The Finance Marketing Podcast

Stop Chasing Shiny Objects: How to Build a Marketing Strategy You'll Actually Stick To with Dan Pascone

In this episode of The Finance Marketing Podcast, Hillary sits down with Dan Pascone, Founder and CEO of Tailored Wealth, to explore how he has built a multi-platform content marketing ecosystem that consistently attracts qualified prospects and fuels the growth of his firm. Dan shares how LinkedIn and his weekly newsletter, Making Sense of Your Money, form the foundation of his marketing strategy, how he tests and evaluates new platforms without falling into shiny object syndrome, and how he structures his time to stay focused on the business development work he does best. Tune in to learn how to build a connected content ecosystem, how long to give a marketing channel before you commit or cut it, and how to track which platforms are actually bringing in clients — so every hour and dollar you invest in marketing is working as hard as it should. Connect with Dan: Website: YourTailoredWealth.com [http://yourtailoredwealth.com]  Content Brand: MakingSenseOfYourMoney.com  [http://makingsenseofyourmoney.com] LinkedIn: Dan Pascone [https://www.linkedin.com/in/danpascone/] 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!

The Biggest Mistakes Financial Professionals Make When Writing a Book (And How to Avoid Them) with Lynn Smargis

Show Notes: In this episode of The Finance Marketing Podcast, Hillary sits down with Lynn "Elikqitie" Smargis, founder of Write For You Ghostwriting, to discuss the most common mistakes financial professionals make when writing and self-publishing a book — and how to avoid them. Lynn shares her expertise on everything from defining your ideal reader and crafting a searchable book title, to navigating the self-publishing process and building a book marketing strategy that actually moves the needle. Tune in to learn how writing a book the right way can become one of the most powerful authority-building and client-attracting tools in your marketing arsenal. Connect with Lynn: LinkedIn: Lynn "Elikqitie" Smargis [https://www.linkedin.com/in/lynnsmargis/] Website: https://www.writeforyou.me/ [https://www.writeforyou.me/] Substack: Publishing for Professionals [https://publishingforprofessionals.substack.com/] Podcast: Publishing for Professionals [https://podcasts.apple.com/us/podcast/self-publishing-for-professionals/id1801306827] Book Clarity Blueprint [https://write-for-you-ghostwriting.kit.com/book-clarity-blueprint] 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!

Stop Guessing: How Data Can Fix Your Prospect Process with Aryel Gladden-Banning

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 dig into the data behind a well-built prospect process. Aryel shares a real-world case study that reveals how tracking the right data points — from lead sources to conversion rates at each stage of the process — can expose exactly where prospects are falling off and point advisors toward the right fixes. Tune in to learn how leaning into what the data is already telling you can help you attract better-fit clients, improve your conversion rates, and make smarter marketing decisions without overhauling everything from scratch.  Connect with Aryel: LinkedIn: Aryel G [https://www.linkedin.com/in/aryel-gladden-banning/] 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!

How a Documented Prospect Process More Than Doubled This Advisor's Close Rate with Jordan Banning

In this episode of The Finance Marketing Podcast, Hillary sits down with Jordan Banning, CFP® and owner of Crafted Financial Planning, to explore how building and systematizing a intentional prospect process transformed his business — including more than doubling his close rate. Jordan shares what his multi-step prospect process looks like from intro call to signed client agreement, why getting it out of his head and into a documented system was a game-changer, and how communication templates eliminated the perfectionism trap that was quietly costing him time and clients. Tune in to hear the real before-and-after story of what changes when a financial advisor finally stops winging it and builds a process that works. Connect with Jordan: Website: CraftedPlanning.com [http://craftedplanning.com]  LinkedIn: Jordan Banning [https://www.linkedin.com/in/jordanbanning/] 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!

Top Mistakes Advisors Make During the Prospecting Process with Aryel Gladden-Banning

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 dig into the prospect process and the common mistakes that are costing financial advisors clients.  Aryel shares why a well-built prospect process is one of the most powerful tools in an advisor's business, how to build a multi-channel follow-up sequence that converts, and why documenting and systematizing your process is a game-changer for your firm.  Tune in to learn how to lead prospects more effectively through your pipeline so they feel confident becoming clients. Connect with Aryel: * LinkedIn: Aryel G [https://www.linkedin.com/in/aryel-gladden-banning/] Connect with Hillary: * LinkedIn: Hillary Gale Meehan [https://www.linkedin.com/in/hillary-meehan/] * Website: www.monetacopy.com [https://monetacopy.com/] >> Join our free workshop, Why Great Advisors Lose Prospects They Should Win [https://us06web.zoom.us/webinar/register/WN_2o6HyCz7QqOZKW_o9f9UMA] on Tuesday, May 12 9:00-9:45 PT // 12:00-12:45 ET Save your spot here [https://us06web.zoom.us/webinar/register/WN_2o6HyCz7QqOZKW_o9f9UMA]. 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!