial planner, mindset coach, and video creator who serves a women-focused client base through Pleasant Wealth and coaches other advisors. Liz shares how she first got started with...

What if the real ROI of video has nothing to do with impressions? In this episode of The Real #Finfluencers , Laura sits down with Tom Fields, CEO of Fynancial, to talk about how video has helped grow his brand, expand his reach, and keep clients engaged. Tom has built a strong presence by showing up consistently on camera, but his approach is not about chasing vanity metrics. It is about helping...

What if the best way to start creating video is not to start with video at all? In this episode of The Real #Finfluencers , Laura sits down with Jane Mepham and Manasa Nadig , co-hosts of the International Money Cafe podcast, to talk about how they built a steady, evolving content strategy around the conversations they were already having. Jane is Founder & Principal Advisor of Elgon Financial...

Consistency matters more than perfection. It’s taken time for Mark Rapoza of Barrett & Company to embrace that attitude. His team has been producing advisor videos for more than four years, and he’s learned something most people miss: success has very little to do with public view counts. In this episode of The Real #Finfluencers, Mark shares a client-first approach to video that’s designed to...

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 vid...

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...

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...

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 a...

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 th...

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...

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: •...

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 vid...

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 Li...

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...

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 help...

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...

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...

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 m...

H. Adam Holt is not just leading conversations—he’s making them personal. As CEO of Asset-Map , Adam has embraced video as a tool for connection, education, and trust-building. In this episode of The Real #Finfluencers , Adam opens up about how showing vulnerability on camera has helped him forge deeper relationships with his audience. By creating videos that are both human and helpful, Adam has m...

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 a...

Justin Holtz isn’t just talking to the camera—he’s talking directly to his niche. As the founder of District Financial Advisors , Justin has tapped into video marketing as a powerful tool to reach, educate, and convert his ideal audience: federal employees. By crafting focused, polished content and meeting viewers exactly where they are, Justin has scaled his visibility—and grown his client base—w...

Scaling a firm from $600 million to $3 billion in assets under management doesn’t happen by accident. For James Bogart , CEO of Bogart Wealth , it came down to executing a smart, scalable marketing strategy rooted in education, digital content, and team empowerment. His team’s consistent use of video marketing, niche content, and proactive outreach has expanded their prospect database exponentiall...