The Finance Marketing Podcast (Hillary Gale)
Explorez tous les épisodes de The Finance Marketing Podcast
| Date | Titre | Durée | |
|---|---|---|---|
| 09 Feb 2024 | The Finance Marketing Podcast Trailer | 00:02:41 | |
Are you a financial advisor, money coach, or maybe even a CPA struggling to consistently — and effectively — market your business and get great-fit clients? If you’re ready to find a marketing strategy that works for YOU: One that’s easy, that you can commit to, and that actually results in more clients — then The Finance Marketing Podcast is for you. Listen now to hear why! 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. | |||
| 01 Mar 2024 | The Art of Building a Personal Brand with Sean Mullaney | 00:34:12 | |
Unlock the secrets of building a strong personal brand in the finance industry with today's guest, Sean Mullaney—the Plutus Award-winning blogger of FITaxGuy.com. In this episode, you'll learn how to zero in on your target audience and become an authority in your niche.
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. | |||
| 01 Mar 2024 | From Software Sales to Financial Planning: Michael E. Pyle's Journey through LinkedIn and Authentic Marketing | 00:45:09 | |
When faced with a sudden career shift, Michael E. Pyle dove headfirst into LinkedIn to build the financial planning business he'd been dreaming of behind the scenes. Tune in as we explore Michael's move from software sales to establishing himself as a financial advisor who brings a fresh and relatable perspective to sales professionals grappling with the roller coaster of commission-based income.
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. | |||
| 01 Mar 2024 | How to Successfully Combine Multiple Marketing Platforms with Thomas Kopelman | 00:32:27 | |
Today's guest is Thomas Kopelman of AllStreet Wealth, a financial planner who's turned the art of content creation into a science. Thomas unveils how content marketing — from blogging to podcasting, from social media to YouTube channels — can be used to create a magnetic brand that attracts ideal clients. In this episode, Thomas is sharing how he manages to market his business consistently and effectively while maintaining a full client load. 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. | |||
| 08 Mar 2024 | 600 Days of Posting on LinkedIn with Mando Sallavanti | 00:32:55 | |
In this episode, Hillary interviews Mando Salivanti, a strategic financial planner for SaaS professionals. Mando shares his journey into the financial advising field and how he developed his own unique brand within a large firm. He discusses the importance of connecting with clients on an emotional level and how he shifted his content strategy to resonate with his target audience. 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. | |||
| 15 Mar 2024 | Why It's Important to 'Love Your Audience' with Dave Won | 00:35:23 | |
In this episode of The Finance Marketing Podcast, host Hillary interviews Dave Won, Founder & CEO of Budget Captain and masterful storyteller of the often overlooked emotional relationship people have with money. From Dave's initial foray into Instagram marketing to mastering LinkedIn's professional landscape, the episode unpacks the strategic shifts that propelled his business forward. Hillary and Dave discuss the importance of authenticity, the challenge of vulnerability, and how truly understanding and caring for your audience can amplify your marketing efforts. By charting his journey from B2C to B2B, Dave emphasizes the universal relatability of financial stress and how it translates into meaningful corporate partnerships. 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. | |||
| 22 Mar 2024 | Crafting a Personal Brand Through Authorship and Speaking Opportunities with Rahkim Sabree | 00:37:44 | |
Dive into a transformative conversation with Rahkim Sabree, a pivotal voice at the crossroads of finance, mental health, and the impact of racial dynamics on financial well-being. In this episode, Rahkim, a financial therapist, accredited financial counselor, and published author, shares his unique journey from the banking floor to becoming a renowned author and speaker on financial trauma. Whether it's his initial leap into authorship driven by a desire for personal healing or his strategic pivot to address the financial content his audience craved, Rahkim's journey is a testament to the power of authentic voice and targeted messaging in crafting a resonant personal brand. Resources:
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. | |||
| 29 Mar 2024 | Building and Marketing Digital Products in the Finance Industry with Stephen Courson | 00:44:59 | |
In this episode of The Finance Marketing Podcast, host Hillary invites Steven Courson, expert thought leader in the realm of finance and lifestyle design. The conversation peels back the layers on the intersection of financial coaching, digital products, and personal branding. Steven shares his inspiring journey from a dissatisfied corporate sales professional to an empowered financial coach and digital entrepreneur who retired early to help others reshape their financial lives. Steven delves into actionable strategies for developing and marketing digital products within the finance industry. He emphasizes the importance of lifestyle design in personal finance coaching and the role it plays in helping clients uncover their true desires and financial goals. Steven's approach challenges conventional norms, advocating for clarity on what individuals truly want out of their lives before diving into the monetary aspects. 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. | |||
