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.
Episodes
114 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...
Accountability Based Budgeting for Clients Who Need Help With Cash Flow with Zach Whelchel
In this episode of The Finance Marketing Podcast, Hillary sits down with Zach Whelchel, founder of MyBudgetCoach, to explore how financial advisors can better support clients who struggle with day-to-day cash flow management through accountabil...
The 3 Case Study Mistakes That Are Costing You Clients
In this episode of The Finance Marketing Podcast, Hillary breaks down why so many financial advisors struggle to get results from their client case studies — and what to do about it. If you've ever put real effort into writing a case study and ...
The Powerful Marketing Content Most Advisors Completely Overlook
In this solo episode of The Finance Marketing Podcast, Hillary dives into why client stories (or case studies) are the most powerful — and most underutilized — piece of most financial advisors' marketing strategies. Drawing from her...
BONUS Episode: Nitrogen Fearless and Future Proof Citywide Recapped with Natasha Mcpherson and Paige Haynes
In this episode of The Finance Marketing Podcast, Hillary sits down with wealth manager Natasha Mcpherson and WealthTech Concierge founder Paige Haynes — two friends she met at Nitrogen's Fearless Investing Summit earlier this year — for a brie...
Why Your 'Unique' Value Proposition Might Be Confusing Prospects with David Armstrong
In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Dave Armstrong, founder of Monument Wealth Management, to explore his firm's complete rebrand journey—from the uncomfortable feedback that sparked the tran...
Attract Loyal, Profitable Clients Through Strategic Storytelling with Craig Andrews
In this episode of The Finance Marketing Podcast, Hillary sits down with Craig Andrews, a marketer who specializes in crafting compelling About pages that create emotional connections with ideal clients. Craig shares his unique philosophy on st...
The Two Things Stopping You from Getting Better Referrals with Dr. Jon Randall
In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Jon Randall, founder of Extraordinary Financial Advisors (XFA), for his third appearance on the show — and possibly the most actionable one yet. Jon breaks...
The Hidden Benefits of Becoming an Author as a Financial Advisor with Morgan Nichols
In this episode of The Finance Marketing Podcast, Hillary sits down with Morgan E. Nichols, CEO of LifeBranch Wealth Partners and co-author of Intentional Legacy, to discuss the process of writing a book as a financial advisor and the unexpecte...
Why AI-Generated Content is Making Your Human Voice More Valuable with Martin Kamenski
In this episode of The Finance Marketing Podcast, Hillary sits down with Martin Kamenski, founder and principal of Revel CPA, to explore how financial advisors can navigate the tension between AI automation and authentic human connection in the...
Strategic Hiring for Financial Advisors with Sara Lorza
In this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when b...
Breaking Through the Capacity Ceiling: Systems and Strategy for Growth with Karen Creighton
In this episode of The Finance Marketing Podcast, Hillary sits down with Karen Creighton, a coach specializing in financial advisors and their teams. With over 20 years of experience as an advisor, team builder, and practice manager, Karen shar...
$10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy Morris
In this episode of The Finance Marketing Podcast, Hillary sits down with Jeremy Morris, Co-Founder and Financial Advisor at Five Pine Wealth Management, to discuss the grit, persistence, and strategic marketing investments that took his firm fr...
Getting Out of Your Own Way: Systems for Growing Advisors 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 discuss the critical importance of documenting and systematizing your...
Should You Write a Book? One Advisor's Honest Take on Books as Marketing Tools with Sean Mullaney
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'...
Why You're Settling Instead of Scaling with Jim Effner
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...
Top Marketing Moves for Financial Advisors Who Want to Stand Out in 2026
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 ...
The Biggest Marketing Lessons for Financial Advisors in 2025 (Year in Review)
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. Hill...
Meta Ads for Financial Advisors: Strategy, Nurture, and Conversion with Tim Goodwin
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 f...
How to Make Yourself Easily Referable with Julie Pinkerton
In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Pinkerton, CEO and creator of ClientFirst, to explore why networking remains the critical solution to virtually every major challenge financial professionals face—fr...
Why Financial Coach Kristen Ricupero Has Gone All In on SEO Since 2021 (Exclusive Client Interview!)
In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Ricupero, a Financial Coach and Certified Profit First Professional, to explore how she has built a thriving coaching business primarily through SEO and content ma...