The Finance Marketing Podcast

Hillary Gale
  • 5.0 (3)
  • MARKETING
  • CADA SEMANA

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. HACE 4 DÍAS

    How to Use Video Marketing to Attract Ideal Clients with Katie Braden

    In this episode of The Finance Marketing Podcast, Hillary sits down with Katie Braden, Founder of Advisor Video Marketing and CFP® professional, to explore how financial advisors can leverage video to build trust with prospects and create a powerful marketing ecosystem. Katie shares practical strategies for overcoming common video mistakes, infusing authentic personality into content, and implementing a video-first marketing approach that converts viewers into clients. Tune in to learn how you can use video to differentiate your practice, attract ideal clients, and create meaningful connections before prospects ever schedule a discovery call. Connect with Katie: Website: AdvisorVM.com  LinkedIn: Katie Braden YouTube: @advisorvm 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

  2. 31 OCT

    The Economics of Direct Mail Marketing for Advisors with James Pollard

    In this episode of The Finance Marketing Podcast, Hillary sits down with James Pollard, founder of TheAdvisorCoach.com and host of the Financial Advisor Marketing podcast, to explore why direct mail remains one of the most effective marketing strategies for financial advisors. James shares the economics behind direct mail success, revealing why advisors don't need high response rates to achieve profitability, and walks through his proven letter structure using classic copywriting formulas like AIDA and Problem-Agitate-Solution. Tune in to learn how to acquire targeted mailing lists, craft compelling direct mail pieces that feel personal rather than polished, and build multi-touch sequences that convert prospects into clients. Connect with James: Website: TheAdvisorCoach.com  Podcast: Financial Advisor Marketing Podcast  LinkedIn: James Pollard 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!

    46 min

  3. 24 OCT

    From Financial Literacy to Financial Fluency: A Small Change, Big Impact with Tony Steuer

    In this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer, Chief Evangelist at Yetworth Collaborative, to explore how the financial services industry must evolve from product-driven approaches to relationship-focused strategies in an increasingly AI-driven world. Tony shares compelling insights on a major marketing opportunity that exists in better serving underrepresented clients, particularly women and people of color, who often don't feel "seen and heard" by traditional financial services. Tune in to learn why shifting from "financial literacy" to "financial fluency" in your messaging can make your services more approachable, and discover practical strategies for creating more inclusive client experiences that can differentiate your practice and help you build stronger, lasting relationships. Connect with Tony: Website: TonySteuer.com  Podcast: The Get Ready Money Podcast  LinkedIn: Tony Steuer  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!

    33 min

  4. 17 OCT

    From Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent Carnduff

    In this episode of The Finance Marketing Podcast, Hillary sits down with Brent Carnduff, founder and CEO of Advisor Rankings, to explore how the SEO landscape for financial advisors has dramatically evolved over the past 15 years and what advisors need to know about optimizing for AI-powered search engines. Brent shares his unique journey from elementary school teacher to SEO expert, and breaks down why traditional SEO strategies no longer work in today's competitive environment dominated by major media companies. Tune in to learn how advisors can adapt their content strategies for the age of AI search, the importance of building topical authority in specific niches, and practical tips for leveraging AI tools while maintaining the human expertise that clients value. Connect with Brent: Website: AdvisorRankings.io  LinkedIn: Brent Carnduff Reddit: Brent Carnduff 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!

    48 min

  5. 10 OCT

    How to Build a JOYful Brand That Clients Remember and Refer with Larry Sprung

    In this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, Founder of Mitlin Financial, to explore how his firm has transformed their entire brand and marketing strategy around the concept of "joy." Larry shares how they've moved beyond traditional retirement planning conversations to focus on what truly brings fulfillment and meaning to their clients' lives, creating a distinctive messaging strategy that has made their firm instantly recognizable in the marketplace. Tune in to learn how Larry's multi-channel marketing approach and long-term mindset has elevated his practice, and discover practical strategies you can apply to differentiate your own firm and build sustainable marketing momentum without getting overwhelmed. Connect with Larry: Website: Mitlin Money Mindset® LinkedIn: Lawrence Sprung  X: @Lawrence_Sprung Facebook: Lawrence Sprung Instagram: Larry_Sprung Book: "Financial Planning Made Personal" Book: “The JOY and Productivity Journal”  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

  6. 3 OCT

    The Research-Backed Case for Niching Your Financial Advisory Practice with Natalie Hales

    In this episode of The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in financial advisor marketing, to explore the strategic power of niching and how advisors can overcome their biggest fears about defining a specific target market. Natalie shares compelling research showing that firms with a clear ideal client see significant increases in both new clients and assets under management, and breaks down what actually constitutes an effective niche versus common misconceptions. The conversation addresses practical concerns like how to transition your marketing without alienating existing clients, different approaches for new versus experienced advisors, and the three essential components that make a niche truly powerful. Tune in to discover why niching isn't about limiting your business but about strategically positioning yourself to attract more of the clients you love working with while building genuine authority in your market. Connect with Natalie: Website: NatalieHales.com LinkedIn: Natalie Hales Take the 90-second quiz: NatalieHales.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!

    43 min

  7. 26 SEP

    How to Build a Content Marketing Strategy That Actually Generates Clients with Kali Roberge

    In this episode of The Finance Marketing Podcast, Hillary sits down with Kali Roberge, Chief Operations Officer at Beyond Your Hammock, to explore how financial advisors can build a successful content-driven marketing strategy that consistently generates qualified leads. Kali shares the behind-the-scenes details of how her firm has made content marketing the hub of their entire strategy, from securing regular features in major publications to creating blog content that drives organic search traffic. The conversation dives into practical lead qualification strategies, the importance of playing to your marketing strengths rather than trying to be everywhere, and how to adapt your SEO approach for an AI-powered search landscape. Tune in to learn how to create a focused content marketing strategy that actually converts prospects into clients and discover actionable ways to future-proof your marketing efforts as search technology continues to evolve. Connect with Kali: Website: BeyondYourHammock.com LinkedIn: Eric Roberge (Beyond Your Hammock) Instagram: @BeyondFinances Podcast: Beyond Finances Podcast 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!

    31 min

  8. 19 SEP

    Stop Playing It Safe: How to Get Creative Content Approved by Compliance with Tara Meehan

    In this episode of The Finance Marketing Podcast, Hillary sits down with Tara Meehan, a marketing professional with nearly two decades of experience in financial services, to discuss how advisors working under broker dealers and wirehouses can navigate compliance restrictions while creating effective, authentic marketing content. Tara shares game-changing insights about building collaborative relationships with compliance teams, the hidden limitations of relying on canned content, and practical strategies for getting creative marketing initiatives approved. Tune in to learn how to transform your relationship with compliance from adversarial to collaborative and discover why playing it safe with generic content might actually be hurting your marketing efforts more than helping them. Connect with Tara: LinkedIn: @tarameehan LinkedIn: @MeehanMarketing  Website: https://www.meehanmarketing.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!

    27 min
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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. 

Información

  • Creador
    Hillary Gale
  • Años de actividad
    2024 - 2025
  • Episodios
    86
  • Clasificación
    Apto
  • Copyright
    © 2025 The Finance Marketing Podcast
  • Mostrar sitio web
    The Finance Marketing Podcast

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