The Finance Marketing Podcast

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 a real-world case study that reveals how tracking the right data points — from lead sources to conversion rates at each stage of the process — can expose exactly where prospects are falling off and point advisors toward the right fixes. Tune in to learn how leaning into what the data is already telling you can help you attract better-fit clients, improve your conversion rates, and make smarter marketing decisions without overhauling everything from scratch. Connect with Aryel:LinkedIn: Aryel GTo 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!

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 more than doubling his close rate. Jordan shares what his multi-step prospect process looks like from intro call to signed client agreement, why getting it out of his head and into a documented system was a game-changer, and how communication templates eliminated the perfectionism trap that was quietly costing him time and clients. Tune in to hear the real before-and-after story of what changes when a financial advisor finally stops winging it and builds a process that works.Connect with Jordan:Website: CraftedPlanning.com LinkedIn: Jordan BanningTo 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!

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 costing financial advisors clients. Aryel shares why a well-built prospect process is one of the most powerful tools in an advisor's business, how to build a multi-channel follow-up sequence that converts, and why documenting and systematizing your process is a game-changer for your firm. Tune in to learn how to lead prospects more effectively through your pipeline so they feel confident becoming clients.Connect with Aryel:LinkedIn: Aryel GConnect with Hillary:LinkedIn: Hillary Gale MeehanWebsite: www.monetacopy.com>> Join our free workshop, Why Great Advisors Lose Prospects They Should Win on Tuesday, May 12 9:00-9:45 PT // 12:00-12:45 ETSave your spot here.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!

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 marketing for financial advisors. Drawing on 28 years as a financial advisor and 25+ years studying financial behavior, DonJay shares a practical framework for how advisors can share their money stories with intention — opening doors with clients, building deeper trust, and creating the kind of human connection that no AI tool can replicate. Tune in to discover how showing up authentically in your client meetings and your marketing content may be the most powerful differentiator available to financial advisors today.Connect with DonJay:Website: DrumbeatofWealth.com LinkedIn: DonJay Rice Instagram: @DrumbeatofWealth 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!

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. Jack shares how he's using a 20-minute intake questionnaire and his podcast together as a prospect filtering system — reducing unqualified meetings, protecting his time, and setting the stage for more intentional growth. He also shares the single marketing strategy he credits most for attracting press opportunities, speaking engagements, and inbound TV producer outreach. Tune in to hear how Jack is working smarter, not harder, when it comes to attracting and converting the right clients for his business.Connect with Jack:Podcast: Smart College Buyer LinkedIn: Jack WangWebsite: https://innovativewealth.comTo 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!

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 accountability-based budgeting. Zach explains how MyBudgetCoach combines zero-based budgeting software with human coaching—giving clients monthly Zoom sessions and ongoing chat support with certified coaches who provide guidance, accountability, and that crucial third-party perspective that helps couples get on the same page financially. Hillary and Zach discuss why budgeting apps alone often fail without the human element, how this coaching relationship complements (rather than competes with) financial advisory work, and the types of clients who benefit most from this kind of structured support. In the latter part of the conversation, Zach also shares insights from building his bootstrapped startup, including his long-term SEO strategy, lessons learned from paid advertising, and how AI tools like ChatGPT are discovering and recommending his service. Tune in to learn about a practical solution for clients who need more hands-on help with their budgets and hear real-world marketing insights from someone building in the financial services space.Connect with Zach:Website: MyBudgetCoach.com LinkedIn: Zach WhelchelYouTube: MyBudgetCoachInstagram: @mybudgetcoachhqTo 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!

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 wondered why it isn't moving the needle, this episode is for you. Hillary walks through the three most common case study mistakes she sees advisors make, shares real examples from her own client work, and outlines a simple structure for writing client stories that actually make prospects want to reach out.Register for Hillary's Free Live Workshop:The Full Pipeline Workshop | How financial advisors can use one powerful asset to attract better leads, warm prospects faster, and turn more conversations into clientsThursday, April 9thCan't make it live? Purchase the replay for $9, which also includes a bonus group coaching call on Friday, April 10th.🔗 Save your spot here --> https://monetacopy.com/live-sessions/p/jun8ocbc0e738fi47hqsk46bfy1xs7Connect with Hillary:Website: MonetaCopy.comLinkedIn: Hillary Gale MeehanInstagram: @monetacopyTo 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!

