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The Finance Marketing Podcast
Each week on The Finance Marketing Podcast, join host Hillary Gale, an expert financial marketer and copywriter, as she explores in-depth conversations with top financial advisors, coaches, therapists, course creators, and marketing experts to unveil the secrets behind successful marketing strategies in financial services.
Every Friday, discover the art and science of effective marketing through insightful stories and strategies. From content creation to branding, from paid advertising to organic social media, from email campaigns to website optimization – we cover it all. Our guests share their journey of growing their practices with precision, purpose, and experimentation using a range of marketing tools and techniques.
Whether you're looking to enhance your audience engagement, boost your business growth, or refine your marketing approach, The Finance Marketing Podcast is your go-to resource.
Tune in weekly to transform the way you market your finance business, connect authentically with your audience, and achieve consistent growth.
Episodes
58 episodes
Email Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2)
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 you...
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31:25
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Email Marketing for Finance Professionals: Building an Email List From Scratch (Part 1)
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 market...
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Season 2
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Episode 12
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26:18
Building a Women-Focused Practice with Tracy Baron Garcia
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...
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Season 2
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Episode 11
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26:53
Why Every Financial Advisor Should Write a Book (And How to Do It in 6 Weeks) with Paul G. McManus
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 hi...
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Season 2
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Episode 10
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33:29
The Neuroscience Behind Effective Client Conversations with Mary Schmid
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 conversation...
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Season 2
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Episode 9
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37:41
Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals
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 cl...
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Season 2
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Episode 8
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24:41
Why Your Content Marketing Isn't Working (and How to Fix It)
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 ...
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Season 2
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Episode 7
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23:28
How to Make Your Compliance Department Your Biggest Marketing Ally
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,...
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Season 2
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Episode 6
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20:12
How Financial Marketing Has Changed (And Where It's Going) with FinCon's Philip Taylor
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 b...
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Season 2
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Episode 5
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24:25
Stop Trying to Do It All: A Sustainable Approach to Your Whole Marketing Ecosystem
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 thei...
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Season 2
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Episode 4
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23:21
Transforming Your Marketing From ‘Meh’ to ‘Oh My!’ with Derek Pollard, PhD
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 genuin...
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Season 2
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Episode 3
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52:18
Best of 2024: Top Marketing Lessons from Industry Leaders & Experts
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 ...
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Season 2
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Episode 2
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14:08
We're Back! Updates for Season 2 (Beginning February 2025)
Listen here for a quick update about what you can expect in Season 2 of The Finance Marketing Podcast!
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Season 2
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Episode 1
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3:22
Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig
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, de...
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Season 1
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Episode 43
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38:30
The Returns on Collaborative Marketing Strategies with Financial Social Worker Clare Dubé
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...
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Season 1
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Episode 42
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22:03
7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 2)
In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Manda Szewczyk, Owner of Hyper Pony Studio and digital marketing expert for financial advisors. In Part 2 of this two-part series, Manda dives deeper into...
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Season 1
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Episode 41
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24:10
7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 1)
In this episode of the Finance Marketing Podcast, I’m joined by Manda Szewczyk, a digital marketing expert for the financial services industry and the owner of Hyper Pony Studio. Manda specializes in helping financial advisors create w...
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Season 1
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Episode 40
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23:33
Tackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine Tindall
In this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay...
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Season 1
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Episode 39
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25:00
Top Tips to Optimize Your Finance Podcast for Business Growth with Virginia Elder
In this episode of The Finance Marketing Podcast, Hillary sits down with Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey ...
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Season 1
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Episode 38
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30:32
Exploring the Impacts of AI on SEO Strategies with Wesley Gehman
In this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optim...
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Season 1
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Episode 37
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34:45
Why Dave Armstrong, CFA Believes ‘The Content Maker Is the New Rainmaker’ (and How He Does It!)
In this episode of The Finance Marketing Podcast, Hillary sits down with Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a...
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Season 1
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Episode 36
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45:18
Understanding Lead Generation and Full Marketing Funnels for Finance Professionals with Olivia Luper
In this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow thei...
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Season 1
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Episode 35
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42:36
Building Authentic Brands and Relationships with Business Finance Wrangler Pam Prior
In this episode of The Finance Marketing Podcast, Hillary sits down with Pam Prior, a brilliant, down-to-earth finance expert who helps entrepreneurs take confident control of their money mindset and business cash flow. Pam is the host of the <...
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Season 1
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Episode 34
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33:52
(Sustainably) Maximizing Your Marketing Efforts with Personal Brand Consultant Kim Kelty
In this episode of The Finance Marketing Podcast, Hillary sits down with Kim Kelty, CEO of The Kelty Method, to delve into the world of personal branding for financial advisors and coaches. Kim is a Personal Brand Consultant and Podcast Produce...
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Season 1
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Episode 33
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41:21
Starting Your Book Project from a Strong Foundation with Accountant-Turned-Ghostwriter Jamie Dykstra
In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Dykstra, book ghostwriter and Founder of Jamie Dykstra LLC, to discuss the process and strategy behind writing a business book that makes an impact. Jamie's backgrou...
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Season 1
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Episode 32
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32:10