Shows
The Finance Marketing PodcastStrategic Hiring for Financial Advisors with Sara LorzaIn this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when building their teams—particularly the trap of reactive hiring—and explains how advisors can shift from competing solely on compensation to attracting top talent through culture, values, and unique growth opportunities. Tune in to learn how the way you present your firm to potential team members is actually a marketing opportunity that, when done right, helps you build a team alig...
2026-02-1327 minThe Finance Marketing PodcastBreaking Through the Capacity Ceiling: Systems and Strategy for Growth with Karen CreightonIn this episode of The Finance Marketing Podcast, Hillary sits down with Karen Creighton, a coach specializing in financial advisors and their teams. With over 20 years of experience as an advisor, team builder, and practice manager, Karen shares her insights on how the financial services industry has evolved from transactional, product-based sales to relationship-driven advisory work—and what this shift means for how advisors need to market and position their practices today. Karen discusses the importance of defining a clear vision and specialization strategy, building operational systems that support consistent marketing execution, and making strategic decisions about delegation and te...
2026-02-0635 minThe Finance Marketing Podcast$10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy MorrisIn this episode of The Finance Marketing Podcast, Hillary sits down with Jeremy Morris, Co-Founder and Financial Advisor at Five Pine Wealth Management, to discuss the grit, persistence, and strategic marketing investments that took his firm from zero clients to nearly $200 million in AUM in just eight years. Jeremy shares the raw reality of launching a fee-only RIA in a new city where he and his business partner knew no one, and how their willingness to outwork and outspend their competition on marketing became the foundation of their success. Tune in to learn how Jeremy's relentless follow-up with leads...
2026-01-3032 minThe Finance Marketing PodcastGetting Out of Your Own Way: Systems for Growing Advisors with Aryel Gladden-BanningIn this episode of The Finance Marketing Podcast, Hillary sits down with Aryel Gladden-Banning, a consultant who works with solo advisors and small teams in the RIA space, to discuss the critical importance of documenting and systematizing your prospect communication process. Aryel shares insights from a project she and Hillary collaborated on to help streamline the sales workflow for an RIA firm that was losing valuable time—and leads—by constantly reinventing their prospect communications from scratch. Tune in to learn how creating a documented, repeatable sales process can free up your time, prevent prospects from falling through the crac...
2026-01-2339 minThe Finance Marketing PodcastShould You Write a Book? One Advisor's Honest Take on Books as Marketing Tools with Sean MullaneyIn this episode of The Finance Marketing Podcast, Hillary welcomes back Sean Mullaney, a financial planner with an advice-only practice in Los Angeles who focuses on those nearing an early retirement by conventional standards. Sean was Hillary's very first podcast guest, and in this follow-up conversation, he shares the valuable marketing lessons he's learned from writing two books—his first solo effort on Solo 401(k)s and his recent co-authored book with Cody Garrett on early retirement. Sean gets candid about the mistakes he made with his first book, particularly writing it before clearly defining his ideal client, and ex...
2026-01-1637 minThe Finance Marketing PodcastWhy You're Settling Instead of Scaling with Jim EffnerIn this episode of The Finance Marketing Podcast, Hillary sits down with Jim Effner, founder and President of P2P Group, to explore the psychological barriers that prevent advisors from scaling their practices and the mindset shifts required to break through to peak performance. Jim shares his three-phase approach to transforming advisor performance—mindset, systems, and language—with particular emphasis on why getting your mindset right is the foundation for sustainable growth. Tune in to learn why you need a powerful, eternal "why" to push through the inevitable discomfort of scaling, the difficult truth about letting go of lower-caliber clie...
2026-01-0935 minThe Finance Marketing PodcastTop Marketing Moves for Financial Advisors Who Want to Stand Out in 2026In this episode of The Finance Marketing Podcast, Hillary kicks off 2026 by exploring how financial advisors should shift their marketing in the year ahead. She addresses the real challenges advisors are facing — from declining website traffic and unpredictable social media algorithms to the flood of generic AI-generated content — while highlighting the exciting opportunities these shifts create for advisors willing to show up authentically and strategically. Connect with Hillary:Website: www.MonetaCopy.comEmail: hillary@monetacopy.comNewsletter: The Finance Marketing Podcast NewsletterLinkedIn: Hillary Gale MeehanTo...
2026-01-0234 minThe Finance Marketing PodcastThe Biggest Marketing Lessons for Financial Advisors in 2025 (Year in Review)In this episode of The Finance Marketing Podcast, Hillary reflects on the first full year of the podcast and shares the top 10 episodes from 2025 — five most listened to episodes based on analytics, and five personal favorites. Hillary discusses key marketing insights from each episode, including how financial advisors are adapting to AI-powered search, building effective referral systems, optimizing email marketing strategies, and communicating value in ways that resonate with prospects.Top 5 Most Listened To Episodes: How to Build a Content Marketing Strategy That Actually Generates Clients with Kali RobergeThe Real Reason Financial Advi...
2025-12-2631 minThe Finance Marketing PodcastMeta Ads for Financial Advisors: Strategy, Nurture, and Conversion with Tim GoodwinIn this episode of The Finance Marketing Podcast, Hillary sits down with Tim Goodwin, founder + CEO of Goodwin Investment Advisory, to explore the multi-pronged marketing strategy that has helped him sign over half of his 27 clients this year from online sources. Tim shares his strategic approach to Meta ads, including why he requires phone numbers (not just emails) for guide downloads to dramatically increase lead quality, reveals why his book "Exponential Wealth" outperforms every other lead magnet even though it's 7-8 years old and how the 90 Minute Book Team made writing it simple, and breaks down his organic strategy...
2025-12-1938 minThe Finance Marketing PodcastHow to Make Yourself Easily Referable with Julie PinkertonIn this episode of The Finance Marketing Podcast, Hillary sits down with Julie Pinkerton, CEO and creator of ClientFirst, to explore why networking remains the critical solution to virtually every major challenge financial professionals face—from growth and retention to succession planning. Julie shares practical strategies for making yourself instantly more referable, including why an up-to-date professional photo builds subconscious trust and how defining a specific niche makes it easy for people's brains to recall you when opportunities arise. She also reveals how behavioral analytics can help advisors avoid the "mediator translator" trap that occurs when they only connect wi...
2025-12-1231 minThe Finance Marketing PodcastWhy Financial Coach Kristen Ricupero Has Gone All In on SEO Since 2021 (Exclusive Client Interview!)In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Ricupero, a Financial Coach and Certified Profit First Professional, to explore how she has built a thriving coaching business primarily through SEO and content marketing rather than paid advertising. Kristen shares her journey from solo practitioner to team leader, and opens up about her marketing evolution, from consistent blogging that drives Google search traffic, to transforming her email marketing from a dreaded task into an authentic storytelling practice. Tune in to learn how Kristen uses personal stories from her own business to connect with c...
