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Artwork for The Finance Marketing Podcast

The Finance Marketing Podcast

Hillary Gale
Linkedin
Financial Advisors
Niche Marketing
Case Studies
Email Marketing
Artificial Intelligence
Compliance
Referrals
Direct Mail Marketing
Tax Planning
Content Marketing
Referral Marketing
Search Engine Optimization
CRM
Client Stories
Youtube
SEO
Nitrogen Fearless Investing Summit
Relational Marketing
Monument Wealth Management

Tired of marketing that feels sleazy or overwhelming?

Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.

PublishesWeeklyEpisodes121Founded2 years ago
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MarketingBusinessEntrepreneurship

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Artwork for The Finance Marketing Podcast

Latest Episodes

In this episode of The Finance Marketing Podcast, Hillary sits down with Bryan Nichols, founder of Freedom Financial Planning in Cape Town, South Africa, to discuss how building a structured prospect filtering system transformed his practice — saving... more

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 advis... more

YouTube

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 overloo... more

YouTube

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... more

YouTube

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Recent Guests

Sheri Fitts
Speaker, author, founder of Sheri Fitts & Co.
Sheri Fitts & Co.
Episode: Your Personal Brand Exists Whether You Like It or Not — Here's How to Own It with Sheri Fitts
Justin Peters
Podcast strategist who helps service-based business owners create professional podcasts that elevate their brand, attract ideal clients, and grow their business
Episode: Why Your Podcast Isn't Growing — And What to Do About It with Justin Peters
Emeri Gibson Johnson
Paraplanner at Carson Wealth Management; NextGen Advisory Board member with the FinServ Foundation
FinServ, Carson Wealth
Episode: Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson
Dan Pascone
Founder and CEO of Tailored Wealth, creator of Making Sense of Your Money
Tailored Wealth
Episode: Stop Chasing Shiny Objects: How to Build a Marketing Strategy You'll Actually Stick To with Dan Pascone
Lynn Smargis
Publisher, ghostwriter, podcast producer, speaker, and author; founder of Write For You Ghostwriting
Write For You Ghostwriting
Episode: The Biggest Mistakes Financial Professionals Make When Writing a Book (And How to Avoid Them) with Lynn Smargis
Jordan Banning
CFP professional, owner of Crafted Financial Planning
Crafted Financial Planning
Episode: How a Documented Prospect Process More Than Doubled This Advisor's Close Rate with Jordan Banning
Aryel Gladden-Banning
operations consultant who works for solo advisors and small teams in the RIA space
Independent consultant
Episode: Top Mistakes Advisors Make During the Prospecting Process with Aryel Gladden-Banning
DonJay Rice
Financial behavior coach and sole owner of Drumbeat of Wealth
Drumbeat of Wealth
Episode: Stop Posting Educational Content Nobody Reads — Do This Instead with DonJay Rice
Jack Wang
Expert financial advisor focusing on college planning and financial aid
Independent financial advisor
Episode: Stop Answering the Same 10 Questions: How to Let Your Content Do It For You with Jack Wang

Host

Hillary Gale
Host of The Finance Marketing Podcast

Reviews

5.0 out of 5 stars from 9 ratings
  • Super practical marketing ideas for financial service providers!

    I love this podcast, every episode has practical and grounded advice for how to improve our ability to reach our ideal clients in our marketing.

    Not just a fantastic podcast, I hired Moneta Copy to do my website and I can say that Hillary and her team actually deliver.

    Apple Podcasts
    5
    Kara TrevAna
    Canada3 months ago
  • Marketing with sincere integrity

    As a financial coach, I’m so eager to help people feel confident about money. If I could do that without marketing, I would!

    But I need marketing in order to cross paths with the people I can benefit. I picture couples out there right now who feel stressed and wish they could get on the same page. If I can play a role in them never feeling that way again, I want to. Marketing is simply a means for me to practice my real passion— empowering people to feel amazing about their money!

