The Finance Marketing Podcast
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.
The Finance Marketing Podcast
Latest Episodes
Stop Guessing: How Data Can Fix Your Prospect Process with Aryel Gladden-Banning
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 dig into the data behind a well-built prospect process. Aryel shares ...
How a Documented Prospect Process More Than Doubled This Advisor's Close Rate with Jordan Banning
In this episode of The Finance Marketing Podcast, Hillary sits down with Jordan Banning, CFP® and owner of Crafted Financial Planning, to explore how building and systematizing a intentional prospect process transformed his business — including...
Top Mistakes Advisors Make During the Prospecting Process with Aryel Gladden-Banning
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 dig into the prospect process and the common mistakes that are costin...
Stop Posting Educational Content Nobody Reads — Do This Instead with DonJay Rice
In this episode of The Finance Marketing Podcast, Hillary sits down with DonJay Rice, Financial Behavior Coach and founder of Drumbeat of Wealth, to explore how vulnerability and personal storytelling can transform both client relationships and...
Stop Answering the Same 10 Questions: How to Let Your Content Do It For You with Jack Wang
In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a returning guest and college financial planning expert, for a follow-up conversation on how his marketing has evolved since his last appearance on the show. Ja...