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PODCAST

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.

business marketing

All Episodes

27:28

The Relationship-First LinkedIn Approach That...

The Finance Marketing Podcast ·

2025/08/29

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 specifi...

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34:10

Beyond SEO: Optimizing for ChatGPT and AI Search...

The Finance Marketing Podcast ·

2025/08/22

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 witho...

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31:35

The Client Advocacy Board: A 'Defibrillator' for...

The Finance Marketing Podcast ·

2025/08/15

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 a...

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33:06

The Real Reason Financial Advisors Struggle to Grow...

The Finance Marketing Podcast ·

2025/08/08

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, a...

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37:13

Why Professional Branding is a Critical Business...

The Finance Marketing Podcast ·

2025/08/01

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 exam...

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34:08

How to Turn Your Dormant Email List Into Discovery...

The Finance Marketing Podcast ·

2025/07/25

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 t...

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27:56

Stop Hoping for Referrals: Build a System That...

The Finance Marketing Podcast ·

2025/07/18

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 intent...

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32:51

Why Clients Don’t Follow Their Financial Plans (and...

The Finance Marketing Podcast ·

2025/07/11

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 visi...

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30:29

Why Most Tax Planning Marketing Fails (And How to Fix...

The Finance Marketing Podcast ·

2025/07/04

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 abo...

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39:46

Why Organic Niching Creates Stronger Client...

The Finance Marketing Podcast ·

2025/06/27

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®). Phi...

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38:31

Asking Provocative Questions to Get More Clients with...

The Finance Marketing Podcast ·

2025/06/20

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 "cons...

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42:16

Guerrilla Marketing to Build Trust With Your Target...

The Finance Marketing Podcast ·

2025/06/13

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 bui...

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30:53

How Financial Planner Aaron Buchner Created the...

The Finance Marketing Podcast ·

2025/06/06

In this episode of The Finance Marketing Podcast, Hillary sits down with Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically conservative financial services industry. The conversation explores how Aaron successfully navigated compliance challenges while building a brand that...

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43:20

Why Your Story Is Your Most Powerful Marketing Asset...

The Finance Marketing Podcast ·

2025/05/30

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. Wils...

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31:50

How to Develop a Magnetic Financial Planning Process...

The Finance Marketing Podcast ·

2025/05/23

In this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to ...

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37:41

Why AFCs Are Your Next Great Referral Partner with...

The Finance Marketing Podcast ·

2025/05/16

In this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, and financial therapy, while highlighting how AFCs collaborate with CFPs to provide truly holistic ...

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22:34

The Testimonial Marketing Studio: A New Tool for...

The Finance Marketing Podcast ·

2025/05/09

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures built in so you can build trust with potential clients without worrying about noncompliance. Connec...

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50:46

Finding Your Purpose on LinkedIn with Expert Tiffany...

The Finance Marketing Podcast ·

2025/05/02

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Tiffany Sattler, a LinkedIn ghostwriter for financial professionals, to discuss the critical importance of setting clear goals for your LinkedIn presence. Tiffany explains why many advisors struggle with LinkedIn effectiveness by failing to understand where the platform fits within their overall marketing funnel. Whether LinkedIn serves as your top, middle, or bottom funnel marketing tool fundamentally ch...

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31:25

Email Marketing for Finance Professionals: Turning...

The Finance Marketing Podcast ·

2025/04/25

In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it. Hillary explores: How strategic segmentation can dramatically improve email relevance and engagementThe importance of a well-crafted welcome sequence ...

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26:18

Email Marketing for Finance Professionals: Building...

The Finance Marketing Podcast ·

2025/04/18

In this first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketing asset. Hillary explores: Why email marketing delivers higher ROI than social media for finance professionalsThree key characteristics...

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96 results

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