close more $1M+ clients in 2026
JOIN US FOR
the storytelling systems top advisors use to win premium clients without pitching
live session | tuesday, dec 9th
12:30-1:30 PT / 3:30-4:30 ET
You sit down with a qualified prospect. You know you can help them. You’ve got the credentials, the experience, the track record.
But somewhere between, “So, tell me about yourself” and “Let me show you what we do,” their eyes glaze over.
They smile politely.
They say they'll "think about it."
And then they ghost you — or worse, they choose the advisor down the street who said the exact same things you did.
The problem is simple. Nobody taught you how to communicate it in a way that makes premium clients feel something.
And in 2026, the advisors who master the art of storytelling — in conversations and across their marketing — will be the ones landing the $1M, $5M, and $10M clients.
You’re not losing clients because you’re not good enough. You’re losing them because you sound like everyone else.
What if you could walk into every conversation knowing exactly what to say…
so prospects lean in instead of back away, trust you from the get-go, and choose you as their advisor without an ounce of hesitation?
In this exclusive live session, Hillary Gale (advisor marketing and copywriting expert) and Derrick Kinney (former top 1% advisor turned advisor growth coach) are teaming up to show you the storytelling systems elite advisors use to win premium business without ever feeling salesy.
you’ll discover
✔️ The storytelling framework that makes first conversations feel effortless
✔️ Derrick's exact approach to building instant trust and positioning yourself as THE advisor (not just another option)
✔️ The one phrase that helped an advisor land a $5M client (and why most advisors never think to say it)
✔️ How to turn your best client wins into your most powerful marketing asset
✔️ What to show prospects so they can see proof you deliver
✔️ Why premium clients don’t care about your pitch deck (and what they want instead)
this is for you if
✔️ You're tired of sounding like every other advisor and want to stand out immediately
✔️ You want to attract $1M+ clients but feel like you're starting from scratch with every conversation
✔️ You've got great client results but don't know how to talk about them without feeling braggy
✔️ You know storytelling matters but have no idea when to share, what to share, and how to share those stories naturally
your guides for this session
Derrick Kinney
Derrick Kinney built and sold one of the top 1% financial advisory firms in the country.
Now, he teaches advisors what to say in high-stakes conversations so they land $3M-$10M clients — without sounding salesy.
He's a WSJ bestselling author, keynote speaker, and regular money expert on FOX, CNBC, and CNN.
His High-Net-Worth Conversation Framework™ has helped advisors across the country win premium clients by mastering the words that build trust in minutes.
Hillary Gale
Hillary Gale is the founder and CEO of Moneta Copy, a boutique marketing agency specializing in financial services marketing.
Over her career, she's helped hundreds of financial advisors communicate their value more effectively through strategic storytelling, client-focused messaging, referral systems, and relationship-building content.
Hillary has bylines in MarketWatch, Wealthtender, and Clever Girl Finance, and hosts The Finance Marketing Podcast, where she interviews financial professionals and marketing experts on what works to attract and retain ideal clients.
the details
Tuesday, December 9, 2025
12:30-1:30 PT / 3:30-4:30 ET
Live on Zoom (link sent after registration)
register now and walk away with a system you can use in your very next prospect conversation
Questions? Email hello@monetacopy.com
“ here's the thing with hillary...”
“She's always gonna’ shoot you straight. She's always gonna give you the advice that's in your best interest.
And not to mention she has really good ideas that actually work. I cannot recommend her enough.
If you're thinking about working with her, you will make a great decision to move forward.”
— Mando Sallavanti III, CFP®
“Before I started working with Hillary, I had no idea what to do to brand and market my business.”
When I received my content strategy from Hillary, I had an 'aha' moment that she understands my business and what I was looking for. Now, I have clearly defined, measurable brand and marketing goals for my business. Hillary is a delight to work with. Her passion and enthusiasm are authentic and infectious!”
–Michael Collison, Financial Independence Coach at Your Fire Journey
“If you need someone who can help you stand out, then Hillary is who you need to work with.”
Hillary does excellent work in helping you identify your unique brand and voice. Hillary is a great listener and she's able to synthesize your goals with who you are. Hillary helped me revise all of my messaging and make it consistent. She also helped created an easy to execute content strategy.
–Tony Steuer, CLU, LA, CPFFE, internationally recognized financial preparedness advocate, podcaster, award-winning author and fintech advisor