| 05 Apr 2024 | Taking Strong Stances in Your Area of Expertise with Tony Steuer | 00:27:18 | |
In this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer to chat about the value of taking strong, clear stances in your area of expertise to develop your thought leadership. Among other things, Tony shares how his journey through writing, publishing, and speaking has led to major achievements such as having his books used in college courses, reference libraries, and insurance training curricula. 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. | |||
| 12 Apr 2024 | Mastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte, CFP | 00:35:24 | |
In this episode of The Finance Marketing Podcast, join host Hillary as she interviews Taylor Schulte, CFP, founder of Define Financial, co-founder of the AGC community, co-host of Kitces Summits, and host of two Apple Top 100 podcasts: the Stay Wealthy Retirement Podcast and Experiments in Advisor Marketing. In this conversation, Taylor shares how he and his firm have leveraged SEO and email marketing to develop a steady and consistent pipeline of great-fit clients. Connect with Taylor:
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. | |||
| 19 Apr 2024 | Establishing a Standout Personal Brand Within a Larger Firm with Emily Rassam | 00:34:28 | |
In this episode of The Finance Marketing Podcast, Hillary sits down with Emily Rassam, CFP, CDAA, AIFA, CRPS, NSSA, and one of Investopedia's Top 100 Financial Advisors in the country. During this conversation, Emily shares her tips and strategies for establishing a personal brand while working inside part of a larger firm.
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. | |||
| 25 Apr 2024 | Optimizing Your LinkedIn Presence with LinkedIn Expert Tiffany Sattler | 00:38:17 | |
In this episode of The Finance Marketing Podcast, host Hillary sits down with LinkedIn marketing expert Tiffany Sattler to talk about how to optimize your LinkedIn profile and posting strategy to reach your goals. 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. | |||
| 03 May 2024 | Marketing In Your First Year of Business with Jillian Knight | 00:31:56 | |
In this episode of The Finance Marketing Podcast, Hillary sits down with Financial Therapist Jillian Knight to discuss what it's been like marketing herself in her first year of business, how she's set and reached goals for herself, and where she's learning to put her energy as she brings on more and more clients. 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. | |||
| 10 May 2024 | On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie Hales | 00:37:39 | |
This week on The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in advisor marketing. In this conversation, Natalie dives into the significance of finding and defining the right niche for financial advisors. She discusses how niching can dramatically enhance client acquisition and overall business profitability, as well as addresses common fears advisors have about narrowing their practice. 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. | |||
| 16 May 2024 | Expand Your Reach: The Power of Multi-Pronged Marketing Strategies with Larry Sprung | 00:36:32 | |
In this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, a devoted husband, father, entrepreneur, author, and mental health advocate. Larry is the founder and wealth advisor at Mitlin Financial, Inc®, author of Amazon Bestselling book Financial Planning Made Personal and the host of the Mitlin Money Mindset® 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. | |||
| 24 May 2024 | Everything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian Thorp | 00:38:07 | |
In this episode of The Finance Marketing Podcast, Hillary is joined by Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advisors, and provides a step-by-step guide on how to get and use testimonials and reviews for your firm while remaining compliant. Connect with Brian:
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. | |||
| 31 May 2024 | Aligning Your Marketing and Sales Efforts with Jackson Larimer | 00:31:25 | |
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. 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. | |||
| 03 Jun 2024 | Building Influence and Connections Through Podcasting with Podcast Expert Matt Halloran | 00:30:57 | |
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 actionable insights that can elevate your marketing strategy and deepen your connection with your audience. Connect with Matt:
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. | |||
| 14 Jun 2024 | How Nitty Gritty Niching Results in Engaged Online Communities with Michael Collison | 00:40:10 | |
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 communities. He also discusses his strategies for leveraging specific tools like YNAB (You Need A Budget) to help clients achieve their financial goals.