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 own recent experience featuring clients on the podcast as well as the 16 case studies she wrote for advisory firms last year, Hillary shares real examples of the kinds of stories that are likely hiding in your CRM right now and makes the case for why educational content and personal branding alone aren't enough to convert followers into discovery calls. She also walks through the three most common concerns advisors have about sharing client stories — compliance, feeling too salesy, and client privacy — and offers practical solutions for each.Hillary's Client Story episodes:$10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy MorrisWhy Financial Coach Kristen Ricupero Has Gone All In on SEO Since 2021 (Exclusive Client Interview!)Getting Out of Your Own Way: Systems for Growing Advisors with Aryel Gladden-BanningConnect with Hillary:Website: MonetaCopy.comLinkedIn: Hillary Gale MeehanInstagram: @monetacopyTo 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!

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 brief recap of two of the biggest advisor tech conferences in the industry: Nitrogen's Fearless Investing Summit and FutureProof Citywide. Together, they discuss the undeniable value of in-person conferences for financial professionals, the AI conversation dominating the industry right now and what it means for how advisors should be positioning their value, and how the relationships you build at conferences can become some of the most powerful and unexpected marketing tools in your business.Connect with Paige:Website: WealthTechConcierge.com  LinkedIn: Paige HaynesConnect with Natasha:Website: HWMG-LPL.com  LinkedIn: Natasha Mcpherson, CLTCTo 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!

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 transformation to the practical strategies that made it successful. Dave shares candidly about the process of creating a detailed ideal client persona named "Claire" and how this persona now guides every marketing decision at Monument. He discusses the critical difference between messaging that sounds clever versus messaging that actually resonates with prospects, revealing why his original value proposition of "unfiltered opinions and straightforward advice" failed to answer the most important question: "what's in it for me?" Dave also opens up about the importance of recognizing your own limitations and investing in professional design and outside consultants to elevate your brand. Tune in for an honest, practical conversation about what it really takes to create a brand that attracts your ideal clients and stands out in a crowded marketplace.Connect with Dave:Website: MonumentWealthManagement.com Podcasts: Off the Wall and Between Sips LinkedIn: Dave ArmstrongTo 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!

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 storytelling in marketing, explaining the critical difference between transactional marketing—which attracts difficult, low-profit clients—and relational marketing, which builds loyal, profitable client relationships through authentic personal narratives. Tune in to learn why everyone has a compelling story worth telling, how to uncover the unique elements in your background that differentiate you from competitors, and why solving people problems rather than just business problems is the key to marketing that truly resonates with your ideal clients.Connect with Craig:Website: Allies4Me.com Podcast: https://allies4me.com/podcast/LinkedIn: Craig AndrewsTo 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!

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 down the two core constraints he sees preventing financial advisors from generating consistent, high-quality referrals: lack of focus and lack of framing. He shares why going far deeper into a niche than feels comfortable is actually the key to unlocking referrals from your most ideal clients, how to teach your best clients exactly who to refer to you, and why a flexible framework — not a rigid script — is what leads to referral conversations that feel natural and actually work.💥 Join Hillary & Jon LIVE: How Top Advisors Get Referrals Without Asking 📅 Wednesday, March 11th | 1 PM PT / 4 PM ET 💬 Live session + Q&A — bring your specific referral questions! 👉 SAVE YOUR SPOT🎧 Missed Jon's previous episodes? Catch up here:The Real Reason Financial Advisors Struggle to Grow with Jon Randall The Client Advocacy Board: A ‘Defibrillator’ for Stagnant Practices with Jon Randall (Part 2)Connect with Jon:Website: xfa.coach LinkedIn: Dr. Jon RandallInstagram: @xfa.coachYouTube: XFA COACHTo 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!

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 unexpected benefits that come from it. Morgan shares her journey from initially being intimidated by the idea of authorship to committing to the project and working through the introspective process of clarifying her message alongside her co-author, Kelly Base. Tune in to learn how writing a book can serve as a powerful clarifying tool for your marketing strategy, why the time investment matters more than the financial cost, and how authorship creates credibility and opens doors to speaking opportunities and broader recognition in your community.Connect with Morgan:Website: LifeBranchWealth.comBook: Intentional LegacyLinkedIn: Morgan E. NicholsEmail: [email protected] 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!

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 their marketing. Martin, a former CEO of E-Myth Worldwide's coaching division, shares insights from working with creative entrepreneurs who are building personal brands alongside their professional services—much like many financial advisors today. Together, they discuss why the rise of AI-generated content is actually creating a stronger demand for genuine human connection, how to proactively communicate your AI policies as a trust-building marketing strategy, and how to reposition your value proposition around the irreplaceable human elements of advisory work. Tune in to learn how to use this technological shift to strengthen both your client relationships and your competitive position in the marketplace.Connect with Martin:Website: RevelCPA.com LinkedIn: Martin KamenskiTo 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!

