The Finance Marketing Podcast

Hosted by Hillary Gale

Business Marketing EntrepreneurshipInterviews guests

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Episodes

129

Latest episode

Aug 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

August 21, 202626 min

The Sea of Sameness: How to Stand Out as a Financial Advisor Online with Domenick D’Andrea

In this episode of The Finance Marketing Podcast, Hillary sits down with Domenick D'Andrea, Co-Founder and Financial Advisor at DanDarah Wealth Management, to talk about why blending personal, behind-the-scenes content with educational posts is key to standing out in a crowded advisor market. Domenick shares why purely educational content puts advisors in a "sea of sameness," and how sharing personal stories and moments of vulnerability, from his daughter to his dog Cooper, has built deeper trust and driven real client relationships. He also offers practical guidance on where to draw the line personally and professionally, and how advisors who are more private can still find one authentic way to connect with prospects online. Tune in to rethink how you're showing up on social media and what it could mean for your own client relationships. Connect with Domenick: Website: DandarahWealthManagement.com LinkedIn: Domenick D’Andrea Facebook: Domenick D’Andrea X: Domenick D’Andrea 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

August 14, 202628 min

Why Your Website Content Isn't Showing Up in ChatGPT (And How to Fix It) with Brent Carnduff

In this episode of The Finance Marketing Podcast, Hillary sits down with Brent Carnduff, founder and Principal at Advisor Rankings, a specialized SEO and AI search optimization agency for independent financial advisors. Brent breaks down how AI search has fundamentally reshaped content strategy for advisors, from the shift away from keyword-based articles toward topical authority and content clusters, to why niching your content is now essential for showing up when prospects turn to AI tools for advisor recommendations. Brent also introduces his CReD™ Visibility Framework, unpacking how content, reputation, and distribution work together to build trust with both AI search engines and prospective clients. Tune in to learn practical, actionable steps for making sure your content is actually working for you in today's AI-driven search landscape. Connect with Brent: Website: AdvisorRankings.io LinkedIn: Brent Carnduff Email: brent@advisorrankings.io 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

August 7, 202631 min

Posting on LinkedIn and Getting Nowhere? Here's What You're Missing with Anthony Degli Obizzi Jr

In this episode of The Finance Marketing Podcast, Hillary sits down with Anthony Degli Obizzi Jr., a Financial Planner with The Monastra Financial Group, to discuss how he transformed his LinkedIn presence from sporadic, jargon-heavy posts into a content strategy that generated over 6.1 million impressions in a single year. Anthony shares the mindset shifts, habits, and storytelling approach that fueled his growth — and how that growth has translated into a consistently full calendar of ideal client meetings. Tune in to learn how Anthony's personal branding strategy on LinkedIn can inspire you to show up more authentically, build real trust with your audience, and turn your content into a steady stream of new client conversations. Connect with Anthony: LinkedIn: Anthony Degli Obizzi Jr. Instagram: @obizzimeansmoney Website: www.monastrafinancialgroup.com 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

July 31, 202631 min

Are You Marketing to Women the Wrong Way? with Cary Carbonaro

In this episode of The Finance Marketing Podcast, Hillary sits down with Cary Carbonaro, Managing Advisor and Women and Wealth Ambassador at Ashton Thomas Private Wealth, to discuss the marketing strategies that have built her thriving practice over a 25-plus year career — and what financial advisors need to know about attracting and retaining women clients. Cary shares how a consistent, value-first approach to visibility across social media, PR, TV, and authorship has kept her pipeline full without ever cold-calling or chasing clients. She also digs into the specific practice shifts advisors can make to build deeper trust with women — and makes a compelling case for why women aren't a niche, they're the market. Tune in for a masterclass in long-game marketing and client relationship building from one of the most recognized names in the industry. Connect with Cary: Website: CaryCarbonaro.com LinkedIn: Cary Carbonaro Instagram: @carycaronaro Facebook: Cary Carbonaro Twitter/X: @carycarbonaro 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

July 24, 202623 min

What If Your Best Marketing Strategy Is One Most Advisors Are Ignoring? with Frank Randall

In this episode of The Finance Marketing Podcast, Hillary sits down with Frank Randall, founder of MedPro Financials, to explore how financial advisors can leverage association partnerships to build a thriving niche practice. Frank shares how he went from general practitioner to running a firm laser-focused on serving medical professionals, and the marketing strategies that have fueled his growth — from delivering educational webinars through professional associations to building a niche newsletter with nearly 50% open rates. Tune in to learn how Frank's long-game approach to niche marketing can inspire you to find your own untapped channels for reaching your ideal clients consistently and authentically. Connect with Frank: Website: MedProFinancials.com LinkedIn: Frank Randall 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

