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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

26:53

Building a Women-Focused Practice with Tracy Baron...

The Finance Marketing Podcast ·

2025/04/11

In this episode of The Finance Marketing Podcast, Hillary sits down with Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where women feel comfortable discussing money and investing. She reveals practical strategies for building trust through authentic marketing, from lever...

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33:29

Why Every Financial Advisor Should Write a Book (And...

The Finance Marketing Podcast ·

2025/04/04

In this episode of The Finance Marketing Podcast, Hillary sits down with Paul McManus, Owner of The Short Book Formula Publishing, to explore how financial advisors can build authority and accelerate trust through writing a book. Paul shares his proven process for helping busy advisors write and publish impactful books in as little as six weeks, and explains why "authority by association" can be a game-changer for growing your practice. Drawing from his experience working with hundreds of fin...

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37:41

The Neuroscience Behind Effective Client...

The Finance Marketing Podcast ·

2025/03/28

In this episode of The Finance Marketing Podcast, Hillary sits down with Mary Schmid, CEO of Mary Schmid Consulting and Speaking and author of Make or Break Conversations to explore the neuroscience behind effective client conversations. Mary shares how financial professionals can create deeper connections with clients by understanding the brain science of trust and communication. Drawing from her extensive research with neuroscientists and years of experience coaching financial advisors, Mar...

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24:41

Stop Guessing, Start Listening: Voice of Customer...

The Finance Marketing Podcast ·

2025/03/21

In this episode of The Finance Marketing Podcast, Hillary dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates deeply. Hillary shares eye-opening examples of how this research has revealed surprising insights for advisors who thought they understood their...

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23:28

Why Your Content Marketing Isn't Working (and How to...

The Finance Marketing Podcast ·

2025/03/14

In this episode of The Finance Marketing Podcast, Hillary breaks down the concept of a "marketing ecosystem" and why it's critical for financial advisors who are frustrated with their marketing efforts. If you're getting engagement on social media, crushing speaking gigs in your community, or getting views/downloads on your YouTube channel — but not seeing any of it translate to booked discovery calls, this episode reveals the missing pieces that could be preventing your marketing from ...

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20:12

How to Make Your Compliance Department Your Biggest...

The Finance Marketing Podcast ·

2025/03/07

In this episode of The Finance Marketing Podcast, Hillary tackles the challenge of creating engaging content while staying compliant with industry regulations. She shares practical strategies for working effectively with compliance departments, building systems that streamline the review process, and maintaining an authentic voice within regulatory guidelines. Whether you're just starting to create content or looking to improve your existing compliance workflow, this episode provides actionab...

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24:25

How Financial Marketing Has Changed (And Where It's...

The Finance Marketing Podcast ·

2025/02/28

In this episode of The Finance Marketing Podcast, Hillary sits down with Philip Taylor, founder of FinCon and The Creator CPA, to explore the evolving landscape of financial content creation and marketing. From FinCon's humble beginnings as a blogger meetup to its current status as the premier conference for financial content creators and professionals, Philip shares insights on how content creation and professional services are increasingly intertwining in the financial industry. Learn about...

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23:21

Stop Trying to Do It All: A Sustainable Approach to...

The Finance Marketing Podcast ·

2025/02/21

In this episode of The Finance Marketing Podcast, Hillary shares a strategic approach to building a marketing ecosystem that works without overwhelming yourself in the process. She breaks down how financial advisors and coaches can develop their marketing presence systematically, starting with one platform and gradually expanding their reach. Learn why trying to do everything at once often leads to burnout, and discover a sustainable way to build your marketing foundation that you can actuall...

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52:18

Transforming Your Marketing From ‘Meh’ to ‘Oh My!’...

The Finance Marketing Podcast ·

2025/02/14

In this episode of The Finance Marketing Podcast, Hillary sits down with Derek Pollard, PhD, founder of Constellar Creative, to explore how financial advisors can transform their marketing from traditional expertise-focused approaches to genuine, personal engagement that resonates with prospects. Drawing from his background as a former English professor, Derek shares insights on addressing prospect skepticism, creating authentic marketing content, and implementing manageable content strategie...

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14:08

Best of 2024: Top Marketing Lessons from Industry...

