The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow strategies that align with their values.And through her company Envision 30, she partners with visionary leaders who think from the future, equipping them with the tools and strategies to navigate uncertainty and create a thriving future. She is also the author of "The Three Little Divas: Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away," a fun and engaging book that teaches readers how to achieve their financial goals.In this conversation, Dr. Baxter explains the unique value that financial coaches and counselors bring to clients, particularly in addressing the emotional and behavioral aspects of financial decision-making that often prevent clients from following through on their financial plans.Connect with Dr. Brandy:LinkedIn: Dr. Brandy Baxter, AFC, FFCInstagram: @brandys2cents4u Personal Website: BrandyBaxter.com Financial Coaching Website: LivingAbundantly.co Book: The Story of the Three Little Divas: Reach Your Money Goals in Three Steps Before You Huff, Puff, and Blow Your Next Paycheck AwayTo 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 Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace. Steven explains why there's currently an oversaturation of tax planning marketing claims but an undersaturation of actual execution, creating a massive opportunity for advisors who are willing to be specific about their value proposition. Tune in to learn how to move beyond generic buzzwords and create tax planning marketing that clearly communicates what clients can actually expect when working with you.Connect with Steven:LinkedIn: Steven A. Jarvis, CPAWebsite: Retirement Tax ServicesPodcast: Retirement Tax ServicesGet Your Ticket to the Summit: The Summit 2025To 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!

This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management, and holds credentials as a CFA charterholder, a CPA, and a Registered Life Planner (RLP®).Phil shares the compelling story behind his niche of serving "women facing new beginnings," which developed organically from his own personal experiences, particularly witnessing his mother's financial struggles. Our conversation explores how finding a niche that aligns with your personal values and experiences creates more authentic client relationships and marketing opportunities.Key Points:The importance of letting your niche find you rather than forcing a specializationHow becoming a Registered Life Planner transformed Phil's approach to client relationshipsThe power of sharing personal stories in your marketing to create deeper connectionsPractical tips for creating consistent content that reflects your authentic voiceBuilding strategic partnerships and referral relationships that align with your nicheConnect with Phil:Website: Apprise Wealth Management LinkedIn: Philip H. Weiss, CFA, CPA, RLP®Instagram: @phweiss11Facebook: Apprise Wealth ManagementRelated Episodes:On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie HalesMaking the Journey from General Advisor to Expert Thought Leader with Jack WangTo 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 Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew.Drawing from his extensive experience at Merrill Lynch and UBS Private Wealth, Gary shares why traditional value propositions have lost their effectiveness and how advisors can differentiate themselves by creating "constructive doubt" in prospective clients' minds through provocative questioning and intentional listening.Key points covered in this episode:Why most value propositions sound like gibberish to potential clients and how to stand out through a different approachThe power of listening 80% of the time rather than pitching services, and how this builds trust and demonstrates intelligenceSpecific questions advisors can ask to make prospects question whether their current financial strategy is truly aligned with their goalsThe three types of advisors: those who make things happen (top 10%), those who watch things happen, and those who wonder what happenedHow to maintain discipline and not let clients' emotions drive investment decisions during market volatilityThe importance of managing client portfolios based on required returns to meet specific objectives rather than arbitrary benchmarksStrategies for senior advisors to plan their legacy and transition their practice to the next generationConnect with Gary Sinderbrand:LinkedIn: Gary SinderbrandWebsite: BetterPathTraining.comPodcast: If the Public Only KnewTo 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 Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up at events, running recognition programs, and being authentically involved – which has proven more valuable than traditional marketing tactics in building trust with the first responder community. Tune in to discover how finding and committing to a specialized niche can transform your financial advisory business through clearer marketing messages and deeper client connections.Matt’s 12 approaches to guerrilla marketing:Host seminars geared toward your target market.Create a recognition program.  