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 building their teams—particularly the trap of reactive hiring—and explains how advisors can shift from competing solely on compensation to attracting top talent through culture, values, and unique growth opportunities. Tune in to learn how the way you present your firm to potential team members is actually a marketing opportunity that, when done right, helps you build a team aligned with your mission and elevates the client experience you deliver.Connect with Sara:LinkedIn: Sara LorzaWebsite: www.panahelp.comTo 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!

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 shares her insights on how the financial services industry has evolved from transactional, product-based sales to relationship-driven advisory work—and what this shift means for how advisors need to market and position their practices today. Karen discusses the importance of defining a clear vision and specialization strategy, building operational systems that support consistent marketing execution, and making strategic decisions about delegation and team building to enable sustainable growth. Tune in to learn how to create the business foundation that makes effective marketing possible and positions your practice for long-term success.Connect with Karen:Website: KarenCreighton.caEmail: [email protected] LinkedIn: Karen CreightonTo 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!

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 from zero clients to nearly $200 million in AUM in just eight years. Jeremy shares the raw reality of launching a fee-only RIA in a new city where he and his business partner knew no one, and how their willingness to outwork and outspend their competition on marketing became the foundation of their success. Tune in to learn how Jeremy's relentless follow-up with leads, aggressive reinvestment in digital advertising, and commitment to content marketing created a sustainable growth engine that continues to drive new client acquisition while dramatically reducing their cost per lead.Connect with Jeremy:Website: FivePineWealth.com 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!

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 discuss the critical importance of documenting and systematizing your prospect communication process. Aryel shares insights from a project she and Hillary collaborated on to help streamline the sales workflow for an RIA firm that was losing valuable time—and leads—by constantly reinventing their prospect communications from scratch. Tune in to learn how creating a documented, repeatable sales process can free up your time, prevent prospects from falling through the cracks, and allow you to focus on what matters most: serving clients and growing your practice.Connect with Aryel:LinkedIn: Aryel GTo 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!

In this episode of The Finance Marketing Podcast, Hillary welcomes back Sean Mullaney, a financial planner with an advice-only practice in Los Angeles who focuses on those nearing an early retirement by conventional standards. Sean was Hillary's very first podcast guest, and in this follow-up conversation, he shares the valuable marketing lessons he's learned from writing two books—his first solo effort on Solo 401(k)s and his recent co-authored book with Cody Garrett on early retirement. Sean gets candid about the mistakes he made with his first book, particularly writing it before clearly defining his ideal client, and explains why the question "Will this book be successful even if I don't sell a single copy?" is critical for advisors considering major content projects. Tune in to learn how relationship-building, niche clarity, and patience have made Sean's second book more successful, and discover practical insights you can apply whether you're considering writing a book or simply trying to align your marketing efforts with your ideal client.Connect with Sean:LinkedIn: Sean MullaneyWebsite: FItaxguy.com Book: Tax Planning To and Through Early RetirementTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Jim Effner, founder and President of P2P Group, to explore the psychological barriers that prevent advisors from scaling their practices and the mindset shifts required to break through to peak performance. Jim shares his three-phase approach to transforming advisor performance—mindset, systems, and language—with particular emphasis on why getting your mindset right is the foundation for sustainable growth. Tune in to learn why you need a powerful, eternal "why" to push through the inevitable discomfort of scaling, the difficult truth about letting go of lower-caliber clients and negative relationships to make room for growth, and how to shift from people-pleasing to leading clients with conviction—even when it means having courageous conversations they don't want to hear.Connect with Jim:Website: JimEffner.com Email: [email protected] Book: Bridge Your Gap (available on Amazon) Online Academy: www.p2p-academy.comTo 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!

In this episode of The Finance Marketing Podcast, Hillary kicks off 2026 by exploring how financial advisors should shift their marketing in the year ahead. She addresses the real challenges advisors are facing — from declining website traffic and unpredictable social media algorithms to the flood of generic AI-generated content — while highlighting the exciting opportunities these shifts create for advisors willing to show up authentically and strategically. Connect with Hillary:Website: www.MonetaCopy.comEmail: [email protected]: The Finance Marketing Podcast NewsletterLinkedIn: Hillary Gale MeehanTo 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!

