The Real #Finfluencers
The Real #Finfluencers
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on various themes including digital marketing for financial advisors, video content strategies, and the importance of authenticity in social media presence. Specific episode examples include Mando Sallavanti discussing LinkedIn client acquisition strategies, Nic Nielsen sharing tips for maximizing YouTube engagement, and Kevin Thompson blending mindset with financial advising through human storytelling.
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.
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 intelligence to grow his visibility and build trust with prospects.
Casey shares how he experimented with YouTube’s Promote feature, tested different campaign lengths and found a seven-day promotional window that worked well for his content. Rather than paying to promote every new video, he looks for signs of natural traction and uses a decision-making framework he developed with ChatGPT.
That approach is helping him put his advertising budget behind topics that are already resonating.
Casey also explains why his video strategy is about more than subscriber numbers. Clients share his content with friends, prospects arrive feeling as though they already know him and video allows his personality to come through before the first meeting.
Plus, hear how Casey is turning his stories into an upcoming book, The Financial Puzzle: Why Having Enough Still Doesn’t Feel Like Enough and What to Do About It, and how AI helped him organize the project without replacing his ideas or voice.
His advice for advisors considering video is straightforward: start, stay consistent and give the strategy time to work.
Show Notes
Edge First Wealth Partners: https://www.edgefirst.com/
Casey Pascuzzi’s YouTube channel: https://www.youtube.com/@Edge_First/
🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.
Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?
📲 Learn more at www.ideadecanter.com
Disclaimer
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