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

The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh

In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, and Katie Lantukh, founder of Murphy Marketing, to unpack original research the three of them commissioned: a study of 100+ Colorado prospects actively searching for a financial advisor right now.  The findings reveal three distinct types of advisor prospects — first-timers, searchers, and switchers. Each one researches advisors differently, looks for different things on your website, and needs to hear a different message before they'll reach out. John, Katie, and Hillary dig into why fee transparency matters more than advisors think, why "sounding like everyone else" is the top reason prospects walk away, and why the referrals you're already getting may be comparing you to other advisors online.  Tune in to learn what real prospects say makes them choose — or pass on — an advisor, and the practical changes you can make to your website and messaging to win more of the clients you actually want. >> Read the full study here [https://www.b2bsalesmagic.club/the-lab/colorado-study/]. Connect with Hillary: Website: MonetaCopy.com [http://monetacopy.com] LinkedIn: Hillary Gale Meehan [https://www.linkedin.com/in/hillary-meehan/] Connect with John: Website: Pipelineapp.io [https://www.pipelineapp.io/]LinkedIn: John Way [https://www.linkedin.com/in/johnway1013/] Connect with Katie: Website: Murphy.marketing [https://murphy.marketing/]LinkedIn: Katie Lantukh [https://www.linkedin.com/in/katielantukh/] Join us for theWebsite Conversion Lab in Denver on August 12! Join John, Katie, and Hillary in person in Denver on Wednesday, August 12 for a full-day workshop applying this study's findings directly to your website — including a hands-on website lab where you'll get live feedback on your site. Get your ticket to The Lab [https://www.b2bsalesmagic.club/the-lab/denver/]. 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!

Low-Hanging Fruit for Advisors Who Want to Grow with Julie Johnson - Part 1

In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Johnson, a former Barron's winning top advisor and current authority in communication and trust building strategies, to walk through the referral system that earned Julie back-to-back firm-wide awards at UBS for receiving and closing the most client referrals in 2008 and 2009. Julie shares her step-by-step process for asking for referrals from both existing clients and COIs in a way that feels authentic, solutions-focused, and anything but salesy. Tune in to learn how a simple but powerful mindset shift — from salesperson to solutions person — can transform the way you approach referrals and help you build a more loyal, referable client base. Connect with Julie: Email: julie@xycommunication.com  [julie@xycommunication.com] LinkedIn: Julie Johnson [http://linkedin.com/in/Julie-johnson-b9aa26a3] 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!

When Is the Right Time to Get Professional Branding Done? with CFO Advisor Kara-Lee TrevAna

In this episode of The Finance Marketing Podcast, Hillary sits down with Kara-Lee TrevAna, CFO Advisor and Cash Flow Strategist, for a client spotlight conversation about the real impact of investing in professional branding. Kara shares her journey from DIY branding to working with Hillary and her team on a full brand and website overhaul — and the confidence and marketing momentum that followed. Tune in to hear Kara's honest take on when the right time to invest in professional branding actually is, what the process looked like from the client's perspective, and how having cohesive brand assets has made it easier to show up, network, and attract the right clients. Connect with Kara: * Website: trevanaconsulting.com [http://trevanaconsulting.com]  * LinkedIn: Kara-Lee TrevAna, CFO [https://www.linkedin.com/in/karatrevana/] Connect with Hillary: * Website: monetacopy.com [http://www.monetacopy.com] * LinkedIn: Hillary Gale Meehan [https://www.linkedin.com/in/hillary-meehan/] Have a question about branding for your business? Send us an email at hello@monetacopy.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!

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

In this episode of The Finance Marketing Podcast, Hillary sits down with Bryan Nicol, 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 Nicol  [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!