In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a returning guest and college financial planning expert, for a follow-up conversation on how his marketing has evolved since his last appearance on the show. Jack shares how he's using a 20-minute intake questionnaire and his podcast together as a prospect filtering system — reducing unqualified meetings, protecting his time, and setting the stage for more intentional growth. He also shares the single marketing strategy he credits most for attracting press opportunities, speaking engagements, and inbound TV producer outreach. Tune in to hear how Jack is working smarter, not harder, when it comes to attracting and converting the right clients for his business.

Connect with Jack:

Podcast: Smart College Buyer 

LinkedIn: Jack Wang

Website: https://innovativewealth.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/emailsprint

We always appreciate reviews on Apple Podcasts!