The Finance Marketing Podcast

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.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!

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: brent@advisorrankings.io 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!

In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, and Katie Lantukh, founder of Murphy Marketing, to unpack original research the three of them commissioned: a study of 100+ Colorado prospects actively searching for a financial advisor right now. The findings reveal three distinct types of advisor prospects — first-timers, searchers, and switchers. Each one researches advisors differently, looks for different things on your website, and needs to hear a different message before they'll reach out. John, Katie, and Hillary dig into why fee transparency matters more than advisors think, why "sounding like everyone else" is the top reason prospects walk away, and why the referrals you're already getting may be comparing you to other advisors online. Tune in to learn what real prospects say makes them choose — or pass on — an advisor, and the practical changes you can make to your website and messaging to win more of the clients you actually want. >> Read the full study here . Connect with Hillary: Website: MonetaCopy.com LinkedIn: Hillary Gale Meehan Connect with John: Website: Pipelineapp.io LinkedIn: John Way Connect with Katie: Website: Murphy.marketing LinkedIn: Katie Lantukh Join us for theWebsite Conversion Lab in Denver on August 12! Join John, Katie, and Hillary in person in Denver on Wednesday, August 12 for a full-day workshop applying this study's findings directly to your website — including a hands-on website lab where you'll get live feedback on your site. Get your ticket to The 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 episode of The Finance Marketing Podcast, Hillary sits down with Julie Johnson, a former Barron's winning top advisor and current authority in communication and trust building strategies, to walk through the referral system that earned Julie back-to-back firm-wide awards at UBS for receiving and closing the most client referrals in 2008 and 2009. Julie shares her step-by-step process for asking for referrals from both existing clients and COIs in a way that feels authentic, solutions-focused, and anything but salesy. Tune in to learn how a simple but powerful mindset shift — from salesperson to solutions person — can transform the way you approach referrals and help you build a more loyal, referable client base. Connect with Julie: Email: julie@xycommunication.com LinkedIn: Julie Johnson 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 Kara-Lee TrevAna, CFO Advisor and Cash Flow Strategist, for a client spotlight conversation about the real impact of investing in professional branding. Kara shares her journey from DIY branding to working with Hillary and her team on a full brand and website overhaul — and the confidence and marketing momentum that followed. Tune in to hear Kara's honest take on when the right time to invest in professional branding actually is, what the process looked like from the client's perspective, and how having cohesive brand assets has made it easier to show up, network, and attract the right clients. Connect with Kara: Website: trevanaconsulting.com LinkedIn: Kara-Lee TrevAna, CFO Connect with Hillary: Website: monetacopy.com LinkedIn: Hillary Gale Meehan Have a question about branding for your business? Send us an email at hello@monetacopy.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 Bryan Nicol, founder of Freedom Financial Planning in Cape Town, South Africa, to discuss how building a structured prospect filtering system transformed his practice — saving him time, sharpening his niche, and filling his pipeline with better-fit clients. Bryan shares how he evolved from an overwhelming day of back-to-back unqualified prospect calls to a multi-stage intake process that screens prospects on both quantitative and qualitative criteria before they ever get on his calendar. Tune in to learn how getting intentional about who you serve — and building a system to filter for exactly that — can make your marketing more effective, your close rate higher, and your client relationships more fulfilling. Connect with Bryan: LinkedIn: Bryan Nicol Website: www.freedomfp.co.za Podcast: The Enough Club 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 Kristin Harad, a business development coach and Fractional CMO for RIAs who helps multi-advisor firms build a growth system their whole team can follow. Kristin shares how advisors at every level can build a personal brand that works in harmony with their firm's overarching brand — and what firm leaders can do to create the culture, framework, and creative space that makes that possible. Tune in to learn how to audit your online presence, humanize your team in ways that deepen client relationships, and build a firm-wide marketing approach where every advisor can show up authentically and consistently. Connect with Kristin: Website: FullAdvisorCoaching.com Podcast: Full Advisor