In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for referrals from those who consistently receive them.

Hillary and Niki discuss the power of intentional touchpoints, the referability advantage of clear niching, and how small, thoughtful gestures can create lasting client relationships that naturally generate referrals. Tune in to learn practical strategies you can implement immediately to transform your referral process from random to systematic, and discover why consistency and authenticity matter more than expensive marketing tactics when it comes to building a referral-generating practice.

Connect with Niki:

Website: NikiClarkMarketing.com

LinkedIn: Niki Clark, FPQP

Instagram: @nikiclarkmarketing

Facebook: Niki Clark Marketing

YouTube: Niki Clark Marketing

Register for our live event, Build Your Referral Engine👉🏻 https://www.nikiclarkmarketing.com/the-referral-engine-lab

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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 Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow strategies that align with their values.

And through her company Envision 30, she partners with visionary leaders who think from the future, equipping them with the tools and strategies to navigate uncertainty and create a thriving future. She is also the author of "The Three Little Divas: Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away," a fun and engaging book that teaches readers how to achieve their financial goals.

In this conversation, Dr. Baxter explains the unique value that financial coaches and counselors bring to clients, particularly in addressing the emotional and behavioral aspects of financial decision-making that often prevent clients from following through on their financial plans.

Connect with Dr. Brandy:

• LinkedIn: Dr. Brandy Baxter, AFC, FFC
• Instagram: @brandys2cents4u
• Personal Website: BrandyBaxter.com
• Financial Coaching Website: LivingAbundantly.co

Book: The Story of the Three Little Divas: Reach Your Money Goals in Three Steps Before You Huff, Puff, and Blow Your Next Paycheck Away

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 sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace.

Steven explains why there's currently an oversaturation of tax planning marketing claims but an undersaturation of actual execution, creating a massive opportunity for advisors who are willing to be specific about their value proposition.

Tune in to learn how to move beyond generic buzzwords and create tax planning marketing that clearly communicates what clients can actually expect when working with you.

Connect with Steven:

• LinkedIn: Steven A. Jarvis, CPA
• Website: Retirement Tax Services
• Podcast: Retirement Tax Services

Get Your Ticket to the Summit: The Summit 2025

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This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management, and holds credentials as a CFA charterholder, a CPA, and a Registered Life Planner (RLP®).

Phil shares the compelling story behind his niche of serving "women facing new beginnings," which developed organically from his own personal experiences, particularly witnessing his mother's financial struggles. Our conversation explores how finding a niche that aligns with your personal values and experiences creates more authentic client relationships and marketing opportunities.

Key Points:

• The importance of letting your niche find you rather than forcing a specialization
• How becoming a Registered Life Planner transformed Phil's approach to client relationships
• The power of sharing personal stories in your marketing to create deeper connections
• Practical tips for creating consistent content that reflects your authentic voice
• Building strategic partnerships and referral relationships that align with your niche

Connect with Phil:

• Website: Apprise Wealth Management
• LinkedIn: Philip H. Weiss, CFA, CPA, RLP®
• Instagram: @phweiss11
• Facebook: Apprise Wealth Management

Related Episodes:

• On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie Hales
• Making the Journey from General Advisor to Expert Thought Leader with Jack Wang

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 sits down with Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew.

Drawing from his extensive experience at Merrill Lynch and UBS Private Wealth, Gary shares why traditional value propositions have lost their effectiveness and how advisors can differentiate themselves by creating "constructive doubt" in prospective clients' minds through provocative questioning and intentional listening.