In this episode of The Finance Marketing Podcast, Hillary reflects on the first full year of the podcast and shares the top 10 episodes from 2025 — five most listened to episodes based on analytics, and five personal favorites. Hillary discusses key marketing insights from each episode, including how financial advisors are adapting to AI-powered search, building effective referral systems, optimizing email marketing strategies, and communicating value in ways that resonate with prospects.Top 5 Most Listened To Episodes: How to Build a Content Marketing Strategy That Actually Generates Clients with Kali RobergeThe Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)From 15k to 40k Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando SallavantiWhy Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven JarvisThe Economics for Direct Mail Marketing for Advisors with James PollardHillary's Top 5 Personal Favorites:Master the Language of Client Attraction: Communication Strategies That Convert with Derrick KinneyBeyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana CabricesFrom Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent CarnduffHow to Turn Your Dormant Email List Into Discovery Calls with John WayStop Hoping for Referrals: Build a System That Actually Works with Niki ClarkConnect with Hillary:Website: www.MonetaCopy.comNewsletter: The Finance Marketing Podcast NewsletterLinkedIn: Hillary Gale MeehanTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tim Goodwin, founder + CEO of Goodwin Investment Advisory, to explore the multi-pronged marketing strategy that has helped him sign over half of his 27 clients this year from online sources. Tim shares his strategic approach to Meta ads, including why he requires phone numbers (not just emails) for guide downloads to dramatically increase lead quality, reveals why his book "Exponential Wealth" outperforms every other lead magnet even though it's 7-8 years old and how the 90 Minute Book Team made writing it simple, and breaks down his organic strategy that includes constant website updates, Google Maps optimization, and consistent content creation. Tune in to learn the team structure Tim uses to execute this sophisticated marketing approach, why you need internal staff to partner with external agencies rather than fully outsourcing, and practical website optimization tips for the 50+ target market—including why text size matters more than you think.Connect with Tim:Website: GoodwinInvestment.com LinkedIn: Tim Goodwin Podcast: The Money PIG Podcast Book: Exponential WealthTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Pinkerton, CEO and creator of ClientFirst, to explore why networking remains the critical solution to virtually every major challenge financial professionals face—from growth and retention to succession planning. Julie shares practical strategies for making yourself instantly more referable, including why an up-to-date professional photo builds subconscious trust and how defining a specific niche makes it easy for people's brains to recall you when opportunities arise. She also reveals how behavioral analytics can help advisors avoid the "mediator translator" trap that occurs when they only connect with one person in a couple, leading to better retention and double the referral sources. Tune in to learn how to overcome common networking barriers like fear of client poaching, why the best professional match matters more than geographic proximity in the post-COVID world, and how to build strategic referral relationships that drive sustainable business growth.Connect with Julie:Website: clientfirst-evozen.comEmail: [email protected] Explainer VideoDemo VideoTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Ricupero, a Financial Coach and Certified Profit First Professional, to explore how she has built a thriving coaching business primarily through SEO and content marketing rather than paid advertising. Kristen shares her journey from solo practitioner to team leader, and opens up about her marketing evolution, from consistent blogging that drives Google search traffic, to transforming her email marketing from a dreaded task into an authentic storytelling practice. Tune in to learn how Kristen uses personal stories from her own business to connect with clients, why Instagram Stories are her most engaged platform, and the specific marketing strategies she's recommitting to for continued growth.Connect with Kristen:Website: FinancialFitnessCoaching.com Instagram: @financial.fitness.coachingFacebook: Financial Fitness Coaching 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!

In this Thanksgiving week solo episode of The Finance Marketing Podcast, Hillary shares what she's most grateful for in 2025—and why those things emerged from her hardest moments this year. From navigating the AI explosion after maternity leave to making a financially questionable housing decision, Hillary opens up about the messy, uncertain seasons that forced her to evolve from content executor to strategic partner for her clients. She discusses how market volatility affected her advisor clients' budgets, the mindset work that helped her pivot during difficult times, and the exciting strategic projects that emerged when she stopped playing it safe. Tune in for an honest Thanksgiving reflection on how the most challenging seasons often bring the most meaningful growth, and why sometimes the decisions that don't look good on paper are exactly the right ones.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!

