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The Finance Marketing Podcast
Hillary Gale
79 episodes
2 days ago
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 practic...
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Marketing
Business,
Entrepreneurship
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All content for The Finance Marketing Podcast is the property of Hillary Gale and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 practic...
Show more...
Marketing
Business,
Entrepreneurship
Episodes (20/79)
The Finance Marketing Podcast
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 practic...
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2 days ago
27 minutes

The Finance Marketing Podcast
From 15K to 40K Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando Sallavanti
In this episode of The Finance Marketing Podcast, Hillary welcomes back Mando Sallavanti, a strategic financial planner for SaaS professionals, for an exciting update on his LinkedIn marketing journey. Since his first appearance over a year ago, Mando has grown from 15,000 to nearly 40,000 followers and his business revenue has already exceeded 90% of last year's total by May. In this conversation, Mando reveals the strategic content evolution that fueled his explosive growth, sharing how he ...
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1 week ago
36 minutes

The Finance Marketing Podcast
How Streamlined Operations Become Your Biggest Marketing Advantage with Kristen Mueller
In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Mueller, founder and CEO of Birch River Financial, to explore how streamlined back-office operations can actually become your biggest marketing advantage. Kristen shares her 20+ years of experience helping advisors escape administrative overwhelm and transform their practices from operationally chaotic to efficiently scalable. From client onboarding nightmares to CRM implementation struggles, Kristen provides pra...
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2 weeks ago
40 minutes

The Finance Marketing Podcast
The Relationship-First LinkedIn Approach That Actually Works with Doug Greenberg
In this episode of The Finance Marketing Podcast, Hillary sits down with Doug Greenberg, CIMA®, leader of Pinnacle Wealth Advisory, to explore his systematic LinkedIn networking strategy that generated over 3,300 new connections in just six months. Doug shares his 32 years of wealth advisory experience and reveals how he successfully built a professional network from scratch after relocating to Austin. Tune in to learn his relationship-first approach to LinkedIn outreach, discover the specifi...
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3 weeks ago
27 minutes

The Finance Marketing Podcast
Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices
In this episode of The Finance Marketing Podcast, Hillary sits down with Diana Cabrices, a fractional chief evangelist to B2B wealthtech brands and award-winning marketer, to explore Answer Engine Optimization (AEO) and how financial advisors can optimize their online presence for AI-powered search tools like ChatGPT, Gemini, and Perplexity. Diana breaks down the shift from traditional SEO to AEO in our current "zero-click" age, where prospects are getting answers directly from AI tools witho...
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1 month ago
34 minutes

The Finance Marketing Podcast
The Client Advocacy Board: A 'Defibrillator' for Stagnant Practices with Jon Randall (Part 2)
In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Jon Randall, founder of XFA, diving into his "defibrillator technique" for jumpstarting referrals in stagnant practices. Jon introduces the Client Advocacy Board method, where advisors bring together their best referring clients in virtual meetings to get guidance on how to access more people like them. He shares real examples of advisors who've used this technique to generate 25+ million in new assets a...
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1 month ago
31 minutes

The Finance Marketing Podcast
The Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)
In this episode of The Finance Marketing Podcast, Hillary sits down with Jon Randall, founder of XFA, to explore why most financial advisors struggle to grow despite being excellent at their jobs. Jon reveals that the real growth constraint isn't lack of skill or market demand, but capacity issues and working with too many of the wrong clients. He shares eye-opening industry research showing that the fastest-growing advisors get 73% of their new clients from existing client referrals, a...
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1 month ago
33 minutes

The Finance Marketing Podcast
Why Professional Branding is a Critical Business Investment with Kayla Anderson
In this episode of The Finance Marketing Podcast, Hillary sits down with Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought when it should be a top priority. Hillary and Kayla discuss the psychology behind effective color choices and design elements, walk through real exam...
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1 month ago
37 minutes

The Finance Marketing Podcast
How to Turn Your Dormant Email List Into Discovery Calls with John Way
In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments. John shares his expertise in helping professional services firms capture and convert leads who visit but aren't ready to book a meeting, revealing how traditional PDF assessments can be revolutionized for today's digital-first world. Tune in t...
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1 month ago
34 minutes

The Finance Marketing Podcast
Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark
In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for referrals from those who consistently receive them. Hillary and Niki discuss the power of intent...
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2 months ago
27 minutes

The Finance Marketing Podcast
Why Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy Baxter
In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow strategies that align with their values. And through her company Envision 30, she partners with visi...
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2 months ago
32 minutes

The Finance Marketing Podcast
Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis
In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace. Steven explains why there's currently an oversaturation of tax planning marketing claims but an undersaturation of actual execution, creating a massive opportunity for advisors who are willing to be specific abo...
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2 months ago
30 minutes

The Finance Marketing Podcast
Why Organic Niching Creates Stronger Client Connections with Phil Weiss
This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management, and holds credentials as a CFA charterholder, a CPA, and a Registered Life Planner (RLP®). Phi...
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2 months ago
39 minutes

The Finance Marketing Podcast
Asking Provocative Questions to Get More Clients with Gary Sinderbrand
In this episode of The Finance Marketing Podcast, Hillary sits down with Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew. Drawing from his extensive experience at Merrill Lynch and UBS Private Wealth, Gary shares why traditional value propositions have lost their effectiveness and how advisors can differentiate themselves by creating "cons...
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3 months ago
38 minutes

The Finance Marketing Podcast
Guerrilla Marketing to Build Trust With Your Target Market with Financial Advisor Matt McManus
In this episode of The Finance Marketing Podcast, Hillary sits down with Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up at events, running recognition programs, and being authentically involved – which has proven more valuable than traditional marketing tactics in bui...
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3 months ago
42 minutes

The Finance Marketing Podcast
How Financial Planner Aaron Buchner Created the Boldest Brand in Finance
In this episode of The Finance Marketing Podcast, Hillary sits down with Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically conservative financial services industry. The conversation explores how Aaron successfully navigated compliance challenges while building a brand that...
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3 months ago
30 minutes

The Finance Marketing Podcast
Why Your Story Is Your Most Powerful Marketing Asset with Dr. Joshua Wilson
In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinTechs achieve sustainable growth through his proven strategies. During this conversation, Dr. Wils...
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3 months ago
43 minutes

The Finance Marketing Podcast
How to Develop a Magnetic Financial Planning Process with Rob Brown
In this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to ...
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4 months ago
31 minutes

The Finance Marketing Podcast
Why AFCs Are Your Next Great Referral Partner with Heidi Clemons
In this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, and financial therapy, while highlighting how AFCs collaborate with CFPs to provide truly holistic ...
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4 months ago
37 minutes

The Finance Marketing Podcast
The Testimonial Marketing Studio: A New Tool for Advisors with Brian Thorp
In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures built in so you can build trust with potential clients without worrying about noncompliance. Connec...
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4 months ago
22 minutes

The Finance Marketing Podcast
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 practic...