Coaching Podcast LinkedIn: Kristin Harad 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 Sheri Fitts, founder of Sheri Fitts & Co. and creator of the digitalEQ® framework, to explore why purpose-driven personal branding is one of the most powerful — and most overlooked — marketing tools available to financial advisors today. Sheri shares why every advisor already has a personal brand whether they know it or not, and why the real question is whether they're being intentional about shaping it. Tune in to learn how anchoring your brand in genuine purpose can make your marketing clearer, your niche more defined, and your referrals more effortless. Connect with Sheri: Website: SheriFitts.com LinkedIn: Sheri Fitts Instagram: @sherifitts SWAY LIVE — August 2–4, Boulder, CO: Website: swaylive.sherifitts.com Use code [PROMO CODE] for $200 off your ticket! (coming soon) 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 Peters, a podcast strategist who helps service-based business owners create professional podcasts that elevate their brand, attract ideal clients, and grow their business. Justin breaks down the most common mistakes that are silently stunting advisor podcast growth — from a poorly optimized podcast name to a lack of content strategy — and shares the practical fixes that can transform a stagnant show into a genuine business development tool. Tune in to learn how to make your podcast work harder for your practice, attract your ideal clients, and build the kind of consistent, strategic content that compounds over time. Connect with Justin: Podcast: Podcast Playbook LinkedIn: Justin Peters Website: simplepodstudios.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 Emeri Johnson, a Paraplanner at Carson Wealth Management and Next-Gen Advisory Board Member with the FinServ Foundation, to explore what the next generation of financial advisors is really looking for as they enter the industry — and what seasoned advisors can do right now to attract, develop, and retain that talent. Emeri shares an honest, firsthand perspective on why the attrition rate for new advisors is as high as it is, what meaningful mentorship actually looks like from the next-gen point of view, and how the rise of AI is reshaping the role young advisors play inside firms. Tune in to learn how investing in next-gen talent isn't just good for the industry — it's a powerful differentiator for your firm's brand and long-term growth. Connect with Emeri: LinkedIn: Emeri Johnson Website: Wealthmanagement.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 Dan Pascone, Founder and CEO of Tailored Wealth, to explore how he has built a multi-platform content marketing ecosystem that consistently attracts qualified prospects and fuels the growth of his firm. Dan shares how LinkedIn and his weekly newsletter, Making Sense of Your Money, form the foundation of his marketing strategy, how he tests and evaluates new platforms without falling into shiny object syndrome, and how he structures his time to stay focused on the business development work he does best. Tune in to learn how to build a connected content ecosystem, how long to give a marketing channel before you commit or cut it, and how to track which platforms are actually bringing in clients — so every hour and dollar you invest in marketing is working as hard as it should. Connect with Dan: Website: YourTailoredWealth.com Content Brand: MakingSenseOfYourMoney.com LinkedIn: Dan Pascone 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!

Show Notes: In this episode of The Finance Marketing Podcast, Hillary sits down with Lynn "Elikqitie" Smargis, founder of Write For You Ghostwriting, to discuss the most common mistakes financial professionals make when writing and self-publishing a book — and how to avoid them. Lynn shares her expertise on everything from defining your ideal reader and crafting a searchable book title, to navigating the self-publishing process and building a book marketing strategy that actually moves the needle. Tune in to learn how writing a book the right way can become one of the most powerful authority-building and client-attracting tools in your marketing arsenal. Connect with Lynn: LinkedIn: Lynn "Elikqitie" Smargis Website: https://www.writeforyou.me/ Substack: Publishing for Professionals Podcast: Publishing for Professionals Book Clarity Blueprint 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 Aryel Gladden-Banning, a consultant who works with solo advisors and small teams in the RIA space, to dig into the data behind a well-built prospect process. Aryel shares a real-world case study that reveals how tracking the right data points — from lead sources to conversion rates at each stage of the process — can expose exactly where prospects are falling off and point advisors toward the right fixes. Tune in to learn how leaning into what the data is already telling you can help you attract better-fit clients, improve your conversion rates, and make smarter marketing decisions without overhauling everything from scratch. Connect with Aryel: LinkedIn: Aryel G 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!