2025-12-0529 minThe Finance Marketing PodcastWhy I'm Grateful for This Year's Biggest Challenges (Happy Thanksgiving!)In this Thanksgiving week solo episode of The Finance Marketing Podcast, Hillary shares what she's most grateful for in 2025—and why those things emerged from her hardest moments this year. From navigating the AI explosion after maternity leave to making a financially questionable housing decision, Hillary opens up about the messy, uncertain seasons that forced her to evolve from content executor to strategic partner for her clients. She discusses how market volatility affected her advisor clients' budgets, the mindset work that helped her pivot during difficult times, and the exciting strategic projects that emerged when she stopped pla...
2025-11-2821 minThe Finance Marketing PodcastMaster the Language of Client Attraction: Communication Strategies That Convert with Derrick Kinney In this episode of The Finance Marketing Podcast, Hillary sits down with Derrick Kinney, a former top financial advisor turned coach and author of the Wall Street Journal and USA TODAY bestseller Good Money Revolution. Derrick shares his proven strategies for transforming how advisors position themselves in the market—moving away from credential-based introductions that cause prospects to disengage and toward problem-focused messaging that immediately resonates. Tune in to learn Derrick's "You Know How..." framework for client acquisition, discover why prospects only care about one thing (solving their painful financial problems), and get practical communication techniques for clie...
2025-11-2140 minThe Finance Marketing PodcastHow Money Stories Shape Referral Generation with Bill CatesIn this episode of The Finance Marketing Podcast, Hillary sits down with Bill Cates, often called "The Original Referral Coach," to explore how understanding money stories—both your own and your clients'—creates the foundation for empathetic marketing and natural referral generation. Bill shares why advisors must first examine their own beliefs and anxieties around money to build genuine empathy with clients, how to discover your true differentiation by asking clients how they describe you to others, and his proven "value discussion" framework that gets clients speaking your value out loud—neurologically teaching them how to talk about you withou...
2025-11-1429 minThe Finance Marketing PodcastHow to Use Video Marketing to Attract Ideal Clients with Katie BradenIn this episode of The Finance Marketing Podcast, Hillary sits down with Katie Braden, Founder of Advisor Video Marketing and CFP® professional, to explore how financial advisors can leverage video to build trust with prospects and create a powerful marketing ecosystem. Katie shares practical strategies for overcoming common video mistakes, infusing authentic personality into content, and implementing a video-first marketing approach that converts viewers into clients. Tune in to learn how you can use video to differentiate your practice, attract ideal clients, and create meaningful connections before prospects ever schedule a discovery call.Connect with Katie:
2025-11-0738 minThe Finance Marketing PodcastThe Economics of Direct Mail Marketing for Advisors with James PollardIn this episode of The Finance Marketing Podcast, Hillary sits down with James Pollard, founder of TheAdvisorCoach.com and host of the Financial Advisor Marketing podcast, to explore why direct mail remains one of the most effective marketing strategies for financial advisors. James shares the economics behind direct mail success, revealing why advisors don't need high response rates to achieve profitability, and walks through his proven letter structure using classic copywriting formulas like AIDA and Problem-Agitate-Solution. Tune in to learn how to acquire targeted mailing lists, craft compelling direct mail pieces that feel personal rather than polished, and build...
2025-10-3145 minThe Finance Marketing PodcastFrom Financial Literacy to Financial Fluency: A Small Change, Big Impact with Tony SteuerIn this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer, Chief Evangelist at Yetworth Collaborative, to explore how the financial services industry must evolve from product-driven approaches to relationship-focused strategies in an increasingly AI-driven world. Tony shares compelling insights on a major marketing opportunity that exists in better serving underrepresented clients, particularly women and people of color, who often don't feel "seen and heard" by traditional financial services. Tune in to learn why shifting from "financial literacy" to "financial fluency" in your messaging can make your services more approachable, and discover practical strategies for creating...
2025-10-2432 minThe Finance Marketing PodcastFrom Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent CarnduffIn this episode of The Finance Marketing Podcast, Hillary sits down with Brent Carnduff, founder and CEO of Advisor Rankings, to explore how the SEO landscape for financial advisors has dramatically evolved over the past 15 years and what advisors need to know about optimizing for AI-powered search engines. Brent shares his unique journey from elementary school teacher to SEO expert, and breaks down why traditional SEO strategies no longer work in today's competitive environment dominated by major media companies. Tune in to learn how advisors can adapt their content strategies for the age of AI search, the importance of...
2025-10-1747 minThe Finance Marketing PodcastHow to Build a JOYful Brand That Clients Remember and Refer with Larry SprungIn this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, Founder of Mitlin Financial, to explore how his firm has transformed their entire brand and marketing strategy around the concept of "joy." Larry shares how they've moved beyond traditional retirement planning conversations to focus on what truly brings fulfillment and meaning to their clients' lives, creating a distinctive messaging strategy that has made their firm instantly recognizable in the marketplace. Tune in to learn how Larry's multi-channel marketing approach and long-term mindset has elevated his practice, and discover practical strategies you can apply to differentiate...
2025-10-1035 minThe Finance Marketing PodcastThe Research-Backed Case for Niching Your Financial Advisory Practice with Natalie HalesIn this episode of The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in financial advisor marketing, to explore the strategic power of niching and how advisors can overcome their biggest fears about defining a specific target market. Natalie shares compelling research showing that firms with a clear ideal client see significant increases in both new clients and assets under management, and breaks down what actually constitutes an effective niche versus common misconceptions. The conversation addresses practical concerns like how to transition your marketing without alienating existing clients, different approaches for new versus experienced...
2025-10-0343 minThe Finance Marketing PodcastHow to Build a Content Marketing Strategy That Actually Generates Clients with Kali RobergeIn this episode of The Finance Marketing Podcast, Hillary sits down with Kali Roberge, Chief Operations Officer at Beyond Your Hammock, to explore how financial advisors can build a successful content-driven marketing strategy that consistently generates qualified leads. Kali shares the behind-the-scenes details of how her firm has made content marketing the hub of their entire strategy, from securing regular features in major publications to creating blog content that drives organic search traffic. The conversation dives into practical lead qualification strategies, the importance of playing to your marketing strengths rather than trying to be everywhere, and how to adapt...
2025-09-2631 minThe Finance Marketing PodcastStop Playing It Safe: How to Get Creative Content Approved by Compliance with Tara MeehanIn this episode of The Finance Marketing Podcast, Hillary sits down with Tara Meehan, a marketing professional with nearly two decades of experience in financial services, to discuss how advisors working under broker dealers and wirehouses can navigate compliance restrictions while creating effective, authentic marketing content. Tara shares game-changing insights about building collaborative relationships with compliance teams, the hidden limitations of relying on canned content, and practical strategies for getting creative marketing initiatives approved. Tune in to learn how to transform your relationship with compliance from adversarial to collaborative and discover why playing it safe with generic content might...
