The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Hopkins, CEO of Bryn Mawr Capital Management and Chief Wealth Officer at WSFS, to explore the talent and retention crisis facing the financial advisory industry and what it means for the future of firms across the profession. Jamie shares the sobering data behind advisor attrition and the looming talent shortfall, breaks down the different ways advisors approach (or avoid) developing next-gen talent, and reveals su...

In this episode of The Finance Marketing Podcast, Hillary sits down with Adam Knorr, Head of Content at Defining Wealth Partners and the leading authority on financial advisor growth and writing on LinkedIn, to unpack how advisors can turn the platform into a genuine lead-generation engine. Adam shares how he's helped clients drive $100 million in AUM pipeline through organic content, breaks down the most common mistakes keeping advisors from gaining traction — from canned firm content to wea...

In this bonus episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, Founder of Niki Clark Marketing, and Paige Haynes, Founder of WealthTech Concierge, to recap their first Future Proof conference in Huntington Beach. They share their highlights, lowlights, and biggest takeaways, including how to make the most of a large industry conference without overscheduling yourself, and why it pays to be intentional about building real relationships. They also discuss the buzz ar...

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...