The Finance Marketing Podcast – Détails, épisodes et analyse

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The Finance Marketing Podcast

Hillary Gale

Business & Entrepreneuriat

Fréquence : 1 épisode/8j. Total Éps: 126

Tired of marketing that feels sleazy or overwhelming?

Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.

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Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇨🇦 Canada - marketing
04/08/2026
#95
🇨🇦 Canada - marketing
03/08/2026
#59
🇨🇦 Canada - marketing
27/05/2026
#85
🇬🇧 Grande Bretagne - marketing
27/05/2026
#93

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://newsletter.monetacopy.com/tfmpnewsletter
78 partages
https://monetacopy.com/emailsprint
78 partages
http://monetacopy.com
3 partages

https://www.linkedin.com/in/hillary-meehan/
4 partages
https://www.linkedin.com/in/sallavanti/
2 partages
https://www.linkedin.com/in/tiffanysattler/
2 partages

https://www.instagram.com/xfa.coach
2 partages
https://www.instagram.com/thecollegeinvestor
1 partage

Qualité et score du flux RSS

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À améliorer

Score global : 37%

Historique des publications

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Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

The Power of Storytelling and Emotionality in Finance Marketing with Financial Therapist Khara Croswaite Brindle

Saison 1 · Épisode 31

vendredi 20 septembre 2024 • Durée 35:48

In 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 for financial advisors and coaches looking to build more authentic connections with their clients. If you’re curious about how to bring more emotional depth to your marketing or want to learn more about the power of storytelling, this episode is packed with actionable insights.

Connect with Khara:

Instagram: @kharacroswaite
LinkedIn: Khara Croswaite Brindle
Website: Croswaite Counseling
Workbook: Financial Therapy at Your Fingertips
Article: Exploring Enneagram Types and Money

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!

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How Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPA

Saison 1 · Épisode 30

vendredi 13 septembre 2024 • Durée 29:32

In 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 integrate tax planning into their services, making it a key differentiator in their marketing. If you’re looking to refine your marketing strategy and make your services stand out, this conversation is packed with practical advice and insights you won’t want to miss.

Connect with Steven:

LinkedIn: Steven A. (The Least Boring CPA) Jarvis, CPA
Website: Retirement Tax Services
Podcast: Retirement Tax Services
Event Registration: The 2024 Next Level Tax Planning Summit

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!

How Behavioral Financial Planning Results in Deeper Client Relationships with Ashley Quamme

Saison 1 · Épisode 21

vendredi 12 juillet 2024 • Durée 33:31

In 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.

Connect with Ashley:

Website: BeyondTheFP.com
LinkedIn: Ashley Quamme
Instagram: @beyondthefp
Twitter/X: @bamconsults

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!

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Building a Successful Financial Coaching Business From the Ground Up with Lacey Langford

Saison 1 · Épisode 20

vendredi 5 juillet 2024 • Durée 45:54

In 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
Podcast: MILMO Show
LinkedIn: Lacey Langford, AFC
Instagram: @itsmilmo

MilMoneyCon:

Website: MilMoneyCon.com
Instagram: @milmoneycon
Twitter/X: @MilMoneyCon
Facebook: MilMoneyCon

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!

Writing Impactful Thought Leadership Books with Book Ghostwriter and Strategist Allegra Cook

Saison 1 · Épisode 19

vendredi 28 juin 2024 • Durée 32:10

In 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.com
LinkedIn: Allegra Cook
Article: How to Work With a Business Book Ghostwriter in 2024: A Comprehensive Guide

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!

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Mastering the Power of Video Marketing for Financial Advisors with Niki Clark

Saison 1 · Épisode 18

vendredi 21 juin 2024 • Durée 33:15

In 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 incorporate video into your marketing plan, this episode is for you!

Connect with Niki:

Website: NikiClarkMarketing.com
Email: Niki@NikiClarkMarketing.com
LinkedIn: Niki Clark, FPQP
Instagram: @nikiclarkmarketing
Twitter: @nikicl
YouTube: Niki Clark Marketing

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!

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How Nitty Gritty Niching Results in Engaged Online Communities with Michael Collison

Saison 1 · Épisode 17

vendredi 14 juin 2024 • Durée 40:10

In 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.

Connect with Michael:

Website: YourFireJourney.coach
Free Guide: The FIRE Path to Financial Freedom
LinkedIn: Michael Collison
LinkedIn Group: [FIRE] Financial Independence & Retire Early (Promotion Free)

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!

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Building Influence and Connections Through Podcasting with Podcast Expert Matt Halloran

Saison 1 · Épisode 17

lundi 3 juin 2024 • Durée 30:57

In 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: ProudMouth
LinkedIn: Matt Halloran
Check out ProudMouth’s PodRocket Academy for free resources on starting and improving your podcast.

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!

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Aligning Your Marketing and Sales Efforts with Jackson Larimer

Saison 1 · Épisode 16

vendredi 31 mai 2024 • Durée 31:25

In 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 Larimer
Newsletter: Lemonade Stand Financial

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!

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Everything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian Thorp

Saison 1 · Épisode 15

vendredi 24 mai 2024 • Durée 38:07

In 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.com
LinkedIn: Brian Thorp
WealthTender: Wealthtender.com

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!

Lire plusRéduire

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