The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Robert Farrington, Founder of The College Investor, Millennial money expert, and contributing writer to Forbes. As a finance writer who often sources quotes from subject matter experts, Robert shares his expertise on how financial advisors and experts can effectively get more media mentions and build valuable relationships with journalists and writers. He dives into practical tips for crafting the perfect quote, the importance of being responsive, and how to leverage media mentions to enhance your credibility and expand your reach. Whether you’re looking to boost your online presence or get your name in top publications, Robert's insights are invaluable.Connect with Robert:Website: The College InvestorPersonal Website: Robert FarringtonLinkedIn: Robert FarringtonInstagram: @thecollegeinvestorTwitter: @collegeinvestinRobert Farrington on ForbesTo 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 Jack Rubin, Senior Vice President of Consumer Financial Solutions at DailyPay. In this conversation, Jack dives into the world of early wage access and how DailyPay’s solutions are helping employees achieve greater financial wellness. He shares the benefits of earned wage access, how it provides more financial stability for employees, and addresses concerns about whether it might perpetuate a cycle of spending as you earn. This episode offers valuable insights for financial advisors and coaches who are keen on understanding the evolving landscape of financial wellness benefits and how their clients might make the best use of them. Tune in to learn how DailyPay is not just about offering quick financial fixes but is dedicated to propelling users forward on their journey to long-term financial stability.About Jack:Jack Rubin is a dynamic General Management & Marketing Executive, Advisor, and Mentor with decades of leadership experience in Technology, Financial Services, Consumer Goods, and Retail. As Senior Vice President for Consumer Financial Solutions at DailyPay, the industry’s leading on-demand pay solution, Jack is responsible for leading the strategy and growth of DailyPay’s emerging consumer business and is accountable for its P&L.Before joining DailyPay, Jack served in key leadership roles at Intuit, Total Wine & More, and Procter & Gamble. Jack is a graduate of Yale University, where he double-majored in History & Political Science. He grew up in Shreveport, Louisiana, and lives in San Diego, California with his wife and two children.Connect with Jack:Website: DailyPay.comLinkedIn: Jack RubinTo 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 Jack Wang, a College Financial Aid Advisor at Innovative Advisory Group. Jack specializes in helping families navigate the complexities of college financial aid and student loan management. With a rich background that includes speaking engagements for the MA Society of Enrolled Agents, the MA chapter of the Financial Planning Association, and the Boston Bar Association, Jack is a well-respected expert in his field. He is also the host of the upcoming Smart College Buyer podcast.Jack and Hillary discuss how he discovered his niche in college financial aid, the benefits of focusing on a specific area within financial services, and how his marketing strategies have evolved over time, especially before and after COVID-19. Jack shares valuable insights on the importance of niching down, leveraging collaborations, and the impact of content creation on his business growth.Tune in to learn from Jack’s experiences and gain practical advice on how to enhance your marketing strategies and better serve your clients by focusing on a specific niche.Connect with Jack:Website: Smart College BuyerLinkedIn: Jack WangFacebook: Longhorn FinancialDisclosure: The content of this podcast episode is for entertainment and educational purposes, and should not be construed as advice. Batteries are not included and your mileage may vary. 😉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 Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice and provide a more holistic service to clients.Connect with Sasha:LinkedIn: Sasha GrabenstetterTwitter/X: @pennies4pigsPodcast: Heart of Advice PodcastResources Mentioned:eMoney Research: The New Value Proposition for AdvisorseMoney Monthly CE Sign-UpCandid Conversation eBooks:Couples, Money, and ConflictLGBTQ+ PlanningEstate PlanningAFC Certification WebsiteTo 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 Sonja Ecklund, Owner of Sonja Ecklund Coaching and Consulting. Sonja is a board-certified health and wellness coach, a financial social work coach, and a learning and development consultant with over 12 years of experience. During their conversation, Sonja shares her journey of building a highly engaged email list, the importance of authenticity in email marketing, and how storytelling can create a strong connection with your audience. Tune in to learn actionable insights on how to grow your email list and engage your audience effectively, even if you're just starting out.Connect with Sonja:Website: sonjaecklund.comInstagram: @sonjaecklundLinks Page: sonjaecklund.com/linksLinkedIn: Sonja EcklundTo 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 Ryan Canfield, Founder and President of Victus Wealth Management, to explore how personal philosophies and client stories can work together to shape a powerful brand identity. Ryan shares his journey from aspiring Wall Street professional to a dedicated financial advisor, driven by deeply personal experiences that highlight the importance of understanding and aligning with client values. Tune in to learn how Ryan’s unique approach to financial advising can inspire you to create a brand that really stands out in the industry and works to attract clients who are deeply aligned with your philosophies.Connect with Ryan:Website: VictusWealth.comPodcast: Now & Beyond PodcastYouTube: Youtube.com/@RyanCanfield LinkedIn: Ryan Canfield, AIFInstagram: @ryancanfieldfinadvDisclosure: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Securities and advisory services offered through LPL Financial, A Registered Investment Advisor.  Member FINRA?SIPC.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 Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not offer behavioral financial planning.Ashley discusses the importance of understanding client psychology, navigating relationship dynamics, and addressing client concerns holistically in modern financial planning, and shares how advisors who embrace this approach can significantly enhance client trust and rapport, leading to more meaningful and lasting client relationships.Connect with Ashley:Website: BeyondTheFP.comLinkedIn: Ashley QuammeInstagram: @beyondthefpTwitter/X: @bamconsultsTo 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 Lacey Langford, Founder of MILMO and MilMoneyCon. Lacey is a financial coach specializing in helping the military community with their finances. During this conversation, Lacey shares her journey from being a military spouse with the need for a transient career to establishing a successful financial coaching business. Tune in to learn how Lacey built her business from the ground up, the importance of niche marketing, and effective strategies to gain clients and grow your financial coaching practice.Connect with Lacey:Website: MILMO.co Podcast: MILMO ShowLinkedIn: Lacey Langford, AFCInstagram: @itsmilmoMilMoneyCon:Website: MilMoneyCon.com  Instagram: @milmoneyconTwitter/X: @MilMoneyCon Facebook: MilMoneyConTo 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 chats with Allegra Cook, a book ghostwriter and strategist who helps entrepreneurs, consultants, and coaches write impactful thought leadership books. Allegra emphasizes the importance of storytelling and audience building in creating a successful book that stands out from the crowd. Tune in to learn how Allegra's unique approach can help you leverage your expertise, connect with a broader audience, and drive your business forward.Connect with Allegra:Website: TheAllegraCook.comLinkedIn: Allegra CookArticle: How to Work With a Business Book Ghostwriter in 2024: A Comprehensive Guide 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 dive deep into video marketing with the brilliant Niki Clark, a seasoned finance marketer and marketing strategist. Niki helps financial advisors build brand awareness and thought leadership through effective and engaging marketing strategies. Niki and Hillary chat about the benefits of video marketing, how to get started with video, and how to repurpose your video content across platforms. They also share practical tips for video production so advisors and other finance pros can get started with video content creation from scratch.If you've been hesitant to incorporate video into your marketing plan, this episode is for you! Connect with Niki:Website: NikiClarkMarketing.comEmail: Niki@NikiClarkMarketing.comLinkedIn: Niki Clark, FPQPInstagram: @nikiclarkmarketingTwitter: @nikiclYouTube: Niki Clark MarketingTo 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!