July 17, 202636 min

The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh

In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, and Katie Lantukh, founder of Murphy Marketing, to unpack original research the three of them commissioned: a study of 100+ Colorado prospects actively searching for a financial advisor right now. The findings reveal three distinct types of advisor prospects — first-timers, searchers, and switchers. Each one researches advisors differently, looks for different things on your website, and needs to hear a different message before they'll reach out. John, Katie, and Hillary dig into why fee transparency matters more than advisors think, why "sounding like everyone else" is the top reason prospects walk away, and why the referrals you're already getting may be comparing you to other advisors online. Tune in to learn what real prospects say makes them choose — or pass on — an advisor, and the practical changes you can make to your website and messaging to win more of the clients you actually want. >> Read the full study here . Connect with Hillary: Website: MonetaCopy.com LinkedIn: Hillary Gale Meehan Connect with John: Website: Pipelineapp.io LinkedIn: John Way Connect with Katie: Website: Murphy.marketing LinkedIn: Katie Lantukh Join us for theWebsite Conversion Lab in Denver on August 12! Join John, Katie, and Hillary in person in Denver on Wednesday, August 12 for a full-day workshop applying this study's findings directly to your website — including a hands-on website lab where you'll get live feedback on your site. Get your ticket to The Lab . 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

July 10, 202635 min

Low-Hanging Fruit for Advisors Who Want to Grow with Julie Johnson - Part 1

In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Johnson, a former Barron's winning top advisor and current authority in communication and trust building strategies, to walk through the referral system that earned Julie back-to-back firm-wide awards at UBS for receiving and closing the most client referrals in 2008 and 2009. Julie shares her step-by-step process for asking for referrals from both existing clients and COIs in a way that feels authentic, solutions-focused, and anything but salesy. Tune in to learn how a simple but powerful mindset shift — from salesperson to solutions person — can transform the way you approach referrals and help you build a more loyal, referable client base. Connect with Julie: Email: julie@xycommunication.com LinkedIn: Julie Johnson 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

July 3, 202625 min

When Is the Right Time to Get Professional Branding Done? with CFO Advisor Kara-Lee TrevAna

In this episode of The Finance Marketing Podcast, Hillary sits down with Kara-Lee TrevAna, CFO Advisor and Cash Flow Strategist, for a client spotlight conversation about the real impact of investing in professional branding. Kara shares her journey from DIY branding to working with Hillary and her team on a full brand and website overhaul — and the confidence and marketing momentum that followed. Tune in to hear Kara's honest take on when the right time to invest in professional branding actually is, what the process looked like from the client's perspective, and how having cohesive brand assets has made it easier to show up, network, and attract the right clients. Connect with Kara: Website: trevanaconsulting.com LinkedIn: Kara-Lee TrevAna, CFO Connect with Hillary: Website: monetacopy.com LinkedIn: Hillary Gale Meehan Have a question about branding for your business? Send us an email at hello@monetacopy.com! 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

June 26, 202638 min

7 Prospect Calls in One Day Led to This Advisor's Best Business Decision with Bryan Nicol

In this episode of The Finance Marketing Podcast, Hillary sits down with Bryan Nicol, founder of Freedom Financial Planning in Cape Town, South Africa, to discuss how building a structured prospect filtering system transformed his practice — saving him time, sharpening his niche, and filling his pipeline with better-fit clients. Bryan shares how he evolved from an overwhelming day of back-to-back unqualified prospect calls to a multi-stage intake process that screens prospects on both quantitative and qualitative criteria before they ever get on his calendar. Tune in to learn how getting intentional about who you serve — and building a system to filter for exactly that — can make your marketing more effective, your close rate higher, and your client relationships more fulfilling. Connect with Bryan: LinkedIn: Bryan Nicol Website: www.freedomfp.co.za Podcast: The Enough Club 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!

June 19, 202635 min

Does Your Team Have a Personal Brand — Or Just a Headshot and a Bio? With Kristin Harad

In this episode of The Finance Marketing Podcast, Hillary sits down with Kristin Harad, a business development coach and Fractional CMO for RIAs who helps multi-advisor firms build a growth system their whole team can follow. Kristin shares how advisors at every level can build a personal brand that works in harmony with their firm's overarching brand — and what firm leaders can do to create the culture, framework, and creative space that makes that possible. Tune in to learn how to audit your online presence, humanize your team in ways that deepen client relationships, and build a firm-wide marketing approach where every advisor can show up authentically and consistently. Connect with Kristin: Website: FullAdvisorCoaching.com Podcast: Full Advisor Coaching Podcast LinkedIn: Kristin Harad 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!