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.
Episodes
99 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
Top Marketing Moves for Financial Advisors Who Want to Stand Out in 2026
In this episode of The Finance Marketing Podcast, Hillary kicks off 2026 by exploring how financial advisors should shift their marketing in the year ahead. She addresses the real challenges advisors are facing — from declining website traffic ...
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34:34
The Biggest Marketing Lessons for Financial Advisors in 2025 (Year in Review)
In this episode of The Finance Marketing Podcast, Hillary reflects on the first full year of the podcast and shares the top 10 episodes from 2025 — five most listened to episodes based on analytics, and five personal favorites. Hill...
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31:28
Meta Ads for Financial Advisors: Strategy, Nurture, and Conversion with Tim Goodwin
In this episode of The Finance Marketing Podcast, Hillary sits down with Tim Goodwin, founder + CEO of Goodwin Investment Advisory, to explore the multi-pronged marketing strategy that has helped him sign over half of his 27 clients this year f...
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38:01
How to Make Yourself Easily Referable with Julie Pinkerton
In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Pinkerton, CEO and creator of ClientFirst, to explore why networking remains the critical solution to virtually every major challenge financial professionals face—fr...
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31:11
Why Financial Coach Kristen Ricupero Has Gone All In on SEO Since 2021 (Exclusive Client Interview!)
In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Ricupero, a Financial Coach and Certified Profit First Professional, to explore how she has built a thriving coaching business primarily through SEO and content ma...
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29:26
Why I'm Grateful for This Year's Biggest Challenges (Happy Thanksgiving!)
In this Thanksgiving week solo episode of The Finance Marketing Podcast, Hillary shares what she's most grateful for in 2025—and why those things emerged from her hardest moments this year. From navigating the AI explosion after maternity leave...
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21:24
Master the Language of Client Attraction: Communication Strategies That Convert with Derrick Kinney
In this episode of The Finance Marketing Podcast, Hillary sits down with Derrick Kinney, a former top financial advisor turned coach and author of the Wall Street Journal and USA TODAY bestseller Good Money Revolution. Derrick shares his ...
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40:28
How Money Stories Shape Referral Generation with Bill Cates
In this episode of The Finance Marketing Podcast, Hillary sits down with Bill Cates, often called "The Original Referral Coach," to explore how understanding money stories—both your own and your clients'—creates the foundation for empathetic ma...
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29:15
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 pow...
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38:33
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 s...
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45:36
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 ...
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32:52
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 advis...
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47:43
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 ...
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35:17
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 ...
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43:27
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...
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31:17
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 ...
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27:22
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...
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36:58
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 ...
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40:56
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 mon...
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27:28
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 c...
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34:10