The Real #Finfluencers

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 t...

Mitch Slater knows how to connect—with clients, with colleagues, and with audiences. Drawing on decades of experience in financial advising, television, radio, and podcasting, Mitch has developed a modern LinkedIn strategy built around relationships, not transactions . At UBS , Mitch helps lead the charge in digital communications, and his video content is a case study in short-form success. By fo...

Joe Conklin Shure is on a mission to make financial advice feel human. As the founder of Conklin Shure Financial , Joe has built a powerful presence by focusing less on likes and more on meaning . His content speaks directly to mid-career millennials, offering not just financial guidance—but emotional resonance. Through video marketing and LinkedIn outreach, Joe turns distant connections into real...

Stacy Miller isn’t your typical video marketing success story. As an introverted perfectionist and founder of Bayview Financial Planning , Stacy admits that showing up on camera didn’t come naturally. But instead of letting hesitation hold her back, she found her own rhythm—one rooted in authenticity, relevance, and a little reward system to make it easier. Just one year into embracing video, Stac...

Derek Notman isn’t new to financial advising—but he is redefining what it looks like. As the founder and CEO of Couplr , Derek’s mission is to connect people with the right financial advisor using smart tech and even smarter content. He’s combined decades of experience with a powerful video and LinkedIn strategy that’s helped his message reach tens of thousands. By consistently showing up online w...

Keith Wilson isn’t just making financial content—he’s making it engaging, searchable, and fun. Known online as That Financial Guy , Keith has become a standout in the advisor space by approaching video marketing with a content creator’s mindset. He’s not afraid to get creative, crack a joke, or remix a viral trend if it means helping people better understand their money. He’s also become a trusted...

Rob Edwards is living proof that you can thrive with video marketing—even with compliance limitations. As a financial advisor at Edwards Asset Management , Rob uses video to connect with his audience in creative, authentic ways. His content isn’t just relatable—it’s effective, driving real client growth by building trust and familiarity before a single meeting is booked. 💡 Rob’s Top 3 Tips for Ad...

Aaron Buchner isn’t afraid to ruffle a few feathers—or cactus needles. As the founder of Cactus , Aaron has built a bold personal brand rooted in authenticity, simplicity, and unapologetic realness. His tagline, Prick Free Financial Advice , isn’t just clever—it’s a philosophy. Through Cactus, Aaron is redefining how financial planning is delivered, leaning into video marketing to build community...

What happens when a financial advisor creates content so niche, so spot-on, that it racks up over 100,000 views on YouTube? You get Mike Zung—CFP®, YouTube educator, and the founder of Java Wealth—whose mission to help tech professionals understand their RSUs turned into viral gold. In this episode, Mike breaks down: His content creation journey from “I just wanted to help” to “Whoa, 108K views?!”...

In today’s digital-first world, video content isn’t optional—it’s essential. Just ask Nic Nielsen, CFP® of Know My Plan, who has built a multi-platform video presence that doesn’t just get views—it gets results. From his website to his social channels, Nic is using video to build trust, drive engagement, and convert leads. Nic breaks down how financial advisors can go beyond vanity metrics and bui...

What if your next 30 clients were already following you on LinkedIn? That’s the reality for Mando Sallavanti, CFP®, founder of Freedom Path Wealth. He transformed his online presence into a client-generating machine. With a smart, consistent approach and a deep understanding of his niche, Mando proves that social media isn’t just for brand awareness—it’s for real business growth. Here’s how he did...

Maura Shaftoe knows that when it comes to building a financial practice, connection is everything. Her success on LinkedIn isn’t about going viral—it’s about showing up with intention, clarity, and empathy. By leaning into short-form video, authentic messaging, and active engagement, Maura has created a digital presence that resonates with real people. Here’s what’s working: 💡 3 Keys to Maura’s L...

Kevin Thompson, founder of 9I Capital Group, didn’t take the typical route into finance—and that’s exactly what makes his approach so refreshing. After a career in professional baseball, Kevin pivoted into wealth management with a mission to make content that’s not only educational but deeply human. His video strategy blends mindset, psychology, ethics, and real conversations with clients—building...