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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

26:13

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. ...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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 ...

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29:26

Why Financial Coach Kristen Ricupero Has Gone All In...

The Finance Marketing Podcast ·

2025/12/05

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 fro...

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21:24

Why I'm Grateful for This Year's Biggest Challenges...

The Finance Marketing Podcast ·

2025/11/28

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 advi...

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40:28

Master the Language of Client Attraction:...

The Finance Marketing Podcast ·

2025/11/21

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 D...

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29:15

How Money Stories Shape Referral Generation with Bill...

The Finance Marketing Podcast ·

2025/11/14

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...

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38:33

How to Use Video Marketing to Attract Ideal Clients...

The Finance Marketing Podcast ·

2025/11/07

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 yo...

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45:36

The Economics of Direct Mail Marketing for Advisors...

The Finance Marketing Podcast ·

2025/10/31

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 lik...

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32:52

From Financial Literacy to Financial Fluency: A Small...

The Finance Marketing Podcast ·

2025/10/24

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 trad...

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47:43

From Keywords to AI: Adapting Your SEO Strategy for...

The Finance Marketing Podcast ·

2025/10/17

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 ...

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102 results

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