In this episode of The Finance Marketing Podcast, Hillary sits down with Derrick Kinney, a former top financial advisor turned coach and author of the Wall Street Journal and USA TODAY bestseller Good Money Revolution. Derrick shares his proven strategies for transforming how advisors position themselves in the market—moving away from credential-based introductions that cause prospects to disengage and toward problem-focused messaging that immediately resonates. 

Tune in to learn Derrick's "You Know How..." framework for client acquisition, discover why prospects only care about one thing (solving their painful financial problems), and get practical communication techniques for client meetings that build trust and convert prospects without making them feel sold to.

Connect with Derrick:

• Website: SuccessForAdvisors.com 
• Book: Good Money Revolution: How to Make More Money to Do More Good
• Free Downloads:
  • Stop losing prospects: 10 conversation mistakes holding back your success (and How to Fix Them Fast)
  • 3-step plan to get the raise you want
• LinkedIn: Derrick Kinney 

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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 Bill Cates, often called "The Original Referral Coach," to explore how understanding money stories—both your own and your clients'—creates the foundation for empathetic marketing and natural referral generation. Bill shares why advisors must first examine their own beliefs and anxieties around money to build genuine empathy with clients, how to discover your true differentiation by asking clients how they describe you to others, and his proven "value discussion" framework that gets clients speaking your value out loud—neurologically teaching them how to talk about you without awkward referral asks. Tune in to learn how to shift from uncomfortable referral tactics to a mission-driven approach where your value is worth sharing and referrals flow naturally from the client experience.

Connect with Bill:

Website: ReferralCoach.com 

LinkedIn: Bill Cates 

YouTube: @BillCatesReferralCoach

Books: LanguageofReferrals.com & TheHiddenHeist.com 

Free Guide: ExponentialGrowthGuide.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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Katie Braden, Founder of Advisor Video Marketing and CFP® professional, to explore how financial advisors can leverage video to build trust with prospects and create a powerful marketing ecosystem. Katie shares practical strategies for overcoming common video mistakes, infusing authentic personality into content, and implementing a video-first marketing approach that converts viewers into clients. Tune in to learn how you can use video to differentiate your practice, attract ideal clients, and create meaningful connections before prospects ever schedule a discovery call.

Connect with Katie:

Website: AdvisorVM.com 

LinkedIn: Katie Braden

YouTube: @advisorvm

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 James Pollard, founder of TheAdvisorCoach.com and host of the Financial Advisor Marketing podcast, to explore why direct mail remains one of the most effective marketing strategies for financial advisors. James shares the economics behind direct mail success, revealing why advisors don't need high response rates to achieve profitability, and walks through his proven letter structure using classic copywriting formulas like AIDA and Problem-Agitate-Solution. Tune in to learn how to acquire targeted mailing lists, craft compelling direct mail pieces that feel personal rather than polished, and build multi-touch sequences that convert prospects into clients.

Connect with James:

Website: TheAdvisorCoach.com 

Podcast: Financial Advisor Marketing Podcast 

LinkedIn: James Pollard

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 Tony Steuer, Chief Evangelist at Yetworth Collaborative, to explore how the financial services industry must evolve from product-driven approaches to relationship-focused strategies in an increasingly AI-driven world. Tony shares compelling insights on a major marketing opportunity that exists in better serving underrepresented clients, particularly women and people of color, who often don't feel "seen and heard" by traditional financial services. Tune in to learn why shifting from "financial literacy" to "financial fluency" in your messaging can make your services more approachable, and discover practical strategies for creating more inclusive client experiences that can differentiate your practice and help you build stronger, lasting relationships.

Connect with Tony:

Website: TonySteuer.com 

Podcast: The Get Ready Money Podcast 

LinkedIn: Tony Steuer 

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 Brent Carnduff, founder and CEO of Advisor Rankings, to explore how the SEO landscape for financial advisors has dramatically evolved over the past 15 years and what advisors need to know about optimizing for AI-powered search engines. Brent shares his unique journey from elementary school teacher to SEO expert, and breaks down why traditional SEO strategies no longer work in today's competitive environment dominated by major media companies. Tune in to learn how advisors can adapt their content strategies for the age of AI search, the importance of building topical authority in specific niches, and practical tips for leveraging AI tools while maintaining the human expertise that clients value.

Connect with Brent:

Website: AdvisorRankings.io 

LinkedIn: Brent Carnduff

Reddit: Brent Carnduff

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 Larry Sprung, Founder of Mitlin Financial, to explore how his firm has transformed their entire brand and marketing strategy around the concept of "joy." Larry shares how they've moved beyond traditional retirement planning conversations to focus on what truly brings fulfillment and meaning to their clients' lives, creating a distinctive messaging strategy that has made their firm instantly recognizable in the marketplace. Tune in to learn how Larry's multi-channel marketing approach and long-term mindset has elevated his practice, and discover practical strategies you can apply to differentiate your own firm and build sustainable marketing momentum without getting overwhelmed.

Connect with Larry:

Website: Mitlin Money Mindset®

LinkedIn: Lawrence Sprung 

X: @Lawrence_Sprung

Facebook: Lawrence Sprung

Instagram: Larry_Sprung

Book: "Financial Planning Made Personal"

Book: “The JOY and Productivity Journal” 

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 Natalie Hales, a brand strategist specializing in financial advisor marketing, to explore the strategic power of niching and how advisors can overcome their biggest fears about defining a specific target market. Natalie shares compelling research showing that firms with a clear ideal client see significant increases in both new clients and assets under management, and breaks down what actually constitutes an effective niche versus common misconceptions. The conversation addresses practical concerns like how to transition your marketing without alienating existing clients, different approaches for new versus experienced advisors, and the three essential components that make a niche truly powerful. Tune in to discover why niching isn't about limiting your business but about strategically positioning yourself to attract more of the clients you love working with while building genuine authority in your market.

Connect with Natalie:

Website: NatalieHales.com
LinkedIn: Natalie Hales
Take the 90-second quiz: NatalieHales.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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Kali Roberge, Chief Operations Officer at Beyond Your Hammock, to explore how financial advisors can build a successful content-driven marketing strategy that consistently generates qualified leads. Kali shares the behind-the-scenes details of how her firm has made content marketing the hub of their entire strategy, from securing regular features in major publications to creating blog content that drives organic search traffic. The conversation dives into practical lead qualification strategies, the importance of playing to your marketing strengths rather than trying to be everywhere, and how to adapt your SEO approach for an AI-powered search landscape. Tune in to learn how to create a focused content marketing strategy that actually converts prospects into clients and discover actionable ways to future-proof your marketing efforts as search technology continues to evolve.

Connect with Kali:

Website: BeyondYourHammock.com

LinkedIn: Eric Roberge (Beyond Your Hammock)

Instagram: @BeyondFinances

Podcast: Beyond Finances 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

We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tara Meehan, a marketing professional with nearly two decades of experience in financial services, to discuss how advisors working under broker dealers and wirehouses can navigate compliance restrictions while creating effective, authentic marketing content. Tara shares game-changing insights about building collaborative relationships with compliance teams, the hidden limitations of relying on canned content, and practical strategies for getting creative marketing initiatives approved. Tune in to learn how to transform your relationship with compliance from adversarial to collaborative and discover why playing it safe with generic content might actually be hurting your marketing efforts more than helping them.

Connect with Tara:

LinkedIn: @tarameehan

LinkedIn: @MeehanMarketing

 Website: https://www.meehanmarketing.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!