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. | |||
| 21 Jun 2024 | Mastering the Power of Video Marketing for Financial Advisors with Niki Clark | 00:33:15 | |
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.
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. | |||
| 28 Jun 2024 | Writing Impactful Thought Leadership Books with Book Ghostwriter and Strategist Allegra Cook | 00:32:10 | |
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. Connect with Allegra: Website: TheAllegraCook.com 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. | |||
| 12 Jul 2024 | How Behavioral Financial Planning Results in Deeper Client Relationships with Ashley Quamme | 00:33:31 | |
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 addressing client concerns holistically in modern financial planning, and shares how advisors who embrace this approach can significantly enhance client trust and rapport, leading to more meaningful and lasting client relationships. Connect with Ashley: Website: BeyondTheFP.com 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. | |||
| 05 Jul 2024 | Building a Successful Financial Coaching Business From the Ground Up with Lacey Langford | 00:45:54 | |
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 effective strategies to gain clients and grow your financial coaching practice. Connect with Lacey: Website: MILMO.co MilMoneyCon: Website: MilMoneyCon.com 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. | |||
| 19 Jul 2024 | Building a Stand-Out Brand Based on Core Philosophies and Client Stories with Ryan Canfield | 00:35:04 | |
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. Connect with Ryan: Website: VictusWealth.com Disclosure: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA?SIPC. 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. | |||
| 02 Aug 2024 | Bridging the Gap Between Financial Planning and Financial Counseling with Sasha Grabenstetter | 00:32:55 | |
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 importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice and provide a more holistic service to clients. Connect with Sasha:
Resources Mentioned:
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. | |||
| 26 Jul 2024 | How Sonja Ecklund Built a Highly Engaged Email List for Her Financial Coaching Business | 00:33:08 | |
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 your audience. Tune in to learn actionable insights on how to grow your email list and engage your audience effectively, even if you're just starting out. Connect with Sonja:
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. | |||
| 17 Aug 2024 | Understanding the Role of Earned Wage Access in Financial Services with DailyPay’s Jack Rubin | 00:30:59 | |
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 earn. This episode offers valuable insights for financial advisors and coaches who are keen on understanding the evolving landscape of financial wellness benefits and how their clients might make the best use of them. Tune in to learn how DailyPay is not just about offering quick financial fixes but is dedicated to propelling users forward on their journey to long-term financial stability. About Jack: Jack Rubin is a dynamic General Management & Marketing Executive, Advisor, and Mentor with decades of leadership experience in Technology, Financial Services, Consumer Goods, and Retail. As Senior Vice President for Consumer Financial Solutions at DailyPay, the industry’s leading on-demand pay solution, Jack is responsible for leading the strategy and growth of DailyPay’s emerging consumer business and is accountable for its P&L. Before joining DailyPay, Jack served in key leadership roles at Intuit, Total Wine & More, and Procter & Gamble. Jack is a graduate of Yale University, where he double-majored in History & Political Science. He grew up in Shreveport, Louisiana, and lives in San Diego, California with his wife and two children. Connect with Jack: Website: DailyPay.com 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. | |||
| 09 Aug 2024 | Making the Journey from General Advisor to Expert Thought Leader with Jack Wang | 00:44:19 | |
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 also the host of the upcoming Smart College Buyer podcast. Jack and Hillary discuss how he discovered his niche in college financial aid, the benefits of focusing on a specific area within financial services, and how his marketing strategies have evolved over time, especially before and after COVID-19. Jack shares valuable insights on the importance of niching down, leveraging collaborations, and the impact of content creation on his business growth. Tune in to learn from Jack’s experiences and gain practical advice on how to enhance your marketing strategies and better serve your clients by focusing on a specific niche. Connect with Jack:
Disclosure: The content of this podcast episode is for entertainment and educational purposes, and should not be construed as advice. Batteries are not included and your mileage may vary. 😉 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. | |||
