The Real #Finfluencers
by 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.
Episodes
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The Real #Finfluencers Ep. 40: How Fernando Ereneta Uses Stories to Build Trust
Fernando Ereneta didn’t always think video was for him. The CEO of Legacy Wealth Advisors once believed creating professional video required a bigger team, more experience and skills he didn’t have. Years later, video has become a regular part of how his firm communicates with clients, prospects...
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Ep. 39: What Millions of YouTube Views Taught Sean Trace
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…
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Ep 38: How Casey Pascuzzi Built a Subscriber Growth Machine from YouTube Promotions
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...
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Ep 37: How Alexis Allen Turns Founder Interviews Into New Business
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…
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Ep. 36: Liz Hand on Getting Out of the Video Editing Rabbit Hole
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…
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Ep. 35: Tom Fields on What Actually Works with Video
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...
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Ep. 34: Jane Mepham and Manasa Nadig on Getting Specific
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…
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Ep. 33: Mark Rapoza’s Client-First Video Strategy
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...
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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…
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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…
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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…
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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...
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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...
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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…
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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...
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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…
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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…
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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…
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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...
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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…
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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...
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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...
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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...
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Ep. 16: Financial Advice That Stops the Scroll: Adam Holt’s Content Strategy
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...
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Ep. 15: How Justin Holtz Attracts 50% More Prospects with Strategic Video Marketing
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…
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Ep.14: How James Bogart Scaled from $600M to $3B with Smart Marketing and Video Strategy
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…
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Ep.13: Mitch Slater on the Power of Short-Form Video and Return on Relationship
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...
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Ep. 12: How Greg Furer Uses Video to Pre-Qualify Prospects Before the First Meeting
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...
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Ep. 11: Joe Conklin Shure’s LinkedIn Strategy Turns DMs into Clients
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...
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Ep. 10: How Rob Edwards Gets 3 out 4 of His New Clients From Video
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...
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Ep. 9: Keith Wilson’s Videos Help Close 80% New Biz
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...
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Ep.8: Derek Notman Cracks LinkedIn’s Top 1%
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...
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Ep. 7: Stacy Miller on How to Overcome Perfectionism and Find Your Voice
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...
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Ep. 6: Aaron Buchner Built a Brand Around “Prick Free” Financial Advice
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…
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Ep. 5: Why Kevin Thompson Is NOT Chasing Clicks
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...
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Ep. 4: Maura Shaftoe’s Formula for LinkedIn Connection
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...
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Ep. 3: Mando Sallavanti’s Secrets for Winning Clients with LinkedIn
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...
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Ep. 2: Nic Nielsen’s Tips for YouTube Traction
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...
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Ep. 1: Mike Zung’s Journey to 100,000 Views
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...
About this show
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.
Hosted by
Laura Garfield
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