Explore every episode of the podcast The Finance Marketing Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Getting Out of Your Own Way: Systems for Growing Advisors with Aryel Gladden-Banning | 23 Jan 2026 | 00:39:50 | |
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! | |||
| Should You Write a Book? One Advisor's Honest Take on Books as Marketing Tools with Sean Mullaney | 16 Jan 2026 | 00:37:42 | |
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! | |||
| How Money Stories Shape Referral Generation with Bill Cates | 14 Nov 2025 | 00:29:15 | |
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 | 07 Nov 2025 | 00:38:33 | |
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! | |||
| The Economics of Direct Mail Marketing for Advisors with James Pollard | 31 Oct 2025 | 00:45:36 | |
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! | |||
| From Financial Literacy to Financial Fluency: A Small Change, Big Impact with Tony Steuer | 24 Oct 2025 | 00:32:52 | |
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! | |||
| From Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent Carnduff | 17 Oct 2025 | 00:47:43 | |
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! | |||
| How to Build a JOYful Brand That Clients Remember and Refer with Larry Sprung | 10 Oct 2025 | 00:35:17 | |
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 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 We always appreciate reviews on Apple Podcasts! | |||
| The Research-Backed Case for Niching Your Financial Advisory Practice with Natalie Hales | 03 Oct 2025 | 00:43:27 | |
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 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 Build a Content Marketing Strategy That Actually Generates Clients with Kali Roberge | 26 Sep 2025 | 00:31:17 | |
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! | |||
| Stop Playing It Safe: How to Get Creative Content Approved by Compliance with Tara Meehan | 19 Sep 2025 | 00:27:22 | |
In 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 actually be hurting your marketing efforts more than helping them. Connect with Tara: LinkedIn: @tarameehan LinkedIn: @MeehanMarketing Website: https://www.meehanmarketing.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! | |||
| From 15K to 40K Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando Sallavanti | 12 Sep 2025 | 00:36:58 | |
In 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: proactive outreach to profile viewers, which has generated most of his clients. Finally, Mando discusses his strategic expansion into email marketing, Instagram, and enhanced client experiences as he works to diversify his marketing channels and reduce business risk. This episode is a masterclass in turning social media followers into paying clients and building a sustainable, multi-channel marketing system. Connect with Mando: LinkedIn: Mando Sallavanti 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! | |||
| Why You're Settling Instead of Scaling with Jim Effner | 09 Jan 2026 | 00:35:17 | |
In 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 clients and negative relationships to make room for growth, and how to shift from people-pleasing to leading clients with conviction—even when it means having courageous conversations they don't want to hear. Connect with Jim: Website: JimEffner.com Email: jim@jimeffner.com Book: Bridge Your Gap (available on Amazon) Online Academy: www.p2p-academy.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 Streamlined Operations Become Your Biggest Marketing Advantage with Kristen Mueller | 05 Sep 2025 | 00:40:56 | |
In 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 isn't just about efficiency—it's about creating the capacity and client experience that fuels sustainable business growth. Connect with Kristen:
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 Relationship-First LinkedIn Approach That Actually Works with Doug Greenberg | 29 Aug 2025 | 00:27:28 | |
In 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 being salesy or pushy. Connect with Doug: Website: Pinnacle Wealth Advisory LinkedIn: Doug Greenberg, CIMA Email: doug@pnwadvisory.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! | |||
| Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices | 22 Aug 2025 | 00:34:10 | |
In 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 that ensures you're being found when prospects use AI to research financial services. Connect with Diana: Attend Diana's LIVE SESSION with Samantha Russell August 26, 2025: Is ChatGPT Recommending You...or Your Competitors? Website: DianaCabrices.com LinkedIn: Diana Cabrices Youtube: @dianacabrices 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 Client Advocacy Board: A 'Defibrillator' for Stagnant Practices with Jon Randall (Part 2) | 15 Aug 2025 | 00:31:35 | |
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 clients, takes the guesswork out of marketing, and why even when no good ideas emerge from these meetings, participants typically start referring because they feel valued and understand the advisor's specialization. Tune in to learn how to identify your true advocates, facilitate these board meetings effectively, and discover why letting your ideal clients guide your growth strategy is far more effective than traditional marketing approaches. Connect with Jon: Website: XFA.coach LinkedIn: Jon Randall LinkedIn: XFA Coach Facebook: XFA Coach Instagram: @xfa.coach 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 Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1) | 08 Aug 2025 | 00:33:06 | |
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 Jon discuss why targeting just 1-5 ideal clients for referral generation is far more effective than hoping all clients will refer you, and how enhancing the experience for clients you want to duplicate naturally leads to more referrals from people just like them. Tune in to discover how to identify your true ideal clients, overcome the capacity constraints holding your practice back, and implement a referral system that feels natural and produces measurable results. Connect with Jon:
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! | |||
| Why Professional Branding is a Critical Business Investment with Kayla Anderson | 01 Aug 2025 | 00:37:13 | |
