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...

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...

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...

In this Thanksgiving week solo episode of The Finance Marketing Podcast, Hillary shares what she's most grateful for in 2025—and why those things emerged from her hardest moments this year. From navigating the AI explosion after maternity leave...

 In this episode of The Finance Marketing Podcast, Hillary sits down with Derrick Kinney, a former top financial advisor turned coach and author of the Wall Street Journal and USA TODAY bestseller Good Money Revolution. Derrick shares his ...

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 ma...

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...

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...

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 ...

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...

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 ...

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 ...

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...

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 ...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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...