The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, host Hillary sits down with Michael Collison, a financial coach specializing in the FIRE (Financial Independence, Retire Early) movement. Michael shares his journey from a 40-year career in software development to becoming a financial coach, and how his personal experiences with budgeting and investing have shaped his approach to coaching. Michael delves into the importance of niching down and how it has helped him build engaged online communities. He also discusses his strategies for leveraging specific tools like YNAB (You Need A Budget) to help clients achieve their financial goals. Connect with Michael:Website: YourFireJourney.coachFree Guide: The FIRE Path to Financial FreedomLinkedIn: Michael CollisonLinkedIn Group: [FIRE] Financial Independence & Retire Early (Promotion Free)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, host Hillary sits down with Matt Halloran, co-founder of ProudMouth and a renowned expert in financial advisor marketing. Matt shares his wealth of knowledge on the transformative power of podcasting for financial professionals. He delves into the unique intimacy of podcasting as a marketing tool, the critical importance of audio quality and consistency, and how podcasting fits into your overall marketing ecosystem. Tune in to discover actionable insights that can elevate your marketing strategy and deepen your connection with your audience.Connect with Matt:Website: ProudMouthLinkedIn: Matt HalloranCheck out ProudMouth’s PodRocket Academy for free resources on starting and improving your 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 Jackson Larimer, financial coach and founder of Lemonade Stand Financial. Jackson shares his journey from working in tech sales to launching his own financial coaching business, where he helps young couples and individuals manage their money with confidence. With a focus on aligning marketing and sales efforts, Jackson offers invaluable insights for financial professionals looking to grow their businesses effectively.Connect with Jackson:LinkedIn: Jackson LarimerNewsletter: Lemonade Stand FinancialTo 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 Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advisors, and provides a step-by-step guide on how to get and use testimonials and reviews for your firm while remaining compliant.Connect with Brian:Email: Brian@wealthtender.comLinkedIn: Brian ThorpWealthTender: Wealthtender.comTo 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 Larry Sprung, a devoted husband, father, entrepreneur, author, and mental health advocate. Larry is the founder and wealth advisor at Mitlin Financial, Inc®, author of Amazon Bestselling book Financial Planning Made Personal and the host of the Mitlin Money Mindset® podcast. During this conversation, Larry shares insights on his comprehensive marketing strategy, emphasizing the importance of authenticity in social media engagement, the impact of his book, and the strategic use of his podcast. He discusses how these platforms together enhance brand visibility and deepen relationships with prospects and clients.Connect with Larry:LinkedIn: Larry Sprung, CFP®Twitter/X: @Lawrence_SprungFacebook: Lawrence D SprungInstagram: @larry_sprungBook: Financial Planning Made Personal(Download the 1st 2 chapters for free!)Free Download: The JOY and Productivity JournalMitlin Money Mindset® PodcastWebsite: MitlinMoneyMindset.comTwitter/X: @mitlinmoneyLinkedIn: Mitlin Money Mindset®YouTube: Mitlin Money Mindset®Mitlin Financial, Inc®Website: MitlinFinancial.comFacebook: Mitlin Financial, Inc.Instagram: @mitlinfinancialTwitter/X: @MitlinFinancialDisclosure:Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.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!

This week on The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in advisor marketing. In this conversation, Natalie dives into the significance of finding and defining the right niche for financial advisors. She discusses how niching can dramatically enhance client acquisition and overall business profitability, as well as addresses common fears advisors have about narrowing their practice.Connect with Natalie:Website: NatalieHales.comLinkedIn: Natalie HalesTo 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 Financial Therapist Jillian Knight to discuss what it's been like marketing herself in her first year of business, how she's set and reached goals for herself, and where she's learning to put her energy as she brings on more and more clients.Connect with Jillian:Website: HerFinancialTherapy.comLinkedIn: Jillian Knight, LMFTInstagram: @herfinancialtherapyNY Times Article: 4 Mistakes Couples Make When Discussing MoneyThe Financial Therapy Podcast: Escaping the Guru Trap: Jillian Knight's Story PART ONETo 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, host Hillary sits down with LinkedIn marketing expert Tiffany Sattler to talk about how to optimize your LinkedIn profile and posting strategy to reach your goals.Connect with Tiffany on LinkedIn.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 Emily Rassam, CFP, CDAA, AIFA, CRPS, NSSA, and one of Investopedia's Top 100 Financial Advisors in the country. During this conversation, Emily shares her tips and strategies for establishing a personal brand while working inside part of a larger firm. Among other things, Emily shares her experiences of building her brand through making personal connections, building her authority and expertise with pro bono work, and her personal content creation strategies.Connect With Emily:Website: Archer Investment ManagementLinkedIn: Emily Rassam, CFP, CDAA, AIFA, CRPS, NSSATo 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, join host Hillary as she interviews Taylor Schulte, CFP, founder of Define Financial, co-founder of the AGC community, co-host of Kitces Summits, and host of two Apple Top 100 podcasts: the Stay Wealthy Retirement Podcast and Experiments in Advisor Marketing. In this conversation, Taylor shares how he and his firm have leveraged SEO and email marketing to develop a steady and consistent pipeline of great-fit clients.With over $200 million in assets under management, Taylor's strategic use of SEO to attract and maintain a specific client demographic offers a great alternative for financial advisors wary of relying on social media for client acquisition. Dive into Taylor's marketing journey and gain insights into creating a successful, sustainable marketing strategy without the daily grind on social media platforms.Connect with Taylor:Website: TaylorSchulte.com, DefineFinancial.comPodcasts: Stay Wealthy Retirement Podcast, Experiments in Advisor MarketingKitces.com Articles2 Ways I Improved My Advisor Website SEO (And How You Can, Too)How User Experience (UX) Improved My Advisor Website (And How It Can For You, Too)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!