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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

33:52

Building Authentic Brands and Relationships with...

The Finance Marketing Podcast ·

2024/10/11

In this episode of The Finance Marketing Podcast, Hillary sits down with Pam Prior, a brilliant, down-to-earth finance expert who helps entrepreneurs take confident control of their money mindset and business cash flow. Pam is the host of the Cash Flow with Pam Prior podcast and author of the recently published book Founder to Exit. With her unique blend of high energy and calming reassurance, Pam shares her insights on authentic branding, building meaningful relationships to drive business g...

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41:21

(Sustainably) Maximizing Your Marketing Efforts with...

The Finance Marketing Podcast ·

2024/10/04

In this episode of The Finance Marketing Podcast, Hillary sits down with Kim Kelty, CEO of The Kelty Method, to delve into the world of personal branding for financial advisors and coaches. Kim is a Personal Brand Consultant and Podcast Producer who partners with small business owners and entrepreneurs to enhance their personal branding and podcast production. She specializes in bringing the in-person work, success, and voice of her clients to life on a digital scale.During their conversation...

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32:10

Starting Your Book Project from a Strong Foundation...

The Finance Marketing Podcast ·

2024/09/27

In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Dykstra, book ghostwriter and Founder of Jamie Dykstra LLC, to discuss the process and strategy behind writing a business book that makes an impact. Jamie's background in financial services as a corporate accountant provides a unique perspective on how financial services professionals can effectively build their platforms and thought leadership through books.Jamie talks about the importance of setting intentio...

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35:48

The Power of Storytelling and Emotionality in Finance...

The Finance Marketing Podcast ·

2024/09/20

In this episode of The Finance Marketing Podcast, Hillary sits down with Khara Croswaite Brindle, a licensed mental health professional and financial therapist who specializes in helping other therapists navigate the complexities of financial stress, leadership trauma, and more. Khara shares her unique insights on how storytelling and emotional connection can transform your marketing strategy, particularly in the financial services industry. She also delves into the fascinating intersection b...

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29:32

How Top-Tier Tax Planning Can Differentiate Your Firm...

The Finance Marketing Podcast ·

2024/09/13

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 leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation across platforms like podcasts, LinkedIn, and email, and explains why he believes in focusing on real-world, actionable strategies over flashy, unpro...

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25:10

How Financial Advisor Mark Hansen Built a Brand That...

The Finance Marketing Podcast ·

2024/09/06

In this episode of The Finance Marketing Podcast, we continue our conversation with Mark Hansen, founder of Second Comma and host of the podcast, The Quiet Part. If you missed Part 1, be sure to check it out for the full backstory on Mark’s brand and how he built a strong foundation for his financial planning firm.In Part 2, Mark shares how he took that foundation and expanded it into a comprehensive content strategy. We dive into his innovative use of tools like ChatGPT to efficiently create...

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35:15

How Financial Advisor Mark Hansen Built a Brand That...

The Finance Marketing Podcast ·

2024/08/30

In this episode of The Finance Marketing Podcast, Hillary sits down with Mark Hansen, Financial Advisor at Second Comma and host of The Quiet Part podcast. Mark shares his journey from leaving the corporate world to creating a financial planning firm that prioritizes simplicity, family time, and intentional branding. Mark delves into the inspiration behind the name "Second Comma," how his unique branding choices, including the standout electric salmon color, have sparked meaningful conve...

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29:40

The Art of Getting Quoted in Media Publications with...

The Finance Marketing Podcast ·

2024/08/23

In this episode of The Finance Marketing Podcast, Hillary sits down with Robert Farrington, Founder of The College Investor, Millennial money expert, and contributing writer to Forbes. As a finance writer who often sources quotes from subject matter experts, Robert shares his expertise on how financial advisors and experts can effectively get more media mentions and build valuable relationships with journalists and writers. He dives into practical tips for crafting the perfect quote, the impo...

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30:59

Understanding the Role of Earned Wage Access in...

The Finance Marketing Podcast ·

2024/08/17

In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Rubin, Senior Vice President of Consumer Financial Solutions at DailyPay. In this conversation, Jack dives into the world of early wage access and how DailyPay’s solutions are helping employees achieve greater financial wellness. He shares the benefits of earned wage access, how it provides more financial stability for employees, and addresses concerns about whether it might perpetuate a cycle of spending as you ear...

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44:19

Making the Journey from General Advisor to Expert...

The Finance Marketing Podcast ·

2024/08/09

In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a College Financial Aid Advisor at Innovative Advisory Group. Jack specializes in helping families navigate the complexities of college financial aid and student loan management. With a rich background that includes speaking engagements for the MA Society of Enrolled Agents, the MA chapter of the Financial Planning Association, and the Boston Bar Association, Jack is a well-respected expert in his field. He is...

