The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh episode artwork

EPISODE · Jul 17, 2026 · 36 MIN

The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh

from The Finance Marketing Podcast

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 prospects actively searching for a financial advisor right now. The findings reveal three distinct types of advisor prospects — first-timers, searchers, and switchers. Each one researches advisors differently, looks for different things on your website, and needs to hear a different message before they'll reach out. John, Katie, and Hillary dig into why fee transparency matters more than advisors think, why "sounding like everyone else" is the top reason prospects walk away, and why the referrals you're already getting may be comparing you to other advisors online. Tune in to learn what real prospects say makes them choose — or pass on — an advisor, and the practical changes you can make to your website and messaging to win more of the clients you actually want.>> Read the full study here.Connect with Hillary:Website: MonetaCopy.com LinkedIn: Hillary Gale MeehanConnect with John:Website: Pipelineapp.ioLinkedIn: John WayConnect with Katie:Website: Murphy.marketingLinkedIn: Katie LantukhJoin us for theWebsite Conversion Lab in Denver on August 12!Join John, Katie, and Hillary in person in Denver on Wednesday, August 12 for a full-day workshop applying this study's findings directly to your website — including a hands-on website lab where you'll get live feedback on your site.Get your ticket to The Lab.To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

Episode metadata supplied by the publisher feed · Published Jul 17, 2026

Embed this episode

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 prospects actively searching for a financial advisor right now. The findings reveal three distinct types of advisor prospects — first-timers, searchers, and switchers. Each one researches advisors differently, looks for different things on your web...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh

0:00 36:01

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Finance Marketing Podcast?

This episode is 36 minutes long.

When was this The Finance Marketing Podcast episode published?

This episode was published on July 17, 2026.

Can I download this The Finance Marketing Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!