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The Finance Marketing Podcast
The Finance Marketing Podcast

The Biggest Marketing Lessons for Financial Advisors in 2025 (Year in Review)

26 December 2025 31:28 Hillary Gale

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About this episode

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

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