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32:55

Bridging the Gap Between Financial Planning and...

The Finance Marketing Podcast ·

2024/08/02

In this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.Sasha also highlights the importanc...

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33:08

How Sonja Ecklund Built a Highly Engaged Email List...

The Finance Marketing Podcast ·

2024/07/26

In this episode of The Finance Marketing Podcast, Hillary sits down with Sonja Ecklund, Owner of Sonja Ecklund Coaching and Consulting. Sonja is a board-certified health and wellness coach, a financial social work coach, and a learning and development consultant with over 12 years of experience. During their conversation, Sonja shares her journey of building a highly engaged email list, the importance of authenticity in email marketing, and how storytelling can create a strong connection with...

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35:04

Building a Stand-Out Brand Based on Core Philosophies...

The Finance Marketing Podcast ·

2024/07/19

In this episode of The Finance Marketing Podcast, Hillary sits down with Ryan Canfield, Founder and President of Victus Wealth Management, to explore how personal philosophies and client stories can work together to shape a powerful brand identity. Ryan shares his journey from aspiring Wall Street professional to a dedicated financial advisor, driven by deeply personal experiences that highlight the importance of understanding and aligning with client values. Tune in to learn how Ryan’s ...

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33:31

How Behavioral Financial Planning Results in Deeper...

The Finance Marketing Podcast ·

2024/07/12

In this episode of The Finance Marketing Podcast, Hillary sits down with Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not offer behavioral financial planning.Ashley discusses the importance of understanding client psychology, navigating relationship dynamics, and addres...

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45:54

Building a Successful Financial Coaching Business...

The Finance Marketing Podcast ·

2024/07/05

In this episode of The Finance Marketing Podcast, Hillary sits down with Lacey Langford, Founder of MILMO and MilMoneyCon. Lacey is a financial coach specializing in helping the military community with their finances. During this conversation, Lacey shares her journey from being a military spouse with the need for a transient career to establishing a successful financial coaching business. Tune in to learn how Lacey built her business from the ground up, the importance of niche marketing, and...

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32:10

Writing Impactful Thought Leadership Books with Book...

The Finance Marketing Podcast ·

2024/06/28

In this episode of The Finance Marketing Podcast, Hillary chats with Allegra Cook, a book ghostwriter and strategist who helps entrepreneurs, consultants, and coaches write impactful thought leadership books. Allegra emphasizes the importance of storytelling and audience building in creating a successful book that stands out from the crowd. Tune in to learn how Allegra's unique approach can help you leverage your expertise, connect with a broader audience, and drive your business forward.Conn...

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33:15

Mastering the Power of Video Marketing for Financial...

The Finance Marketing Podcast ·

2024/06/21

In this episode of The Finance Marketing Podcast, we dive deep into video marketing with the brilliant Niki Clark, a seasoned finance marketer and marketing strategist. Niki helps financial advisors build brand awareness and thought leadership through effective and engaging marketing strategies. Niki and Hillary chat about the benefits of video marketing, how to get started with video, and how to repurpose your video content across platforms. They also share practical tips for video prod...

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40:10

How Nitty Gritty Niching Results in Engaged Online...

The Finance Marketing Podcast ·

2024/06/14

In this episode of The Finance Marketing Podcast, host Hillary sits down with Michael Collison, a financial coach specializing in the FIRE (Financial Independence, Retire Early) movement. Michael shares his journey from a 40-year career in software development to becoming a financial coach, and how his personal experiences with budgeting and investing have shaped his approach to coaching. Michael delves into the importance of niching down and how it has helped him build engaged online communi...

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30:57

Building Influence and Connections Through Podcasting...

The Finance Marketing Podcast ·

2024/06/03

In this episode of The Finance Marketing Podcast, host Hillary sits down with Matt Halloran, co-founder of ProudMouth and a renowned expert in financial advisor marketing. Matt shares his wealth of knowledge on the transformative power of podcasting for financial professionals. He delves into the unique intimacy of podcasting as a marketing tool, the critical importance of audio quality and consistency, and how podcasting fits into your overall marketing ecosystem. Tune in to discover actiona...

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31:25

Aligning Your Marketing and Sales Efforts with...

The Finance Marketing Podcast ·

2024/05/31

In this episode of The Finance Marketing Podcast, Hillary sits down with Jackson Larimer, financial coach and founder of Lemonade Stand Financial. Jackson shares his journey from working in tech sales to launching his own financial coaching business, where he helps young couples and individuals manage their money with confidence. With a focus on aligning marketing and sales efforts, Jackson offers invaluable insights for financial professionals looking to grow their businesses effectively.Con...

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96 results

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