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

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In this episode of The Finance Marketing Podcast, Hillary reflects on the first full year of the podcast and shares the top 10 episodes from 2025 — five most listened to episodes based on analytics, and five personal favorites.

Hillary discusses key marketing insights from each episode, including how financial advisors are adapting to AI-powered search, building effective referral systems, optimizing email marketing strategies, and communicating value in ways that resonate with prospects.

Top 5 Most Listened To Episodes:

• How to Build a Content Marketing Strategy That Actually Generates Clients with Kali Roberge
• The Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)
• From 15k to 40k Followers: The LinkedIn Strategy That's Driving Real Revenue with Mando Sallavanti
• Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis
• The Economics for Direct Mail Marketing for Advisors with James Pollard

Hillary's Top 5 Personal Favorites:

• Master the Language of Client Attraction: Communication Strategies That Convert with Derrick Kinney
• Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices
• From Keywords to AI: Adapting Your SEO Strategy for the New Search Landscape with Brent Carnduff
• How to Turn Your Dormant Email List Into Discovery Calls with John Way
• Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark

Connect with Hillary:

• Website: www.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!

In this episode of The Finance Marketing Podcast, Hillary sits down with Tim Goodwin, founder + CEO of Goodwin Investment Advisory, to explore the multi-pronged marketing strategy that has helped him sign over half of his 27 clients this year from online sources. Tim shares his strategic approach to Meta ads, including why he requires phone numbers (not just emails) for guide downloads to dramatically increase lead quality, reveals why his book "Exponential Wealth" outperforms every other lead magnet even though it's 7-8 years old and how the 90 Minute Book Team made writing it simple, and breaks down his organic strategy that includes constant website updates, Google Maps optimization, and consistent content creation. Tune in to learn the team structure Tim uses to execute this sophisticated marketing approach, why you need internal staff to partner with external agencies rather than fully outsourcing, and practical website optimization tips for the 50+ target market—including why text size matters more than you think.

Connect with Tim:

Website: GoodwinInvestment.com

LinkedIn: Tim Goodwin

Podcast: The Money PIG Podcast

Book: Exponential Wealth

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!