We started the First Responder of the Month program.Appreciation weeks—We do coffee with a cop during police appreciation week in May.Get involved in charities that are important to your market.Attend regular gatherings of your target market such as weekly or monthly dinners.Get involved in their fundraisers—even if you don’t play golf, for example, every fundraiser needs help behind the scenes.“Surprise” them with something thoughtful—every summer during a slow period I will drive around the city and drop off cases of water and Gatorade to the police stations.Host a client and some of their friends at a local sporting event.Host a client appreciation event.Go to industry conferences.Do in-service days or educational days at their employer.Go to their social events such as retirement parties.Connect with Matt:LinkedIn: Matthew McManusFacebook: Matthew McManus, Financial Professional Podcast | Pension Protectors: Spotify, AppleMatthew McManus offers securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offers annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.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 Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically conservative financial services industry. The conversation explores how Aaron successfully navigated compliance challenges while building a brand that authentically represents his approach and attracts his ideal clients.Key Points:How Aaron transformed from using the standard "Buchner Financial Planning" name to creating the distinctive "Cactus" brandThe year-long process of working with a marketing team to develop a brand that truly reflected his personalityPractical strategies for working with compliance departments to get edgy content approvedWhy removing finance-related terms from his business name (wealth, financial, etc.) helped avoid pigeonholing his servicesThe "forgiveness rather than permission" approach that has worked for Aaron in certain marketing situationsHow his authentic branding has attracted clients who appreciate his personality, resulting in more enjoyable client relationshipsConnect with Aaron:Instagram: @aaron.b.cactusThreads: @aaron.b.cactusLinkedIn: Aaron Buchner 🌵 CFP - Cactus Website: CactusPodcast: No Pricks AllowedJoin his newsletter: Your Weekly JabRelated Episodes: How to Make Your Compliance Department Your Biggest Marketing AllyHow Financial Advisor Mark Hansen Built a Brand That Starts ConversationsBuilding Authentic Brands and Relationships with Finance Wrangler Pam PriorTo 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 Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinTechs achieve sustainable growth through his proven strategies. During this conversation, Dr. Wilson shares powerful insights about moving beyond rational differentiation to create emotional connections with clients through authentic storytelling, explaining why personal narratives are more effective than listing credentials or services when attracting ideal clients.Key Points:Why traditional "rational" marketing approaches focusing on services, experience, and credentials often fail to differentiate advisorsHow clients make decisions emotionally first, then rationally — and how advisors can leverage this in their marketingThe power of vulnerability and authentic storytelling in creating connections with potential clientsPractical strategies for uncovering your own powerful stories and determining how to share them effectivelyWhy your "ordinary" experiences and struggles are often your most powerful marketing assetsConnect with Joshua:LinkedIn: Dr. Joshua I Wilson, CMT® YouTube: Dr. Joshua I Wilson & the Untamed Ethos Podcast - YouTube Instagram: @dr_joshuawilson Twitter/X: Joshua I Wilson, PhD, CMT (@Dr_JoshuaWilson) / X Facebook: Untamed Ethos Podcast with Dr. Joshua Isaiah Wilson 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 Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to learn how creating your Signature Solution can transform your marketing, strengthen client relationships, and help you avoid becoming what Rob calls a "human robo-advisor."Connect with Rob:Website: TruestFanCoaching.comLinkedIn: Rob BrownBook: Truest FanTruest Fan ScorecardTo 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 Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, and financial therapy, while highlighting how AFCs collaborate with CFPs to provide truly holistic financial wellness. Tune in to learn how financial professionals can expand their referral networks and better serve clients who struggle with financial behaviors and money management.Connect with Heidi:Website: HeidiClemons.com  LinkedIn: Heidi Clemons, MA, AFC®, MQFP® 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 returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures built in so you can build trust with potential clients without worrying about noncompliance.Connect with Brian:Website: Wealthtender LinkedIn: Brian ThorpTestimonial Marketing Studio: Wealthtender | Testimonial Marketing StudioBook: Growing Your Advisory Business with Online Reviews: Playbook for Financial Advisors & Wealth Management Firms 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!