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
86 episodes
How to Use Video Marketing to Attract Ideal Clients with Katie Braden
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 pow...
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38:33
The Economics of Direct Mail Marketing for Advisors with James Pollard
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 s...
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45:36
From Financial Literacy to Financial Fluency: A Small Change, Big Impact with Tony Steuer
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 ...
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32:52
From Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent Carnduff
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 advis...
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47:43
How to Build a JOYful Brand That Clients Remember and Refer with Larry Sprung
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 ...
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35:17
The Research-Backed Case for Niching Your Financial Advisory Practice with Natalie Hales
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 ...
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43:27
How to Build a Content Marketing Strategy That Actually Generates Clients with Kali Roberge
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...
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31:17
Stop Playing It Safe: How to Get Creative Content Approved by Compliance with Tara Meehan
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 ...
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27:22
From 15K to 40K Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando Sallavanti
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...
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36:58
How Streamlined Operations Become Your Biggest Marketing Advantage with Kristen Mueller
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 ...
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40:56
The Relationship-First LinkedIn Approach That Actually Works with Doug Greenberg
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 mon...
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27:28
Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices
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 c...
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34:10
The Client Advocacy Board: A 'Defibrillator' for Stagnant Practices with Jon Randall (Part 2)
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 Advocac...
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31:35
The Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)
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 co...
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33:06
Why Professional Branding is a Critical Business Investment with Kayla Anderson
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 art...
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37:13
How to Turn Your Dormant Email List Into Discovery Calls with John Way
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.&nb...
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34:08
Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark
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...
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Season 2
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27:56
Why Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy Baxter
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 thr...
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32:51
Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis
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 t...
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30:29
Why Organic Niching Creates Stronger Client Connections with Phil Weiss
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...
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39:46
Asking Provocative Questions to Get More Clients with Gary Sinderbrand
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 ...
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38:31
Guerrilla Marketing to Build Trust With Your Target Market with Financial Advisor Matt McManus
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 exp...
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42:16
How Financial Planner Aaron Buchner Created the Boldest Brand in Finance
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 fin...
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30:53
Why Your Story Is Your Most Powerful Marketing Asset with Dr. Joshua Wilson
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 appro...
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43:20
How to Develop a Magnetic Financial Planning Process with Rob Brown
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 the...
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Season 2
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Episode 17
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31:50