The Finance Marketing Podcast

A deep dive into why so many client case studies fail to attract prospects. Short lessons on avoiding overly broad stories, jargon-heavy financial reports, and vague bragging. Practical tips for choosing a single transformation, keeping the human story front and center, and protecting privacy without stripping emotion.

A primer on why client stories and case studies are the most overlooked marketing asset for financial advisors. Short examples reveal the kinds of real results hiding in your CRM. Common worries like compliance, sounding salesy, and client privacy get practical fixes. Learn how to notice and capture client moments that actually move prospects toward a call.

Paige Haynes, founder of WealthTech Concierge who helps WealthTech founders scale distribution, and Natasha McPherson, a wealth manager focused on protecting client assets, recap two major advisor conferences. They compare intimate vs large formats, unpack the AI conversation as an efficiency tool, and highlight how in-person networking and vendor meetings drive real business value.

David Armstrong, founder of Monument Wealth Management, led a full rebrand and built a persona-driven marketing approach. He talks about blunt feedback that sparked change. He explains why clever value props can confuse prospects. He outlines creating “Claire” to guide messaging, using data to reshape content, and why professional design and outsourcing mattered.

In this episode of The Finance Marketing Podcast, Hillary sits down with Craig Andrews, a marketer who specializes in crafting compelling About pages that create emotional connections with ideal clients. Craig shares his unique philosophy on storytelling in marketing, explaining the critical difference between transactional marketing—which attracts difficult, low-profit clients—and relational marketing, which builds loyal, profitable client relationships through authentic personal narratives. Tune in to learn why everyone has a compelling story worth telling, how to uncover the unique elements in your background that differentiate you from competitors, and why solving people problems rather than just business problems is the key to marketing that truly resonates with your ideal clients.Connect with Craig:Website: Allies4Me.com Podcast: https://allies4me.com/podcast/LinkedIn: Craig AndrewsTo 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!

Dr. Jon Randall, founder of Extraordinary Financial Advisors and performance psychologist who helps advisors scale, explains the two barriers to better referrals. He digs into why extreme niching unlocks targeted referral sources. He also breaks down how clear framing and a flexible referral framework make referral conversations feel natural and effective.

In this episode of The Finance Marketing Podcast, Hillary sits down with Morgan E. Nichols, CEO of LifeBranch Wealth Partners and co-author of Intentional Legacy, to discuss the process of writing a book as a financial advisor and the unexpected benefits that come from it. Morgan shares her journey from initially being intimidated by the idea of authorship to committing to the project and working through the introspective process of clarifying her message alongside her co-author, Kelly Base. Tune in to learn how writing a book can serve as a powerful clarifying tool for your marketing strategy, why the time investment matters more than the financial cost, and how authorship creates credibility and opens doors to speaking opportunities and broader recognition in your community.Connect with Morgan:Website: LifeBranchWealth.comBook: Intentional LegacyLinkedIn: Morgan E. NicholsEmail: Morgan.Nichols@ampf.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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Martin Kamenski, founder and principal of Revel CPA, to explore how financial advisors can navigate the tension between AI automation and authentic human connection in their marketing. Martin, a former CEO of E-Myth Worldwide's coaching division, shares insights from working with creative entrepreneurs who are building personal brands alongside their professional services—much like many financial advisors today. Together, they discuss why the rise of AI-generated content is actually creating a stronger demand for genuine human connection, how to proactively communicate your AI policies as a trust-building marketing strategy, and how to reposition your value proposition around the irreplaceable human elements of advisory work. Tune in to learn how to use this technological shift to strengthen both your client relationships and your competitive position in the marketplace.Connect with Martin:Website: RevelCPA.com LinkedIn: Martin KamenskiTo 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when building their teams—particularly the trap of reactive hiring—and explains how advisors can shift from competing solely on compensation to attracting top talent through culture, values, and unique growth opportunities. Tune in to learn how the way you present your firm to potential team members is actually a marketing opportunity that, when done right, helps you build a team aligned with your mission and elevates the client experience you deliver.Connect with Sara:LinkedIn: Sara LorzaWebsite: www.panahelp.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!

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 shares her insights on how the financial services industry has evolved from transactional, product-based sales to relationship-driven advisory work—and what this shift means for how advisors need to market and position their practices today. Karen discusses the importance of defining a clear vision and specialization strategy, building operational systems that support consistent marketing execution, and making strategic decisions about delegation and team building to enable sustainable growth. Tune in to learn how to create the business foundation that makes effective marketing possible and positions your practice for long-term success.Connect with Karen:Website: KarenCreighton.caEmail: kc@karencreighton.ca LinkedIn: Karen CreightonTo 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!