In 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 and losing them to competitors with more polished visual identities. Tune in to discover Kayla's creative process for understanding clients deeply, learn when it's time to move beyond DIY design, and understand how strategic branding investments can directly impact your ability to connect with and convert your target audience. Connect with Kayla: Website: kaylaandersondesign.com LinkedIn: Kayla Anderson 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 Turn Your Dormant Email List Into Discovery Calls with John Way | 25 Jul 2025 | 00:34:08 | |
In 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 CRM to dramatically improve your conversion rates from email list to discovery calls. Connect with John:
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! | |||
| Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark | 18 Jul 2025 | 00:27:56 | |
In 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 referrals. Tune in to learn practical strategies you can implement immediately to transform your referral process from random to systematic, and discover why consistency and authenticity matter more than expensive marketing tactics when it comes to building a referral-generating practice. Connect with Niki: Website: NikiClarkMarketing.com LinkedIn: Niki Clark, FPQP Instagram: @nikiclarkmarketing Facebook: Niki Clark Marketing YouTube: Niki Clark Marketing Register for our live event, Build Your Referral Engine👉🏻 https://www.nikiclarkmarketing.com/the-referral-engine-lab 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! | |||
| Why Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy Baxter | 11 Jul 2025 | 00:32:51 | |
In 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 also the author of "The Three Little Divas: Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away," a fun and engaging book that teaches readers how to achieve their financial goals. In this conversation, Dr. Baxter explains the unique value that financial coaches and counselors bring to clients, particularly in addressing the emotional and behavioral aspects of financial decision-making that often prevent clients from following through on their financial plans. Connect with Dr. Brandy:
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! | |||
| Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis | 04 Jul 2025 | 00:30:29 | |
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 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 clients can actually expect when working with you. Connect with Steven:
Get Your Ticket to the Summit: The Summit 2025 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! | |||
| Top Marketing Moves for Financial Advisors Who Want to Stand Out in 2026 | 02 Jan 2026 | 00:34:34 | |
In 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:
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! | |||
| Why Organic Niching Creates Stronger Client Connections with Phil Weiss | 27 Jun 2025 | 00:39:46 | |
This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management, and holds credentials as a CFA charterholder, a CPA, and a Registered Life Planner (RLP®). Phil shares the compelling story behind his niche of serving "women facing new beginnings," which developed organically from his own personal experiences, particularly witnessing his mother's financial struggles. Our conversation explores how finding a niche that aligns with your personal values and experiences creates more authentic client relationships and marketing opportunities. Key Points:
Connect with Phil:
Related Episodes:
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! | |||
| Asking Provocative Questions to Get More Clients with Gary Sinderbrand | 20 Jun 2025 | 00:38:31 | |
In 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:
Connect with Gary Sinderbrand:
Podcast: If the Public Only Knew 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! | |||
| Guerrilla Marketing to Build Trust With Your Target Market with Financial Advisor Matt McManus | 13 Jun 2025 | 00:42:16 | |
In 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 deeper client connections. Matt’s 12 approaches to guerrilla marketing:
Connect with Matt:
Matthew McManus offers securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offers annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 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 Financial Planner Aaron Buchner Created the Boldest Brand in Finance | 06 Jun 2025 | 00:30:53 | |
In 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:
Connect with Aaron:
Related Episodes:
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! | |||
| Why Your Story Is Your Most Powerful Marketing Asset with Dr. Joshua Wilson | 30 May 2025 | 00:43:20 | |
In 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 or services when attracting ideal clients. Key Points:
Connect with Joshua:
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 Develop a Magnetic Financial Planning Process with Rob Brown | 23 May 2025 | 00:31:50 | |
In 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 robo-advisor." Connect with Rob:
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! | |||
| Why AFCs Are Your Next Great Referral Partner with Heidi Clemons | 16 May 2025 | 00:37:41 | |
In 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. Connect with Heidi:
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 Testimonial Marketing Studio: A New Tool for Advisors with Brian Thorp | 09 May 2025 | 00:22:34 | |
In 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:
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! | |||
| Finding Your Purpose on LinkedIn with Expert Tiffany Sattler | 02 May 2025 | 00:50:46 | |
In 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 goals and creates meaningful opportunities beyond just direct client acquisition. Connect with Tiffany:
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! | |||
| Email Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2) | 25 Apr 2025 | 00:31:25 | |
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:
