The Finance Marketing Podcast

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 discuss...

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...

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 h...

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.  Niki and Hillary chat about the benefits of video marketing, how to get started with video, and how to...

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...

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 consis...

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...

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...

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. During this conversation, Larry shares insights on...

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 ad...

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. Connect with Jillian: Website: HerFinancialTherapy.com LinkedIn: Jill...

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. Connect with Tiffany on LinkedIn . 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....

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.  Among other things, Emily shares her experiences of building her bra...

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 marke...

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 in...

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 d...

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. Whethe...

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 forwa...

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. Mando also share...

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.  Whether it's starting with a single blog or a gathering of like-minded individuals, Sean's advice is a testa...

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-base...

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 consisten...

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...