The Finance Marketing Podcast

May 31 2024 2
The Finance Marketing Podcast artwork

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.

RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Aligning Your Marketing and Sales Efforts with Jackson Larimer

May 31 2024 31 mins  
In this episode of The Finance Marketing Podcast, Hillary sits down with Jackson Larimer, financial coach and founder of Lemonade Stand Financial. Jackson shares his journey from working in tech sales to launching his own financial coaching business, where he helps young couples and individuals manage their money with confidence. With a focus on aligning marketing and sales efforts

Everything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian Thorp

May 24 2024 38 mins  
In this episode of The Finance Marketing Podcast, Hillary is joined by Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advisors, and provides a step-by-step

Expand Your Reach: The Power of Multi-Pronged Marketing Strategies with Larry Sprung

May 16 2024 36 mins  
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 s

On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie Hales

May 10 2024 37 mins  
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

Marketing In Your First Year of Business with Jillian Knight

May 03 2024 31 mins  
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: Jillia

Optimizing Your LinkedIn Presence with LinkedIn Expert Tiffany Sattler

Apr 25 2024 38 mins  
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 li

Establishing a Standout Personal Brand Within a Larger Firm with Emily Rassam

Apr 19 2024 34 mins  
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 buildi

Mastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte, CFP

Apr 12 2024 35 mins  
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

Taking Strong Stances in Your Area of Expertise with Tony Steuer

Apr 05 2024 27 mins  
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 l

Building and Marketing Digital Products in the Finance Industry with Stephen Courson

Mar 29 2024 44 mins  
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 finan