Key points covered in this episode:

• Why most value propositions sound like gibberish to potential clients and how to stand out through a different approach
• The power of listening 80% of the time rather than pitching services, and how this builds trust and demonstrates intelligence
• Specific questions advisors can ask to make prospects question whether their current financial strategy is truly aligned with their goals
• The three types of advisors: those who make things happen (top 10%), those who watch things happen, and those who wonder what happened
• How to maintain discipline and not let clients' emotions drive investment decisions during market volatility
• The importance of managing client portfolios based on required returns to meet specific objectives rather than arbitrary benchmarks
• Strategies for senior advisors to plan their legacy and transition their practice to the next generation

Connect with Gary Sinderbrand:

• LinkedIn: Gary Sinderbrand
• Website: BetterPathTraining.com

Podcast: If the Public Only Knew

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We always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, Hillary sits down with Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up at events, running recognition programs, and being authentically involved – which has proven more valuable than traditional marketing tactics in building trust with the first responder community. Tune in to discover how finding and committing to a specialized niche can transform your financial advisory business through clearer marketing messages and deeper client connections.

Matt’s 12 approaches to guerrilla marketing:

1. Host seminars geared toward your target market.
2. Create a recognition program. We started the First Responder of the Month program.
3. Appreciation weeks—We do coffee with a cop during police appreciation week in May.
4. Get involved in charities that are important to your market.
5. Attend regular gatherings of your target market such as weekly or monthly dinners.
6. Get involved in their fundraisers—even if you don’t play golf, for example, every fundraiser needs help behind the scenes.
7. “Surprise” them with something thoughtful—every summer during a slow period I will drive around the city and drop off cases of water and Gatorade to the police stations.
8. Host a client and some of their friends at a local sporting event.
9. Host a client appreciation event.
10. Go to industry conferences.
11. Do in-service days or educational days at their employer.
12. Go to their social events such as retirement parties.

Connect with Matt:

• LinkedIn: Matthew McManus
• Facebook: Matthew McManus, Financial Professional
• Podcast | Pension Protectors: Spotify, Apple

Matthew McManus offers securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offers annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.

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 sits down with Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically conservative financial services industry. The conversation explores how Aaron successfully navigated compliance challenges while building a brand that authentically represents his approach and attracts his ideal clients.

Key Points:

• How Aaron transformed from using the standard "Buchner Financial Planning" name to creating the distinctive "Cactus" brand
• The year-long process of working with a marketing team to develop a brand that truly reflected his personality
• Practical strategies for working with compliance departments to get edgy content approved
• Why removing finance-related terms from his business name (wealth, financial, etc.) helped avoid pigeonholing his services
• The "forgiveness rather than permission" approach that has worked for Aaron in certain marketing situations
• How his authentic branding has attracted clients who appreciate his personality, resulting in more enjoyable client relationships

Connect with Aaron:

• Instagram: @aaron.b.cactus
• Threads: @aaron.b.cactus
• LinkedIn: Aaron Buchner 🌵 CFP - Cactus
• Website: Cactus
• Podcast: No Pricks Allowed
• Join his newsletter: Your Weekly Jab

Related Episodes:

• How to Make Your Compliance Department Your Biggest Marketing Ally
• How Financial Advisor Mark Hansen Built a Brand That Starts Conversations
• Building Authentic Brands and Relationships with Finance Wrangler Pam Prior

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 sits down with Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinTechs achieve sustainable growth through his proven strategies. During this conversation, Dr. Wilson shares powerful insights about moving beyond rational differentiation to create emotional connections with clients through authentic storytelling, explaining why personal narratives are more effective than listing credentials or services when attracting ideal clients.

Key Points:

• Why traditional "rational" marketing approaches focusing on services, experience, and credentials often fail to differentiate advisors
• How clients make decisions emotionally first, then rationally — and how advisors can leverage this in their marketing
• The power of vulnerability and authentic storytelling in creating connections with potential clients
• Practical strategies for uncovering your own powerful stories and determining how to share them effectively
• Why your "ordinary" experiences and struggles are often your most powerful marketing assets

Connect with Joshua:

• LinkedIn: Dr. Joshua I Wilson, CMT®
• YouTube: Dr. Joshua I Wilson & the Untamed Ethos Podcast - YouTube
• Instagram: @dr_joshuawilson
• Twitter/X: Joshua I Wilson, PhD, CMT (@Dr_JoshuaWilson) / X
• Facebook: Untamed Ethos Podcast with Dr. Joshua Isaiah Wilson

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!