 In this episode of The Finance Marketing Podcast, Hillary sits down with Derrick Kinney, a former top financial advisor turned coach and author of the Wall Street Journal and USA TODAY bestseller Good Money Revolution. Derrick shares his proven strategies for transforming how advisors position themselves in the market—moving away from credential-based introductions that cause prospects to disengage and toward problem-focused messaging that immediately resonates. Tune in to learn Derrick's "You Know How..." framework for client acquisition, discover why prospects only care about one thing (solving their painful financial problems), and get practical communication techniques for client meetings that build trust and convert prospects without making them feel sold to.Connect with Derrick:Website: SuccessForAdvisors.com Book: Good Money Revolution: How to Make More Money to Do More GoodFree Downloads:Stop losing prospects: 10 conversation mistakes holding back your success (and How to Fix Them Fast)3-step plan to get the raise you wantLinkedIn: Derrick Kinney 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Bill Cates, often called "The Original Referral Coach," to explore how understanding money stories—both your own and your clients'—creates the foundation for empathetic marketing and natural referral generation. Bill shares why advisors must first examine their own beliefs and anxieties around money to build genuine empathy with clients, how to discover your true differentiation by asking clients how they describe you to others, and his proven "value discussion" framework that gets clients speaking your value out loud—neurologically teaching them how to talk about you without awkward referral asks. Tune in to learn how to shift from uncomfortable referral tactics to a mission-driven approach where your value is worth sharing and referrals flow naturally from the client experience.Connect with Bill:Website: ReferralCoach.com LinkedIn: Bill Cates YouTube: @BillCatesReferralCoachBooks: LanguageofReferrals.com & TheHiddenHeist.com Free Guide: ExponentialGrowthGuide.comTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Katie Braden, Founder of Advisor Video Marketing and CFP® professional, to explore how financial advisors can leverage video to build trust with prospects and create a powerful marketing ecosystem. Katie shares practical strategies for overcoming common video mistakes, infusing authentic personality into content, and implementing a video-first marketing approach that converts viewers into clients. Tune in to learn how you can use video to differentiate your practice, attract ideal clients, and create meaningful connections before prospects ever schedule a discovery call.Connect with Katie:Website: AdvisorVM.com LinkedIn: Katie BradenYouTube: @advisorvmTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with James Pollard, founder of TheAdvisorCoach.com and host of the Financial Advisor Marketing podcast, to explore why direct mail remains one of the most effective marketing strategies for financial advisors. James shares the economics behind direct mail success, revealing why advisors don't need high response rates to achieve profitability, and walks through his proven letter structure using classic copywriting formulas like AIDA and Problem-Agitate-Solution. Tune in to learn how to acquire targeted mailing lists, craft compelling direct mail pieces that feel personal rather than polished, and build multi-touch sequences that convert prospects into clients.Connect with James:Website: TheAdvisorCoach.com Podcast: Financial Advisor Marketing Podcast LinkedIn: James PollardTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer, Chief Evangelist at Yetworth Collaborative, to explore how the financial services industry must evolve from product-driven approaches to relationship-focused strategies in an increasingly AI-driven world. Tony shares compelling insights on a major marketing opportunity that exists in better serving underrepresented clients, particularly women and people of color, who often don't feel "seen and heard" by traditional financial services. Tune in to learn why shifting from "financial literacy" to "financial fluency" in your messaging can make your services more approachable, and discover practical strategies for creating more inclusive client experiences that can differentiate your practice and help you build stronger, lasting relationships.Connect with Tony:Website: TonySteuer.com Podcast: The Get Ready Money Podcast LinkedIn: Tony Steuer 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Brent Carnduff, founder and CEO of Advisor Rankings, to explore how the SEO landscape for financial advisors has dramatically evolved over the past 15 years and what advisors need to know about optimizing for AI-powered search engines. Brent shares his unique journey from elementary school teacher to SEO expert, and breaks down why traditional SEO strategies no longer work in today's competitive environment dominated by major media companies. Tune in to learn how advisors can adapt their content strategies for the age of AI search, the importance of building topical authority in specific niches, and practical tips for leveraging AI tools while maintaining the human expertise that clients value.Connect with Brent:Website: AdvisorRankings.io LinkedIn: Brent CarnduffReddit: Brent CarnduffTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, Founder of Mitlin Financial, to explore how his firm has transformed their entire brand and marketing strategy around the concept of "joy." Larry shares how they've moved beyond traditional retirement planning conversations to focus on what truly brings fulfillment and meaning to their clients' lives, creating a distinctive messaging strategy that has made their firm instantly recognizable in the marketplace. Tune in to learn how Larry's multi-channel marketing approach and long-term mindset has elevated his practice, and discover practical strategies you can apply to differentiate your own firm and build sustainable marketing momentum without getting overwhelmed.Connect with Larry:Website: Mitlin Money Mindset®LinkedIn: Lawrence Sprung X: @Lawrence_SprungFacebook: Lawrence SprungInstagram: Larry_SprungBook: "Financial Planning Made Personal"Book: “The JOY and Productivity Journal” 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in financial advisor marketing, to explore the strategic power of niching and how advisors can overcome their biggest fears about defining a specific target market. Natalie shares compelling research showing that firms with a clear ideal client see significant increases in both new clients and assets under management, and breaks down what actually constitutes an effective niche versus common misconceptions. The conversation addresses practical concerns like how to transition your marketing without alienating existing clients, different approaches for new versus experienced advisors, and the three essential components that make a niche truly powerful. Tune in to discover why niching isn't about limiting your business but about strategically positioning yourself to attract more of the clients you love working with while building genuine authority in your market.Connect with Natalie:Website: NatalieHales.com LinkedIn: Natalie Hales Take the 90-second quiz: NatalieHales.comTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Kali Roberge, Chief Operations Officer at Beyond Your Hammock, to explore how financial advisors can build a successful content-driven marketing strategy that consistently generates qualified leads. Kali shares the behind-the-scenes details of how her firm has made content marketing the hub of their entire strategy, from securing regular features in major publications to creating blog content that drives organic search traffic. The conversation dives into practical lead qualification strategies, the importance of playing to your marketing strengths rather than trying to be everywhere, and how to adapt your SEO approach for an AI-powered search landscape. Tune in to learn how to create a focused content marketing strategy that actually converts prospects into clients and discover actionable ways to future-proof your marketing efforts as search technology continues to evolve.Connect with Kali:Website: BeyondYourHammock.comLinkedIn: Eric Roberge (Beyond Your Hammock)Instagram: @BeyondFinancesPodcast: Beyond Finances PodcastTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tara Meehan, a marketing professional with nearly two decades of experience in financial services, to discuss how advisors working under broker dealers and wirehouses can navigate compliance restrictions while creating effective, authentic marketing content. Tara shares game-changing insights about building collaborative relationships with compliance teams, the hidden limitations of relying on canned content, and practical strategies for getting creative marketing initiatives approved. Tune in to learn how to transform your relationship with compliance from adversarial to collaborative and discover why playing it safe with generic content might actually be hurting your marketing efforts more than helping them.Connect with Tara:LinkedIn: @tarameehanLinkedIn: @MeehanMarketing Website: https://www.meehanmarketing.comTo 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!

