Case Study: LinkedIn Videos Deliver Results
Does posting video content on social media get results? That’s a great question to ask financial advisor Darrin Gold. You can use his ROI story
Fresh From The Blog
Why You Should Share Your Most Personal Story
What’s the worst thing that’s ever happened to you? Your answer might feel so personal that you could never imagine sharing it with people you
10 Ways to Prepare to Record a Video
In today’s world, video is a powerful tool for communication and engagement. From YouTube videos to Instagram Reels (and even LinkedIn jumping on the video
How to Unlock Your Marketing Advantage with Client Testimonials
Imagine having a secret weapon that could give you a marketing edge over other advisors. Well, thanks to the SEC – you do! Client testimonials,
Relax! Getting Better on Camera is Coach-able
Zoë Meggert is like a lot of advisors. She gets very nervous about the thought of being on camera. Except Zoë isn’t an advisor. She’s a marketer …
What’s the Easiest Path to Video Marketing Success?
Sure, you’ve heard video is important for advisor marketing. It seems logical that recording video will save you time and make prospects and clients feel more connected to you.
Top 10 Hooks to Stop the Scroll & Get Viewers to Watch
In a digital age where attention spans are shorter than a 15-second TikTok, mastering video content is crucial for financial advisors looking to connect
Case Study: How an Advisor Got 50 Referrals in a Year
Getting new prospects in the pipeline is one of the biggest challenges advisors face. The hunt for qualified prospective clients can feel like you’re on
Boost Your Business: 10 Effective Video Marketing Hacks for Financial Advisors
Are you a perfectionist? Let’s take a quiz and find out: According to the Cleveland Clinic, if you answered “yes” to these 4 questions
When It’s Time to Revise Your Website Homepage Video
If you are having a dinner party at your house, before everyone arrives, you probably make everything look as tidy as possible. At my house,
10 Ways to Maximize Your Video Potential
Your plan for pushing at the video is as important as every stage of production leading up to the release. It’s like the old “tree
How to Overcome Fear and Put Yourself Out There On Camera
Scared of putting yourself out there on camera? I get it. Like, really get it. Because I’ve done it. I’m not going to sugarcoat this
Case Study: LinkedIn Videos Deliver Results
Does posting video content on social media get results? That’s a great question to ask financial advisor Darrin Gold. You can use his ROI story
Why You Should Share Your Most Personal Story
What’s the worst thing that’s ever happened to you? Your answer might feel so personal that you could never imagine sharing it with people you
10 Ways to Prepare to Record a Video
In today’s world, video is a powerful tool for communication and engagement. From YouTube videos to Instagram Reels (and even LinkedIn jumping on the video
How to Unlock Your Marketing Advantage with Client Testimonials
Imagine having a secret weapon that could give you a marketing edge over other advisors. Well, thanks to the SEC – you do! Client testimonials,
Relax! Getting Better on Camera is Coach-able
Zoë Meggert is like a lot of advisors. She gets very nervous about the thought of being on camera. Except Zoë isn’t an advisor. She’s a marketer …
What’s the Easiest Path to Video Marketing Success?
Sure, you’ve heard video is important for advisor marketing. It seems logical that recording video will save you time and make prospects and clients feel more connected to you.
Top 10 Hooks to Stop the Scroll & Get Viewers to Watch
In a digital age where attention spans are shorter than a 15-second TikTok, mastering video content is crucial for financial advisors looking to connect
Case Study: How an Advisor Got 50 Referrals in a Year
Getting new prospects in the pipeline is one of the biggest challenges advisors face. The hunt for qualified prospective clients can feel like you’re on
Boost Your Business: 10 Effective Video Marketing Hacks for Financial Advisors
Are you a perfectionist? Let’s take a quiz and find out: According to the Cleveland Clinic, if you answered “yes” to these 4 questions
When It’s Time to Revise Your Website Homepage Video
If you are having a dinner party at your house, before everyone arrives, you probably make everything look as tidy as possible. At my house,
10 Ways to Maximize Your Video Potential
Your plan for pushing at the video is as important as every stage of production leading up to the release. It’s like the old “tree
How to Overcome Fear and Put Yourself Out There On Camera
Scared of putting yourself out there on camera? I get it. Like, really get it. Because I’ve done it. I’m not going to sugarcoat this
Financial Advisor Marketing ROI: Stop Asking “How Did You Hear About Us?”
A new client tells you they came from a referral. Great, right? You know where they came from, you can…
Meet Leah: From Journalism to a Few Plot Twists
Leah Scott has always been curious about people. Not nosy, as her dad used to call it. Curious. She wants to know…
The Real #Finfluencers Ep. 39: What Millions of YouTube Views Taught Sean Trace
Sean Trace doesn’t just dabble in YouTube. He’s been creating video since the platform’s early days, runs multiple podcasts and…
Idea Decanter Wins 2026 Wealthies Award for Real #Finfluencers
We had gotten very good at being Wealthies finalists. It something we thought about while we carefully folded our fancy…
How Financial Advisors Can Build the Right Video Marketing Budget
If you’re a financial advisor thinking about video marketing, there’s a good chance one of your first questions is, “How…
WealthManagement.com Picks The Real #Finfluencers as a Wealthies Finalist
We can no longer wait. We are ready to go the distance!Idea Decanter has been named a 2026 Wealthies finalist…
The Real #Finfluencers Ep. 38: Casey Pascuzzi on How to Stop Wasting Money on YouTube
A year ago, Casey Pascuzzi had a new YouTube channel with roughly 12 subscribers. Within four months, that number had…
Let Your Happy Clients Do the Convincing
You know your company does great work. That’s because your team cares deeply, your process is different, and your clients receive…
The Real #Finfluencers Ep. 37: How Alexis Allen Turns Interviews Into New Business
A lot of advisors wonder whether starting a podcast, video series, or interview show is worth the time. Will anyone…
Meet Darwin Guggenbiller: From Blueprints to Broadcasts
Growing up on a dairy farm in western Ohio, Darwin Guggenbiller learned early that meaningful things take work. As…