2025-09-1927 minThe Finance Marketing PodcastFrom 15K to 40K Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando SallavantiIn this episode of The Finance Marketing Podcast, Hillary welcomes back Mando Sallavanti, a strategic financial planner for SaaS professionals, for an exciting update on his LinkedIn marketing journey. Since his first appearance over a year ago, Mando has grown from 15,000 to nearly 40,000 followers and his business revenue has already exceeded 90% of last year's total by May. In this conversation, Mando reveals the strategic content evolution that fueled his explosive growth, sharing how he balances top-of-funnel content to attract new audiences with middle and bottom-of-funnel content to nurture existing followers. He also unveils his most powerful client acquisition secret...
2025-09-1236 minThe Finance Marketing PodcastHow Streamlined Operations Become Your Biggest Marketing Advantage with Kristen MuellerIn this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Mueller, founder and CEO of Birch River Financial, to explore how streamlined back-office operations can actually become your biggest marketing advantage. Kristen shares her 20+ years of experience helping advisors escape administrative overwhelm and transform their practices from operationally chaotic to efficiently scalable. From client onboarding nightmares to CRM implementation struggles, Kristen provides practical insights on how the right operational foundation enables advisors to focus on what really drives growth: building relationships, serving clients, and marketing their expertise. Tune in to discover how getting your back-office right...
2025-09-0540 minThe Finance Marketing PodcastThe Relationship-First LinkedIn Approach That Actually Works with Doug GreenbergIn this episode of The Finance Marketing Podcast, Hillary sits down with Doug Greenberg, CIMA®, leader of Pinnacle Wealth Advisory, to explore his systematic LinkedIn networking strategy that generated over 3,300 new connections in just six months. Doug shares his 32 years of wealth advisory experience and reveals how he successfully built a professional network from scratch after relocating to Austin. Tune in to learn his relationship-first approach to LinkedIn outreach, discover the specific tools and automation he uses to scale meaningful conversations, and understand how to build an ecosystem of professional connections that consistently generates referrals and business opportunities without b...
2025-08-2927 min
Leaders & Legacies222 - Copy that Persuades for Leaders with Hillary GaleHillary Gale didn’t just pivot careers—she rewrote the script entirely. A former college writing teacher, she stepped away from academia, launched a one-woman marketing firm, and then discovered she was pregnant—all within days. With nine months on the clock, she had to lead fast, build smart, and carve out space for maternity leave while launching Moneta Copy.In this episode, Hillary breaks down how strong writing skills are foundational to leadership. She challenges the myth that good writing must follow rigid rules, arguing instead for authenticity, emotion, and real connection. Craig and Hillary dig into w...
2025-08-2827 minThe Finance Marketing PodcastBeyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana CabricesIn this episode of The Finance Marketing Podcast, Hillary sits down with Diana Cabrices, a fractional chief evangelist to B2B wealthtech brands and award-winning marketer, to explore Answer Engine Optimization (AEO) and how financial advisors can optimize their online presence for AI-powered search tools like ChatGPT, Gemini, and Perplexity. Diana breaks down the shift from traditional SEO to AEO in our current "zero-click" age, where prospects are getting answers directly from AI tools without necessarily visiting advisor websites. Tune in to learn specific strategies for structuring your content, leveraging client reviews and awards, and creating a multi-platform presence...
2025-08-2234 minThe Finance Marketing PodcastThe Client Advocacy Board: A 'Defibrillator' for Stagnant Practices with Jon Randall (Part 2)In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Jon Randall, founder of XFA, diving into his "defibrillator technique" for jumpstarting referrals in stagnant practices. Jon introduces the Client Advocacy Board method, where advisors bring together their best referring clients in virtual meetings to get guidance on how to access more people like them. He shares real examples of advisors who've used this technique to generate 25+ million in new assets annually by letting their clients design their marketing strategy rather than guessing what might work. Hillary and Jon explore how this approach creates community among...
2025-08-1531 minThe Finance Marketing PodcastThe Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)In this episode of The Finance Marketing Podcast, Hillary sits down with Jon Randall, founder of XFA, to explore why most financial advisors struggle to grow despite being excellent at their jobs. Jon reveals that the real growth constraint isn't lack of skill or market demand, but capacity issues and working with too many of the wrong clients. He shares eye-opening industry research showing that the fastest-growing advisors get 73% of their new clients from existing client referrals, and introduces his systematic IPO (Improve, Praise, Offer) method for generating consistent referrals without awkward conversations. Hillary and Jo...
2025-08-0833 minThe Finance Marketing PodcastWhy Professional Branding is a Critical Business Investment with Kayla AndersonIn this episode of The Finance Marketing Podcast, Hillary sits down with Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought when it should be a top priority. Hillary and Kayla discuss the psychology behind effective color choices and design elements, walk through real examples of successful brand refreshes for financial advisory clients, and explain how professional branding can be the difference between attracting ideal clients...
2025-08-0137 minThe Finance Marketing PodcastHow to Turn Your Dormant Email List Into Discovery Calls with John WayIn this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments. John shares his expertise in helping professional services firms capture and convert leads who visit but aren't ready to book a meeting, revealing how traditional PDF assessments can be revolutionized for today's digital-first world. Tune in to learn how interactive assessments with personalized video feedback can build trust faster, create highly targeted email sequences, and re-engage dormant prospects in your CR...
2025-07-2534 minThe Finance Marketing PodcastStop Hoping for Referrals: Build a System That Actually Works with Niki ClarkIn this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for referrals from those who consistently receive them. Hillary and Niki discuss the power of intentional touchpoints, the referability advantage of clear niching, and how small, thoughtful gestures can create lasting client relationships that naturally generate r...
2025-07-1827 minThe Finance Marketing PodcastWhy Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy BaxterIn this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow strategies that align with their values.And through her company Envision 30, she partners with visionary leaders who think from the future, equipping them with the tools and strategies to navigate uncertainty and create a thriving future. She is...
2025-07-1132 minThe Finance Marketing PodcastWhy Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven JarvisIn this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace. Steven explains why there's currently an oversaturation of tax planning marketing claims but an undersaturation of actual execution, creating a massive opportunity for advisors who are willing to be specific about their value proposition. Tune in to learn how to move beyond generic buzzwords and create tax planning marketing that clearly communicates what cl...
