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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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

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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 Tiffany Sattler, a LinkedIn ghostwriter for financial professionals, to discuss the critical importance of setting clear goals for your LinkedIn presence. Tiffany explains why many advisors struggle with LinkedIn effectiveness by failing to understand where the platform fits within their overall marketing funnel. Whether LinkedIn serves as your top, middle, or bottom funnel marketing tool fundamentally changes how you should approach your profile, content strategy, and engagement tactics. Tune in to discover how to develop a sustainable LinkedIn strategy that aligns with your broader marketing goals and creates meaningful opportunities beyond just direct client acquisition.

Connect with Tiffany:

• LinkedIn: Tiffany Sattler

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We always appreciate reviews on Apple Podcasts!

In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it.

Hillary explores:

• How strategic segmentation can dramatically improve email relevance and engagement
• The importance of a well-crafted welcome sequence that makes a powerful first impression
• Practical nurture strategies that build trust over time
• How to calculate the actual ROI of your email marketing efforts
• Why unsubscribes are healthy for your list (and nothing to fear)

Drawing from real success stories, Hillary shares how advisors like Dave Armstrong segment their lists into three categories (clients, prospects, and advocates), how Sonya achieved remarkable 85-90% open rates through authentic storytelling, and how Taylor Schulte filled his entire client pipeline with just a few targeted emails per year.

Whether you're just starting your email marketing journey or looking to optimize an existing strategy, this episode provides actionable frameworks to help you build meaningful relationships at scale and convert more subscribers into clients.

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We always appreciate reviews on Apple Podcasts!

In this first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketing asset.

Hillary explores:

• Why email marketing delivers higher ROI than social media for finance professionals
• Three key characteristics of lead magnets that actually get downloaded
• Practical strategies for promoting your lead magnet, both organically and through paid methods
• How to overcome common hesitations about starting an email list
• Real examples of successful lead magnets created for financial advisors

Drawing from the experiences of successful advisors and coaches interviewed on previous episodes, Hillary shares actionable insights for building an email list that attracts your ideal clients. Whether you're starting from zero subscribers or looking to breathe life into a dormant list, this episode provides the foundation for email marketing that feels authentic and delivers results.

Stay tuned for part two next week, where Hillary will dive into strategies for turning your subscribers into clients.

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where women feel comfortable discussing money and investing. She reveals practical strategies for building trust through authentic marketing, from leveraging LinkedIn to joining women's groups, while demonstrating how sharing personal experiences can help attract ideal clients who share your values.

Connect with Tracy:

• Financial Planning: TBG Investing
• Financial Education/Speaking: TBG Prosperity
• LinkedIn: Tracy Baron Garcia, CFP

Disclosure: TBG Investing is a Registered Investment Adviser in the state of Oregon. Advisory services are only offered to clients or prospective clients where TBG Investing and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result.

The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer or solicitation to buy or sell investments. All investment strategies can result in a profit or a loss.

The advertisements played during this podcast are controlled by the hosting platform and not by TBG Investing and TBG Investing is not responsible for the content or suitability of any advertisements heard during this program.

You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change.

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Paul McManus, Owner of The Short Book Formula Publishing, to explore how financial advisors can build authority and accelerate trust through writing a book. Paul shares his proven process for helping busy advisors write and publish impactful books in as little as six weeks, and explains why "authority by association" can be a game-changer for growing your practice. Drawing from his experience working with hundreds of financial advisors, Paul reveals practical strategies for leveraging your book beyond Amazon sales to create real business growth and attract ideal clients.

Connect with Paul:

• Website: The Short Book Formula
• Free Book: Get a complimentary copy of Paul's book at TheShortBookFormula.com

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We always appreciate reviews on Apple Podcasts!