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Welcome to The Finance Marketing Podcast, where each episode unveils the secrets behind successful marketing strategies in financial services. Join host Hillary Gale, an expert financial marketer and copywriter, as she explores in-depth conversations with top financial advisors, coaches, therapists, and course creators.
Each week, discover the art and science of effective marketing through insightful stories and strategies. From content creation to branding, from paid advertising to organic social media, from email campaigns to website optimization – we cover it all. Our guests share their journey of growing their practices with precision and purpose, using a range of marketing tools and techniques.
This podcast is more than just a collection of success stories — it's a treasure trove of inspiration and actionable ideas tailored for finance professionals. Whether you're looking to enhance your audience engagement, boost your business growth, or refine your marketing approach, The Finance Marketing Podcast is your go-to resource.
Tune in weekly to transform the way you market your finance business, connect authentically with your audience, and achieve consistent growth.
15 Episodes
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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 his comprehensive marketing strategy, emphasizing the importance of authenticity in social media ...
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 advisors have about narrowing their practice.Connect with Natalie:Website: NatalieHales.comLinkedIn...
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.comLinkedIn: Jillian Knight, LMFTInstagram: @herfinancialtherapyNY Times Article: 4 Mistakes Couples Make When Discussing MoneyThe F...
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.We always appreciate reviews on Apple Podcasts!
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 brand through making personal connections, building her authority and expertise with pro bono work, a...
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 marketing to develop a steady and consistent pipeline of great-fit clients.With over $200 million in a...
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 insurance training curricula. Connect With Tony:Website: TonySteuer.comLinkedIn: Tony Steuer, CLU, ...
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 digital entrepreneur who retired early to help others reshape their financial lives.Steven delves ...
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.Whether it's his initial leap into authorship driven by a desire for personal healing or his strategic p...
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 forward. Hillary and Dave discuss the importance of authenticity, the challenge of vulnerability, and how truly u...
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 shares his process for consistent content creation on LinkedIn, his strategies for working within comp...
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 consistently and effectively while maintaining a full client load.Connect with Thomas:Blog: The Long Game BlogY...
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-based income. On LinkedIn, Michael blends authenticity with humor to build true, genuine connections onlin...
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 testament to the power of starting small and scaling as your business grows. From his book on solo 401ks to his g...
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 miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on ...
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