Ron Bullis is building a new model for modern financial advising. As the founder of LifeWorks Advisors, he’s leading the charge when it comes to scalable digital growth. His strategy blends short-form video, gated content, and precision targeting to generate high-quality leads—and his firm’s expansion is proof that it works.

With a clear plan to 10x his growth, Ron treats video marketing not as an afterthought, but as the engine behind demand generation.

💡 Ron’s 3 Video Marketing Musts for Advisors:

1. Start Thinking Like a Marketer
   Forget generic advice. Ron urges financial advisors to get crystal clear on their niche and audience. With a defined client persona, every video becomes a tailored message that drives results.
2. Use Gated Content to Capture Leads
   Want better prospects? Give them value. Ron’s gated videos offer niche-specific insights in exchange for email addresses—allowing him to personalize follow-up and identify the hottest leads.
3. Let Long-Form Video Filter the Funnel
   On landing pages, Ron uses longer videos to help weed out passive viewers. Those who stay engaged are far more likely to convert. The deeper the content, the higher the intent.

Ron’s approach shows how smart content and intentional targeting can scale a practice—without relying on traditional prospecting.

🔗 Resources & Links

Connect with Ron Bullis & LifeWorks Advisors

📍 LifeWorks Advisors Website:
https://www.lifeworksadvisors.com/

🔗 Ron Bullis on LinkedIn:
https://www.linkedin.com/in/ronbullis/

📺 Explore LifeWorks Video Content:
https://www.youtube.com/@LifeWorksAdvisors

H. Adam Holt is not just leading conversations—he’s making them personal. As CEO of Asset-Map, Adam has embraced video as a tool for connection, education, and trust-building. In this episode of The Real #Finfluencers, Adam opens up about how showing vulnerability on camera has helped him forge deeper relationships with his audience.

By creating videos that are both human and helpful, Adam has made content a cornerstone of Asset-Map’s growth strategy—demonstrating that financial professionals don’t need to be flawless to be effective.

💡 Adam’s Top 3 Tips for Meaningful Video Content:

1. Create Videos That Make You Stop Scrolling
   To stand out, Adam creates content that he would stop to watch. That means prioritizing attention-grabbing openings and relatable messaging to rise above the noise of financial content online.
2. Use Visuals to Simplify the Complex
   As the creator of Asset-Map’s visual financial planning tool, Adam knows the power of pictures. He recommends turning financial advice into digestible visuals to help clients immediately understand the message.
3. Lead with Education, Not Perfection
   You don’t need a studio setup to make an impact. Adam encourages advisors to share knowledge authentically—even if the lighting isn’t perfect. The key is to teach, not perform.

Adam’s advice is clear: when you show up as yourself and aim to educate, your audience will feel it—and they’ll stick around.

🔗 Resources & Links

Connect with H. Adam Holt & Asset-Map

📍 Asset-Map Website:
https://www.asset-map.com/

🔗 H. Adam Holt on LinkedIn:
https://www.linkedin.com/in/hadamholt/

📺 Learn more about Asset-Map’s approach:
https://www.youtube.com/@AssetMap

Justin Holtz isn’t just talking to the camera—he’s talking directly to his niche. As the founder of District Financial Advisors, Justin has tapped into video marketing as a powerful tool to reach, educate, and convert his ideal audience: federal employees.

By crafting focused, polished content and meeting viewers exactly where they are, Justin has scaled his visibility—and grown his client base—without relying on paid ads.

💡 Here Are Justin’s 3 Key Video Marketing Strategies:

1. Use Video for Case Studies
   Justin shares real (anonymized) client examples in case study videos that demonstrate how he helps solve specific financial challenges. This builds trust, showcases expertise, and speaks directly to the pain points his audience is feeling.
2. Hire an Editor
   Rather than spend time editing, Justin hires a professional to ensure clean, high-quality videos that focus on the message. It allows him to focus on what matters: delivering value and staying consistent.
3. Meet Your Audience Where They Watch
   Justin’s niche—federal employees—were already searching YouTube for financial answers. He leaned into that insight and built a channel full of relevant content that shows up when (and where) they need it.

🔗 Resources & Links

Connect with Justin Holtz, CFP®

📍 District Financial Advisors Website:
https://www.districtfa.com/

📺 YouTube Channel:
https://www.youtube.com/@justinholtz

🔗 Justin Holtz on LinkedIn:

https://www.linkedin.com/in/justinholtz/