In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a College Financial Aid Advisor at Innovative Advisory Group. Jack specializes in helping families navigate the complexities of college financial aid and student loan management. With a rich background that includes speaking engagements for the MA Society of Enrolled Agents, the MA chapter of the Financial Planning Association, and the Boston Bar Association, Jack is a well-respected expert in his field. He is also the host of the upcoming Smart College Buyer podcast.

Jack and Hillary discuss how he discovered his niche in college financial aid, the benefits of focusing on a specific area within financial services, and how his marketing strategies have evolved over time, especially before and after COVID-19. Jack shares valuable insights on the importance of niching down, leveraging collaborations, and the impact of content creation on his business growth.

Tune in to learn from Jack’s experiences and gain practical advice on how to enhance your marketing strategies and better serve your clients by focusing on a specific niche.

Connect with Jack:

• Website: Smart College Buyer
• LinkedIn: Jack Wang
• Facebook: Longhorn Financial

Disclosure: The content of this podcast episode is for entertainment and educational purposes, and should not be construed as advice. Batteries are not included and your mileage may vary. 😉

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In this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.

Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice and provide a more holistic service to clients.

Connect with Sasha:

• LinkedIn: Sasha Grabenstetter
• Twitter/X: @pennies4pigs
• Podcast: Heart of Advice Podcast

Resources Mentioned:

• eMoney Research: The New Value Proposition for Advisors
• eMoney Monthly CE Sign-Up
• Candid Conversation eBooks:
  • Couples, Money, and Conflict
  • LGBTQ+ Planning
  • Estate Planning
• AFC Certification Website

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.

We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Sonja Ecklund, Owner of Sonja Ecklund Coaching and Consulting. Sonja is a board-certified health and wellness coach, a financial social work coach, and a learning and development consultant with over 12 years of experience. During their conversation, Sonja shares her journey of building a highly engaged email list, the importance of authenticity in email marketing, and how storytelling can create a strong connection with your audience. Tune in to learn actionable insights on how to grow your email list and engage your audience effectively, even if you're just starting out.

Connect with Sonja:

• Website: sonjaecklund.com
• Instagram: @sonjaecklund
• Links Page: sonjaecklund.com/links
• LinkedIn: Sonja Ecklund

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.

We always appreciate reviews on Apple Podcasts!