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 intentional annual reviews, to asking for referrals consistently, to building a steady stream of Google reviews that drive real inbound business. Tune in to learn how small, consistent habits in client service and reputation-building can create marketing ROI that far outlasts a one-time campaign.

Connect with Justin:

Website: BeyondTheIMO.com

Email: justin@beyondtheimo.com

Podcast: Beyond The IMO

LinkedIn: Justin Woodbury

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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 why the typical goals-and-dreams first meeting often fails to create urgency, and shares her alternative approach centered on uncovering risk and vulnerability to build trust and drive same-meeting closes. Tune in to learn how to position and price yourself in line with the value you deliver, why showing your comprehensiveness beats telling prospects about it, and how one advisor used Erin's approach to land a five-figure planning fee in a single meeting.

Connect with Erin:

Website: ErinBotsford.com or theadvisorauthority.com
Next Steps / Programs
Books: Seven Figure Firm: How to Build a Financial Services Business that Grows Itself
LinkedIn: Erin Botsford

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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 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 through how to identify your true ideal client profile and why niching down sharpens every part of your business. Tune in to learn what a real sales process looks like from first conversation through referral, why most advisors have a pipeline problem rather than a leads problem, and how to strengthen your warm network before chasing paid lead generation.

Connect with Lisa:

Website: thepersonalcoach.ca/pipelinetoprofit

LinkedIn: Lisa Mohammed

Instagram: sales.reveler

Build Trust, Win Clients free ebook

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!