Capably Yours

The right clients are already searching. The only question is whether your firm is specific enough, visible enough, and fast enough to be what they find. In Episode 9, Lisa Hinz cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things: getting to market faster with answers your ideal client is already carrying, building visible soc...

Your marketing makes a promise. Every person in your firm is either keeping it or breaking it. In Episode 8 of Capably Yours, Lisa M. Hinz gets personal. As a marketer who has spent her career building authentic brands for financial advisory firms, Lisa names the thing she cannot stand about her own industry: performative marketing. The kind that looks genuine on the surface and turns out to be a...

The next generation of inheritors isn't calling your office. They're opening ChatGPT at eleven o'clock at night, typing in their fears, and letting AI tell them what to do next — and who to trust. In Episode 7 of Capably Yours, Lisa Hinz walks through the exact AI-guided discovery journey your clients' heirs are already taking: from that first search prompt, to NAPFA and the CFP Board database, to...

Visibility is the precursor to trust—but in 2026, being "good at your job" is no longer enough to be seen. In Episode 6 of Capably Yours, Lisa M. Hinz tackles the "Digital Relevance Gap." As $4.3 trillion shifts hands annually in the Great Wealth Transfer, many firms are finding themselves functionally invisible to the very heirs and spouses they are trying to retain. The culprit? A reliance on "S...

"Consistency without conviction is just noise." In this special "Short & Sharp" episode, Lisa Hinz takes a breather from the planned recording schedule to share a real-time lesson in leadership: The Strategic Pivot. Between packing suitcases for a family trip to Disneyland and prepping for next week's deep dive, Lisa realized that forcing a "perfect" episode wasn't as valuable as being a "real" hu...

What does it actually look like to build a firm for the future of wealth? In Episode 4 of Capably Yours, Lisa M. Hinz sits down with Mary Beth Storjohann, CFP® — founder of Alora Wealth, former CMO, and former co-CEO of a multi-billion dollar RIA — for a conversation that is equal parts honest, practical, and energizing. Mary Beth has spent two decades breaking the mold in financial services and s...

She's not a niche. She's your next decade. In Episode 3 of Capably Yours, Lisa M. Hinz gets personal and then gets practical. She opens with the story behind why she launched her business before having children, what that decision taught her about the impossible calculations women make every day, and why financial advisors are uniquely positioned to lead through it. From there, Lisa breaks down th...

What happens when a firm has done the work — documented strategy, consistent execution, strong client relationships — and the growth still isn't coming? That's not a marketing problem. That's a directional problem. And in Episode 2 of Capably Yours, Lisa M. Hinz names it precisely. In this episode, Lisa introduces the Growth with Purpose Framework, a three-stage diagnostic and development process...

Making Marketing Financially Intelligent: What's Actually Working for Advisors Right Now Most advisors aren't struggling because they're not doing enough marketing — they're struggling because all that activity isn't connected to the decisions that actually drive growth. In this first episode of Capably Yours , Lisa Hinz breaks down why "more marketing" isn't the answer and what financially intell...

Welcome to Capably Yours. In this short preview, host Lisa M. Hinz introduces a podcast for financial leaders who are building for the future and want to hear fresh perspectives and new voices. This episode invites financial advisors to shape financial advice for the future of wealth. With trillions of dollars moving across generations, and women and next-gen investors stepping into greater financ...