The Finance Marketing Podcast ·

2025/02/07

In this special season opener, Hillary returns from maternity leave to share her top episodes from 2024. She highlights six standout conversations that showcase both expert knowledge and real-world implementation of marketing strategies in the financial services industry. From discovering the right niche and optimizing websites to leveraging compliant testimonials and building authentic brands, these episodes offer a comprehensive look at what's working in financial advisor marketing today. W...

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3:22

We're Back! Updates for Season 2 (Beginning February...

The Finance Marketing Podcast ·

2025/01/13

Listen here for a quick update about what you can expect in Season 2 of The Finance Marketing Podcast!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.We always appreciate reviews on Apple Podcasts!

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38:30

Leveraging Quizzes to Build a Pipeline of Qualified...

The Finance Marketing Podcast ·

2024/12/13

In this episode of The Finance Marketing Podcast, Hillary sits down with Deidre Helmig, a quiz strategist and expert in creating quizzes as powerful marketing tools for financial professionals. Deidre shares her passion for quizzes, developed from her love of taking them in magazines as a child to using them now as an essential marketing tool for businesses.They dive into the key strategies behind creating quizzes that are not only fun but drive real business results. Deidre explains the diff...

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22:03

The Returns on Collaborative Marketing Strategies...

The Finance Marketing Podcast ·

2024/12/06

In this episode of The Finance Marketing Podcast, Hillary sits down with Clare Dubé, a Financial Therapist certified in Financial Social Work and Co-Founder of the Financial Social Work Collaborative. Clare shares her expertise on the emotional and behavioral aspects of financial management and explains how financial social work helps individuals and families navigate money-related challenges. Clare also dives into her marketing strategy, highlighting the power of leveraging other people...

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24:10

7 Serious Mistakes Financial Advisors Make on Their...

The Finance Marketing Podcast ·

2024/11/29

In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Manda Szewczyk, Owner of Hyper Pony Studio and digital marketing expert for financial advisors. In Part 2 of this two-part series, Manda dives deeper into strategies to optimize your website so it’s attracting the right clients, rather than turning prospects away.Listen in as Manda shares the importance of using case studies (both real and hypothetical) to highlight your value, how to navigate compliance...

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23:33

7 Serious Mistakes Financial Advisors Make on Their...

The Finance Marketing Podcast ·

2024/11/22

In this episode of the Finance Marketing Podcast, I’m joined by Manda Szewczyk, a digital marketing expert for the financial services industry and the owner of Hyper Pony Studio. Manda specializes in helping financial advisors create websites that convert visitors into clients. In this two-part series, Manda is sharing the top mistakes financial advisors make with their websites—and how you can avoid them to improve your client experience and results.In Part 1, we cover mistakes 1-5, includin...

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25:00

Tackling the Challenge of Measuring the ROI on Your...

The Finance Marketing Podcast ·

2024/11/15

In this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase.Catherine and Hillary dive deep into the complexities of marketing spend for financial professionals, offering invaluable insights on how to strategic...

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30:32

Top Tips to Optimize Your Finance Podcast for...

The Finance Marketing Podcast ·

2024/11/08

In this episode of The Finance Marketing Podcast, Hillary sits down with Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey from launching her own podcast to building a business that helps financial professionals leverage podcasting to gain authority, attract clients, and educate their audience without the hassle of managing the technical side.Virginia offers invaluable tips on how f...

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34:45

Exploring the Impacts of AI on SEO Strategies with...

The Finance Marketing Podcast ·

2024/11/01

In this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optimization, providing practical insights into how financial professionals can enhance their SEO strategies and navigate the technical aspects of optimizing their websites for better search rankings.Wesley also dives into his personal experiments with AI-ge...

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45:18

Why Dave Armstrong, CFA Believes ‘The Content Maker...

The Finance Marketing Podcast ·

2024/10/25

In this episode of The Finance Marketing Podcast, Hillary sits down with Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a Marine Corps officer to building a successful wealth management firm during the 2008 financial crisis. He opens up about the challenges of starting a business in turbulent times and how embracing authenticity has become a cornerstone of his firm’s succ...

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42:36

Understanding Lead Generation and Full Marketing...

The Finance Marketing Podcast ·

2024/10/18

In this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital marketing strategy specifically tailored for financial advisors. She discusses the three essential stages of marketing—building awareness, capturi...

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96 results

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