Wondering what actually works when it comes to video for financial advisors?
To celebrate 25 episodes of The Real #Finfluencers, we’re doing something a little different—no guest this time. Instead, we’re taking you behind the scenes of the series to spotlight five of the most powerful tips we’ve heard so far.
In this special “greatest hits” episode, you’ll hear clips from Mike Zung, Derek Notman, Stacy Miller, Mando Sallavanti, and Kevin Thompson—advisors who are walking the walk and seeing real results from their video content.
These are the bite-sized takeaways that could change the way you approach everything from planning to publishing. And they all tie into one simple goal: helping you find your own #Finfluence.
5. Secrets from the #Finfluencer Greatest Hits:
1. Know your niche (Mike Zung)
Mike zeroed in on software engineers with equity comp. His RSU explainer now has over 100K views—and counting.
2. Get gear to be clear (Derek Notman)
Derek calls it “infrastructure.” It doesn’t have to be expensive—just effective. Our go-to kit costs $350.
3. Reward to record (Stacy Miller)
Not everyone loves being on camera. Stacy’s tip? Bribe yourself. A little reward can help build the habit.
4. Get targeted for results (Mando Sallavanti)
Mando speaks straight to high-performing sales execs with variable income. The more specific you get, the more results you’ll see.
5. Give it your heart (Kevin Thompson)
Video isn’t a trend—it’s a commitment. Kevin says: set your goal, give it 18 months, and stay the course.
Tools These Finfluencers Like:
👉 Get the book on Amazon.
👉 Listen to the podcast on Apple.
👉 Listen to the podcast on Spotify.
👉 Follow Mike, Derek, Stacy, Mando, and Kevin on LinkedIn.
Prefer to listen in? Get the full, uncut interview here:
👉 Listen to the podcast on Apple
