In this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase.

Catherine and Hillary dive deep into the complexities of marketing spend for financial professionals, offering invaluable insights on how to strategically allocate your marketing budget, measure ROI where you can, and leverage referral business for cost-effective growth. If you're looking to refine your marketing strategies and ensure every dollar spent is working for you, this conversation is packed with practical advice.

Connect with Catherine:

• LinkedIn: Catherine Tindall, CPA
• Podcast: Financial Advisors Want to Know
• Website: Dominion Enterprise Services

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In this episode of The Finance Marketing Podcast, Hillary sits down with Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey from launching her own podcast to building a business that helps financial professionals leverage podcasting to gain authority, attract clients, and educate their audience without the hassle of managing the technical side.

Virginia offers invaluable tips on how financial advisors can create effective podcasts, including the importance of clear calls to action and crafting an "ideal listener" statement that helps you connect with the right audience from the start. She also emphasizes keeping podcast production simple and sustainable, ensuring that it's an easy extension of your marketing efforts rather than an overwhelming task.

Tune in to learn how podcasting can become an "automatic" marketing tool for your business while you focus on what you do best — serving your clients!

Connect with Virginia:

• Instagram: @podcastabundance
• LinkedIn: Virginia Elder
• Website: Podcast Abundance
• Podcast: Reaching Abundance

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optimization, providing practical insights into how financial professionals can enhance their SEO strategies and navigate the technical aspects of optimizing their websites for better search rankings.

Wesley also dives into his personal experiments with AI-generated content, explaining how Google responds to AI-driven content and offering tips on how to use AI effectively without compromising your site’s search performance. Tune in to learn about the evolving role of SEO in digital marketing and how AI might shape the future of financial professionals’ online visibility.

Connect with Wesley:

Website: Wes-Web.com
Facebook: Wes Web
LinkedIn: Wesley Gehman
Business LinkedIn: Wes Web
YouTube: Wes Web YouTube Channel

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In this episode of The Finance Marketing Podcast, Hillary sits down with Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a Marine Corps officer to building a successful wealth management firm during the 2008 financial crisis. He opens up about the challenges of starting a business in turbulent times and how embracing authenticity has become a cornerstone of his firm’s success.

Dave also dives into the power of content creation and why he believes that content makers are the new rainmakers in the financial industry. He discusses the importance of repurposing daily interactions into valuable content and the impact of digital presence in building trust and attracting clients. Whether you’re a financial advisor or coach looking to enhance your marketing strategy, this episode is filled with actionable insights that will help you stand out in a crowded market.

Connect with Dave:

• Instagram: @monumentwealth
• LinkedIn: Monument Wealth Management
• YouTube: Monument Wealth Management
• Website: Monument Wealth Management
• Podcast: Off the Wall
• #Unfiltered Newsletter: Sign Up Here

Disclaimer: MWM cannot be held responsible for any damaged caused by having fun on our pod :-)

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In this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital marketing strategy specifically tailored for financial advisors. She discusses the three essential stages of marketing—building awareness, capturing leads, and nurturing those leads to convert them into loyal clients.

Olivia offers practical insights on effective lead generation techniques, the power of email marketing, and the role of automation in streamlining marketing efforts. She also provides valuable tips on leveraging platforms like LinkedIn for lead generation and relationship building, making this episode a must-listen for financial advisors looking to enhance their digital marketing strategy.

Connect with Olivia:

• Website: Lexicon Advisor Marketing
• Schedule a Call: Calendly - Olivia Luper
• LinkedIn: Olivia Luper
• Instagram: @lexiconadvisormarketing
• Twitter: @olivialuper
• YouTube: Lexicon Advisor Marketing YouTube Channel
• Join Lexicon's Email List: Subscribe Here

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Pam Prior, a brilliant, down-to-earth finance expert who helps entrepreneurs take confident control of their money mindset and business cash flow. Pam is the host of the Cash Flow with Pam Prior podcast and author of the recently published book Founder to Exit. With her unique blend of high energy and calming reassurance, Pam shares her insights on authentic branding, building meaningful relationships to drive business growth, and using AI strategically in marketing without losing the human touch.

Connect with Pam:

• Website: www.PamPrior.com
• Podcast: Cash Flow with Pam Prior
• Book: Founder to Exit
• Facebook: Pam S Prior
• Twitter: @pamsprior
• Instagram: @pamsprior
• TikTok: @pamprior
• YouTube: Pam S Prior

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Kim Kelty, CEO of The Kelty Method, to delve into the world of personal branding for financial advisors and coaches. Kim is a Personal Brand Consultant and Podcast Producer who partners with small business owners and entrepreneurs to enhance their personal branding and podcast production. She specializes in bringing the in-person work, success, and voice of her clients to life on a digital scale.

During their conversation, Hillary and Kim discuss the importance of defining your unique value proposition, strategic tips for repurposing content across multiple platforms, and the need for gradual platform expansion. Kim also shares her insights on how to attach ROI to your marketing efforts, even when it’s challenging to see immediate conversions.

Connect with Kim:

• Website: KimKelty.com
• LinkedIn: Kim Kelty
• Podcast: Words2Heal

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Dykstra, book ghostwriter and Founder of Jamie Dykstra LLC, to discuss the process and strategy behind writing a business book that makes an impact. Jamie's background in financial services as a corporate accountant provides a unique perspective on how financial services professionals can effectively build their platforms and thought leadership through books.

Jamie talks about the importance of setting intentions for your book, addressing reader objections, and the benefits of working with a ghostwriter. This conversation offers practical advice tips for financial advisors and coaches looking to expand their thought leadership and enhance their brand.

Connect with Jamie:

• Website: JamieDykstra.com
• Instagram: @jamiedykstracreates
• LinkedIn: Jamie Dykstra
• Free Resource: Nonfiction Book Blueprint

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We always appreciate reviews on Apple Podcasts!