The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Adam Knorr, Head of Content at Defining Wealth Partners and the leading authority on financial advisor growth and writing on LinkedIn, to unpack how advisors can turn the platform into a genuine lead-generation engine. Adam shares how he's helped clients drive $100 million in AUM pipeline through organic content, breaks down the most common mistakes keeping advisors from gaining traction — from canned firm content to weak hooks to overly long posts — and explains why showing personality and building real relationships on the platform matters just as much as the finance expertise itself. Tune in to learn practical, tactical strategies you can start applying to your own LinkedIn content today.

Connect with Adam:

LinkedIn: Adam Knorr

Website: Definingwealth.com
Tool: Influence Lab

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In this bonus episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, Founder of Niki Clark Marketing, and Paige Haynes, Founder of WealthTech Concierge, to recap their first Future Proof conference in Huntington Beach. They share their highlights, lowlights, and biggest takeaways, including how to make the most of a large industry conference without overscheduling yourself, and why it pays to be intentional about building real relationships. They also discuss the buzz around the Kitces marketing report and why advisors should look closely at the methodology and consider their own firm's goals before making marketing decisions based on industry research. Tune in to learn how to approach conferences as a relationship-building and marketing opportunity, and how to choose strategies that fit your firm rather than following the latest trend.

Connect with Niki:

Website: nikiclarkmarketing.com
LinkedIn: Niki Clark

Connect with Paige:

Website: WealthTechConcierge.com  

LinkedIn: Paige Haynes

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with a panel of three financial professionals — Kimberly Zimmerman Rand, Financial Coach and Principal of Dragonfly Financial Solutions; Cherie Stueve, Accredited Financial Counselor and financial behavior researcher; and Nate Astle, Certified Financial Therapist and founder of the Financial Therapy Clinical Institute — to unpack the "financial wellness continuum of care" and clarify the differences between financial coaching, counseling, and therapy. 

The panel dives into what each role actually looks like in practice, common misconceptions clients (and other professionals) hold about their work, and how to recognize when a client needs to be referred to a different type of specialist. Tune in to learn how building a thoughtful referral network across these disciplines can strengthen client trust, differentiate your practice, and become a meaningful part of your own marketing story.

Connect with Kimberly:

Website: DragonflyFinancialSolutions.com
LinkedIn: Kimberly Zimmerman Rand
YouTube: Dragonfly Financial Solutions

Connect with Cherie:

LinkedIn: Cherie Stueve

Connect with Nate:

Website: financialtherapyclinicalinstitute.com
LinkedIn: Nate Astle
Podcast: FTCI 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/emailsprint

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In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Woodbury, a financial advisor, podcaster, and speaker who spent 15 years in the IMO space, including a stint as Chief Marketing Officer, before becoming an advisor himself in 2024. Justin coined the concept of "low-cost, no-cost marketing," and in this conversation, he shares the practical, budget-free strategies advisors can use to grow their business — from re-engaging their existing client database with intentional annual reviews, to asking for referrals consistently, to building a steady stream of Google reviews that drive real inbound business. Tune in to learn how small, consistent habits in client service and reputation-building can create marketing ROI that far outlasts a one-time campaign.

Connect with Justin:

Website: BeyondTheIMO.com

Email: [email protected]

Podcast: Beyond The IMO

LinkedIn: Justin Woodbury

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Erin Botsford, who spent 30 years in the financial services business achieving at the highest levels (Barron's Top 100) before selling her business in 2017 in a successful exit. Today she is the creator of the Elite Advisor Success System™, a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Erin breaks down why the typical goals-and-dreams first meeting often fails to create urgency, and shares her alternative approach centered on uncovering risk and vulnerability to build trust and drive same-meeting closes. Tune in to learn how to position and price yourself in line with the value you deliver, why showing your comprehensiveness beats telling prospects about it, and how one advisor used Erin's approach to land a five-figure planning fee in a single meeting.

