The Finance Marketing Podcast – Details, episodes & analysis

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!