What if your next lead didn’t care about your credentials? What if they already felt like they knew you?
That’s exactly what happened for Dr. Joshua Wilson.
In this episode of The Real #Finfluencers, Joshua—a former advisor turned PhD and founder of NeuBeFi—shares why connection always beats credentials, especially on video.
He shares a story-driven approach that helps advisors tell stories that don’t just attract views, but real alignment. And he offers this reminder:
“Your first video is your worst video. But keep going.”
3 Secrets from Joshua:
1. Find the story inside of you
You don’t need a dramatic backstory to make a memorable video. As Joshua shares, the stories that connect best often feel ordinary to the person living them. What’s “just life” to you can spark an emotional connection with someone else. It’s about human experience—values, lessons, and moments that show your character. The key is digging into those moments and sharing them with honesty and intention.
2. Don’t try to be a fit for everybody
The goal of your video isn’t universal appeal. It’s emotional alignment with the right-fit prospects. Joshua emphasizes that being unremarkable is the real risk—not making someone feel something. His strategy with video is about sparking a gut-level decision: either lean in or opt out. And that’s exactly what you want. When you stop worrying about pleasing everyone, you start attracting people who truly resonate with your message.
3. ROI isn’t about attention, it’s about alignment
Likes, views, and followers can be misleading. The true measure of success with video is whether your content helps you close the gap between meeting someone and earning their trust. Joshua sees it firsthand: new clients show up pre-sold because they’ve binge-watched his videos. That kind of alignment means less time convincing and more time serving. For advisors, focusing on aligned engagement over broad attention leads to a more efficient—and more enjoyable—business.
Links You’ll Like:
Why Video: https://www.youtube.com/watch?v=0Be5wh4Hjjg
NeuBeFi: https://www.neubefi.com/
LinkedIn: https://www.linkedin.com/in/drjoshuawilson/
LI Video posts: https://www.linkedin.com/in/drjoshuawilson/recent-activity/videos/
Prefer to listen in:
👉 Listen to the podcast on Apple