Connect with Erin:

Website: ErinBotsford.com or theadvisorauthority.com
Next Steps / Programs
Books: Seven Figure Firm: How to Build a Financial Services Business that Grows Itself
LinkedIn: Erin Botsford

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Lisa Mohammed, a powerhouse in the financial industry with over 15 years of proven success across banking, insurance, and financial services. With a dynamic background as both an Independent Financial Advisor and a Corporate Banking Manager, Lisa now empowers financial advisors to scale their business and master the art of client conversion. Lisa breaks down the critical difference between marketing and sales, walking through how to identify your true ideal client profile and why niching down sharpens every part of your business. Tune in to learn what a real sales process looks like from first conversation through referral, why most advisors have a pipeline problem rather than a leads problem, and how to strengthen your warm network before chasing paid lead generation.

Connect with Lisa:

Website: thepersonalcoach.ca/pipelinetoprofit

LinkedIn: Lisa Mohammed

Instagram: sales.reveler

Build Trust, Win Clients free ebook

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Matt Halloran, Chief Evangelist for Zocks.io, to talk about how AI, when used intentionally, can actually make advisors more present and more human with their clients — not less. Matt shares real client stories that illustrate what gets missed when advisors are too focused on note-taking instead of listening, and breaks down how AI can serve as a powerful market research tool by surfacing the questions clients and prospects are actually asking. Tune in to learn why "garbage in, garbage out" applies just as much to AI-generated marketing as anything else, how proper integrations unlock AI's real potential, and why the time AI gives back should be reinvested into marketing, not just more work.

Connect with Matt:

Website: Zocks.io

LinkedIn: Matt Halloran

Podcast: Better Practice, Better Life

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

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In this episode of The Finance Marketing Podcast, Hillary sits down with Adri Kopp, an email marketing specialist and co-founder of Inbox Academy, to talk about why email remains the most powerful trust-building tool available to financial advisors and how to use it strategically. 

Adri breaks down the real minimum email cadence advisors should be sending (it's more than you think), why low open rates are actually a sign to email more rather than less, and why personality-driven, behind-the-scenes content is starting to outperform pure education in a world flooded with AI-generated content. 

She and Hillary also dig into what actually makes a subject line "open-worthy," the biggest mistakes people make with curiosity-based subject lines, and why treating your client list and your leads list the same way could be hurting your results. Tune in for a masterclass on building trust in the inbox, one email at a time.

Connect with Adri:

• Website: KoppCopy.com
• YouTube: Inbox Academy
• Instagram: @copybykopp 
• Subject Line Glow-Up Video: https://www.youtube.com/watch?v=7YGyZFkOAtE 

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Nathan Parkhouse, founder of Nathan Parkhouse Advisory, where he fixes the structural stalls, client handoff, prospecting capacity, and decision delays, that cap growth for financial advisory firm owners. Nathan built Parkhouse Financial from scratch over nearly 20 years, restructured it to run beyond himself, and sold it at 4.25 times revenue. Nathan explains why "I need more leads" is rarely the real growth problem advisors face, and instead breaks down how a structured, reverse-engineered calendar protects the prospecting time that actually drives growth. Tune in to learn why discipline alone isn't the answer, how to build trust handoffs between yourself, your staff, and your clients, and what it really takes to build a scalable practice that doesn't rely entirely on you.

Connect with Nathan:

Website: NathanParkhouse.com

Growth Capacity Index (GCI) ™ (free 5-minute diagnostic)

Growth Capacity Lab™ (working session for advisory firm owners)

LinkedIn: Nathan Parkhouse

Twitter/X: @ParkhouseCFP

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Domenick D'Andrea, Co-Founder and Financial Advisor at DanDarah Wealth Management, to talk about why blending personal, behind-the-scenes content with educational posts is key to standing out in a crowded advisor market. Domenick shares why purely educational content puts advisors in a "sea of sameness," and how sharing personal stories and moments of vulnerability, from his daughter to his dog Cooper, has built deeper trust and driven real client relationships. He also offers practical guidance on where to draw the line personally and professionally, and how advisors who are more private can still find one authentic way to connect with prospects online. Tune in to rethink how you're showing up on social media and what it could mean for your own client relationships.

Connect with Domenick:

Website: DandarahWealthManagement.com

LinkedIn: Domenick D’Andrea

Facebook: Domenick D’Andrea

X: Domenick D’Andrea

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!