How to Develop a Magnetic Financial Planning Process with Rob Brown Artwork

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.

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The Finance Marketing Podcast

How to Develop a Magnetic Financial Planning Process with Rob Brown

May 23, 2025 • Season 2 • Episode 17

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 themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to learn how creating your Signature Solution can transform your marketing, strengthen client relationships, and help you avoid becoming what Rob calls a "human robo-advisor."

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