2025-07-0430 min
The Finance GirliesBehind the scenes of Millennial home buying with Hillary GaleThis is a free preview of a paid episode. To hear more, visit thefinancegirlies.substack.comHillary Gale joins us for the most honest conversation about millennial homeownership we've ever had. As a copywriter, agency owner, and two-time homeowner, Hillary shares every detail of her home buying journey — from feeling like homeownership was "impossible" to closing on her second house this year.But this isn't just about the numbers (though she shares all of those too). Hillary gets real about the guilt, shame, and anxiety that came with both purchases, plus the "oh crap" moments th...
2025-06-2511 minThe Finance Marketing PodcastAsking Provocative Questions to Get More Clients with Gary SinderbrandIn this episode of The Finance Marketing Podcast, Hillary sits down with Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew.Drawing from his extensive experience at Merrill Lynch and UBS Private Wealth, Gary shares why traditional value propositions have lost their effectiveness and how advisors can differentiate themselves by creating "constructive doubt" in prospective clients' minds through provocative questioning and intentional listening.Key points covered in this episode:Why...
2025-06-2038 minThe Finance Marketing PodcastGuerrilla Marketing to Build Trust With Your Target Market with Financial Advisor Matt McManusIn this episode of The Finance Marketing Podcast, Hillary sits down with Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up at events, running recognition programs, and being authentically involved – which has proven more valuable than traditional marketing tactics in building trust with the first responder community. Tune in to discover how finding and committing to a specialized niche can transform your financial advisory business through clearer marketing messages and...
2025-06-1342 minThe Finance Marketing PodcastHow Financial Planner Aaron Buchner Created the Boldest Brand in FinanceIn this episode of The Finance Marketing Podcast, Hillary sits down with Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically conservative financial services industry. The conversation explores how Aaron successfully navigated compliance challenges while building a brand that authentically represents his approach and attracts his ideal clients.Key Points:How Aaron transformed from using the standard "Buchner Financial Planning" name to creating the distinctive "Cactus"...
2025-06-0630 minThe Finance Marketing PodcastWhy Your Story Is Your Most Powerful Marketing Asset with Dr. Joshua WilsonIn this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinTechs achieve sustainable growth through his proven strategies. During this conversation, Dr. Wilson shares powerful insights about moving beyond rational differentiation to create emotional connections with clients through authentic storytelling, explaining why personal narratives are more effective than listing credentials...
2025-05-3043 minThe Finance Marketing PodcastHow to Develop a Magnetic Financial Planning Process with Rob BrownIn this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to learn how creating your Signature Solution can transform your marketing, strengthen client relationships, and help you avoid becoming what Rob calls a "human ro...
2025-05-2331 minThe Finance Marketing PodcastWhy AFCs Are Your Next Great Referral Partner with Heidi ClemonsIn this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, and financial therapy, while highlighting how AFCs collaborate with CFPs to provide truly holistic financial wellness. Tune in to learn how financial professionals can expand their referral networks and better serve clients who struggle with financial behaviors and money management.
2025-05-1637 min
The Influential Advisor079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary GaleEpisode Summary:There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communicate it in a way that resonates with prospects. Hillary Gale, a former linguistics professor turned copywriting expert, shares insights on how advisors can transform their marketing through better messaging. She reveals strategies for identifying language that connects, having conversations that convert, and creating content that actually brings in business. From conducting "voice of client" research to crafting compelling lead magnets, Hillary provides practical frameworks for advisors to stand out in a crowded marketplace.
2025-05-1438 minThe Finance Marketing PodcastThe Testimonial Marketing Studio: A New Tool for Advisors with Brian ThorpIn this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures built in so you can build trust with potential clients without worrying about noncompliance.Connect with Brian:Website: Wealthtender LinkedIn: Brian ThorpTestimonial Marketing Studio: Wealthtender | Testimonial Marketing StudioBook: Growing Your Advisory Business with Online Reviews: Playbook for Financial Advisors & Wealth Management Firms ...
2025-05-0922 minThe Finance Marketing PodcastFinding Your Purpose on LinkedIn with Expert Tiffany SattlerIn this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Tiffany Sattler, a LinkedIn ghostwriter for financial professionals, to discuss the critical importance of setting clear goals for your LinkedIn presence. Tiffany explains why many advisors struggle with LinkedIn effectiveness by failing to understand where the platform fits within their overall marketing funnel. Whether LinkedIn serves as your top, middle, or bottom funnel marketing tool fundamentally changes how you should approach your profile, content strategy, and engagement tactics. Tune in to discover how to develop a sustainable LinkedIn strategy that aligns with your broader marketing...
2025-05-0250 minThe Finance Marketing PodcastEmail Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2)In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it. Hillary explores: How strategic segmentation can dramatically improve email relevance and engagementThe importance of a well-crafted welcome sequence that makes a powerful first impressionPractical nurture strategies that build trust over timeHow to calculate the actual ROI of your email marketing effortsWhy unsubscribes are healthy for yo...
2025-04-2531 min
The Purpose Focused AdvisorHillary Gale: Storytelling Secrets to Transform Your MarketingIn this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast. Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal finance, Hillary shares how she helps advisors tap into authentic storytelling, build deeper trust with clients, and create marketing strategies that don’t feel like marketing. This episode is full of inspiration and practical tools for financial advisors ready to show up more powerfully in their messaging....
2025-04-2437 minThe Finance Marketing PodcastEmail Marketing for Finance Professionals: Building an Email List From Scratch (Part 1)In this first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketing asset. Hillary explores: Why email marketing delivers higher ROI than social media for finance professionalsThree key characteristics of lead magnets that actually get downloadedPractical strategies for promoting your lead magnet, both organically and through paid methodsHow to overcome common hesitations about starting an em...
2025-04-1826 minThe Finance Marketing PodcastBuilding a Women-Focused Practice with Tracy Baron GarciaIn this episode of The Finance Marketing Podcast, Hillary sits down with Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where women feel comfortable discussing money and investing. She reveals practical strategies for building trust through authentic marketing, from leveraging LinkedIn to joining women's groups, while demonstrating how sharing personal experiences can help attract ideal clients who share your values.Connect with Tracy:...
2025-04-1126 minThe Finance Marketing PodcastWhy Every Financial Advisor Should Write a Book (And How to Do It in 6 Weeks) with Paul G. McManusIn this episode of The Finance Marketing Podcast, Hillary sits down with Paul McManus, Owner of The Short Book Formula Publishing, to explore how financial advisors can build authority and accelerate trust through writing a book. Paul shares his proven process for helping busy advisors write and publish impactful books in as little as six weeks, and explains why "authority by association" can be a game-changer for growing your practice. Drawing from his experience working with hundreds of financial advisors, Paul reveals practical strategies for leveraging your book beyond Amazon sales to create real business growth and attract ideal...