In this episode of The Finance Marketing Podcast, Hillary welcomes back Mando Sallavanti, a strategic financial planner for SaaS professionals, for an exciting update on his LinkedIn marketing journey. Since his first appearance over a year ago, Mando has grown from 15,000 to nearly 40,000 followers and his business revenue has already exceeded 90% of last year's total by May. In this conversation, Mando reveals the strategic content evolution that fueled his explosive growth, sharing how he balances top-of-funnel content to attract new audiences with middle and bottom-of-funnel content to nurture existing followers. He also unveils his most powerful client acquisition secret: proactive outreach to profile viewers, which has generated most of his clients. Finally, Mando discusses his strategic expansion into email marketing, Instagram, and enhanced client experiences as he works to diversify his marketing channels and reduce business risk. This episode is a masterclass in turning social media followers into paying clients and building a sustainable, multi-channel marketing system.Connect with Mando:LinkedIn: Mando SallavantiInstagram: @moneywithmandoTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Mueller, founder and CEO of Birch River Financial, to explore how streamlined back-office operations can actually become your biggest marketing advantage. Kristen shares her 20+ years of experience helping advisors escape administrative overwhelm and transform their practices from operationally chaotic to efficiently scalable. From client onboarding nightmares to CRM implementation struggles, Kristen provides practical insights on how the right operational foundation enables advisors to focus on what really drives growth: building relationships, serving clients, and marketing their expertise. Tune in to discover how getting your back-office right isn't just about efficiency—it's about creating the capacity and client experience that fuels sustainable business growth.Connect with Kristen:Website: BirchRiverFS.comEmail: [email protected]: Kristen Mueller 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Doug Greenberg, CIMA®, leader of Pinnacle Wealth Advisory, to explore his systematic LinkedIn networking strategy that generated over 3,300 new connections in just six months. Doug shares his 32 years of wealth advisory experience and reveals how he successfully built a professional network from scratch after relocating to Austin. Tune in to learn his relationship-first approach to LinkedIn outreach, discover the specific tools and automation he uses to scale meaningful conversations, and understand how to build an ecosystem of professional connections that consistently generates referrals and business opportunities without being salesy or pushy.Connect with Doug:Website: Pinnacle Wealth AdvisoryLinkedIn: Doug Greenberg, CIMAEmail: [email protected] 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Diana Cabrices, a fractional chief evangelist to B2B wealthtech brands and award-winning marketer, to explore Answer Engine Optimization (AEO) and how financial advisors can optimize their online presence for AI-powered search tools like ChatGPT, Gemini, and Perplexity. Diana breaks down the shift from traditional SEO to AEO in our current "zero-click" age, where prospects are getting answers directly from AI tools without necessarily visiting advisor websites. Tune in to learn specific strategies for structuring your content, leveraging client reviews and awards, and creating a multi-platform presence that ensures you're being found when prospects use AI to research financial services.Connect with Diana:Attend Diana's LIVE SESSION with Samantha Russell August 26, 2025: Is ChatGPT Recommending You...or Your Competitors?Website: DianaCabrices.com LinkedIn: Diana Cabrices X: @dianacabricesYoutube: @dianacabricesTo 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!

