The Real #Finfluencers Ep. 10: How Rob Edwards’ New Clients Find him through Video

The Real #Finfluencers Ep. 10: How Rob Edwards’ New Clients Find him through Video

Rob Edwards, a financial advisor at Edwards Asset Management, is proving the power of video marketing in a compliance-regulated space. With his relatable and creative content, Rob shares how he engages audiences and builds trust, leading 3 out of 4 new clients to seek him out after watching his videos.

3 secrets from Rob:

# 1 Build Video Muscle

“Just hit record,” Rob advises. Starting out can feel awkward, much like lifting weights after a long break. But consistent effort builds confidence and skill. Rob’s secret is capturing content in the moment and leveraging creativity to keep his audience coming back.

#2 Take Creative Risks

From a sandwich video to humor-driven concepts, Rob embraces creativity to stand out and engage his audience. He reminds us that taking risks, even if they seem silly at first, can make a lasting impression.

#3 Think Outside the Box

Navigating compliance doesn’t have to stifle creativity. Rob encourages advisors to challenge norms and find innovative ways to produce unique, compliant content that resonates.

Rob’s video marketing efforts have become a key pillar in his multichannel approach to client engagement. His advice? “Keep creating. When clients are ready to take action, you want to be the name they think of.”


Laura Garfield ??

Video Believer | Obsessed with FA Growth | Idea Decanter Co-Founder | Professional Speaker | Hockey Mom

3 周

Rob Edwards created the all-time best "Sandwich Generation" video. Check it out!

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