2025-04-0433 minThe Finance Marketing PodcastThe Neuroscience Behind Effective Client Conversations with Mary SchmidIn this episode of The Finance Marketing Podcast, Hillary sits down with Mary Schmid, CEO of Mary Schmid Consulting and Speaking and author of Make or Break Conversations to explore the neuroscience behind effective client conversations. Mary shares how financial professionals can create deeper connections with clients by understanding the brain science of trust and communication. Drawing from her extensive research with neuroscientists and years of experience coaching financial advisors, Mary reveals practical strategies for creating conversations that make clients feel safe, heard, and valued, leading to stronger relationships and more referrals.Connect with Mary:Website...
2025-03-2837 minThe Finance Marketing PodcastStop Guessing, Start Listening: Voice of Customer Research for Financial ProfessionalsIn this episode of The Finance Marketing Podcast, Hillary dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates deeply. Hillary shares eye-opening examples of how this research has revealed surprising insights for advisors who thought they understood their target audience, and demonstrates how using clients' actual words in marketing materials can dramatically improve engagement and conversion rates.Connect with Hillary:
2025-03-2124 minThe Finance Marketing PodcastWhy Your Content Marketing Isn't Working (and How to Fix It)In this episode of The Finance Marketing Podcast, Hillary breaks down the concept of a "marketing ecosystem" and why it's critical for financial advisors who are frustrated with their marketing efforts. If you're getting engagement on social media, crushing speaking gigs in your community, or getting views/downloads on your YouTube channel — but not seeing any of it translate to booked discovery calls, this episode reveals the missing pieces that could be preventing your marketing from working effectively. Hillary explains how each component of a marketing ecosystem serves a specific purpose in moving potential clients thro...
2025-03-1423 minThe Finance Marketing PodcastHow to Make Your Compliance Department Your Biggest Marketing AllyIn this episode of The Finance Marketing Podcast, Hillary tackles the challenge of creating engaging content while staying compliant with industry regulations. She shares practical strategies for working effectively with compliance departments, building systems that streamline the review process, and maintaining an authentic voice within regulatory guidelines. Whether you're just starting to create content or looking to improve your existing compliance workflow, this episode provides actionable insights to help financial advisors develop compelling content that meets regulatory requirements without sacrificing creativity or engagement.Connect with Hillary:Website: MonetaCopy.com Podcast: The Finance Marketing Podcast LinkedIn: Hillary P...
2025-03-0720 minThe Finance Marketing PodcastHow Financial Marketing Has Changed (And Where It's Going) with FinCon's Philip TaylorIn this episode of The Finance Marketing Podcast, Hillary sits down with Philip Taylor, founder of FinCon and The Creator CPA, to explore the evolving landscape of financial content creation and marketing. From FinCon's humble beginnings as a blogger meetup to its current status as the premier conference for financial content creators and professionals, Philip shares insights on how content creation and professional services are increasingly intertwining in the financial industry. Learn about the shift from traditional blogging to modern content platforms, the enduring importance of in-person events in a digital world, and how financial professionals can adapt their...
2025-02-2824 minThe Finance Marketing PodcastStop Trying to Do It All: A Sustainable Approach to Your Whole Marketing EcosystemIn this episode of The Finance Marketing Podcast, Hillary shares a strategic approach to building a marketing ecosystem that works without overwhelming yourself in the process. She breaks down how financial advisors and coaches can develop their marketing presence systematically, starting with one platform and gradually expanding their reach. Learn why trying to do everything at once often leads to burnout, and discover a sustainable way to build your marketing foundation that you can actually maintain long-term.Connect with Hillary:Download the Free Guide: Marketing Minus the OverwhelmWebsite: MonetaCopy.com Podcast: MonetaCopy.com/thefinancemarketingpodcast LinkedIn: Hillary P...
2025-02-2123 minThe Finance Marketing PodcastTransforming Your Marketing From ‘Meh’ to ‘Oh My!’ with Derek Pollard, PhDIn this episode of The Finance Marketing Podcast, Hillary sits down with Derek Pollard, PhD, founder of Constellar Creative, to explore how financial advisors can transform their marketing from traditional expertise-focused approaches to genuine, personal engagement that resonates with prospects. Drawing from his background as a former English professor, Derek shares insights on addressing prospect skepticism, creating authentic marketing content, and implementing manageable content strategies. Learn how his innovative P.O.E.T framework can help advisors develop marketing that feels natural while effectively attracting ideal clients and building meaningful connections with their audience.Connect with Derek:
2025-02-1452 minThe Finance Marketing PodcastBest of 2024: Top Marketing Lessons from Industry Leaders & ExpertsIn this special season opener, Hillary returns from maternity leave to share her top episodes from 2024. She highlights six standout conversations that showcase both expert knowledge and real-world implementation of marketing strategies in the financial services industry. From discovering the right niche and optimizing websites to leveraging compliant testimonials and building authentic brands, these episodes offer a comprehensive look at what's working in financial advisor marketing today. Whether you're new to the podcast or looking to revisit some of the most impactful episodes, this curated selection provides valuable insights for financial advisors and coaches looking to enhance their marketing...
2025-02-0714 minThe Finance Marketing PodcastLeveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra HelmigIn this episode of The Finance Marketing Podcast, Hillary sits down with Deidre Helmig, a quiz strategist and expert in creating quizzes as powerful marketing tools for financial professionals. Deidre shares her passion for quizzes, developed from her love of taking them in magazines as a child to using them now as an essential marketing tool for businesses.They dive into the key strategies behind creating quizzes that are not only fun but drive real business results. Deidre explains the different types of quizzes—such as personality, assessment, and objection-based quizzes—and highlights how each can be used...
2024-12-1338 minThe Finance Marketing PodcastThe Returns on Collaborative Marketing Strategies with Financial Social Worker Clare DubéIn this episode of The Finance Marketing Podcast, Hillary sits down with Clare Dubé, a Financial Therapist certified in Financial Social Work and Co-Founder of the Financial Social Work Collaborative. Clare shares her expertise on the emotional and behavioral aspects of financial management and explains how financial social work helps individuals and families navigate money-related challenges. Clare also dives into her marketing strategy, highlighting the power of leveraging other people’s platforms to grow your business and offering practical tips on tracking your marketing ROI.Tune in to hear Clare’s valuable insights on how financ...
2024-12-0622 min
Podcasting for Financial ProfessionalsNurturing Trust and Connection: Leveraging Strategic Engagement | Hillary Gale | Ep 43Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences.
In today’s episode, Hillary Gale, the founder of Moneta Copy, dives into the critical role of lead magnets and email sequences in marketing strategies for financial professionals. Hillary stresses the value of knowing your audience and giving them what they want to keep them coming back for more.
Crafting Effective Engagement
(00:11:35) Strategic Lead Magnet Placement for Visibility Boost
(00:22:55) Content Creation Inspiration for Financial Professionals
(00:34...
