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
135 episodes
Low-Cost, No-Cost Marketing: Easy Strategies That Bring in Clients with Justin Woodbury
In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Woodbury, a financial advisor, podcaster, and speaker who spent 15 years in the IMO space, including a stint as Chief Marketing Officer, before becoming an advisor ...
Stop Selling Dreams — Start Uncovering Vulnerabilities with Erin Botsford
In this episode of The Finance Marketing Podcast, Hillary sits down with Erin Botsford, who spent 30 years in the financial services business achieving at the highest levels (Barron's Top 100) before selling her business in 2017 in a successful...
You Don't Have a Leads Problem — You Have a Pipeline Problem with Lisa Mohammed
In this episode of The Finance Marketing Podcast, Hillary sits down with Lisa Mohammed, a powerhouse in the financial industry with over 15 years of proven success across banking, insurance, and financial services. With a dynamic background as ...
How AI Can Make You a More Human Financial Advisor with Matt Halloran
In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Matt Halloran, Chief Evangelist for Zocks.io, to talk about how AI, when used intentionally, can actually make advisors more present and more human with th...
Building Trust in the Inbox: An Email Playbook for Financial Advisors with Adri Kopp
In this episode of The Finance Marketing Podcast, Hillary sits down with Adri Kopp, an email marketing specialist and co-founder of Inbox Academy, to talk about why email remains the most powerful trust-building tool available to financial advi...
Are You the Bottleneck in Your Own Advisory Practice? with Nathan Parkhouse
In this episode of The Finance Marketing Podcast, Hillary sits down with Nathan Parkhouse, founder of Nathan Parkhouse Advisory, where he fixes the structural stalls, client handoff, prospecting capacity, and decision delays, that cap growth fo...
The Sea of Sameness: How to Stand Out as a Financial Advisor Online with Domenick D’Andrea
In this episode of The Finance Marketing Podcast, Hillary sits down with Domenick D'Andrea, Co-Founder and Financial Advisor at DanDarah Wealth Management, to talk about why blending personal, behind-the-scenes content with educational posts is...
Why Your Website Content Isn't Showing Up in ChatGPT (And How to Fix It) with Brent Carnduff
In this episode of The Finance Marketing Podcast, Hillary sits down with Brent Carnduff, founder and Principal at Advisor Rankings, a specialized SEO and AI search optimization agency for independent financial advisors. Brent breaks down how AI...
Posting on LinkedIn and Getting Nowhere? Here's What You're Missing with Anthony Degli Obizzi Jr
In this episode of The Finance Marketing Podcast, Hillary sits down with Anthony Degli Obizzi Jr., a Financial Planner with The Monastra Financial Group, to discuss how he transformed his LinkedIn presence from sporadic, jargon-heavy posts into...
Are You Marketing to Women the Wrong Way? with Cary Carbonaro
In this episode of The Finance Marketing Podcast, Hillary sits down with Cary Carbonaro, Managing Advisor and Women and Wealth Ambassador at Ashton Thomas Private Wealth, to discuss the marketing strategies that have built her thriving practice...
What If Your Best Marketing Strategy Is One Most Advisors Are Ignoring? with Frank Randall
In this episode of The Finance Marketing Podcast, Hillary sits down with Frank Randall, founder of MedPro Financials, to explore how financial advisors can leverage association partnerships to build a thriving niche practice. Frank shares how h...
The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh
In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, and Katie Lantukh, founder of Murphy Marketing, to unpack original research the three of them commissioned: a study of 100+ Colorado p...
Low-Hanging Fruit for Advisors Who Want to Grow with Julie Johnson - Part 1
In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Johnson, a former Barron's winning top advisor and current authority in communication and trust building strategies, to walk through the referral system that earned ...
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...
7 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...