JOIN US FOR
the full pipeline workshop
how financial advisors can use one powerful asset to attract better leads, warm prospects faster, and turn more conversations into clients
free live session | thursday, april 9th
9:00-9:45 PT / 12:00-12:45 ET
Heads up — this event doesn’t have a replay!
Can’t make it live or want to go deeper?
For just $9, you get access to the recording for 6 months + an exclusive group coaching call with Hillary on April 10th.
» free live workshop · thursday, april 9th · 9:00am PT | 12:00pm ET · live on zoom · 45 minutes «
the work you do with clients is exceptional.
it’s also invisible. 😩
You’re an outstanding advisor who gets real results for your clients.
But when a prospect lands on your website or finds you on LinkedIn, they can’t tell the difference between you and every other advisor in their network.
So they don’t choose you. They just move on.
And despite all the effort you’re putting into marketing, your pipeline still feels like it’s running on luck and referrals.
That sucks — especially when you know the quality of your work speaks for itself.
What if you just haven’t tapped into your most powerful marketing content yet?
You have more compelling content available to you than most advisors realize.
And it’s sitting right inside your client relationships, hiding behind the scenes.
In this free 45-minute workshop, you’ll see exactly how to bring those stories to light and put them to work across your entire marketing funnel.
What you’ll learn…
In this live workshop, Hillary Gale (advisor marketing and copywriting expert) will show you:
How client stories work at the top of your funnel — on LinkedIn, your podcast, your videos, and in search — to attract the right prospects before you ever speak to them
How to use client stories in the middleof your funnel to keep leads and prospects warm, build trust between touchpoints, and show up to the discovery call already ahead
How client stories work at the bottom of your funnel in client discovery calls, pitch decks, and proposals to make the close feel natural instead of salesy
How to use client stories to get better referrals from clients and COIs
Why client stories are one of the most powerful tools for AI and search engine visibility right now, and how advisors with a clear niche can use them to get found by exactly the right people
this workshop is for you if:
✔️ You've tried case studies before and felt like they didn’t move the needle
✔️ You’ve never created a client story and don’t know where to start
✔️ You're tired of being the “best kept secret” in your niche
✔️ You know the quality of your work is exceptional but your marketing doesn’t reflect it
✔️ You’re ready to grow your AUM and want a marketing strategy that works as hard as you do
your guide for this session
Hi there! 👋🏻 I’m Hillary
Six years ago I founded Moneta Copy, a boutique marketing agency that works exclusively with financial advisors.
Over my career, I’ve helped hundreds of advisors communicate their value more effectively through strategic storytelling, client-focused messaging, referral systems, and relationship-building content.
I also host The Finance Marketing Podcast, where I interview financial professionals and marketing experts every Friday on what works to attract and retain ideal clients.
the details
Thursday, April 9, 2026
9AM PDT / 12PM EDT
Live on Zoom (link sent after registration)
register now and walk away with a marketing strategy that makes you positively magnetic to the right people
Heads up — this event doesn’t have a replay!
Can’t make it live or want to go deeper?
For just $9, you get access to the recording for 6 months + an exclusive group coaching call with Hillary on Friday, April 10th.
Bring a real client story and we’ll workshop it together live.
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
