The Finance Marketing Podcast – Details, episodes & analysis

Podcast details

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The Finance Marketing Podcast

Hillary Gale

Business

Frequency: 1 episode/7d. Total Eps: 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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https://newsletter.monetacopy.com/tfmpnewsletter
128 shares
https://monetacopy.com/emailsprint
126 shares
https://monetacopy.com/
6 shares

https://www.linkedin.com/in/hillary-meehan/
11 shares
https://www.linkedin.com/in/aryel-gladden-banning/
3 shares
https://www.linkedin.com/in/sallavanti/
2 shares

https://www.instagram.com/xfa.coach
3 shares
https://www.instagram.com/larry_sprung
2 shares

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Score global : 37%

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Getting Out of Your Own Way: Systems for Growing Advisors with Aryel Gladden-Banning

Friday, January 23, 2026 • Duration 39:50

In 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 cracks, and allow you to focus on what matters most: serving clients and growing your practice.

Connect with Aryel:

LinkedIn: Aryel G

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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Should You Write a Book? One Advisor's Honest Take on Books as Marketing Tools with Sean Mullaney

Friday, January 16, 2026 • Duration 37:42

In 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 explains why the question "Will this book be successful even if I don't sell a single copy?" is critical for advisors considering major content projects. Tune in to learn how relationship-building, niche clarity, and patience have made Sean's second book more successful, and discover practical insights you can apply whether you're considering writing a book or simply trying to align your marketing efforts with your ideal client.

Connect with Sean:

LinkedIn: Sean Mullaney

Website: FItaxguy.com

Book: Tax Planning To and Through Early Retirement

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 Money Stories Shape Referral Generation with Bill Cates

Friday, November 14, 2025 • Duration 29:15

In 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 without awkward referral asks. Tune in to learn how to shift from uncomfortable referral tactics to a mission-driven approach where your value is worth sharing and referrals flow naturally from the client experience.

Connect with Bill:

Website: ReferralCoach.com

LinkedIn: Bill Cates

YouTube: @BillCatesReferralCoach

Books: LanguageofReferrals.com & TheHiddenHeist.com

Free Guide: ExponentialGrowthGuide.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!

How to Use Video Marketing to Attract Ideal Clients with Katie Braden

Friday, November 7, 2025 • Duration 38:33

In 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:

Website: AdvisorVM.com

LinkedIn: Katie Braden

YouTube: @advisorvm

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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The Economics of Direct Mail Marketing for Advisors with James Pollard

Friday, October 31, 2025 • Duration 45:36

In 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 multi-touch sequences that convert prospects into clients.

Connect with James:

Website: TheAdvisorCoach.com

Podcast: Financial Advisor Marketing Podcast

LinkedIn: James Pollard

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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From Financial Literacy to Financial Fluency: A Small Change, Big Impact with Tony Steuer

Friday, October 24, 2025 • Duration 32:52

In 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 more inclusive client experiences that can differentiate your practice and help you build stronger, lasting relationships.

Connect with Tony:

Website: TonySteuer.com

Podcast: The Get Ready Money Podcast

LinkedIn: Tony Steuer

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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From Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent Carnduff

Friday, October 17, 2025 • Duration 47:43

In 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 building topical authority in specific niches, and practical tips for leveraging AI tools while maintaining the human expertise that clients value.

Connect with Brent:

Website: AdvisorRankings.io

LinkedIn: Brent Carnduff

Reddit: Brent Carnduff

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 to Build a JOYful Brand That Clients Remember and Refer with Larry Sprung

Friday, October 10, 2025 • Duration 35:17

In 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 your own firm and build sustainable marketing momentum without getting overwhelmed.

Connect with Larry:

Website: Mitlin Money Mindset®

LinkedIn: Lawrence Sprung

X: @Lawrence_Sprung

Facebook: Lawrence Sprung

Instagram: Larry_Sprung

Book: "Financial Planning Made Personal"

Book: “The JOY and Productivity Journal”

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

The Research-Backed Case for Niching Your Financial Advisory Practice with Natalie Hales

Friday, October 3, 2025 • Duration 43:27

In 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 advisors, and the three essential components that make a niche truly powerful. Tune in to discover why niching isn't about limiting your business but about strategically positioning yourself to attract more of the clients you love working with while building genuine authority in your market.

Connect with Natalie:

Website: NatalieHales.com
LinkedIn: Natalie Hales
Take the 90-second quiz: NatalieHales.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!

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How to Build a Content Marketing Strategy That Actually Generates Clients with Kali Roberge

Friday, September 26, 2025 • Duration 31:17

In 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 your SEO approach for an AI-powered search landscape. Tune in to learn how to create a focused content marketing strategy that actually converts prospects into clients and discover actionable ways to future-proof your marketing efforts as search technology continues to evolve.

Connect with Kali:

Website: BeyondYourHammock.com

LinkedIn: Eric Roberge (Beyond Your Hammock)

Instagram: @BeyondFinances

Podcast: Beyond Finances 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!

The Finance Marketing Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

The Finance Marketing Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

LinkedIn99+

Instagram29

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

LinkedIn99+

Instagram29