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

    Attract Loyal, Profitable Clients Through Strategic Storytelling with Craig Andrews

    In this episode of The Finance Marketing Podcast, Hillary sits down with Craig Andrews, a marketer who specializes in crafting compelling About pages that create emotional connections with ideal clients. Craig shares his unique philosophy on storytelling in marketing, explaining the critical difference between transactional marketing—which attracts difficult, low-profit clients—and relational marketing, which builds loyal, profitable client relationships through authentic personal narratives. Tune in to learn why everyone has a compelling story worth telling, how to uncover the unique elements in your background that differentiate you from competitors, and why solving people problems rather than just business problems is the key to marketing that truly resonates with your ideal clients. Connect with Craig: Website: Allies4Me.com  Podcast: https://allies4me.com/podcast/ LinkedIn: Craig Andrews 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!

    37 min

  2. MAR 6

    The Two Things Stopping You from Getting Better Referrals with Dr. Jon Randall

    In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Jon Randall, founder of Extraordinary Financial Advisors (XFA), for his third appearance on the show — and possibly the most actionable one yet.  Jon breaks down the two core constraints he sees preventing financial advisors from generating consistent, high-quality referrals: lack of focus and lack of framing.  He shares why going far deeper into a niche than feels comfortable is actually the key to unlocking referrals from your most ideal clients, how to teach your best clients exactly who to refer to you, and why a flexible framework — not a rigid script — is what leads to referral conversations that feel natural and actually work. 💥 Join Hillary & Jon LIVE: How Top Advisors Get Referrals Without Asking  📅 Wednesday, March 11th | 1 PM PT / 4 PM ET  💬 Live session + Q&A — bring your specific referral questions!  👉 SAVE YOUR SPOT 🎧 Missed Jon's previous episodes? Catch up here: The Real Reason Financial Advisors Struggle to Grow with Jon Randall The Client Advocacy Board: A ‘Defibrillator’ for Stagnant Practices with Jon Randall (Part 2)Connect with Jon: Website: xfa.coach LinkedIn: Dr. Jon Randall Instagram: @xfa.coach YouTube: XFA COACH 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!

    29 min

  3. FEB 27

    The Hidden Benefits of Becoming an Author as a Financial Advisor with Morgan Nichols

    In this episode of The Finance Marketing Podcast, Hillary sits down with Morgan E. Nichols, CEO of LifeBranch Wealth Partners and co-author of Intentional Legacy, to discuss the process of writing a book as a financial advisor and the unexpected benefits that come from it. Morgan shares her journey from initially being intimidated by the idea of authorship to committing to the project and working through the introspective process of clarifying her message alongside her co-author, Kelly Base. Tune in to learn how writing a book can serve as a powerful clarifying tool for your marketing strategy, why the time investment matters more than the financial cost, and how authorship creates credibility and opens doors to speaking opportunities and broader recognition in your community. Connect with Morgan: Website: LifeBranchWealth.com Book: Intentional Legacy LinkedIn: Morgan E. Nichols Email: Morgan.Nichols@ampf.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!

    26 min

  4. FEB 20

    Why AI-Generated Content is Making Your Human Voice More Valuable with Martin Kamenski

    In this episode of The Finance Marketing Podcast, Hillary sits down with Martin Kamenski, founder and principal of Revel CPA, to explore how financial advisors can navigate the tension between AI automation and authentic human connection in their marketing. Martin, a former CEO of E-Myth Worldwide's coaching division, shares insights from working with creative entrepreneurs who are building personal brands alongside their professional services—much like many financial advisors today. Together, they discuss why the rise of AI-generated content is actually creating a stronger demand for genuine human connection, how to proactively communicate your AI policies as a trust-building marketing strategy, and how to reposition your value proposition around the irreplaceable human elements of advisory work. Tune in to learn how to use this technological shift to strengthen both your client relationships and your competitive position in the marketplace. Connect with Martin: Website: RevelCPA.com  LinkedIn: Martin Kamenski 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!

    39 min

  5. FEB 13

    Strategic Hiring for Financial Advisors with Sara Lorza

    In this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when building their teams—particularly the trap of reactive hiring—and explains how advisors can shift from competing solely on compensation to attracting top talent through culture, values, and unique growth opportunities. Tune in to learn how the way you present your firm to potential team members is actually a marketing opportunity that, when done right, helps you build a team aligned with your mission and elevates the client experience you deliver. Connect with Sara: LinkedIn: Sara Lorza Website: www.panahelp.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!

    28 min

  6. FEB 6

    Breaking Through the Capacity Ceiling: Systems and Strategy for Growth with Karen Creighton

    In this episode of The Finance Marketing Podcast, Hillary sits down with Karen Creighton, a coach specializing in financial advisors and their teams. With over 20 years of experience as an advisor, team builder, and practice manager, Karen shares her insights on how the financial services industry has evolved from transactional, product-based sales to relationship-driven advisory work—and what this shift means for how advisors need to market and position their practices today. Karen discusses the importance of defining a clear vision and specialization strategy, building operational systems that support consistent marketing execution, and making strategic decisions about delegation and team building to enable sustainable growth. Tune in to learn how to create the business foundation that makes effective marketing possible and positions your practice for long-term success. Connect with Karen: Website: KarenCreighton.ca Email: kc@karencreighton.ca  LinkedIn: Karen Creighton 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!

    36 min

  7. JAN 30

    $10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy Morris

    In this episode of The Finance Marketing Podcast, Hillary sits down with Jeremy Morris, Co-Founder and Financial Advisor at Five Pine Wealth Management, to discuss the grit, persistence, and strategic marketing investments that took his firm from zero clients to nearly $200 million in AUM in just eight years. Jeremy shares the raw reality of launching a fee-only RIA in a new city where he and his business partner knew no one, and how their willingness to outwork and outspend their competition on marketing became the foundation of their success. Tune in to learn how Jeremy's relentless follow-up with leads, aggressive reinvestment in digital advertising, and commitment to content marketing created a sustainable growth engine that continues to drive new client acquisition while dramatically reducing their cost per lead. Connect with Jeremy: Website: FivePineWealth.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

  8. JAN 23

    Getting Out of Your Own Way: Systems for Growing Advisors with Aryel Gladden-Banning

    In this episode of The Finance Marketing Podcast, Hillary sits down with Aryel Gladden-Banning, a consultant who works with solo advisors and small teams in the RIA space, to discuss the critical importance of documenting and systematizing your prospect communication process. Aryel shares insights from a project she and Hillary collaborated on to help streamline the sales workflow for an RIA firm that was losing valuable time—and leads—by constantly reinventing their prospect communications from scratch. Tune in to learn how creating a documented, repeatable sales process can free up your time, prevent prospects from falling through the cracks, and allow you to focus on what matters most: serving clients and growing your practice. Connect with Aryel: LinkedIn: Aryel G 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
See All (104)

5
out of 5
5 Ratings

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
    104
  • Rating
    Clean
  • Copyright
    © 2026 The Finance Marketing Podcast
  • Show Website
    The Finance Marketing Podcast

You Might Also Like