By Hillary Gale
Each week on The Finance Marketing Podcast, join host Hillary Gale, an expert financial marketer and copywriter, as she explores in-depth conversations with top financial advisors, coaches, therapi
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33 ratings
The podcast currently has 34 episodes available.
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:
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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:
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We 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:
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We 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:
Disclosure: 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.
We 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:
Disclosure: 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.
We always appreciate reviews on Apple Podcasts!
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:
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We 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.com
LinkedIn: Jack Rubin
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.
We 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:
Disclosure: 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.
We 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:
Resources Mentioned:
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.
We 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:
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.
We always appreciate reviews on Apple Podcasts!
The podcast currently has 34 episodes available.
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