The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary shares a strategic approach to building a marketing ecosystem that works without overwhelming yourself in the process. She breaks down how financial advisors and coaches can develop their marketing presence systematically, starting with one platform and gradually expanding their reach. Learn why trying to do everything at once often leads to burnout, and discover a sustainable way to build your marketing foundation that you can actually maintain long-term.Connect with Hillary:Download the Free Guide: Marketing Minus the OverwhelmWebsite: MonetaCopy.com Podcast: MonetaCopy.com/thefinancemarketingpodcast 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 Derek Pollard, PhD, founder of Constellar Creative, to explore how financial advisors can transform their marketing from traditional expertise-focused approaches to genuine, personal engagement that resonates with prospects. Drawing from his background as a former English professor, Derek shares insights on addressing prospect skepticism, creating authentic marketing content, and implementing manageable content strategies. Learn how his innovative P.O.E.T framework can help advisors develop marketing that feels natural while effectively attracting ideal clients and building meaningful connections with their audience.Connect with Derek:Website: ConstellarCreative.comLinkedIn: Derek Pollard, PhDTo 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 special season opener, Hillary returns from maternity leave to share her top episodes from 2024. She highlights six standout conversations that showcase both expert knowledge and real-world implementation of marketing strategies in the financial services industry. From discovering the right niche and optimizing websites to leveraging compliant testimonials and building authentic brands, these episodes offer a comprehensive look at what's working in financial advisor marketing today. Whether you're new to the podcast or looking to revisit some of the most impactful episodes, this curated selection provides valuable insights for financial advisors and coaches looking to enhance their marketing efforts in 2025.Connect with Hillary:Website: MonetaCopy.com Podcast: MonetaCopy.com/thefinancemarketingpodcast 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!

Listen here for a quick update about what you can expect in Season 2 of The Finance Marketing Podcast!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 Deidre Helmig, a quiz strategist and expert in creating quizzes as powerful marketing tools for financial professionals. Deidre shares her passion for quizzes, developed from her love of taking them in magazines as a child to using them now as an essential marketing tool for businesses.They dive into the key strategies behind creating quizzes that are not only fun but drive real business results. Deidre explains the different types of quizzes—such as personality, assessment, and objection-based quizzes—and highlights how each can be used at different stages of the customer journey. You’ll also learn how quizzes can go beyond lead generation and be used as a tool for segmentation, product recommendations, and personalized customer experiences.If you’ve been considering using quizzes as part of your marketing strategy but aren’t sure where to start, this episode is packed with actionable insights to help you create engaging quizzes that build trust and attract the right clients.Connect with Deidre:Instagram: @deidra.helmigLinkedIn: Deidre HelmigWebsite: DeidreHelmig.comTake the Quiz Strategy Quiz: QuizLearn more about the Quiz Genius Course: Quiz GeniusWork with Deidre: 1:1 Quiz ServicesTo 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 Clare Dubé, a Financial Therapist certified in Financial Social Work and Co-Founder of the Financial Social Work Collaborative. Clare shares her expertise on the emotional and behavioral aspects of financial management and explains how financial social work helps individuals and families navigate money-related challenges. Clare also dives into her marketing strategy, highlighting the power of leveraging other people’s platforms to grow your business and offering practical tips on tracking your marketing ROI.Tune in to hear Clare’s valuable insights on how financial professionals can better serve their clients by understanding the human side of money, and learn how to use collaborative marketing strategies to expand your reach and grow your business.Connect with Clare:Website: ClareDube.comLinkedIn: Clare Dubé, CFSWWebsite: FSWCollaborative.comLinkedIn: FSW CollaborativeTo 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 continues her conversation with Manda Szewczyk, Owner of Hyper Pony Studio and digital marketing expert for financial advisors. In Part 2 of this two-part series, Manda dives deeper into strategies to optimize your website so it’s attracting the right clients, rather than turning prospects away.Listen in as Manda shares the importance of using case studies (both real and hypothetical) to highlight your value, how to navigate compliance challenges, and why every financial advisor needs a Google Business Profile to boost their local SEO. Plus, Manda shares one bonus mistake in this episode to round us out.Connect with Manda:LinkedIn: Manda ShefchikWebsite: hyperponystudio.comSubscribe to Manda’s newsletter: hyperponystudio.com/subscribeTo 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, I’m joined by Manda Szewczyk, a digital marketing expert for the financial services industry and the owner of Hyper Pony Studio. Manda specializes in helping financial advisors create websites that convert visitors into clients. In this two-part series, Manda is sharing the top mistakes financial advisors make with their websites—and how you can avoid them to improve your client experience and results.In Part 1, we cover mistakes 1-5, including:The importance of investing in a strong website and how it directly impacts your bottom line.Why trying to sound too smart on your website can backfire and alienate potential clients.How to replace jargon with clear, relatable language that resonates with your audience.If you're a financial advisor or coach looking to improve your website and attract more clients, this episode is packed with actionable insights!Be sure to tune in next week for Part 2, where we’ll dive into even more tips and strategies to turn your website into a marketing machine.Connect with Manda:LinkedIn: Manda ShefchikWebsite: hyperponystudio.comSubscribe to Manda’s newsletter: hyperponystudio.com/subscribeTo 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 is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase.Catherine and Hillary dive deep into the complexities of marketing spend for financial professionals, offering invaluable insights on how to strategically allocate your marketing budget, measure ROI where you can, and leverage referral business for cost-effective growth. If you're looking to refine your marketing strategies and ensure every dollar spent is working for you, this conversation is packed with practical advice.Connect with Catherine:LinkedIn: Catherine Tindall, CPAPodcast: Financial Advisors Want to KnowWebsite: Dominion Enterprise ServicesTo 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 Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey from launching her own podcast to building a business that helps financial professionals leverage podcasting to gain authority, attract clients, and educate their audience without the hassle of managing the technical side.Virginia offers invaluable tips on how financial advisors can create effective podcasts, including the importance of clear calls to action and crafting an "ideal listener" statement that helps you connect with the right audience from the start. She also emphasizes keeping podcast production simple and sustainable, ensuring that it's an easy extension of your marketing efforts rather than an overwhelming task.Tune in to learn how podcasting can become an "automatic" marketing tool for your business while you focus on what you do best — serving your clients!Connect with Virginia:Instagram: @podcastabundanceLinkedIn: Virginia ElderWebsite: Podcast AbundancePodcast: Reaching AbundanceTo 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!