x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

24:04

Stop Answering the Same 10 Questions: How to Let Your...

The Finance Marketing Podcast ·

2026/04/17

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 marketin...

en-us

30:42

Accountability Based Budgeting for Clients Who Need...

The Finance Marketing Podcast ·

2026/04/10

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 t...

en-us

21:28

The 3 Case Study Mistakes That Are Costing You Clients

The Finance Marketing Podcast ·

2026/04/03

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 s...

en-us

25:03

The Powerful Marketing Content Most Advisors...

The Finance Marketing Podcast ·

2026/03/27

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 educati...

en-us

24:10

BONUS Episode: Nitrogen Fearless and Future Proof...

The Finance Marketing Podcast ·

2026/03/24

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 convers...

en-us

30:56

Why Your 'Unique' Value Proposition Might Be...

The Finance Marketing Podcast ·

2026/03/20

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 crit...

en-us

37:18

Attract Loyal, Profitable Clients Through Strategic...

The Finance Marketing Podcast ·

2026/03/13

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....

en-us

29:10

The Two Things Stopping You from Getting Better...

The Finance Marketing Podcast ·

2026/03/06

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 unlocki...

en-us

26:13

The Hidden Benefits of Becoming an Author as a...

The Finance Marketing Podcast ·

2026/02/27

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. ...

en-us

38:54

Why AI-Generated Content is Making Your Human Voice...

The Finance Marketing Podcast ·

2026/02/20

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...

en-us

27:45

Strategic Hiring for Financial Advisors with Sara Lorza

The Finance Marketing Podcast ·

2026/02/13

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 pr...

en-us

35:36

Breaking Through the Capacity Ceiling: Systems and...

The Finance Marketing Podcast ·

2026/02/06

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...

en-us

32:04

$10K Per Month on Marketing: How Two Advisors Grew...

The Finance Marketing Podcast ·

2026/01/30

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...

en-us

39:50

Getting Out of Your Own Way: Systems for Growing...

The Finance Marketing Podcast ·

2026/01/23

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 f...

en-us

37:42

Should You Write a Book? One Advisor's Honest Take on...

The Finance Marketing Podcast ·

2026/01/16

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. Sea...

en-us

35:17

Why You're Settling Instead of Scaling with Jim Effner

The Finance Marketing Podcast ·

2026/01/09

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 le...

en-us

34:34

Top Marketing Moves for Financial Advisors Who Want...

The Finance Marketing Podcast ·

2026/01/02

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: Websi...

en-us

31:28

The Biggest Marketing Lessons for Financial Advisors...

The Finance Marketing Podcast ·

2025/12/26

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 prospect...

en-us

38:01

Meta Ads for Financial Advisors: Strategy, Nurture,...

The Finance Marketing Podcast ·

2025/12/19

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 lea...

en-us

31:11

How to Make Yourself Easily Referable with Julie...

The Finance Marketing Podcast ·

2025/12/12

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 ...

en-us

110 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...