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/

Scaling a firm from $600 million to $3 billion in assets under management doesn’t happen by accident. For James Bogart, CEO of Bogart Wealth, it came down to executing a smart, scalable marketing strategy rooted in education, digital content, and team empowerment.

His team’s consistent use of video marketing, niche content, and proactive outreach has expanded their prospect database exponentially—from 1,400 to over 80,000.

💡 James’s 3 Keys to Sustainable Marketing Growth:

1. Embrace Organic Lead Flow
   Before the pandemic, James focused on live events to generate new leads. Now, that momentum has transitioned into digital channels. By building out educational content and webinars, Bogart Wealth continues to generate inbound leads at scale—without relying on paid ads.
2. Get Laser-Focused with Your Content
   James refers to his content strategy as “rifle shot,” not shotgun. One of his team’s most successful videos—a breakdown of the mega backdoor Roth—has racked up over 17,000 views by being hyper-relevant to the audience they serve.
3. Empower the Whole Team
   It’s not just James in front of the camera. At Bogart Wealth, all advisors participate in content creation. This team-based approach scales their reach, deepens expertise, and creates more touchpoints for prospective and current clients alike.

James’s strategy proves that when your content is clear, consistent, and collaborative, growth will follow.

🔗 Resources & Links

Connect with James Bogart & Bogart Wealth

📍 Bogart Wealth Website:
https://bogartwealth.com/

🔗 James Bogart on LinkedIn:
linkedin.com/in/james-bogart-cfp-chfc

📺 Bogart Wealth YouTube Channel:
https://www.youtube.com/@BogartWealth

Mitch Slater knows how to connect—with clients, with colleagues, and with audiences. Drawing on decades of experience in financial advising, television, radio, and podcasting, Mitch has developed a modern LinkedIn strategy built around relationships, not transactions.

At UBS, Mitch helps lead the charge in digital communications, and his video content is a case study in short-form success. By focusing on brief, relatable, and human-centered content, he’s earning not just impressions—but trust.

💡 3 Strategies Mitch Swears By:

1. Use LinkedIn to Build Real Connections
   Mitch treats LinkedIn as a networking powerhouse. He shares personal, story-driven content that sparks conversation and builds professional relationships that go far beyond the comments section.
2. Measure ROR (Return on Relationship)
   Forget traditional ROI. Mitch lives by the philosophy of “Return on Relationship,” inspired by Ted Rubin. Long-term success, he says, comes from genuine trust—not short-term wins.
3. Keep Videos Short and Snappy
   In a scroll-happy world, attention spans are short. Mitch creates videos under 90 seconds to make an impact fast. The result? Higher engagement, stronger resonance, and more meaningful follow-up.

His advice for advisors looking to start: “Be human. Be real. Be brief.”

🔗 Resources & Links

Connect with Mitch Slater

🔗 Mitch Slater on LinkedIn:
https://www.linkedin.com/in/mitchslater/

📍 Learn more about UBS:
https://www.ubs.com/

Greg Furer, CFP® is showing the industry what’s possible when consistency meets creativity. As CEO of Beratung Advisors, Greg has made video marketing the cornerstone of his client acquisition strategy. His content does the heavy lifting—educating, qualifying, and attracting the right-fit clients before they even reach out.

With over 400 videos in his library, Greg has built a marketing machine that works around the clock. He credits his success to structure, creativity, and a commitment to providing real value.

💡 Greg’s Top 3 Video Marketing Tips:

1. Pre-Qualify Clients with Content
   Greg’s videos serve as a filter—showing prospective clients exactly who he is and how Beratung Advisors operates. That transparency means most leads are aligned and ready by the time they schedule a meeting.
2. Leverage LinkedIn’s Free Reach
   Rather than relying on paid ads, Greg taps into LinkedIn’s organic power. By posting helpful, problem-solving content consistently, he reaches busy professionals where they’re already scrolling.
3. Try the Trends—Seriously
   Greg doesn’t shy away from creative risks. From TikTok-style storytelling to humor-infused educational clips, he keeps his content engaging while staying true to his brand. It’s about connection, not just education.

Greg’s motto? “Create content that solves problems and reflects your values. When people trust you, they’ll reach out.”

🔗 Resources & Links

Connect with Greg Furer, CFP®

📍 Beratung Advisors Website:
https://www.beratungadvisors.com/

🔗 Greg Furer on LinkedIn:
https://www.linkedin.com/in/gregfurer/

📺 Beratung Advisors on YouTube:
https://www.youtube.com/@BeratungAdvisors

Joe Conklin Shure is on a mission to make financial advice feel human. As the founder of Conklin Shure Financial, Joe has built a powerful presence by focusing less on likes and more on meaning. His content speaks directly to mid-career millennials, offering not just financial guidance—but emotional resonance.

Through video marketing and LinkedIn outreach, Joe turns distant connections into real conversations, and real conversations into long-term client relationships.

💡 Joe’s 3 Best Practices for Meaningful Video Marketing:

1. Speak Straight to Your Viewer
   Forget the masses. Joe talks to one person at a time. This one-on-one tone makes his videos feel authentic, personal, and highly relevant to his niche audience.
2. Start with a Script
   Even the best communicators prep. Joe writes a brief script so he can focus on delivery, not what to say next—resulting in crisp, confident content.
3. Send Video DMs on LinkedIn
   Joe doesn’t just post and pray. He proactively sends personalized video messages to his connections on LinkedIn—and the results speak for themselves: 25% lead to sales calls, and 12.5% convert into new clients.

Joe’s approach is proof that the right video, sent to the right person, can spark real momentum. His motto? “Don’t wait to be top of mind—put yourself there.”

🔗 Resources & Links

Connect with Joe Conklin Shure, CFP®

📍 Conklin Shure Financial Website:
http://www.conklinshure.financial

📸 Follow Joe on Instagram (@JoeTalksMoney):
https://www.instagram.com/joetalksmoney/

🔗 Joe Conklin Shure on LinkedIn:

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

Rob Edwards is living proof that you can thrive with video marketing—even with compliance limitations. As a financial advisor at Edwards Asset Management, Rob uses video to connect with his audience in creative, authentic ways. His content isn’t just relatable—it’s effective, driving real client growth by building trust and familiarity before a single meeting is booked.

💡 Rob’s Top 3 Tips for Advisors Using Video:

1. Build Your Video Muscle
   “Just hit record,” Rob says. It’s awkward at first, like lifting weights after time off. But practice builds confidence. His approach? Capture ideas in real time and keep it moving—consistency is the win.
2. Take Creative Risks
   Rob isn’t afraid to get a little weird. From sandwich metaphors to offbeat humor, he breaks the mold to create content that sticks. If it feels like a stretch, you’re probably on the right track.
3. Think Outside the Compliance Box
   Just because you work in a regulated industry doesn’t mean you can’t be innovative. Rob challenges advisors to work with compliance—not be limited by it—and still create unique, meaningful content.

Video has become a foundational piece of Rob’s multichannel strategy. His mantra? Keep creating. Be the name clients already know when they’re ready to take action.

🔗 Resources & Links

Connect with Rob Edwards

📍 Edwards Asset Management Website:
https://www.edwardsasset.com/

🔗 Rob Edwards on LinkedIn:

https://www.linkedin.com/in/rob-edwards-naples/