The Finance Marketing Podcast

Hosted by Hillary Gale

Business Marketing EntrepreneurshipInterviews guests

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Episodes

119

Latest episode

Jun 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

June 12, 202637 min

Your Personal Brand Exists Whether You Like It or Not — Here's How to Own It with Sheri Fitts

In this episode of The Finance Marketing Podcast, Hillary sits down with Sheri Fitts, founder of Sheri Fitts & Co. and creator of the digitalEQ® framework, to explore why purpose-driven personal branding is one of the most powerful — and most overlooked — marketing tools available to financial advisors today. Sheri shares why every advisor already has a personal brand whether they know it or not, and why the real question is whether they're being intentional about shaping it. Tune in to learn how anchoring your brand in genuine purpose can make your marketing clearer, your niche more defined, and your referrals more effortless.Connect with Sheri:Website: SheriFitts.com LinkedIn: Sheri Fitts Instagram: @sherifittsSWAY LIVE — August 2–4, Boulder, CO:Website: swaylive.sherifitts.com Use code [PROMO CODE] for $200 off your ticket! (coming soon)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/emailsprintWe always appreciate reviews on Apple Podcasts!

June 5, 202634 min

Why Your Podcast Isn't Growing — And What to Do About It with Justin Peters

In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Peters, a podcast strategist who helps service-based business owners create professional podcasts that elevate their brand, attract ideal clients, and grow their business. Justin breaks down the most common mistakes that are silently stunting advisor podcast growth — from a poorly optimized podcast name to a lack of content strategy — and shares the practical fixes that can transform a stagnant show into a genuine business development tool. Tune in to learn how to make your podcast work harder for your practice, attract your ideal clients, and build the kind of consistent, strategic content that compounds over time.Connect with Justin:Podcast: Podcast PlaybookLinkedIn: Justin PetersWebsite:simplepodstudios.comTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!

June 2, 202632 min

Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson

In this episode of The Finance Marketing Podcast, Hillary sits down with Emeri Johnson, a Paraplanner at Carson Wealth Management and Next-Gen Advisory Board Member with the FinServ Foundation, to explore what the next generation of financial advisors is really looking for as they enter the industry — and what seasoned advisors can do right now to attract, develop, and retain that talent. Emeri shares an honest, firsthand perspective on why the attrition rate for new advisors is as high as it is, what meaningful mentorship actually looks like from the next-gen point of view, and how the rise of AI is reshaping the role young advisors play inside firms. Tune in to learn how investing in next-gen talent isn't just good for the industry — it's a powerful differentiator for your firm's brand and long-term growth.Connect with Emeri:LinkedIn: Emeri JohnsonWebsite: Wealthmanagement.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/emailsprintWe always appreciate reviews on Apple Podcasts!

May 29, 202637 min

Stop Chasing Shiny Objects: How to Build a Marketing Strategy You'll Actually Stick To with Dan Pascone

In this episode of The Finance Marketing Podcast, Hillary sits down with Dan Pascone, Founder and CEO of Tailored Wealth, to explore how he has built a multi-platform content marketing ecosystem that consistently attracts qualified prospects and fuels the growth of his firm. Dan shares how LinkedIn and his weekly newsletter, Making Sense of Your Money, form the foundation of his marketing strategy, how he tests and evaluates new platforms without falling into shiny object syndrome, and how he structures his time to stay focused on the business development work he does best. Tune in to learn how to build a connected content ecosystem, how long to give a marketing channel before you commit or cut it, and how to track which platforms are actually bringing in clients — so every hour and dollar you invest in marketing is working as hard as it should.Connect with Dan:Website: YourTailoredWealth.com Content Brand: MakingSenseOfYourMoney.com LinkedIn: Dan PasconeTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!

May 22, 202629 min

The Biggest Mistakes Financial Professionals Make When Writing a Book (And How to Avoid Them) with Lynn Smargis

Show Notes: In this episode of The Finance Marketing Podcast, Hillary sits down with Lynn "Elikqitie" Smargis, founder of Write For You Ghostwriting, to discuss the most common mistakes financial professionals make when writing and self-publishing a book — and how to avoid them. Lynn shares her expertise on everything from defining your ideal reader and crafting a searchable book title, to navigating the self-publishing process and building a book marketing strategy that actually moves the needle. Tune in to learn how writing a book the right way can become one of the most powerful authority-building and client-attracting tools in your marketing arsenal.Connect with Lynn:LinkedIn: Lynn "Elikqitie" SmargisWebsite: https://www.writeforyou.me/Substack: Publishing for ProfessionalsPodcast: Publishing for ProfessionalsBook Clarity BlueprintTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!

