The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with a panel of three financial professionals — Kimberly Zimmerman Rand, Financial Coach and Principal of Dragonfly Financial Solutions; Cherie Stueve, Accredited Financial Counselor and financial behavior researcher; and Nate Astle, Certified Financial Therapist and founder of the Financial Therapy Clinical Institute — to unpack the "financial wellness continuum of care" and clarify the differences between financial coaching...

In this episode of The Finance Marketing Podcast, Hillary sits down with Justin Woodbury, a financial advisor, podcaster, and speaker who spent 15 years in the IMO space, including a stint as Chief Marketing Officer, before becoming an advisor himself in 2024. Justin coined the concept of "low-cost, no-cost marketing," and in this conversation, he shares the practical, budget-free strategies advisors can use to grow their business — from re-engaging their existing client database with intenti...

In this episode of The Finance Marketing Podcast, Hillary sits down with Erin Botsford, who spent 30 years in the financial services business achieving at the highest levels (Barron's Top 100) before selling her business in 2017 in a successful exit. Today she is the creator of the Elite Advisor Success System™, a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Erin breaks down w...

In this episode of The Finance Marketing Podcast, Hillary sits down with Lisa Mohammed, a powerhouse in the financial industry with over 15 years of proven success across banking, insurance, and financial services. With a dynamic background as both an Independent Financial Advisor and a Corporate Banking Manager, Lisa now empowers financial advisors to scale their business and master the art of client conversion. Lisa breaks down the critical difference between marketing and sales, walking th...

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Matt Halloran, Chief Evangelist for Zocks.io, to talk about how AI, when used intentionally, can actually make advisors more present and more human with their clients — not less. Matt shares real client stories that illustrate what gets missed when advisors are too focused on note-taking instead of listening, and breaks down how AI can serve as a powerful market research tool by surfacing the questions cl...