The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optimization, providing practical insights into how financial professionals can enhance their SEO strategies and navigate the technical aspects of optimizing their websites for better search rankings.Wesley also dives into his personal experiments with AI-generated content, explaining how Google responds to AI-driven content and offering tips on how to use AI effectively without compromising your site’s search performance. Tune in to learn about the evolving role of SEO in digital marketing and how AI might shape the future of financial professionals’ online visibility.Connect with Wesley:Website: Wes-Web.comFacebook: Wes WebLinkedIn: Wesley GehmanBusiness LinkedIn: Wes WebYouTube: Wes Web YouTube ChannelTo 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 Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a Marine Corps officer to building a successful wealth management firm during the 2008 financial crisis. He opens up about the challenges of starting a business in turbulent times and how embracing authenticity has become a cornerstone of his firm’s success.Dave also dives into the power of content creation and why he believes that content makers are the new rainmakers in the financial industry. He discusses the importance of repurposing daily interactions into valuable content and the impact of digital presence in building trust and attracting clients. Whether you’re a financial advisor or coach looking to enhance your marketing strategy, this episode is filled with actionable insights that will help you stand out in a crowded market.Connect with Dave:Instagram: @monumentwealthLinkedIn: Monument Wealth ManagementYouTube: Monument Wealth ManagementWebsite: Monument Wealth ManagementPodcast: Off the Wall#Unfiltered Newsletter: Sign Up HereDisclaimer: MWM cannot be held responsible for any damaged caused by having fun on our pod :-) 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 Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital marketing strategy specifically tailored for financial advisors. She discusses the three essential stages of marketing—building awareness, capturing leads, and nurturing those leads to convert them into loyal clients.Olivia offers practical insights on effective lead generation techniques, the power of email marketing, and the role of automation in streamlining marketing efforts. She also provides valuable tips on leveraging platforms like LinkedIn for lead generation and relationship building, making this episode a must-listen for financial advisors looking to enhance their digital marketing strategy.Connect with Olivia:Website: Lexicon Advisor MarketingSchedule a Call: Calendly - Olivia LuperLinkedIn: Olivia LuperInstagram: @lexiconadvisormarketingTwitter: @olivialuperYouTube: Lexicon Advisor Marketing YouTube ChannelJoin Lexicon's Email List: Subscribe HereTo 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 Pam Prior, a brilliant, down-to-earth finance expert who helps entrepreneurs take confident control of their money mindset and business cash flow. Pam is the host of the Cash Flow with Pam Prior podcast and author of the recently published book Founder to Exit. With her unique blend of high energy and calming reassurance, Pam shares her insights on authentic branding, building meaningful relationships to drive business growth, and using AI strategically in marketing without losing the human touch.Connect with Pam:Website: www.PamPrior.comPodcast: Cash Flow with Pam PriorBook: Founder to ExitFacebook: Pam S PriorTwitter: @pamspriorInstagram: @pamspriorTikTok: @pampriorYouTube: Pam S 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 Kim Kelty, CEO of The Kelty Method, to delve into the world of personal branding for financial advisors and coaches. Kim is a Personal Brand Consultant and Podcast Producer who partners with small business owners and entrepreneurs to enhance their personal branding and podcast production. She specializes in bringing the in-person work, success, and voice of her clients to life on a digital scale.During their conversation, Hillary and Kim discuss the importance of defining your unique value proposition, strategic tips for repurposing content across multiple platforms, and the need for gradual platform expansion. Kim also shares her insights on how to attach ROI to your marketing efforts, even when it’s challenging to see immediate conversions.Connect with Kim:Website: KimKelty.comLinkedIn: Kim KeltyPodcast: Words2HealTo 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 Jamie Dykstra, book ghostwriter and Founder of Jamie Dykstra LLC, to discuss the process and strategy behind writing a business book that makes an impact. Jamie's background in financial services as a corporate accountant provides a unique perspective on how financial services professionals can effectively build their platforms and thought leadership through books.Jamie talks about the importance of setting intentions for your book, addressing reader objections, and the benefits of working with a ghostwriter. This conversation offers practical advice tips for financial advisors and coaches looking to expand their thought leadership and enhance their brand.Connect with Jamie:Website: JamieDykstra.com Instagram: @jamiedykstracreates LinkedIn: Jamie Dykstra Free Resource: Nonfiction Book BlueprintTo 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 Khara Croswaite Brindle, a licensed mental health professional and financial therapist who specializes in helping other therapists navigate the complexities of financial stress, leadership trauma, and more. Khara shares her unique insights on how storytelling and emotional connection can transform your marketing strategy, particularly in the financial services industry. She also delves into the fascinating intersection between the Enneagram and money, offering a fresh perspective on how personality types influence financial behavior.Khara’s approach to blending financial therapy with mental health provides invaluable takeaways for financial advisors and coaches looking to build more authentic connections with their clients. If you’re curious about how to bring more emotional depth to your marketing or want to learn more about the power of storytelling, this episode is packed with actionable insights.Connect with Khara:Instagram: @kharacroswaiteLinkedIn: Khara Croswaite BrindleWebsite: Croswaite CounselingWorkbook: Financial Therapy at Your FingertipsArticle: Exploring Enneagram Types and MoneyTo 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 leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation across platforms like podcasts, LinkedIn, and email, and explains why he believes in focusing on real-world, actionable strategies over flashy, unproven tactics.We’re also exploring how Steven's firm partners with financial advisors to provide them with the tools and resources they need to integrate tax planning into their services, making it a key differentiator in their marketing. If you’re looking to refine your marketing strategy and make your services stand out, this conversation is packed with practical advice and insights you won’t want to miss.Connect with Steven:LinkedIn: Steven A. (The Least Boring CPA) Jarvis, CPAWebsite: Retirement Tax ServicesPodcast: Retirement Tax ServicesEvent Registration: The 2024 Next Level Tax Planning Summit 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, we continue our conversation with Mark Hansen, founder of Second Comma and host of the podcast, The Quiet Part. If you missed Part 1, be sure to check it out for the full backstory on Mark’s brand and how he built a strong foundation for his financial planning firm.In Part 2, Mark shares how he took that foundation and expanded it into a comprehensive content strategy. We dive into his innovative use of tools like ChatGPT to efficiently create content that speaks directly to his ideal clients. Mark also walks us through his approach to social media, blogging, and email marketing, revealing how he customizes and automates his messaging to consistently connect with his audience.Connect with Mark:Website: Second CommaPodcast: The Quiet PartGrab Mark’s Free Ebook: What The [HACK] Are You Thinking?Follow Mark on Social Media: Twitter | LinkedIn | FacebookDisclosure: Mark Hansen is a financial advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Second Comma is located at 2751 Teakwood Lane Plano, TX 75075.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 Mark Hansen, Financial Advisor at Second Comma and host of The Quiet Part podcast. Mark shares his journey from leaving the corporate world to creating a financial planning firm that prioritizes simplicity, family time, and intentional branding. Mark delves into the inspiration behind the name "Second Comma," how his unique branding choices, including the standout electric salmon color, have sparked meaningful conversations, and why embedding your personality into your brand is essential for attracting the right clients. Whether you're working on building your brand or refining your client base, Mark’s insights are packed with value.Connect with Mark:Website: Second CommaPodcast: The Quiet PartGrab Mark’s Free Ebook: What The [HACK] Are You Thinking??Follow Mark on Social Media: Twitter | LinkedIn | FacebookDisclosure: Mark Hansen is a financial advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Second Comma is located at 2751 Teakwood Lane Plano, TX 75075.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!