May 15, 202643 min

Stop Guessing: How Data Can Fix Your Prospect Process 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 dig into the data behind a well-built prospect process. Aryel shares a real-world case study that reveals how tracking the right data points — from lead sources to conversion rates at each stage of the process — can expose exactly where prospects are falling off and point advisors toward the right fixes. Tune in to learn how leaning into what the data is already telling you can help you attract better-fit clients, improve your conversion rates, and make smarter marketing decisions without overhauling everything from scratch. Connect with Aryel:LinkedIn: Aryel GTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!

May 8, 202632 min

How a Documented Prospect Process More Than Doubled This Advisor's Close Rate with Jordan Banning

In this episode of The Finance Marketing Podcast, Hillary sits down with Jordan Banning, CFP® and owner of Crafted Financial Planning, to explore how building and systematizing a intentional prospect process transformed his business — including more than doubling his close rate. Jordan shares what his multi-step prospect process looks like from intro call to signed client agreement, why getting it out of his head and into a documented system was a game-changer, and how communication templates eliminated the perfectionism trap that was quietly costing him time and clients. Tune in to hear the real before-and-after story of what changes when a financial advisor finally stops winging it and builds a process that works.Connect with Jordan:Website: CraftedPlanning.com LinkedIn: Jordan BanningTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!

May 1, 202635 min

Top Mistakes Advisors Make During the Prospecting Process 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 dig into the prospect process and the common mistakes that are costing financial advisors clients. Aryel shares why a well-built prospect process is one of the most powerful tools in an advisor's business, how to build a multi-channel follow-up sequence that converts, and why documenting and systematizing your process is a game-changer for your firm. Tune in to learn how to lead prospects more effectively through your pipeline so they feel confident becoming clients.Connect with Aryel:LinkedIn: Aryel GConnect with Hillary:LinkedIn: Hillary Gale MeehanWebsite: www.monetacopy.com>> Join our free workshop, Why Great Advisors Lose Prospects They Should Win on Tuesday, May 12 9:00-9:45 PT // 12:00-12:45 ETSave your spot here.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/emailsprintWe always appreciate reviews on Apple Podcasts!

April 24, 202633 min

Stop Posting Educational Content Nobody Reads — Do This Instead with DonJay Rice

In this episode of The Finance Marketing Podcast, Hillary sits down with DonJay Rice, Financial Behavior Coach and founder of Drumbeat of Wealth, to explore how vulnerability and personal storytelling can transform both client relationships and marketing for financial advisors. Drawing on 28 years as a financial advisor and 25+ years studying financial behavior, DonJay shares a practical framework for how advisors can share their money stories with intention — opening doors with clients, building deeper trust, and creating the kind of human connection that no AI tool can replicate. Tune in to discover how showing up authentically in your client meetings and your marketing content may be the most powerful differentiator available to financial advisors today.Connect with DonJay:Website: DrumbeatofWealth.com LinkedIn: DonJay Rice Instagram: @DrumbeatofWealth 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/emailsprintWe always appreciate reviews on Apple Podcasts!

April 17, 202624 min

Stop Answering the Same 10 Questions: How to Let Your Content Do It For You with Jack Wang

In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a returning guest and college financial planning expert, for a follow-up conversation on how his marketing has evolved since his last appearance on the show. Jack shares how he's using a 20-minute intake questionnaire and his podcast together as a prospect filtering system — reducing unqualified meetings, protecting his time, and setting the stage for more intentional growth. He also shares the single marketing strategy he credits most for attracting press opportunities, speaking engagements, and inbound TV producer outreach. Tune in to hear how Jack is working smarter, not harder, when it comes to attracting and converting the right clients for his business.Connect with Jack:Podcast: Smart College Buyer LinkedIn: Jack WangWebsite: https://innovativewealth.comTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!