| 23 Aug 2024 | The Art of Getting Quoted in Media Publications with Forbes Writer Robert Farrington | 00:29:40 | |
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 importance of being responsive, and how to leverage media mentions to enhance your credibility and expand your reach. Whether you’re looking to boost your online presence or get your name in top publications, Robert's insights are invaluable. Connect with Robert:
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. | |||
| 30 Aug 2024 | How Financial Advisor Mark Hansen Built a Brand That Starts Conversations (Part 1) | 00:35:15 | |
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 conversations, and why embedding your personality into your brand is essential for attracting the right clients. Whether you're working on building your brand or refining your client base, Mark’s insights are packed with value. Connect with Mark:
Disclosure: Mark Hansen is a financial advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Second Comma is located at 2751 Teakwood Lane Plano, TX 75075. 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. | |||
| 06 Sep 2024 | How Financial Advisor Mark Hansen Built a Brand That Starts Conversations (Part 2) | 00:25:10 | |
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 content that speaks directly to his ideal clients. Mark also walks us through his approach to social media, blogging, and email marketing, revealing how he customizes and automates his messaging to consistently connect with his audience. Connect with Mark:
Disclosure: Mark Hansen is a financial advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Second Comma is located at 2751 Teakwood Lane Plano, TX 75075. 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. | |||
| 04 Oct 2024 | (Sustainably) Maximizing Your Marketing Efforts with Personal Brand Consultant Kim Kelty | 00:41:21 | |
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, Hillary and Kim discuss the importance of defining your unique value proposition, strategic tips for repurposing content across multiple platforms, and the need for gradual platform expansion. Kim also shares her insights on how to attach ROI to your marketing efforts, even when it’s challenging to see immediate conversions. Connect with Kim:
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. | |||
| 27 Sep 2024 | Starting Your Book Project from a Strong Foundation with Accountant-Turned-Ghostwriter Jamie Dykstra | 00:32:10 | |
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 intentions for your book, addressing reader objections, and the benefits of working with a ghostwriter. This conversation offers practical advice tips for financial advisors and coaches looking to expand their thought leadership and enhance their brand. Connect with Jamie:
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. | |||
| 13 Sep 2024 | How Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPA | 00:29:32 | |
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, unproven tactics. We’re also exploring how Steven's firm partners with financial advisors to provide them with the tools and resources they need to integrate tax planning into their services, making it a key differentiator in their marketing. If you’re looking to refine your marketing strategy and make your services stand out, this conversation is packed with practical advice and insights you won’t want to miss. Connect with Steven:
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. | |||
| 15 Nov 2024 | Tackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine Tindall | 00:25:00 | |
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 strategically allocate your marketing budget, measure ROI where you can, and leverage referral business for cost-effective growth. If you're looking to refine your marketing strategies and ensure every dollar spent is working for you, this conversation is packed with practical advice. Connect with Catherine:
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. | |||
| 06 Dec 2024 | The Returns on Collaborative Marketing Strategies with Financial Social Worker Clare Dubé | 00:22:03 | |
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’s platforms to grow your business and offering practical tips on tracking your marketing ROI. Tune in to hear Clare’s valuable insights on how financial professionals can better serve their clients by understanding the human side of money, and learn how to use collaborative marketing strategies to expand your reach and grow your business. Connect with Clare:
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. | |||
| 08 Nov 2024 | Top Tips to Optimize Your Finance Podcast for Business Growth with Virginia Elder | 00:30:32 | |
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 financial advisors can create effective podcasts, including the importance of clear calls to action and crafting an "ideal listener" statement that helps you connect with the right audience from the start. She also emphasizes keeping podcast production simple and sustainable, ensuring that it's an easy extension of your marketing efforts rather than an overwhelming task. Tune in to learn how podcasting can become an "automatic" marketing tool for your business while you focus on what you do best — serving your clients! Connect with Virginia:
