Advertise on podcast: The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Hopkins, CEO of Bryn Mawr Capital Management and Chief Wealth Officer at WSFS, to explore the talent and retention crisis facing the financial advisory industry and what it means for the future of firms across the profession. Jamie shares the sobering data behind advisor attrition and the looming talent shortfall, breaks down the different ways advisors approach (or avoid) developing next-gen talent, and reveals surprising new research on what young advisors are actually looking for in a firm. Tune in to learn why human connection may become one of the biggest differentiators in the industry, and how thinking about talent development today can directly shape your firm's brand, growth, and long-term value. Connect with Jamie: Website: BMT.com FinServ Foundation: FinServeFoundation.org 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 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 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 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 We always appreciate reviews on Apple Podcasts!

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 We always appreciate reviews on Apple Podcasts!

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.comYouTube: Inbox AcademyInstagram: @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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Brent Carnduff, founder and Principal at Advisor Rankings, a specialized SEO and AI search optimization agency for independent financial advisors. Brent breaks down how AI search has fundamentally reshaped content strategy for advisors, from the shift away from keyword-based articles toward topical authority and content clusters, to why niching your content is now essential for showing up when prospects turn to AI tools for advisor recommendations. Brent also introduces his CReD™ Visibility Framework, unpacking how content, reputation, and distribution work together to build trust with both AI search engines and prospective clients. Tune in to learn practical, actionable steps for making sure your content is actually working for you in today's AI-driven search landscape. Connect with Brent: Website: AdvisorRankings.io LinkedIn: Brent Carnduff Email: [email protected] 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 Anthony Degli Obizzi Jr., a Financial Planner with The Monastra Financial Group, to discuss how he transformed his LinkedIn presence from sporadic, jargon-heavy posts into a content strategy that generated over 6.1 million impressions in a single year.  Anthony shares the mindset shifts, habits, and storytelling approach that fueled his growth — and how that growth has translated into a consistently full calendar of ideal client meetings. Tune in to learn how Anthony's personal branding strategy on LinkedIn can inspire you to show up more authentically, build real trust with your audience, and turn your content into a steady stream of new client conversations. Connect with Anthony: LinkedIn: Anthony Degli Obizzi Jr.  Instagram: @obizzimeansmoney Website: www.monastrafinancialgroup.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 Cary Carbonaro, Managing Advisor and Women and Wealth Ambassador at Ashton Thomas Private Wealth, to discuss the marketing strategies that have built her thriving practice over a 25-plus year career — and what financial advisors need to know about attracting and retaining women clients. Cary shares how a consistent, value-first approach to visibility across social media, PR, TV, and authorship has kept her pipeline full without ever cold-calling or chasing clients. She also digs into the specific practice shifts advisors can make to build deeper trust with women — and makes a compelling case for why women aren't a niche, they're the market. Tune in for a masterclass in long-game marketing and client relationship building from one of the most recognized names in the industry. Connect with Cary: Website: CaryCarbonaro.com  LinkedIn: Cary Carbonaro  Instagram: @carycaronaro  Facebook: Cary Carbonaro  Twitter/X: @carycarbonaro 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 Frank Randall, founder of MedPro Financials, to explore how financial advisors can leverage association partnerships to build a thriving niche practice. Frank shares how he went from general practitioner to running a firm laser-focused on serving medical professionals, and the marketing strategies that have fueled his growth — from delivering educational webinars through professional associations to building a niche newsletter with nearly 50% open rates. Tune in to learn how Frank's long-game approach to niche marketing can inspire you to find your own untapped channels for reaching your ideal clients consistently and authentically. Connect with Frank: Website: MedProFinancials.com  LinkedIn: Frank Randall 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!