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The Finance Marketing Podcast

The Finance Marketing Podcast

De : Hillary Gale
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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.


© 2026 The Finance Marketing Podcast
Direction Economie Management et direction Marketing et ventes
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    Épisodes
    • $10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy Morris
      Jan 30 2026

      In this episode of The Finance Marketing Podcast, Hillary sits down with Jeremy Morris, Co-Founder and Financial Advisor at Five Pine Wealth Management, to discuss the grit, persistence, and strategic marketing investments that took his firm from zero clients to nearly $200 million in AUM in just eight years. Jeremy shares the raw reality of launching a fee-only RIA in a new city where he and his business partner knew no one, and how their willingness to outwork and outspend their competition on marketing became the foundation of their success. Tune in to learn how Jeremy's relentless follow-up with leads, aggressive reinvestment in digital advertising, and commitment to content marketing created a sustainable growth engine that continues to drive new client acquisition while dramatically reducing their cost per lead.

      Connect with Jeremy:

      Website: FivePineWealth.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!

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      32 min
    • Getting Out of Your Own Way: Systems for Growing Advisors with Aryel Gladden-Banning
      Jan 23 2026

      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 discuss the critical importance of documenting and systematizing your prospect communication process. Aryel shares insights from a project she and Hillary collaborated on to help streamline the sales workflow for an RIA firm that was losing valuable time—and leads—by constantly reinventing their prospect communications from scratch. Tune in to learn how creating a documented, repeatable sales process can free up your time, prevent prospects from falling through the cracks, and allow you to focus on what matters most: serving clients and growing your practice.

      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!

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      40 min
    • Should You Write a Book? One Advisor's Honest Take on Books as Marketing Tools with Sean Mullaney
      Jan 16 2026

      In this episode of The Finance Marketing Podcast, Hillary welcomes back Sean Mullaney, a financial planner with an advice-only practice in Los Angeles who focuses on those nearing an early retirement by conventional standards. Sean was Hillary's very first podcast guest, and in this follow-up conversation, he shares the valuable marketing lessons he's learned from writing two books—his first solo effort on Solo 401(k)s and his recent co-authored book with Cody Garrett on early retirement. Sean gets candid about the mistakes he made with his first book, particularly writing it before clearly defining his ideal client, and explains why the question "Will this book be successful even if I don't sell a single copy?" is critical for advisors considering major content projects. Tune in to learn how relationship-building, niche clarity, and patience have made Sean's second book more successful, and discover practical insights you can apply whether you're considering writing a book or simply trying to align your marketing efforts with your ideal client.

      Connect with Sean:

      LinkedIn: Sean Mullaney

      Website: FIttaxguy.com

      Book: Tax Planning To and Through Early Retirement



      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!

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      38 min
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