Kevin Thompson, founder of 9I Capital Group, didn’t take the typical route into finance—and that’s exactly what makes his approach so refreshing. After a career in professional baseball, Kevin pivoted into wealth management with a mission to make content that’s not only educational but deeply human.

His video strategy blends mindset, psychology, ethics, and real conversations with clients—building trust one message at a time.

💡 3 Smart Moves from Kevin’s Content Playbook:

1. Growing Slowly Is Doing It Right
   Kevin doesn’t chase vanity metrics. He’s focused on building meaningful relationships, even if that means slower growth. The result? A loyal audience that trusts him.
2. Lead with Positivity and Purpose
   Numbers matter, but so does energy. Kevin’s videos speak to mindset and life goals—not just portfolios—positioning him as a trusted advisor and a whole-life strategist.
3. Just Ask Your Audience
   One of Kevin’s best moves is also the simplest: he asks his clients what they want to hear about. This direct approach leads to content that resonates, educates, and converts.

Financial advising isn’t just about returns—it’s about relationships. And Kevin’s showing how the right content can build both.

🔗 Resources & Links

Connect with Kevin Thompson

📍 9I Capital Group Website:
 https://9icapitalgroup.com/

🔗 Kevin Thompson on LinkedIn:
 https://www.linkedin.com/in/kevinthompson9i/

📺 Watch Kevin’s video content:
 https://www.youtube.com/@9ICapitalGroup

Maura Shaftoe knows that when it comes to building a financial practice, connection is everything. Her success on LinkedIn isn’t about going viral—it’s about showing up with intention, clarity, and empathy. By leaning into short-form video, authentic messaging, and active engagement, Maura has created a digital presence that resonates with real people.

Here’s what’s working:

💡 3 Keys to Maura’s LinkedIn Strategy:

1. Keep Videos Short and Punchy
   Under 60 seconds, on purpose. Maura uses quick hits of wisdom to grab attention and make a lasting impact.
2. Lead with Authenticity
   Money is emotional. By being open and real on camera, Maura puts people at ease and earns their trust before the first conversation.
3. Engage Thoughtfully
   It’s not just about what you post. Maura actively supports other creators and joins meaningful conversations, increasing visibility and deepening connections.

For any advisor looking to use video to build trust and stand out, Maura’s approach is a masterclass in connection-first content.

🔗 Resources & Links

Connect with Maura Shaftoe

🔗 LinkedIn Profile:
 https://www.linkedin.com/in/maura-shaftoe/

📍 Learn more about her work:
 https://www.behavioralcashflow.ca/

What if your next 30 clients were already following you on LinkedIn? That’s the reality for Mando Sallavanti, CFP®, founder of Freedom Path Wealth. He transformed his online presence into a client-generating machine. With a smart, consistent approach and a deep understanding of his niche, Mando proves that social media isn’t just for brand awareness—it’s for real business growth.

Here’s how he did it:

💡 3 Keys to Mando’s Success on LinkedIn:

1. Commit to Consistency
   Growth came from showing up daily. Mando carved out time each day to post, comment, and connect—compounding his visibility and credibility.
2. Focus on Your Ideal Client
   He speaks directly to the fears, frustrations, and goals of his target audience. Relevance = results.
3. Lead with Authenticity
   His best-performing content? Personal stories and honest insights. Mando builds trust by keeping it real—and that’s what gets followers to convert.

Any advisor ready to build real relationships online can take a cue from Mando’s approach. It’s not about going viral—it’s about being valuable.

🔗 Resources & Links

Connect with Mando Sallavanti, CFP®

🔗 LinkedIn Profile:
https://www.linkedin.com/in/sallavanti/

📍 Learn more about Freedom Path Wealth / MassMutual:
 https://greaterphiladelphia.massmutual.com/about-us/our-financial-services-representatives/armando-mando-sallavanti-iii

In today’s digital-first world, video content isn’t optional—it’s essential. Just ask Nic Nielsen, CFP® of Know My Plan, who has built a multi-platform video presence that doesn’t just get views—it gets results. From his website to his social channels, Nic is using video to build trust, drive engagement, and convert leads.

Nic breaks down how financial advisors can go beyond vanity metrics and build a video strategy that actually grows your business.

💡 Top 3 Takeaways from Nic’s Video Strategy:

1. Track Leads and Conversions—Not Just Views
   The most important metric? How many people take action after watching. Nic’s focused on ROI, not just reach.
2. Repurpose Content Across Platforms
   Post the same message in different ways on YouTube, LinkedIn, Instagram, and email. Maximize impact without burning out.
3. Mix Up Your Video Styles
   Selfie clips, long-form explainer videos, educational soundbites—variety keeps your audience engaged and coming back for more.

🎬 Favorite Tools in Nic’s Toolkit:

• Descript for editing videos
• Buffer for scheduling posts
• Constant Contact for email marketing

Whether you’re camera shy or already in full creator mode, Nic’s approach is proof that smart strategy and consistent posting can turn video into a true growth engine for your practice.

🎧 Hit play and start leveling up your video game—without the guesswork.

🔗 Resources & Links

Connect with Nic Nielsen, CFP®

📍 Know My Plan Website:
 https://knowmyplan.com

📺 Know My Plan on YouTube:
 https://www.youtube.com/@KnowMyPlan

🔗 Nic Nielsen on LinkedIn:
 https://www.linkedin.com/in/nicnielsen/

📸 Follow Nic on Instagram:
 https://www.instagram.com/knowmyplan/

What happens when a financial advisor creates content so niche, so spot-on, that it racks up over 100,000 views on YouTube? You get Mike Zung—CFP®, YouTube educator, and the founder of Java Wealth—whose mission to help tech professionals understand their RSUs turned into viral gold.

In this episode, Mike breaks down:

• His content creation journey from “I just wanted to help” to “Whoa, 108K views?!”
• The video strategy behind his RSU success
• How to identify the right topics that resonate with your ideal clients

💡 Mike’s Top 3 Tips for Advisors Getting into Video:

1. Start with Specific Problems: Your next video idea is probably already in your last client conversation.
2. Create “Sniper Content”: Answer real, searchable questions with surgical precision.
3. Confidence Comes with Consistency: You don’t need to be perfect—just be helpful and keep going.

Whether you’re a content-curious advisor or a YouTube skeptic, Mike’s story proves that with the right strategy, your content can educate, attract, and convert.

🎧 Tune in now and get inspired to hit “record” on your next big idea.

🔗 Resources & Links

Connect with Mike Zung, CFP®

📍 Java Wealth Website:
 https://javawealth.com

📺 Java Wealth on YouTube (including the RSU video):
 https://www.youtube.com/@JavaWealth

🔗 Mike Zung on LinkedIn:
 https://www.linkedin.com/in/mikezungcfp/