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. | |||
| 01 Nov 2024 | Exploring the Impacts of AI on SEO Strategies with Wesley Gehman | 00:34:45 | |
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-generated content, explaining how Google responds to AI-driven content and offering tips on how to use AI effectively without compromising your site’s search performance. Tune in to learn about the evolving role of SEO in digital marketing and how AI might shape the future of financial professionals’ online visibility. Connect with Wesley: Website: Wes-Web.com 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. | |||
| 13 Dec 2024 | Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig | 00:38:30 | |
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 different types of quizzes—such as personality, assessment, and objection-based quizzes—and highlights how each can be used at different stages of the customer journey. You’ll also learn how quizzes can go beyond lead generation and be used as a tool for segmentation, product recommendations, and personalized customer experiences. If you’ve been considering using quizzes as part of your marketing strategy but aren’t sure where to start, this episode is packed with actionable insights to help you create engaging quizzes that build trust and attract the right clients. Connect with Deidre:
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. | |||
| 20 Sep 2024 | The Power of Storytelling and Emotionality in Finance Marketing with Financial Therapist Khara Croswaite Brindle | 00:35:48 | |
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 between the Enneagram and money, offering a fresh perspective on how personality types influence financial behavior. Khara’s approach to blending financial therapy with mental health provides invaluable takeaways for financial advisors and coaches looking to build more authentic connections with their clients. If you’re curious about how to bring more emotional depth to your marketing or want to learn more about the power of storytelling, this episode is packed with actionable insights. Connect with Khara:
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. | |||
| 11 Oct 2024 | Building Authentic Brands and Relationships with Business Finance Wrangler Pam Prior | 00:33:52 | |
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 growth, and using AI strategically in marketing without losing the human touch. Connect with Pam:
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. | |||
| 18 Oct 2024 | Understanding Lead Generation and Full Marketing Funnels for Finance Professionals with Olivia Luper | 00:42:36 | |
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, capturing leads, and nurturing those leads to convert them into loyal clients. Olivia offers practical insights on effective lead generation techniques, the power of email marketing, and the role of automation in streamlining marketing efforts. She also provides valuable tips on leveraging platforms like LinkedIn for lead generation and relationship building, making this episode a must-listen for financial advisors looking to enhance their digital marketing strategy. Connect with Olivia:
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. | |||
| 25 Oct 2024 | Why Dave Armstrong, CFA Believes ‘The Content Maker Is the New Rainmaker’ (and How He Does It!) | 00:45:18 | |
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 success. Dave also dives into the power of content creation and why he believes that content makers are the new rainmakers in the financial industry. He discusses the importance of repurposing daily interactions into valuable content and the impact of digital presence in building trust and attracting clients. Whether you’re a financial advisor or coach looking to enhance your marketing strategy, this episode is filled with actionable insights that will help you stand out in a crowded market. Connect with Dave:
Disclaimer: MWM cannot be held responsible for any damaged caused by having fun on our pod :-) 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. | |||
| 22 Nov 2024 | 7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 1) | 00:23:33 | |
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, including:
If you're a financial advisor or coach looking to improve your website and attract more clients, this episode is packed with actionable insights! Be sure to tune in next week for Part 2, where we’ll dive into even more tips and strategies to turn your website into a marketing machine. Connect with Manda:
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. | |||
| 29 Nov 2024 | 7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 2) | 00:24:10 | |
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 challenges, and why every financial advisor needs a Google Business Profile to boost their local SEO. Plus, Manda shares one bonus mistake in this episode to round us out. Connect with Manda:
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. | |||