The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Tiffany Sattler, a LinkedIn ghostwriter for financial professionals, to discuss the critical importance of setting clear goals for your LinkedIn presence. Tiffany explains why many advisors struggle with LinkedIn effectiveness by failing to understand where the platform fits within their overall marketing funnel. Whether LinkedIn serves as your top, middle, or bottom funnel marketing tool fundamentally changes how you should approach your profile, content strategy, and engagement tactics. Tune in to discover how to develop a sustainable LinkedIn strategy that aligns with your broader marketing goals and creates meaningful opportunities beyond just direct client acquisition.Connect with Tiffany:LinkedIn: Tiffany SattlerTo 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 second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it. Hillary explores: How strategic segmentation can dramatically improve email relevance and engagementThe importance of a well-crafted welcome sequence that makes a powerful first impressionPractical nurture strategies that build trust over timeHow to calculate the actual ROI of your email marketing effortsWhy unsubscribes are healthy for your list (and nothing to fear)Drawing from real success stories, Hillary shares how advisors like Dave Armstrong segment their lists into three categories (clients, prospects, and advocates), how Sonya achieved remarkable 85-90% open rates through authentic storytelling, and how Taylor Schulte filled his entire client pipeline with just a few targeted emails per year. Whether you're just starting your email marketing journey or looking to optimize an existing strategy, this episode provides actionable frameworks to help you build meaningful relationships at scale and convert more subscribers into clients.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 first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketing asset. Hillary explores: Why email marketing delivers higher ROI than social media for finance professionalsThree key characteristics of lead magnets that actually get downloadedPractical strategies for promoting your lead magnet, both organically and through paid methodsHow to overcome common hesitations about starting an email listReal examples of successful lead magnets created for financial advisorsDrawing from the experiences of successful advisors and coaches interviewed on previous episodes, Hillary shares actionable insights for building an email list that attracts your ideal clients. Whether you're starting from zero subscribers or looking to breathe life into a dormant list, this episode provides the foundation for email marketing that feels authentic and delivers results. Stay tuned for part two next week, where Hillary will dive into strategies for turning your subscribers into clients.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 Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where women feel comfortable discussing money and investing. She reveals practical strategies for building trust through authentic marketing, from leveraging LinkedIn to joining women's groups, while demonstrating how sharing personal experiences can help attract ideal clients who share your values.Connect with Tracy:Financial Planning: TBG Investing   Financial Education/Speaking: TBG Prosperity  LinkedIn: Tracy Baron Garcia, CFP Disclosure: TBG Investing is a Registered Investment Adviser in the state of Oregon. Advisory services are only offered to clients or prospective clients where TBG Investing and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer or solicitation to buy or sell investments. All investment strategies can result in a profit or a loss. The advertisements played during this podcast are controlled by the hosting platform and not by TBG Investing and TBG Investing is not responsible for the content or suitability of any advertisements heard during this program. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. 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 Paul McManus, Owner of The Short Book Formula Publishing, to explore how financial advisors can build authority and accelerate trust through writing a book. Paul shares his proven process for helping busy advisors write and publish impactful books in as little as six weeks, and explains why "authority by association" can be a game-changer for growing your practice. Drawing from his experience working with hundreds of financial advisors, Paul reveals practical strategies for leveraging your book beyond Amazon sales to create real business growth and attract ideal clients.Connect with Paul:Website: The Short Book Formula  Free Book: Get a complimentary copy of Paul's book at TheShortBookFormula.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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Mary Schmid, CEO of Mary Schmid Consulting and Speaking and author of Make or Break Conversations to explore the neuroscience behind effective client conversations. Mary shares how financial professionals can create deeper connections with clients by understanding the brain science of trust and communication. Drawing from her extensive research with neuroscientists and years of experience coaching financial advisors, Mary reveals practical strategies for creating conversations that make clients feel safe, heard, and valued, leading to stronger relationships and more referrals.Connect with Mary:Website: MarySchmid.com YouTube: @MarySchmidConversations  LinkedIn: Mary SchmidBook: Make or Break Conversations: How Smart Financial Professionals Land New Clients and Keep Them for Life (Available on Amazon) Free Resources: Download Mary's special guides and her book at MarySchmid.com/FMPTo 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 dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates deeply. Hillary shares eye-opening examples of how this research has revealed surprising insights for advisors who thought they understood their target audience, and demonstrates how using clients' actual words in marketing materials can dramatically improve engagement and conversion rates.Connect with Hillary: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 breaks down the concept of a "marketing ecosystem" and why it's critical for financial advisors who are frustrated with their marketing efforts. If you're getting engagement on social media, crushing speaking gigs in your community, or getting views/downloads on your YouTube channel — but not seeing any of it translate to booked discovery calls, this episode reveals the missing pieces that could be preventing your marketing from working effectively. Hillary explains how each component of a marketing ecosystem serves a specific purpose in moving potential clients through a journey from awareness to booking a call, and why financial advisors particularly need this systematic approach given the high trust requirements in this industry.Connect with Hillary:Get the Guide: Marketing Minus the OverwhelmWebsite: MonetaCopy.comLinkedIn: Hillary P. Gale MeehanTo 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 tackles the challenge of creating engaging content while staying compliant with industry regulations. She shares practical strategies for working effectively with compliance departments, building systems that streamline the review process, and maintaining an authentic voice within regulatory guidelines. Whether you're just starting to create content or looking to improve your existing compliance workflow, this episode provides actionable insights to help financial advisors develop compelling content that meets regulatory requirements without sacrificing creativity or engagement.Connect with Hillary:Website: MonetaCopy.com  Podcast: The Finance Marketing Podcast LinkedIn: Hillary P. Gale MeehanTo 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 Philip Taylor, founder of FinCon and The Creator CPA, to explore the evolving landscape of financial content creation and marketing. From FinCon's humble beginnings as a blogger meetup to its current status as the premier conference for financial content creators and professionals, Philip shares insights on how content creation and professional services are increasingly intertwining in the financial industry. Learn about the shift from traditional blogging to modern content platforms, the enduring importance of in-person events in a digital world, and how financial professionals can adapt their marketing strategies for success in today's landscape.Connect with Philip:LinkedIn: Philip Taylor, CPA - FinConInstagram: Team FinCon (@finconexpo)Website: PTMoney.comFinCon & Other Ventures: FinCon: FinConExpo.com The Creator CPA: TheCreatorCPA.com TravelCon: TravelCon.orgTo 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!