    Hillary is ... more

    Apple Podcasts
    5
    Tulip Tree Finance
    United States5 months ago
  • Super helpful and insightful

    As a financial advisor, I really enjoy Hillary‘s podcast. It challenges me too grow and think differently!

    Apple Podcasts
    5
    timg246
    United States6 months ago
  • Excellent Resource!

    I’ve been following Hillary’s work for awhile now and we met briefly at FinCon. She knows her stuff and cares deeply about serving her clients. This is another great resource and I’m really enjoying all the episodes! If you’re a financial coach, advisor, or planner, you should definitely subscribe and give the show a listen!

    Apple Podcasts
    5
    blovingier
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate practical, grounded marketing advice tailored for financial services.
Guests and topics are seen as high-value for advisors seeking growth without gimmicks.
Many praise the host for authenticity and integrity in marketing approaches.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Why Organic Niching Creates Stronger Client Connections with Phil Weiss
Q: Can we start by just getting a quick overview?
Phil shares his background from tax work at Deloitte to becoming a CFA credentialed analyst, and why he shifted to founding Apprise Wealth Management with a niche in Women Facing New Beginnings, emphasizing authentic connection and life planning.
Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson
Q: What are some specific mentorship practices that you think firms should adopt to support next-gen advisors?
Creating dedicated time for mentorship, inviting open feedback, and actively integrating young advisors into strategic conversations and projects to help them grow and feel valued.
Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson
Q: What excites you about this industry and why did you choose this path?
Emeri shares a personal motivation to bridge financial literacy and help others while pursuing a career in financial planning, driven by family experiences and a desire to make an impact across generations.
Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson
Q: Can you tell us a little bit about FinServ and what their mission is?
FinServ focuses on coaching, funding attendance at industry conferences, and pairing next-gen advisors with mentors for six months, aiming to accelerate development and professional growth.
How to Turn Your Dormant Email List Into Discovery Calls with John Way
Q: Could you give us some details and some context around the scorecard implementation in the CPA world?
John explains that the AICPA created a personal finance scorecard for members to use in prospecting; the original PDF was less effective today, so they moved to a digital version that captures responses and provides instant, personalized insights, which greatly improves conversations and follow-ups.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Finance Marketing Podcast

What is The Finance Marketing Podcast about and what kind of topics does it cover?

This show targets financial professionals looking to grow their practices through authentic, non-sleazy marketing. Episodes center on practical strategies for prospecting, client storytelling, branding, and tech-enabled marketing, with a heavy emphasis on measurable results, systems, and human connection. Listeners likely appreciate content that translates marketing theory into concrete steps, templates, and real-world case studies, often featuring guests who blend finance, technology, and growth strategies. A notable strength is a focus on ethics and integrity in marketing, plus a willingness to tackle AI, hiring, and branding in a practical, advisor-focused way.

Where can I find podcast stats for The Finance Marketing Podcast?

Rephonic provides a wide range of podcast stats for The Finance Marketing Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Finance Marketing Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Finance Marketing Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Finance Marketing Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Finance Marketing Podcast?

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How many subscribers and views does The Finance Marketing Podcast have?

To see how many followers or subscribers The Finance Marketing Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Finance Marketing Podcast?

These podcasts share a similar audience with The Finance Marketing Podcast:

1. Full Advisor Coaching - The Podcast
2. Model FA Podcast
3. Retirement Tax Services Podcast
4. The Perfect RIA
5. The Efficient Advisor: Tactical Business Advice for Financial Planners

How many episodes of The Finance Marketing Podcast are there?

The Finance Marketing Podcast launched 2 years ago and published 121 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Finance Marketing Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Finance Marketing Podcast?

Rephonic pulls ratings and reviews for The Finance Marketing Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Finance Marketing Podcast?

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What guests have appeared on The Finance Marketing Podcast?

Recent guests on The Finance Marketing Podcast include:

1. Sheri Fitts
2. Justin Peters
3. Emeri Gibson Johnson
4. Dan Pascone
5. Lynn Smargis
6. Jordan Banning
7. Aryel Gladden-Banning
8. DonJay Rice

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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