In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Jon Randall, founder of XFA, diving into his "defibrillator technique" for jumpstarting referrals in stagnant practices. Jon introduces the Client Advocacy Board method, where advisors bring together their best referring clients in virtual meetings to get guidance on how to access more people like them. He shares real examples of advisors who've used this technique to generate 25+ million in new assets annually by letting their clients design their marketing strategy rather than guessing what might work. Hillary and Jon explore how this approach creates community among clients, takes the guesswork out of marketing, and why even when no good ideas emerge from these meetings, participants typically start referring because they feel valued and understand the advisor's specialization. Tune in to learn how to identify your true advocates, facilitate these board meetings effectively, and discover why letting your ideal clients guide your growth strategy is far more effective than traditional marketing approaches.Connect with Jon:Website: XFA.coachLinkedIn: Jon RandallLinkedIn: XFA CoachFacebook: XFA CoachInstagram: @xfa.coach 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Jon Randall, founder of XFA, to explore why most financial advisors struggle to grow despite being excellent at their jobs. Jon reveals that the real growth constraint isn't lack of skill or market demand, but capacity issues and working with too many of the wrong clients. He shares eye-opening industry research showing that the fastest-growing advisors get 73% of their new clients from existing client referrals, and introduces his systematic IPO (Improve, Praise, Offer) method for generating consistent referrals without awkward conversations. Hillary and Jon discuss why targeting just 1-5 ideal clients for referral generation is far more effective than hoping all clients will refer you, and how enhancing the experience for clients you want to duplicate naturally leads to more referrals from people just like them. Tune in to discover how to identify your true ideal clients, overcome the capacity constraints holding your practice back, and implement a referral system that feels natural and produces measurable results.Connect with Jon:Website: XFA.coachLinkedIn: Jon RandallLinkedIn: XFA CoachFacebook: XFA CoachInstagram: @xfa.coachTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought when it should be a top priority. Hillary and Kayla discuss the psychology behind effective color choices and design elements, walk through real examples of successful brand refreshes for financial advisory clients, and explain how professional branding can be the difference between attracting ideal clients and losing them to competitors with more polished visual identities. Tune in to discover Kayla's creative process for understanding clients deeply, learn when it's time to move beyond DIY design, and understand how strategic branding investments can directly impact your ability to connect with and convert your target audience.Connect with Kayla:Website: kaylaandersondesign.comLinkedIn: Kayla AndersonTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments. John shares his expertise in helping professional services firms capture and convert leads who visit but aren't ready to book a meeting, revealing how traditional PDF assessments can be revolutionized for today's digital-first world. Tune in to learn how interactive assessments with personalized video feedback can build trust faster, create highly targeted email sequences, and re-engage dormant prospects in your CRM to dramatically improve your conversion rates from email list to discovery calls.Connect with John:Register for Turn Your Email List Into Your Best Source of New ClientsWebsite: Pipelineapp.io LinkedIn: John Way 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for referrals from those who consistently receive them. Hillary and Niki discuss the power of intentional touchpoints, the referability advantage of clear niching, and how small, thoughtful gestures can create lasting client relationships that naturally generate referrals. Tune in to learn practical strategies you can implement immediately to transform your referral process from random to systematic, and discover why consistency and authenticity matter more than expensive marketing tactics when it comes to building a referral-generating practice.Connect with Niki:Website: NikiClarkMarketing.comLinkedIn: Niki Clark, FPQPInstagram: @nikiclarkmarketing Facebook: Niki Clark MarketingYouTube: Niki Clark MarketingRegister for our live event, Build Your Referral Engine👉🏻 https://www.nikiclarkmarketing.com/the-referral-engine-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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow strategies that align with their values.And through her company Envision 30, she partners with visionary leaders who think from the future, equipping them with the tools and strategies to navigate uncertainty and create a thriving future. She is also the author of "The Three Little Divas: Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away," a fun and engaging book that teaches readers how to achieve their financial goals.In this conversation, Dr. Baxter explains the unique value that financial coaches and counselors bring to clients, particularly in addressing the emotional and behavioral aspects of financial decision-making that often prevent clients from following through on their financial plans.Connect with Dr. Brandy:LinkedIn: Dr. Brandy Baxter, AFC, FFCInstagram: @brandys2cents4u Personal Website: BrandyBaxter.com Financial Coaching Website: LivingAbundantly.co Book: The Story of the Three Little Divas: Reach Your Money Goals in Three Steps Before You Huff, Puff, and Blow Your Next Paycheck AwayTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace. Steven explains why there's currently an oversaturation of tax planning marketing claims but an undersaturation of actual execution, creating a massive opportunity for advisors who are willing to be specific about their value proposition. Tune in to learn how to move beyond generic buzzwords and create tax planning marketing that clearly communicates what clients can actually expect when working with you.Connect with Steven:LinkedIn: Steven A. Jarvis, CPAWebsite: Retirement Tax ServicesPodcast: Retirement Tax ServicesGet Your Ticket to the Summit: The Summit 2025To 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!

