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

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Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

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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

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Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

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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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Jim Effner, founder and President of P2P Group, to explore the psychological barriers that prevent advisors from scaling their practices and the mindset shifts required to break through to peak performance. Jim shares his three-phase approach to transforming advisor performance—mindset, systems, and language—with particular emphasis on why getting your mindset right is the foundation for sustainable growth. Tune in to learn why you need a powerful, eternal "why" to push through the inevitable discomfort of scaling, the difficult truth about letting go of lower-caliber clients and negative relationships to make room for growth, and how to shift from people-pleasing to leading clients with conviction—even when it means having courageous conversations they don't want to hear.

Connect with Jim:

Website: JimEffner.com

Email: jim@jimeffner.com

Book: Bridge Your Gap (available on Amazon)

Online Academy: www.p2p-academy.com

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Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

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In this episode of The Finance Marketing Podcast, Hillary kicks off 2026 by exploring how financial advisors should shift their marketing in the year ahead. She addresses the real challenges advisors are facing — from declining website traffic and unpredictable social media algorithms to the flood of generic AI-generated content — while highlighting the exciting opportunities these shifts create for advisors willing to show up authentically and strategically.

Connect with Hillary:

• Website: www.MonetaCopy.com
• Email: hillary@monetacopy.com
• Newsletter: The Finance Marketing Podcast Newsletter
• LinkedIn: Hillary Gale Meehan

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In this episode of The Finance Marketing Podcast, Hillary reflects on the first full year of the podcast and shares the top 10 episodes from 2025 — five most listened to episodes based on analytics, and five personal favorites.

Hillary discusses key marketing insights from each episode, including how financial advisors are adapting to AI-powered search, building effective referral systems, optimizing email marketing strategies, and communicating value in ways that resonate with prospects.

Top 5 Most Listened To Episodes:

• How to Build a Content Marketing Strategy That Actually Generates Clients with Kali Roberge
• The Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)
• From 15k to 40k Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando Sallavanti
• Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis
• The Economics for Direct Mail Marketing for Advisors with James Pollard

Hillary's Top 5 Personal Favorites:

• Master the Language of Client Attraction: Communication Strategies That Convert with Derrick Kinney
• Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices
• From Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent Carnduff
• How to Turn Your Dormant Email List Into Discovery Calls with John Way
• Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark

Connect with Hillary:

• Website: www.MonetaCopy.com
• Newsletter: The Finance Marketing Podcast Newsletter
• LinkedIn: Hillary Gale Meehan

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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tim Goodwin, founder + CEO of Goodwin Investment Advisory, to explore the multi-pronged marketing strategy that has helped him sign over half of his 27 clients this year from online sources. Tim shares his strategic approach to Meta ads, including why he requires phone numbers (not just emails) for guide downloads to dramatically increase lead quality, reveals why his book "Exponential Wealth" outperforms every other lead magnet even though it's 7-8 years old and how the 90 Minute Book Team made writing it simple, and breaks down his organic strategy that includes constant website updates, Google Maps optimization, and consistent content creation. Tune in to learn the team structure Tim uses to execute this sophisticated marketing approach, why you need internal staff to partner with external agencies rather than fully outsourcing, and practical website optimization tips for the 50+ target market—including why text size matters more than you think.

Connect with Tim:

Website: GoodwinInvestment.com

LinkedIn: Tim Goodwin

Podcast: The Money PIG Podcast

Book: Exponential Wealth

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In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Pinkerton, CEO and creator of ClientFirst, to explore why networking remains the critical solution to virtually every major challenge financial professionals face—from growth and retention to succession planning. Julie shares practical strategies for making yourself instantly more referable, including why an up-to-date professional photo builds subconscious trust and how defining a specific niche makes it easy for people's brains to recall you when opportunities arise. She also reveals how behavioral analytics can help advisors avoid the "mediator translator" trap that occurs when they only connect with one person in a couple, leading to better retention and double the referral sources. Tune in to learn how to overcome common networking barriers like fear of client poaching, why the best professional match matters more than geographic proximity in the post-COVID world, and how to build strategic referral relationships that drive sustainable business growth.

Connect with Julie:

Website: clientfirst-evozen.com

Email: Julie.Pinkerton@EvoZen.com

Explainer Video

Demo Video

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