The Finance Marketing Podcast

Seven Prospect Calls in One Day Led to This Advisor's Best Business Decision with Bryan Nichols

In this episode of The Finance Marketing Podcast, Hillary sits down with Bryan Nichols, founder of Freedom Financial Planning in Cape Town, South Africa, to discuss how building a structured prospect filtering system transformed his practice — saving him time, sharpening his niche, and filling his pipeline with better-fit clients. Bryan shares how he evolved from an overwhelming day of back-to-back unqualified prospect calls to a multi-stage intake process that screens prospects on both quantitative and qualitative criteria before they ever get on his calendar. Tune in to learn how getting intentional about who you serve — and building a system to filter for exactly that — can make your marketing more effective, your close rate higher, and your client relationships more fulfilling. Connect with Bryan: LinkedIn: Bryan Nichols  [https://www.linkedin.com/in/bryan-nicol-cfp/] Website: www.freedomfp.co.za [http://www.freedomfp.co.za] Podcast: The Enough Club [https://www.youtube.com/@TheEnoughClub] To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter [https://newsletter.monetacopy.com/tfmpnewsletter] and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint [https://monetacopy.com/emailsprint] We always appreciate reviews on Apple Podcasts!

Does Your Team Have a Personal Brand — Or Just a Headshot and a Bio? With Kristin Harad

In this episode of The Finance Marketing Podcast, Hillary sits down with Kristin Harad, a business development coach and Fractional CMO for RIAs who helps multi-advisor firms build a growth system their whole team can follow. Kristin shares how advisors at every level can build a personal brand that works in harmony with their firm's overarching brand — and what firm leaders can do to create the culture, framework, and creative space that makes that possible. Tune in to learn how to audit your online presence, humanize your team in ways that deepen client relationships, and build a firm-wide marketing approach where every advisor can show up authentically and consistently. Connect with Kristin: Website: FullAdvisorCoaching.com [http://fulladvisorcoaching.com]  Podcast: Full Advisor Coaching Podcast  [https://fulladvisorcoaching.com/advisor-coaching-podcast/] LinkedIn: Kristin Harad [https://www.linkedin.com/in/kristinharad/] To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter [https://newsletter.monetacopy.com/tfmpnewsletter] and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint [https://monetacopy.com/emailsprint] We always appreciate reviews on Apple Podcasts!

Your Personal Brand Exists Whether You Like It or Not — Here's How to Own It with Sheri Fitts

In this episode of The Finance Marketing Podcast, Hillary sits down with Sheri Fitts, founder of Sheri Fitts & Co. and creator of the digitalEQ® framework, to explore why purpose-driven personal branding is one of the most powerful — and most overlooked — marketing tools available to financial advisors today. Sheri shares why every advisor already has a personal brand whether they know it or not, and why the real question is whether they're being intentional about shaping it. Tune in to learn how anchoring your brand in genuine purpose can make your marketing clearer, your niche more defined, and your referrals more effortless. Connect with Sheri: Website: SheriFitts.com  [http://sherifitts.com] LinkedIn: Sheri Fitts  [https://www.linkedin.com/in/sherifitts] Instagram: @sherifitts [https://www.instagram.com/sherifitts/] SWAY LIVE — August 2–4, Boulder, CO: Website: swaylive.sherifitts.com [http://swaylive.sherifitts.com] Use code [PROMO CODE] for $200 off your ticket! (coming soon) To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter [https://newsletter.monetacopy.com/tfmpnewsletter] and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint [https://monetacopy.com/emailsprint] We always appreciate reviews on Apple Podcasts!

Why Your Podcast Isn't Growing — And What to Do About It with Justin Peters

In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Peters, a podcast strategist who helps service-based business owners create professional podcasts that elevate their brand, attract ideal clients, and grow their business. Justin breaks down the most common mistakes that are silently stunting advisor podcast growth — from a poorly optimized podcast name to a lack of content strategy — and shares the practical fixes that can transform a stagnant show into a genuine business development tool. Tune in to learn how to make your podcast work harder for your practice, attract your ideal clients, and build the kind of consistent, strategic content that compounds over time. Connect with Justin: Podcast: Podcast Playbook [https://pod.link/1869531819] LinkedIn: Justin Peters [https://www.linkedin.com/in/justinleepeters/] Website:simplepodstudios.com [http://simplepodstudios.com] To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter [https://newsletter.monetacopy.com/tfmpnewsletter] and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint [https://monetacopy.com/emailsprint] We always appreciate reviews on Apple Podcasts!

Why Your Firm Is Losing Next-Gen Talent — And How to Fix It with Emeri (Gibson) Johnson

In this episode of The Finance Marketing Podcast, Hillary sits down with Emeri Johnson, a Paraplanner at Carson Wealth Management and Next-Gen Advisory Board Member with the FinServ Foundation, to explore what the next generation of financial advisors is really looking for as they enter the industry — and what seasoned advisors can do right now to attract, develop, and retain that talent. Emeri shares an honest, firsthand perspective on why the attrition rate for new advisors is as high as it is, what meaningful mentorship actually looks like from the next-gen point of view, and how the rise of AI is reshaping the role young advisors play inside firms. Tune in to learn how investing in next-gen talent isn't just good for the industry — it's a powerful differentiator for your firm's brand and long-term growth. Connect with Emeri: LinkedIn: Emeri Johnson [https://www.linkedin.com/in/emeri-gibson-johnson/] Website: Wealthmanagement.com  [http://wealthmanagement.com] To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter [https://newsletter.monetacopy.com/tfmpnewsletter] and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint [https://monetacopy.com/emailsprint] We always appreciate reviews on Apple Podcasts!