This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management, and holds credentials as a CFA charterholder, a CPA, and a Registered Life Planner (RLP®).Phil shares the compelling story behind his niche of serving "women facing new beginnings," which developed organically from his own personal experiences, particularly witnessing his mother's financial struggles. Our conversation explores how finding a niche that aligns with your personal values and experiences creates more authentic client relationships and marketing opportunities.Key Points:The importance of letting your niche find you rather than forcing a specializationHow becoming a Registered Life Planner transformed Phil's approach to client relationshipsThe power of sharing personal stories in your marketing to create deeper connectionsPractical tips for creating consistent content that reflects your authentic voiceBuilding strategic partnerships and referral relationships that align with your nicheConnect with Phil:Website: Apprise Wealth Management LinkedIn: Philip H. Weiss, CFA, CPA, RLP®Instagram: @phweiss11Facebook: Apprise Wealth ManagementRelated Episodes:On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie HalesMaking the Journey from General Advisor to Expert Thought Leader with Jack WangTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew.Drawing from his extensive experience at Merrill Lynch and UBS Private Wealth, Gary shares why traditional value propositions have lost their effectiveness and how advisors can differentiate themselves by creating "constructive doubt" in prospective clients' minds through provocative questioning and intentional listening.Key points covered in this episode:Why most value propositions sound like gibberish to potential clients and how to stand out through a different approachThe power of listening 80% of the time rather than pitching services, and how this builds trust and demonstrates intelligenceSpecific questions advisors can ask to make prospects question whether their current financial strategy is truly aligned with their goalsThe three types of advisors: those who make things happen (top 10%), those who watch things happen, and those who wonder what happenedHow to maintain discipline and not let clients' emotions drive investment decisions during market volatilityThe importance of managing client portfolios based on required returns to meet specific objectives rather than arbitrary benchmarksStrategies for senior advisors to plan their legacy and transition their practice to the next generationConnect with Gary Sinderbrand:LinkedIn: Gary SinderbrandWebsite: BetterPathTraining.comPodcast: If the Public Only KnewTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up at events, running recognition programs, and being authentically involved – which has proven more valuable than traditional marketing tactics in building trust with the first responder community. Tune in to discover how finding and committing to a specialized niche can transform your financial advisory business through clearer marketing messages and deeper client connections.Matt’s 12 approaches to guerrilla marketing:Host seminars geared toward your target market.Create a recognition program.  We started the First Responder of the Month program.Appreciation weeks—We do coffee with a cop during police appreciation week in May.Get involved in charities that are important to your market.Attend regular gatherings of your target market such as weekly or monthly dinners.Get involved in their fundraisers—even if you don’t play golf, for example, every fundraiser needs help behind the scenes.“Surprise” them with something thoughtful—every summer during a slow period I will drive around the city and drop off cases of water and Gatorade to the police stations.Host a client and some of their friends at a local sporting event.Host a client appreciation event.Go to industry conferences.Do in-service days or educational days at their employer.Go to their social events such as retirement parties.Connect with Matt:LinkedIn: Matthew McManusFacebook: Matthew McManus, Financial Professional Podcast | Pension Protectors: Spotify, AppleMatthew McManus offers securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offers annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.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!