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
122 episodes
When Is the Right Time to Get Professional Branding Done? with CFO Advisor Kara-Lee TrevAna
In this episode of The Finance Marketing Podcast, Hillary sits down with Kara-Lee TrevAna, CFO Advisor and Cash Flow Strategist, for a client spotlight conversation about the real impact of investing in professional branding. Kara shares her jo...
Seven Prospect Calls in One Day Led to This Advisor's Best Business Decision with Bryan Nicol
In this episode of The Finance Marketing Podcast, Hillary sits down with Bryan Nicol, founder of Freedom Financial Planning in Cape Town, South Africa, to discuss how building a structured prospect filtering system transformed his practice — sa...
Does Your Team Have a Personal Brand — Or Just a Headshot and a Bio? With Kristin Harad
In this episode of The Finance Marketing Podcast, Hillary sits down with Kristin Harad, a business development coach and Fractional CMO for RIAs who helps multi-advisor firms build a growth system their whole team can follow. Kristin shares how...
Your Personal Brand Exists Whether You Like It or Not — Here's How to Own It with Sheri Fitts
In this episode of The Finance Marketing Podcast, Hillary sits down with Sheri Fitts, founder of Sheri Fitts & Co. and creator of the digitalEQ® framework, to explore why purpose-driven personal branding is one of the most powerful — and mo...
Why Your Podcast Isn't Growing — And What to Do About It with Justin Peters
In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Peters, a podcast strategist who helps service-based business owners create professional podcasts that elevate their brand, attract ideal clients, and grow th...
Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson
In this episode of The Finance Marketing Podcast, Hillary sits down with Emeri Johnson, a Paraplanner at Carson Wealth Management and Next-Gen Advisory Board Member with the FinServ Foundation, to explore what the next generation of financial a...
Stop Chasing Shiny Objects: How to Build a Marketing Strategy You'll Actually Stick To with Dan Pascone
In this episode of The Finance Marketing Podcast, Hillary sits down with Dan Pascone, Founder and CEO of Tailored Wealth, to explore how he has built a multi-platform content marketing ecosystem that consistently attracts qualified prospects an...
The Biggest Mistakes Financial Professionals Make When Writing a Book (And How to Avoid Them) with Lynn Smargis
Show Notes: In this episode of The Finance Marketing Podcast, Hillary sits down with Lynn "Elikqitie" Smargis, founder of Write For You Ghostwriting, to discuss the most common mistakes financial professionals make when writing and self-publish...
Stop Guessing: How Data Can Fix Your Prospect Process with Aryel Gladden-Banning
In this episode of The Finance Marketing Podcast, Hillary sits down with Aryel Gladden-Banning, a consultant who works with solo advisors and small teams in the RIA space, to dig into the data behind a well-built prospect process. Aryel shares ...
How a Documented Prospect Process More Than Doubled This Advisor's Close Rate with Jordan Banning
In this episode of The Finance Marketing Podcast, Hillary sits down with Jordan Banning, CFP® and owner of Crafted Financial Planning, to explore how building and systematizing a intentional prospect process transformed his business — including...
Top Mistakes Advisors Make During the Prospecting Process with Aryel Gladden-Banning
In this episode of The Finance Marketing Podcast, Hillary sits down with Aryel Gladden-Banning, a consultant who works with solo advisors and small teams in the RIA space, to dig into the prospect process and the common mistakes that are costin...
Stop Posting Educational Content Nobody Reads — Do This Instead with DonJay Rice
In this episode of The Finance Marketing Podcast, Hillary sits down with DonJay Rice, Financial Behavior Coach and founder of Drumbeat of Wealth, to explore how vulnerability and personal storytelling can transform both client relationships and...
Stop Answering the Same 10 Questions: How to Let Your Content Do It For You with Jack Wang
In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a returning guest and college financial planning expert, for a follow-up conversation on how his marketing has evolved since his last appearance on the show. Ja...
Accountability Based Budgeting for Clients Who Need Help With Cash Flow with Zach Whelchel
In this episode of The Finance Marketing Podcast, Hillary sits down with Zach Whelchel, founder of MyBudgetCoach, to explore how financial advisors can better support clients who struggle with day-to-day cash flow management through accountabil...
The 3 Case Study Mistakes That Are Costing You Clients
In this episode of The Finance Marketing Podcast, Hillary breaks down why so many financial advisors struggle to get results from their client case studies — and what to do about it. If you've ever put real effort into writing a case study and ...
The Powerful Marketing Content Most Advisors Completely Overlook
In this solo episode of The Finance Marketing Podcast, Hillary dives into why client stories (or case studies) are the most powerful — and most underutilized — piece of most financial advisors' marketing strategies. Drawing from her...
BONUS Episode: Nitrogen Fearless and Future Proof Citywide Recapped with Natasha Mcpherson and Paige Haynes
In this episode of The Finance Marketing Podcast, Hillary sits down with wealth manager Natasha Mcpherson and WealthTech Concierge founder Paige Haynes — two friends she met at Nitrogen's Fearless Investing Summit earlier this year — for a brie...
Why Your 'Unique' Value Proposition Might Be Confusing Prospects with David Armstrong
In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Dave Armstrong, founder of Monument Wealth Management, to explore his firm's complete rebrand journey—from the uncomfortable feedback that sparked the tran...
Attract Loyal, Profitable Clients Through Strategic Storytelling with Craig Andrews
In this episode of The Finance Marketing Podcast, Hillary sits down with Craig Andrews, a marketer who specializes in crafting compelling About pages that create emotional connections with ideal clients. Craig shares his unique philosophy on st...
The Two Things Stopping You from Getting Better Referrals with Dr. Jon Randall
In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Jon Randall, founder of Extraordinary Financial Advisors (XFA), for his third appearance on the show — and possibly the most actionable one yet. Jon breaks...
The Hidden Benefits of Becoming an Author as a Financial Advisor with Morgan Nichols
In this episode of The Finance Marketing Podcast, Hillary sits down with Morgan E. Nichols, CEO of LifeBranch Wealth Partners and co-author of Intentional Legacy, to discuss the process of writing a book as a financial advisor and the unexpecte...
Why AI-Generated Content is Making Your Human Voice More Valuable with Martin Kamenski
In this episode of The Finance Marketing Podcast, Hillary sits down with Martin Kamenski, founder and principal of Revel CPA, to explore how financial advisors can navigate the tension between AI automation and authentic human connection in the...
Strategic Hiring for Financial Advisors with Sara Lorza
In this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when b...
Breaking Through the Capacity Ceiling: Systems and Strategy for Growth with Karen Creighton
In this episode of The Finance Marketing Podcast, Hillary sits down with Karen Creighton, a coach specializing in financial advisors and their teams. With over 20 years of experience as an advisor, team builder, and practice manager, Karen shar...
$10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy Morris
In this episode of The Finance Marketing Podcast, Hillary sits down with Jeremy Morris, Co-Founder and Financial Advisor at Five Pine Wealth Management, to discuss the grit, persistence, and strategic marketing investments that took his firm fr...