2024-12-0551 minThe Finance Marketing Podcast7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 2)In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Manda Szewczyk, Owner of Hyper Pony Studio and digital marketing expert for financial advisors. In Part 2 of this two-part series, Manda dives deeper into strategies to optimize your website so it’s attracting the right clients, rather than turning prospects away.Listen in as Manda shares the importance of using case studies (both real and hypothetical) to highlight your value, how to navigate compliance challenges, and why every financial advisor needs a Google Business Profile to boost their local SEO. Plus, Manda shares one bo...
2024-11-2924 minThe Finance Marketing PodcastTackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine TindallIn this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase.Catherine and Hillary dive deep into the complexities of marketing spend for financial professionals, offering invaluable insights on how to strategically allocate your marketing budget, measure ROI where you can, and leverage referral business for cost-effective growth. If you're looking to refine your marketing strategies...
2024-11-1525 minThe Finance Marketing PodcastTop Tips to Optimize Your Finance Podcast for Business Growth with Virginia ElderIn this episode of The Finance Marketing Podcast, Hillary sits down with Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey from launching her own podcast to building a business that helps financial professionals leverage podcasting to gain authority, attract clients, and educate their audience without the hassle of managing the technical side.Virginia offers invaluable tips on how financial advisors can create effective podcasts, including the importance of clear calls to action and crafting an "ideal listener" statement that helps you connect with the...
2024-11-0830 minThe Finance Marketing PodcastExploring the Impacts of AI on SEO Strategies with Wesley GehmanIn this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optimization, providing practical insights into how financial professionals can enhance their SEO strategies and navigate the technical aspects of optimizing their websites for better search rankings.Wesley also dives into his personal experiments with AI-generated content, explaining how Google responds to AI-driven content and offering tips on how to use AI effectively without compromising your site’s...
2024-11-0134 minThe Finance Marketing PodcastWhy Dave Armstrong, CFA Believes ‘The Content Maker Is the New Rainmaker’ (and How He Does It!)In this episode of The Finance Marketing Podcast, Hillary sits down with Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a Marine Corps officer to building a successful wealth management firm during the 2008 financial crisis. He opens up about the challenges of starting a business in turbulent times and how embracing authenticity has become a cornerstone of his firm’s success.Dave also dives into the power of content creation and why he believes that content makers are the new rainmakers in the fi...
2024-10-2545 minThe Finance Marketing PodcastUnderstanding Lead Generation and Full Marketing Funnels for Finance Professionals with Olivia LuperIn this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital marketing strategy specifically tailored for financial advisors. She discusses the three essential stages of marketing—building awareness, capturing leads, and nurturing those leads to convert them into loyal clients.Olivia offers practical insights on effective lead generation techniques, the power of email marketing, and the role of au...
2024-10-1842 minThe Finance Marketing PodcastBuilding Authentic Brands and Relationships with Business Finance Wrangler Pam PriorIn this episode of The Finance Marketing Podcast, Hillary sits down with Pam Prior, a brilliant, down-to-earth finance expert who helps entrepreneurs take confident control of their money mindset and business cash flow. Pam is the host of the Cash Flow with Pam Prior podcast and author of the recently published book Founder to Exit. With her unique blend of high energy and calming reassurance, Pam shares her insights on authentic branding, building meaningful relationships to drive business growth, and using AI strategically in marketing without losing the human touch.Connect with Pam:Website: www.PamPrior...
2024-10-1133 minThe Finance Marketing Podcast(Sustainably) Maximizing Your Marketing Efforts with Personal Brand Consultant Kim KeltyIn this episode of The Finance Marketing Podcast, Hillary sits down with Kim Kelty, CEO of The Kelty Method, to delve into the world of personal branding for financial advisors and coaches. Kim is a Personal Brand Consultant and Podcast Producer who partners with small business owners and entrepreneurs to enhance their personal branding and podcast production. She specializes in bringing the in-person work, success, and voice of her clients to life on a digital scale.During their conversation, Hillary and Kim discuss the importance of defining your unique value proposition, strategic tips for repurposing content across...
2024-10-0441 minThe Finance Marketing PodcastStarting Your Book Project from a Strong Foundation with Accountant-Turned-Ghostwriter Jamie DykstraIn this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Dykstra, book ghostwriter and Founder of Jamie Dykstra LLC, to discuss the process and strategy behind writing a business book that makes an impact. Jamie's background in financial services as a corporate accountant provides a unique perspective on how financial services professionals can effectively build their platforms and thought leadership through books.Jamie talks about the importance of setting intentions for your book, addressing reader objections, and the benefits of working with a ghostwriter. This conversation offers practical advice tips for financial advisors and...
2024-09-2732 minThe Finance Marketing PodcastThe Power of Storytelling and Emotionality in Finance Marketing with Financial Therapist Khara Croswaite BrindleIn this episode of The Finance Marketing Podcast, Hillary sits down with Khara Croswaite Brindle, a licensed mental health professional and financial therapist who specializes in helping other therapists navigate the complexities of financial stress, leadership trauma, and more. Khara shares her unique insights on how storytelling and emotional connection can transform your marketing strategy, particularly in the financial services industry. She also delves into the fascinating intersection between the Enneagram and money, offering a fresh perspective on how personality types influence financial behavior.Khara’s approach to blending financial therapy with mental health provides invaluable takeaways fo...
2024-09-2035 minThe Finance Marketing PodcastHow Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPAIn this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation across platforms like podcasts, LinkedIn, and email, and explains why he believes in focusing on real-world, actionable strategies over flashy, unproven tactics.We’re also exploring how Steven's firm partners with financial advisors to provide them with the tools and resources they need to in...
2024-09-1329 minThe Finance Marketing PodcastHow Financial Advisor Mark Hansen Built a Brand That Starts Conversations (Part 1)In this episode of The Finance Marketing Podcast, Hillary sits down with Mark Hansen, Financial Advisor at Second Comma and host of The Quiet Part podcast. Mark shares his journey from leaving the corporate world to creating a financial planning firm that prioritizes simplicity, family time, and intentional branding. Mark delves into the inspiration behind the name "Second Comma," how his unique branding choices, including the standout electric salmon color, have sparked meaningful conversations, and why embedding your personality into your brand is essential for attracting the right clients. Whether you're working on building your brand or r...
2024-08-3035 minThe Finance Marketing PodcastThe Art of Getting Quoted in Media Publications with Forbes Writer Robert FarringtonIn this episode of The Finance Marketing Podcast, Hillary sits down with Robert Farrington, Founder of The College Investor, Millennial money expert, and contributing writer to Forbes. As a finance writer who often sources quotes from subject matter experts, Robert shares his expertise on how financial advisors and experts can effectively get more media mentions and build valuable relationships with journalists and writers. He dives into practical tips for crafting the perfect quote, the importance of being responsive, and how to leverage media mentions to enhance your credibility and expand your reach. Whether you’re looking to boost your on...
