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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.
The Finance Marketing Podcast
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 approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinTechs achieve sustainable growth through his proven strategies. During this conversation, Dr. Wilson shares powerful insights about moving beyond rational differentiation to create emotional connections with clients through authentic storytelling, explaining why personal narratives are more effective than listing credentials or services when attracting ideal clients.
Key Points:
- Why traditional "rational" marketing approaches focusing on services, experience, and credentials often fail to differentiate advisors
- How clients make decisions emotionally first, then rationally — and how advisors can leverage this in their marketing
- The power of vulnerability and authentic storytelling in creating connections with potential clients
- Practical strategies for uncovering your own powerful stories and determining how to share them effectively
- Why your "ordinary" experiences and struggles are often your most powerful marketing assets
Connect with Joshua:
- LinkedIn: Dr. Joshua I Wilson, CMT®
- YouTube: Dr. Joshua I Wilson & the Untamed Ethos Podcast - YouTube
- Instagram: @dr_joshuawilson
- Twitter/X: Joshua I Wilson, PhD, CMT (@Dr_JoshuaWilson) / X
- Facebook: Untamed Ethos Podcast with Dr. Joshua Isaiah Wilson
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