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

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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

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Join the 7-Day Email List Growth Sprint: https://monetacopy.com/emailsprint

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