If there were a “Most Consistent Finalist” award at the Wealth Management Industry Awards, we’d have that one in the bag.
We’ve been here before—Wealthies finalists in 2021, 2022, and 2024—and while we love dressing up for the big night, we’re still waiting for our walk down the winner’s aisle.
This year, we’re back again… but we’ve got a feeling it’s finally our turn to toss the bouquet (errrr … claim a trophy).
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Our 2025 Finalists:
FinKit: Transforming FA Social Media Marketing to Stop the Scroll
Launched in December 2024, FinKit helps financial advisors create 52 personalized, compliance-friendly, short-form videos in just two hours a quarter—ready to post and primed for social algorithms. The results? Advisors are seeing 3–4x more YouTube Shorts views, double the engagement on LinkedIn, and more client conversations than ever.
🎥 The Real #Finfluencers: Amplifying & Inspiring Financial Advisors to Record
Our interview series highlighting financial advisors who use social video to educate, inspire, and connect—without gimmicks. With 180,000 combined guest followers and 12,000+ views, it’s sparking a ripple effect, inspiring more advisors to get on camera and grow their businesses authentically.
Both initiatives share the same mission: helping advisors show up authentically on video, build trust, and grow their practices. Whether it’s a done-for-you content creation engine like FinKit or sharing real success stories through The Real #Finfluencers, we’re here to raise the bar for advisor video marketing.
Will 2025 be our year? Find out on September 4th!
