The Finance Marketing Podcast
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.
Podcasting since 2024 • 99 episodes
The Finance Marketing Podcast
Latest Episodes
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 shar...
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35:36
$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 fr...
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32:04
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...
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39:50
Should You Write a Book? One Advisor's Honest Take on Books as Marketing Tools with Sean Mullaney
In this episode of The Finance Marketing Podcast, Hillary welcomes back Sean Mullaney, a financial planner with an advice-only practice in Los Angeles who focuses on those nearing an early retirement by conventional standards. Sean was Hillary'...
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37:42
Why You're Settling Instead of Scaling with Jim Effner
In this episode of The Finance Marketing Podcast, Hillary sits down with Jim Effner, founder and President of P2P Group, to explore the psychological barriers that prevent advisors from scaling their practices and the mindset shifts required to...
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35:17