In this episode of The Finance Marketing Podcast, Hillary welcomes back Sean Mullaney, a financial planner with an advice-only practice in Los Angeles who focuses on those nearing an early retirement by conventional standards. Sean was Hillary's very first podcast guest, and in this follow-up conversation, he shares the valuable marketing lessons he's learned from writing two books—his first solo effort on Solo 401(k)s and his recent co-authored book with Cody Garrett on early retirement. Sean gets candid about the mistakes he made with his first book, particularly writing it before clearly defining his ideal client, and explains why the question "Will this book be successful even if I don't sell a single copy?" is critical for advisors considering major content projects. Tune in to learn how relationship-building, niche clarity, and patience have made Sean's second book more successful, and discover practical insights you can apply whether you're considering writing a book or simply trying to align your marketing efforts with your ideal client.

Connect with Sean:

LinkedIn: Sean Mullaney

Website: FIttaxguy.com

Book: Tax Planning To and Through Early Retirement

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Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

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In this episode of The Finance Marketing Podcast, Hillary sits down with Jim Effner, founder and President of P2P Group, to explore the psychological barriers that prevent advisors from scaling their practices and the mindset shifts required to break through to peak performance. Jim shares his three-phase approach to transforming advisor performance—mindset, systems, and language—with particular emphasis on why getting your mindset right is the foundation for sustainable growth. Tune in to learn why you need a powerful, eternal "why" to push through the inevitable discomfort of scaling, the difficult truth about letting go of lower-caliber clients and negative relationships to make room for growth, and how to shift from people-pleasing to leading clients with conviction—even when it means having courageous conversations they don't want to hear.

Connect with Jim:

Website: JimEffner.com

Email: jim@jimeffner.com

Book: Bridge Your Gap (available on Amazon)

Online Academy: www.p2p-academy.com

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.

Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary kicks off 2026 by exploring how financial advisors should shift their marketing in the year ahead. She addresses the real challenges advisors are facing — from declining website traffic and unpredictable social media algorithms to the flood of generic AI-generated content — while highlighting the exciting opportunities these shifts create for advisors willing to show up authentically and strategically.

Connect with Hillary:

• Website: www.MonetaCopy.com
• Email: hillary@monetacopy.com
• Newsletter: The Finance Marketing Podcast Newsletter
• LinkedIn: Hillary Gale Meehan

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.

Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

We always appreciate reviews on Apple Podcasts!