The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Jon Randall, founder of XFA, to explore why most financial advisors struggle to grow despite being excellent at their jobs.  Jon reveals that the real growth constraint isn't lack of skill or market demand, but capacity issues and working with too many of the wrong clients. He shares eye-opening industry research showing...

In this episode of The Finance Marketing Podcast, Hillary sits down with Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought when it should be a top priority. Hillary and Kayla...

In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments.  John shares his expertise in helping professional services firms capture and convert leads who visit but aren't ready to book a meeting, revealing how t...

In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for refer...

In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow str...

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 strategically market their tax planning services to truly differentiate themselves in a crowded marketplace.  Steven explains why there's currently an oversaturation of tax planning marketing claims but an undersaturation of...

This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment managemen...

In this episode of The Finance Marketing Podcast, Hillary sits down with Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew. Drawing from his extensive experience at Merrill Lynch and UBS Private Wealth, Gary shares why traditional value propositi...

In this episode of The Finance Marketing Podcast, Hillary sits down with Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up at events, running recognition programs,...

In this episode of The Finance Marketing Podcast, Hillary sits down with Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically conservative financial services industry. T...

In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinT...

In this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded proc...

In this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, an...

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures...

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Tiffany Sattler, a LinkedIn ghostwriter for financial professionals, to discuss the critical importance of setting clear goals for your LinkedIn presence. Tiffany explains why many advisors struggle with LinkedIn effectiveness by failing to understand where the platform fits within their overall marketing funn...

In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it.  Hillary explores:  How strategic segmentation can dram...

In this first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketing asset.  Hillary explores:  Why email marketing d...

In this episode of The Finance Marketing Podcast, Hillary sits down with Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where women feel comfortable discussing money and...

In this episode of The Finance Marketing Podcast, Hillary sits down with Paul McManus, Owner of The Short Book Formula Publishing, to explore how financial advisors can build authority and accelerate trust through writing a book. Paul shares his proven process for helping busy advisors write and publish impactful books in as little as six weeks, and explains why "authority by association&quot...

In this episode of The Finance Marketing Podcast, Hillary sits down with Mary Schmid, CEO of Mary Schmid Consulting and Speaking and author of Make or Break Conversations to explore the neuroscience behind effective client conversations. Mary shares how financial professionals can create deeper connections with clients by understanding the brain science of trust and communication. Drawing from her...

In this episode of The Finance Marketing Podcast, Hillary dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates deeply.  Hillary shares eye-opening examples of...

In this episode of The Finance Marketing Podcast, Hillary breaks down the concept of a "marketing ecosystem" and why it's critical for financial advisors who are frustrated with their marketing efforts.  If you're getting engagement on social media, crushing speaking gigs in your community, or getting views/downloads on your YouTube channel — but not seeing any of it translate...

In this episode of The Finance Marketing Podcast, Hillary tackles the challenge of creating engaging content while staying compliant with industry regulations. She shares practical strategies for working effectively with compliance departments, building systems that streamline the review process, and maintaining an authentic voice within regulatory guidelines. Whether you're just starting to...

In this episode of The Finance Marketing Podcast, Hillary sits down with Philip Taylor, founder of FinCon and The Creator CPA, to explore the evolving landscape of financial content creation and marketing. From FinCon's humble beginnings as a blogger meetup to its current status as the premier conference for financial content creators and professionals, Philip shares insights on how content c...

In this episode of The Finance Marketing Podcast, Hillary shares a strategic approach to building a marketing ecosystem that works without overwhelming yourself in the process. She breaks down how financial advisors and coaches can develop their marketing presence systematically, starting with one platform and gradually expanding their reach. Learn why trying to do everything at once often leads t...