2024-08-2329 minThe Finance Marketing PodcastUnderstanding the Role of Earned Wage Access in Financial Services with DailyPay’s Jack RubinIn this episode of The Finance Marketing Podcast, Hillary sits down with Jack Rubin, Senior Vice President of Consumer Financial Solutions at DailyPay. In this conversation, Jack dives into the world of early wage access and how DailyPay’s solutions are helping employees achieve greater financial wellness. He shares the benefits of earned wage access, how it provides more financial stability for employees, and addresses concerns about whether it might perpetuate a cycle of spending as you earn. This episode offers valuable insights for financial advisors and coaches who are keen on understanding the evolving landscape of fin...
2024-08-1730 minThe Finance Marketing PodcastMaking the Journey from General Advisor to Expert Thought Leader with Jack WangIn this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a College Financial Aid Advisor at Innovative Advisory Group. Jack specializes in helping families navigate the complexities of college financial aid and student loan management. With a rich background that includes speaking engagements for the MA Society of Enrolled Agents, the MA chapter of the Financial Planning Association, and the Boston Bar Association, Jack is a well-respected expert in his field. He is also the host of the upcoming Smart College Buyer podcast.Jack and Hillary discuss how he discovered his niche in...
2024-08-0944 minThe Finance Marketing PodcastBridging the Gap Between Financial Planning and Financial Counseling with Sasha GrabenstetterIn this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice...
2024-08-0232 minThe Finance Marketing PodcastHow Sonja Ecklund Built a Highly Engaged Email List for Her Financial Coaching BusinessIn this episode of The Finance Marketing Podcast, Hillary sits down with Sonja Ecklund, Owner of Sonja Ecklund Coaching and Consulting. Sonja is a board-certified health and wellness coach, a financial social work coach, and a learning and development consultant with over 12 years of experience. During their conversation, Sonja shares her journey of building a highly engaged email list, the importance of authenticity in email marketing, and how storytelling can create a strong connection with your audience. Tune in to learn actionable insights on how to grow your email list and engage your audience effectively, even if you're just...
2024-07-2633 minThe Finance Marketing PodcastBuilding a Stand-Out Brand Based on Core Philosophies and Client Stories with Ryan CanfieldIn this episode of The Finance Marketing Podcast, Hillary sits down with Ryan Canfield, Founder and President of Victus Wealth Management, to explore how personal philosophies and client stories can work together to shape a powerful brand identity. Ryan shares his journey from aspiring Wall Street professional to a dedicated financial advisor, driven by deeply personal experiences that highlight the importance of understanding and aligning with client values. Tune in to learn how Ryan’s unique approach to financial advising can inspire you to create a brand that really stands out in the industry and works to att...
2024-07-1935 minThe Finance Marketing PodcastHow Behavioral Financial Planning Results in Deeper Client Relationships with Ashley QuammeIn this episode of The Finance Marketing Podcast, Hillary sits down with Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not offer behavioral financial planning.Ashley discusses the importance of understanding client psychology, navigating relationship dynamics, and addressing client concerns holistically in modern financial planning, and shares how advisors who embrace this approach can significantly enhance client trust and rapport, leading to more meaningful and lasting client relationships.Co...
2024-07-1233 minThe Finance Marketing PodcastBuilding a Successful Financial Coaching Business From the Ground Up with Lacey LangfordIn this episode of The Finance Marketing Podcast, Hillary sits down with Lacey Langford, Founder of MILMO and MilMoneyCon. Lacey is a financial coach specializing in helping the military community with their finances. During this conversation, Lacey shares her journey from being a military spouse with the need for a transient career to establishing a successful financial coaching business. Tune in to learn how Lacey built her business from the ground up, the importance of niche marketing, and effective strategies to gain clients and grow your financial coaching practice.Connect with Lacey:Website: MILMO.co
2024-07-0545 minThe Finance Marketing PodcastWriting Impactful Thought Leadership Books with Book Ghostwriter and Strategist Allegra CookIn this episode of The Finance Marketing Podcast, Hillary chats with Allegra Cook, a book ghostwriter and strategist who helps entrepreneurs, consultants, and coaches write impactful thought leadership books. Allegra emphasizes the importance of storytelling and audience building in creating a successful book that stands out from the crowd. Tune in to learn how Allegra's unique approach can help you leverage your expertise, connect with a broader audience, and drive your business forward.Connect with Allegra:Website: TheAllegraCook.comLinkedIn: Allegra CookArticle: How to Work With a Business Book Ghostwriter in 2024: A...
2024-06-2832 minThe Finance Marketing PodcastMastering the Power of Video Marketing for Financial Advisors with Niki ClarkIn this episode of The Finance Marketing Podcast, we dive deep into video marketing with the brilliant Niki Clark, a seasoned finance marketer and marketing strategist. Niki helps financial advisors build brand awareness and thought leadership through effective and engaging marketing strategies. Niki and Hillary chat about the benefits of video marketing, how to get started with video, and how to repurpose your video content across platforms. They also share practical tips for video production so advisors and other finance pros can get started with video content creation from scratch.If you've been hesitant to i...
2024-06-2133 minThe Finance Marketing PodcastHow Nitty Gritty Niching Results in Engaged Online Communities with Michael CollisonIn this episode of The Finance Marketing Podcast, host Hillary sits down with Michael Collison, a financial coach specializing in the FIRE (Financial Independence, Retire Early) movement. Michael shares his journey from a 40-year career in software development to becoming a financial coach, and how his personal experiences with budgeting and investing have shaped his approach to coaching. Michael delves into the importance of niching down and how it has helped him build engaged online communities. He also discusses his strategies for leveraging specific tools like YNAB (You Need A Budget) to help clients achieve their financial goals.
2024-06-1440 minThe Finance Marketing PodcastBuilding Influence and Connections Through Podcasting with Podcast Expert Matt HalloranIn this episode of The Finance Marketing Podcast, host Hillary sits down with Matt Halloran, co-founder of ProudMouth and a renowned expert in financial advisor marketing. Matt shares his wealth of knowledge on the transformative power of podcasting for financial professionals. He delves into the unique intimacy of podcasting as a marketing tool, the critical importance of audio quality and consistency, and how podcasting fits into your overall marketing ecosystem. Tune in to discover actionable insights that can elevate your marketing strategy and deepen your connection with your audience.Connect with Matt:Website: ProudMouthLinkedIn...
