The Finance Marketing Podcast

Hillary Gale
  • 5.0 (5)
  • Marketing
  • Updated Weekly

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. 

  1. 2d ago

    When Is the Right Time to Get Professional Branding Done? with CFO Advisor Kara-Lee TrevAna

    In this episode of The Finance Marketing Podcast, Hillary sits down with Kara-Lee TrevAna, CFO Advisor and Cash Flow Strategist, for a client spotlight conversation about the real impact of investing in professional branding. Kara shares her journey from DIY branding to working with Hillary and her team on a full brand and website overhaul — and the confidence and marketing momentum that followed. Tune in to hear Kara's honest take on when the right time to invest in professional branding actually is, what the process looked like from the client's perspective, and how having cohesive brand assets has made it easier to show up, network, and attract the right clients. Connect with Kara: Website: trevanaconsulting.com LinkedIn: Kara-Lee TrevAna, CFOConnect with Hillary: Website: monetacopy.comLinkedIn: Hillary Gale MeehanHave a question about branding for your business? Send us an email at hello@monetacopy.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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    25 min

  2. Jun 26

    Seven Prospect Calls in One Day Led to This Advisor's Best Business Decision with Bryan Nicol

    In this episode of The Finance Marketing Podcast, Hillary sits down with Bryan Nicol, founder of Freedom Financial Planning in Cape Town, South Africa, to discuss how building a structured prospect filtering system transformed his practice — saving him time, sharpening his niche, and filling his pipeline with better-fit clients. Bryan shares how he evolved from an overwhelming day of back-to-back unqualified prospect calls to a multi-stage intake process that screens prospects on both quantitative and qualitative criteria before they ever get on his calendar. Tune in to learn how getting intentional about who you serve — and building a system to filter for exactly that — can make your marketing more effective, your close rate higher, and your client relationships more fulfilling. Connect with Bryan: LinkedIn: Bryan Nicol  Website: www.freedomfp.co.za Podcast: The Enough Club 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    38 min

  3. Jun 19

    Does Your Team Have a Personal Brand — Or Just a Headshot and a Bio? With Kristin Harad

    In this episode of The Finance Marketing Podcast, Hillary sits down with Kristin Harad, a business development coach and Fractional CMO for RIAs who helps multi-advisor firms build a growth system their whole team can follow. Kristin shares how advisors at every level can build a personal brand that works in harmony with their firm's overarching brand — and what firm leaders can do to create the culture, framework, and creative space that makes that possible. Tune in to learn how to audit your online presence, humanize your team in ways that deepen client relationships, and build a firm-wide marketing approach where every advisor can show up authentically and consistently. Connect with Kristin: Website: FullAdvisorCoaching.com  Podcast: Full Advisor Coaching Podcast  LinkedIn: Kristin Harad 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    35 min

  4. Jun 12

    Your Personal Brand Exists Whether You Like It or Not — Here's How to Own It with Sheri Fitts

    In this episode of The Finance Marketing Podcast, Hillary sits down with Sheri Fitts, founder of Sheri Fitts & Co. and creator of the digitalEQ® framework, to explore why purpose-driven personal branding is one of the most powerful — and most overlooked — marketing tools available to financial advisors today. Sheri shares why every advisor already has a personal brand whether they know it or not, and why the real question is whether they're being intentional about shaping it. Tune in to learn how anchoring your brand in genuine purpose can make your marketing clearer, your niche more defined, and your referrals more effortless. Connect with Sheri: Website: SheriFitts.com  LinkedIn: Sheri Fitts  Instagram: @sherifitts SWAY LIVE — August 2–4, Boulder, CO: Website: swaylive.sherifitts.com Use code [PROMO CODE] for $200 off your ticket! (coming soon) 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    38 min

  5. Jun 5

    Why Your Podcast Isn't Growing — And What to Do About It with Justin Peters

    In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Peters, a podcast strategist who helps service-based business owners create professional podcasts that elevate their brand, attract ideal clients, and grow their business. Justin breaks down the most common mistakes that are silently stunting advisor podcast growth — from a poorly optimized podcast name to a lack of content strategy — and shares the practical fixes that can transform a stagnant show into a genuine business development tool. Tune in to learn how to make your podcast work harder for your practice, attract your ideal clients, and build the kind of consistent, strategic content that compounds over time. Connect with Justin: Podcast: Podcast Playbook LinkedIn: Justin Peters Website:simplepodstudios.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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    34 min

  6. Jun 2

    Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson

    In this episode of The Finance Marketing Podcast, Hillary sits down with Emeri Johnson, a Paraplanner at Carson Wealth Management and Next-Gen Advisory Board Member with the FinServ Foundation, to explore what the next generation of financial advisors is really looking for as they enter the industry — and what seasoned advisors can do right now to attract, develop, and retain that talent. Emeri shares an honest, firsthand perspective on why the attrition rate for new advisors is as high as it is, what meaningful mentorship actually looks like from the next-gen point of view, and how the rise of AI is reshaping the role young advisors play inside firms. Tune in to learn how investing in next-gen talent isn't just good for the industry — it's a powerful differentiator for your firm's brand and long-term growth. Connect with Emeri: LinkedIn: Emeri Johnson Website: Wealthmanagement.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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    32 min

  7. May 29

    Stop Chasing Shiny Objects: How to Build a Marketing Strategy You'll Actually Stick To with Dan Pascone

    In this episode of The Finance Marketing Podcast, Hillary sits down with Dan Pascone, Founder and CEO of Tailored Wealth, to explore how he has built a multi-platform content marketing ecosystem that consistently attracts qualified prospects and fuels the growth of his firm. Dan shares how LinkedIn and his weekly newsletter, Making Sense of Your Money, form the foundation of his marketing strategy, how he tests and evaluates new platforms without falling into shiny object syndrome, and how he structures his time to stay focused on the business development work he does best. Tune in to learn how to build a connected content ecosystem, how long to give a marketing channel before you commit or cut it, and how to track which platforms are actually bringing in clients — so every hour and dollar you invest in marketing is working as hard as it should. Connect with Dan: Website: YourTailoredWealth.com  Content Brand: MakingSenseOfYourMoney.com  LinkedIn: Dan Pascone 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    40 min

  8. May 22

    The Biggest Mistakes Financial Professionals Make When Writing a Book (And How to Avoid Them) with Lynn Smargis

    Show Notes: In this episode of The Finance Marketing Podcast, Hillary sits down with Lynn "Elikqitie" Smargis, founder of Write For You Ghostwriting, to discuss the most common mistakes financial professionals make when writing and self-publishing a book — and how to avoid them. Lynn shares her expertise on everything from defining your ideal reader and crafting a searchable book title, to navigating the self-publishing process and building a book marketing strategy that actually moves the needle. Tune in to learn how writing a book the right way can become one of the most powerful authority-building and client-attracting tools in your marketing arsenal. Connect with Lynn: LinkedIn: Lynn "Elikqitie" Smargis Website: https://www.writeforyou.me/ Substack: Publishing for Professionals Podcast: Publishing for Professionals Book Clarity Blueprint 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

    30 min
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About

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. 

Information

  • Creator
    Hillary Gale
  • Years Active
    2024 - 2026
  • Episodes
    122
  • Rating
    Clean
  • Copyright
    © 2026 The Finance Marketing Podcast
  • Show Website
    The Finance Marketing Podcast

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