Drawing from real success stories, Hillary shares how advisors like Dave Armstrong segment their lists into three categories (clients, prospects, and advocates), how Sonya achieved remarkable 85-90% open rates through authentic storytelling, and how Taylor Schulte filled his entire client pipeline with just a few targeted emails per year. 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 Biggest Marketing Lessons for Financial Advisors in 2025 (Year in Review) | 26 Dec 2025 | 00:31:28 | |
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:
Hillary's Top 5 Personal Favorites:
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! | |||
| Email Marketing for Finance Professionals: Building an Email List From Scratch (Part 1) | 18 Apr 2025 | 00:26:18 | |
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:
Drawing from the experiences of successful advisors and coaches interviewed on previous episodes, Hillary shares actionable insights for building an email list that attracts your ideal clients. Whether you're starting from zero subscribers or looking to breathe life into a dormant list, this episode provides the foundation for email marketing that feels authentic and delivers results. 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! | |||
| Building a Women-Focused Practice with Tracy Baron Garcia | 11 Apr 2025 | 00:26:53 | |
In 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:
Disclosure: TBG Investing is a Registered Investment Adviser in the state of Oregon. Advisory services are only offered to clients or prospective clients where TBG Investing and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer or solicitation to buy or sell investments. All investment strategies can result in a profit or a loss. The advertisements played during this podcast are controlled by the hosting platform and not by TBG Investing and TBG Investing is not responsible for the content or suitability of any advertisements heard during this program. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. 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! | |||
| Why Every Financial Advisor Should Write a Book (And How to Do It in 6 Weeks) with Paul G. McManus | 04 Apr 2025 | 00:33:29 | |
In 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 clients. Connect with Paul:
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 Neuroscience Behind Effective Client Conversations with Mary Schmid | 28 Mar 2025 | 00:37:41 | |
In 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:
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! | |||
| Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals | 21 Mar 2025 | 00:24:41 | |
In 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: 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! | |||
| Why Your Content Marketing Isn't Working (and How to Fix It) | 14 Mar 2025 | 00:23:28 | |
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 through a journey from awareness to booking a call, and why financial advisors particularly need this systematic approach given the high trust requirements in this industry. Connect with Hillary:
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 Make Your Compliance Department Your Biggest Marketing Ally | 07 Mar 2025 | 00:20:12 | |
In 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:
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 Financial Marketing Has Changed (And Where It's Going) with FinCon's Philip Taylor | 28 Feb 2025 | 00:24:25 | |
In 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 marketing strategies for success in today's landscape. Connect with Philip:
FinCon & Other Ventures:
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! | |||
| Stop Trying to Do It All: A Sustainable Approach to Your Whole Marketing Ecosystem | 21 Feb 2025 | 00:23:21 | |
In 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:
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! | |||
| Transforming Your Marketing From ‘Meh’ to ‘Oh My!’ with Derek Pollard, PhD | 14 Feb 2025 | 00:52:18 | |
In 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:
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! | |||
| Meta Ads for Financial Advisors: Strategy, Nurture, and Conversion with Tim Goodwin | 19 Dec 2025 | 00:38:01 | |
In 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 that includes constant website updates, Google Maps optimization, and consistent content creation. Tune in to learn the team structure Tim uses to execute this sophisticated marketing approach, why you need internal staff to partner with external agencies rather than fully outsourcing, and practical website optimization tips for the 50+ target market—including why text size matters more than you think. Connect with Tim: Website: GoodwinInvestment.com LinkedIn: Tim Goodwin Podcast: The Money PIG Podcast Book: Exponential Wealth 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! | |||
| Best of 2024: Top Marketing Lessons from Industry Leaders & Experts | 07 Feb 2025 | 00:14:08 | |
In 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 efforts in 2025. Connect with Hillary:
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! | |||
| We're Back! Updates for Season 2 (Beginning February 2025) | 13 Jan 2025 | 00:03:22 | |
Listen here for a quick update about what you can expect in Season 2 of The Finance Marketing 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! | |||
| Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig | 13 Dec 2024 | 00:38:30 | |
In 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 at different stages of the customer journey. You’ll also learn how quizzes can go beyond lead generation and be used as a tool for segmentation, product recommendations, and personalized customer experiences. If you’ve been considering using quizzes as part of your marketing strategy but aren’t sure where to start, this episode is packed with actionable insights to help you create engaging quizzes that build trust and attract the right clients. Connect with Deidre:
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 Returns on Collaborative Marketing Strategies with Financial Social Worker Clare Dubé | 06 Dec 2024 | 00:22:03 | |
In 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 financial professionals can better serve their clients by understanding the human side of money, and learn how to use collaborative marketing strategies to expand your reach and grow your business. Connect with Clare:
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! | |||