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

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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

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Ryan Canfield, Founder and President of Victus Wealth Management, to explore how personal philosophies and client stories can work together to shape a powerful brand identity. Ryan shares his journey from aspiring Wall Street professional to a dedicated financial advisor, driven by deeply personal experiences that highlight the importance of understanding and aligning with client values.

Tune in to learn how Ryan’s unique approach to financial advising can inspire you to create a brand that really stands out in the industry and works to attract clients who are deeply aligned with your philosophies.

Connect with Ryan:

Website: VictusWealth.com
Podcast: Now & Beyond Podcast
YouTube: Youtube.com/@RyanCanfield
LinkedIn: Ryan Canfield, AIF
Instagram: @ryancanfieldfinadv

Disclosure: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA?SIPC.

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not offer behavioral financial planning.

Ashley discusses the importance of understanding client psychology, navigating relationship dynamics, and addressing client concerns holistically in modern financial planning, and shares how advisors who embrace this approach can significantly enhance client trust and rapport, leading to more meaningful and lasting client relationships.

Connect with Ashley:

Website: BeyondTheFP.com
LinkedIn: Ashley Quamme
Instagram: @beyondthefp
Twitter/X: @bamconsults

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Lacey Langford, Founder of MILMO and MilMoneyCon. Lacey is a financial coach specializing in helping the military community with their finances. During this conversation, Lacey shares her journey from being a military spouse with the need for a transient career to establishing a successful financial coaching business. Tune in to learn how Lacey built her business from the ground up, the importance of niche marketing, and effective strategies to gain clients and grow your financial coaching practice.

Connect with Lacey:

Website: MILMO.co
Podcast: MILMO Show
LinkedIn: Lacey Langford, AFC
Instagram: @itsmilmo

MilMoneyCon:

Website: MilMoneyCon.com
Instagram: @milmoneycon
Twitter/X: @MilMoneyCon
Facebook: MilMoneyCon

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In this episode of The Finance Marketing Podcast, Hillary chats with Allegra Cook, a book ghostwriter and strategist who helps entrepreneurs, consultants, and coaches write impactful thought leadership books. Allegra emphasizes the importance of storytelling and audience building in creating a successful book that stands out from the crowd. Tune in to learn how Allegra's unique approach can help you leverage your expertise, connect with a broader audience, and drive your business forward.

Connect with Allegra:

Website: TheAllegraCook.com
LinkedIn: Allegra Cook
Article: How to Work With a Business Book Ghostwriter in 2024: A Comprehensive Guide

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In this episode of The Finance Marketing Podcast, we dive deep into video marketing with the brilliant Niki Clark, a seasoned finance marketer and marketing strategist. Niki helps financial advisors build brand awareness and thought leadership through effective and engaging marketing strategies.

Niki and Hillary chat about the benefits of video marketing, how to get started with video, and how to repurpose your video content across platforms. They also share practical tips for video production so advisors and other finance pros can get started with video content creation from scratch.

If you've been hesitant to incorporate video into your marketing plan, this episode is for you!

Connect with Niki:

• Website: NikiClarkMarketing.com
• Email: Niki@NikiClarkMarketing.com
• LinkedIn: Niki Clark, FPQP
• Instagram: @nikiclarkmarketing
• Twitter: @nikicl
• YouTube: Niki Clark Marketing

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We always appreciate reviews on Apple Podcasts!