The Finance Marketing Podcast

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 navigate compliance restrictions while creating effective, authentic marketing content. Tara shares game-changing insights about building collaborative relationships with compliance teams, the hidden limitations of relying on canned content, and practical strategies for getting creative marketing initiatives approved. Tune in to learn how to transform your relationship with compliance from adversarial to collaborative and discover why playing it safe with generic content might actually be hurting your marketing efforts more than helping them.Connect with Tara:LinkedIn: @tarameehanLinkedIn: @MeehanMarketing Website: https://www.meehanmarketing.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 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, Mando has grown from 15,000 to nearly 40,000 followers and his business revenue has already exceeded 90% of last year's total by May. In this conversation, Mando reveals the strategic content evolution that fueled his explosive growth, sharing how he balances top-of-funnel content to attract new audiences with middle and bottom-of-funnel content to nurture existing followers. He also unveils his most powerful client acquisition secret: proactive outreach to profile viewers, which has generated most of his clients. Finally, Mando discusses his strategic expansion into email marketing, Instagram, and enhanced client experiences as he works to diversify his marketing channels and reduce business risk. This episode is a masterclass in turning social media followers into paying clients and building a sustainable, multi-channel marketing system.Connect with Mando:LinkedIn: Mando SallavantiInstagram: @moneywithmandoTo 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 Kristen Mueller, founder and CEO of Birch River Financial, to explore how streamlined back-office operations can actually become your biggest marketing advantage. Kristen shares her 20+ years of experience helping advisors escape administrative overwhelm and transform their practices from operationally chaotic to efficiently scalable. From client onboarding nightmares to CRM implementation struggles, Kristen provides practical insights on how the right operational foundation enables advisors to focus on what really drives growth: building relationships, serving clients, and marketing their expertise. Tune in to discover how getting your back-office right isn't just about efficiency—it's about creating the capacity and client experience that fuels sustainable business growth.Connect with Kristen:Website: BirchRiverFS.comEmail: kristen@birchriverfs.comLinkedIn: Kristen Mueller 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!

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 months. Doug shares his 32 years of wealth advisory experience and reveals how he successfully built a professional network from scratch after relocating to Austin. Tune in to learn his relationship-first approach to LinkedIn outreach, discover the specific tools and automation he uses to scale meaningful conversations, and understand how to build an ecosystem of professional connections that consistently generates referrals and business opportunities without being salesy or pushy.Connect with Doug:Website: Pinnacle Wealth AdvisoryLinkedIn: Doug Greenberg, CIMAEmail: doug@pnwadvisory.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!

Diana Cabrices, a fractional chief evangelist and award-winning marketer for B2B wealthtech brands, dives into the game-changing world of Answer Engine Optimization (AEO). She highlights the shift from traditional SEO to AEO in a "zero-click" era, where prospects find instant answers through AI tools like ChatGPT. Diana shares actionable strategies on leveraging client reviews and awards to enhance online visibility. Tune in to discover how financial advisors can adapt their content and presence for today's evolving search landscape!

In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Jon Randall, founder of XFA, diving into his "defibrillator technique" for jumpstarting referrals in stagnant practices. Jon introduces the Client Advocacy Board method, where advisors bring together their best referring clients in virtual meetings to get guidance on how to access more people like them. He shares real examples of advisors who've used this technique to generate 25+ million in new assets annually by letting their clients design their marketing strategy rather than guessing what might work. Hillary and Jon explore how this approach creates community among clients, takes the guesswork out of marketing, and why even when no good ideas emerge from these meetings, participants typically start referring because they feel valued and understand the advisor's specialization. Tune in to learn how to identify your true advocates, facilitate these board meetings effectively, and discover why letting your ideal clients guide your growth strategy is far more effective than traditional marketing approaches.Connect with Jon:Website: XFA.coachLinkedIn: Jon RandallLinkedIn: XFA CoachFacebook: XFA CoachInstagram: @xfa.coach 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Jon Randall, founder of XFA, to explore why most financial advisors struggle to grow despite being excellent at their jobs. Jon reveals that the real growth constraint isn't lack of skill or market demand, but capacity issues and working with too many of the wrong clients. He shares eye-opening industry research showing that the fastest-growing advisors get 73% of their new clients from existing client referrals, and introduces his systematic IPO (Improve, Praise, Offer) method for generating consistent referrals without awkward conversations. Hillary and Jon discuss why targeting just 1-5 ideal clients for referral generation is far more effective than hoping all clients will refer you, and how enhancing the experience for clients you want to duplicate naturally leads to more referrals from people just like them. Tune in to discover how to identify your true ideal clients, overcome the capacity constraints holding your practice back, and implement a referral system that feels natural and produces measurable results.Connect with Jon:Website: XFA.coachLinkedIn: Jon RandallLinkedIn: XFA CoachFacebook: XFA CoachInstagram: @xfa.coachTo 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 Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought when it should be a top priority. Hillary and Kayla discuss the psychology behind effective color choices and design elements, walk through real examples of successful brand refreshes for financial advisory clients, and explain how professional branding can be the difference between attracting ideal clients and losing them to competitors with more polished visual identities. Tune in to discover Kayla's creative process for understanding clients deeply, learn when it's time to move beyond DIY design, and understand how strategic branding investments can directly impact your ability to connect with and convert your target audience.Connect with Kayla:Website: kaylaandersondesign.comLinkedIn: Kayla AndersonTo 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 John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments. John shares his expertise in helping professional services firms capture and convert leads who visit but aren't ready to book a meeting, revealing how traditional PDF assessments can be revolutionized for today's digital-first world. Tune in to learn how interactive assessments with personalized video feedback can build trust faster, create highly targeted email sequences, and re-engage dormant prospects in your CRM to dramatically improve your conversion rates from email list to discovery calls.Connect with John:Register for Turn Your Email List Into Your Best Source of New ClientsWebsite: Pipelineapp.io LinkedIn: John Way 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for referrals from those who consistently receive them. Hillary and Niki discuss the power of intentional touchpoints, the referability advantage of clear niching, and how small, thoughtful gestures can create lasting client relationships that naturally generate referrals. Tune in to learn practical strategies you can implement immediately to transform your referral process from random to systematic, and discover why consistency and authenticity matter more than expensive marketing tactics when it comes to building a referral-generating practice.Connect with Niki:Website: NikiClarkMarketing.comLinkedIn: Niki Clark, FPQPInstagram: @nikiclarkmarketing Facebook: Niki Clark MarketingYouTube: Niki Clark MarketingRegister for our live event, Build Your Referral Engine👉🏻 https://www.nikiclarkmarketing.com/the-referral-engine-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/emailsprintWe always appreciate reviews on Apple Podcasts!