2024-06-0330 minThe Finance Marketing PodcastAligning Your Marketing and Sales Efforts with Jackson LarimerIn this episode of The Finance Marketing Podcast, Hillary sits down with Jackson Larimer, financial coach and founder of Lemonade Stand Financial. Jackson shares his journey from working in tech sales to launching his own financial coaching business, where he helps young couples and individuals manage their money with confidence. With a focus on aligning marketing and sales efforts, Jackson offers invaluable insights for financial professionals looking to grow their businesses effectively.Connect with Jackson:LinkedIn: Jackson LarimerNewsletter: Lemonade Stand FinancialTo make sure you never miss an episode, sign up...
2024-05-3131 minThe Finance Marketing PodcastEverything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian ThorpIn this episode of The Finance Marketing Podcast, Hillary is joined by Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advisors, and provides a step-by-step guide on how to get and use testimonials and reviews for your firm while remaining compliant.Connect with Brian:Email: Brian@wealthtender.comLinkedIn: Brian ThorpWealthTender: Wealthtender.comTo make sure you never miss an episode...
2024-05-2438 minThe Finance Marketing PodcastExpand Your Reach: The Power of Multi-Pronged Marketing Strategies with Larry SprungIn this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, a devoted husband, father, entrepreneur, author, and mental health advocate. Larry is the founder and wealth advisor at Mitlin Financial, Inc®, author of Amazon Bestselling book Financial Planning Made Personal and the host of the Mitlin Money Mindset® podcast. During this conversation, Larry shares insights on his comprehensive marketing strategy, emphasizing the importance of authenticity in social media engagement, the impact of his book, and the strategic use of his podcast. He discusses how these platforms together enhance brand visibility and deepen relationships wi...
2024-05-1636 minThe Finance Marketing PodcastOn Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie HalesThis week on The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in advisor marketing. In this conversation, Natalie dives into the significance of finding and defining the right niche for financial advisors. She discusses how niching can dramatically enhance client acquisition and overall business profitability, as well as addresses common fears advisors have about narrowing their practice.Connect with Natalie:Website: NatalieHales.comLinkedIn: Natalie HalesTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the...
2024-05-1037 minThe Finance Marketing PodcastMarketing In Your First Year of Business with Jillian KnightIn this episode of The Finance Marketing Podcast, Hillary sits down with Financial Therapist Jillian Knight to discuss what it's been like marketing herself in her first year of business, how she's set and reached goals for herself, and where she's learning to put her energy as she brings on more and more clients.Connect with Jillian:Website: HerFinancialTherapy.comLinkedIn: Jillian Knight, LMFTInstagram: @herfinancialtherapyNY Times Article: 4 Mistakes Couples Make When Discussing MoneyThe Financial Therapy Podcast: Escaping the Guru Trap: Jillian Knight's Story PART ONETo...
2024-05-0331 minThe Finance Marketing PodcastOptimizing Your LinkedIn Presence with LinkedIn Expert Tiffany SattlerIn this episode of The Finance Marketing Podcast, host Hillary sits down with LinkedIn marketing expert Tiffany Sattler to talk about how to optimize your LinkedIn profile and posting strategy to reach your goals.Connect with Tiffany on LinkedIn.To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!
2024-04-2538 minThe Finance Marketing PodcastEstablishing a Standout Personal Brand Within a Larger Firm with Emily RassamIn this episode of The Finance Marketing Podcast, Hillary sits down with Emily Rassam, CFP, CDAA, AIFA, CRPS, NSSA, and one of Investopedia's Top 100 Financial Advisors in the country. During this conversation, Emily shares her tips and strategies for establishing a personal brand while working inside part of a larger firm. Among other things, Emily shares her experiences of building her brand through making personal connections, building her authority and expertise with pro bono work, and her personal content creation strategies.Connect With Emily:Website: Archer Investment ManagementLinkedIn: Emily Rassam, CFP, CDAA, AIFA, CRPS, N...
2024-04-1934 minThe Finance Marketing PodcastMastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte, CFPIn this episode of The Finance Marketing Podcast, join host Hillary as she interviews Taylor Schulte, CFP, founder of Define Financial, co-founder of the AGC community, co-host of Kitces Summits, and host of two Apple Top 100 podcasts: the Stay Wealthy Retirement Podcast and Experiments in Advisor Marketing. In this conversation, Taylor shares how he and his firm have leveraged SEO and email marketing to develop a steady and consistent pipeline of great-fit clients.With over $200 million in assets under management, Taylor's strategic use of SEO to attract and maintain a specific client demographic offers a great alternative...
2024-04-1235 minThe Finance Marketing PodcastTaking Strong Stances in Your Area of Expertise with Tony SteuerIn this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer to chat about the value of taking strong, clear stances in your area of expertise to develop your thought leadership. Among other things, Tony shares how his journey through writing, publishing, and speaking has led to major achievements such as having his books used in college courses, reference libraries, and insurance training curricula. Connect With Tony:Website: TonySteuer.comLinkedIn: Tony Steuer, CLU, LA, CPFFEInstagram: @tonysteuerauthorPodcast: The Get Ready Money Podcast (Spotify)Books: Amazon Books...
2024-04-0527 minThe Finance Marketing PodcastBuilding and Marketing Digital Products in the Finance Industry with Stephen CoursonIn this episode of The Finance Marketing Podcast, host Hillary invites Steven Courson, expert thought leader in the realm of finance and lifestyle design. The conversation peels back the layers on the intersection of financial coaching, digital products, and personal branding. Steven shares his inspiring journey from a dissatisfied corporate sales professional to an empowered financial coach and digital entrepreneur who retired early to help others reshape their financial lives.Steven delves into actionable strategies for developing and marketing digital products within the finance industry. He emphasizes the importance of lifestyle design in personal finance coaching and...
2024-03-2944 minThe Finance Marketing PodcastWhy It's Important to 'Love Your Audience' with Dave WonIn this episode of The Finance Marketing Podcast, host Hillary interviews Dave Won, Founder & CEO of Budget Captain and masterful storyteller of the often overlooked emotional relationship people have with money.From Dave's initial foray into Instagram marketing to mastering LinkedIn's professional landscape, the episode unpacks the strategic shifts that propelled his business forward. Hillary and Dave discuss the importance of authenticity, the challenge of vulnerability, and how truly understanding and caring for your audience can amplify your marketing efforts. By charting his journey from B2C to B2B, Dave emphasizes the universal relatability of financial...
2024-03-1535 minThe Finance Marketing Podcast600 Days of Posting on LinkedIn with Mando SallavantiIn this episode, Hillary interviews Mando Salivanti, a strategic financial planner for SaaS professionals. Mando shares his journey into the financial advising field and how he developed his own unique brand within a large firm. He discusses the importance of connecting with clients on an emotional level and how he shifted his content strategy to resonate with his target audience. Mando also shares his process for consistent content creation on LinkedIn, his strategies for working within compliance guidelines, and the impact his marketing efforts have had on his business.LinkedIn: Mando Sallavanti III, CFP...
2024-03-0832 min