In this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to learn how creating your Signature Solution can transform your marketing, strengthen client relationships, and help you avoid becoming what Rob calls a "human robo-advisor."

Connect with Rob:

• Website: TruestFanCoaching.com
• LinkedIn: Rob Brown
• Book: Truest Fan
• Truest Fan Scorecard

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In this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, and financial therapy, while highlighting how AFCs collaborate with CFPs to provide truly holistic financial wellness. Tune in to learn how financial professionals can expand their referral networks and better serve clients who struggle with financial behaviors and money management.

Connect with Heidi:

• Website: HeidiClemons.com
• LinkedIn: Heidi Clemons, MA, AFC®, MQFP®

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures built in so you can build trust with potential clients without worrying about noncompliance.

Connect with Brian:

• Website: Wealthtender
• LinkedIn: Brian Thorp
• Testimonial Marketing Studio: Wealthtender | Testimonial Marketing Studio
• Book: Growing Your Advisory Business with Online Reviews: Playbook for Financial Advisors & Wealth Management Firms

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.

We always appreciate reviews on Apple Podcasts!