We interview leaders across industries to see what drives and inspires them. Our goal is to humanize the person/business behind the successAmong recurring topics:-What Leaders are Inspired By-Leadership in sports and marketing with NASCAR driver Bryant Barnhill-Teal Today: A spotlight on successful Coastal Carolina University faculty, students, alumni, and other affiliates
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Join us as we explore the world of options for your ideal house in an in depth, but also a fun way. Learn all about Real Estate, Home Building and Remodeling with Rob, Frank and the occasional guest expert speaker!
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Each week on The Finance Marketing Podcast, join host Hillary Gale, an expert financial marketer and copywriter, as she explores in-depth conversations with top financial advisors, coaches, therapists, course creators, and marketing experts to unveil the secrets behind successful marketing strategies in financial services. Every Friday, discover the art and science of effective marketing through insightful stories and strategies. From content creation to branding, from paid advertising to or ...
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How to Develop a Magnetic Financial Planning Process with Rob Brown
31:50
31:50
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31:50In this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Sig…
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Commercial real estate offers distinct challenges and opportunities compared to residential properties, requiring investors to consider zoning, financing, and local regulations. Frank shares his journey from restaurant tenant to building owner, explaining how buying properties can provide business stability while offering long-term investment benef…
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Why AFCs Are Your Next Great Referral Partner with Heidi Clemons
37:41
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37:41In this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for c…
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Protecting Your Home from Wildfire: Essential Safety Tips
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20:15Rob and Frank discuss fire safety measures for homeowners in the wake of recent wildfire concerns in Carolina Forest, providing practical tips to protect homes from fire damage. • Recent Carolina Forest fire started in a neighborhood's woodlands and continues to smolder despite rain • First responders successfully prevented loss of homes though smo…
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The Path to Self-Discipline: Transforming Goals into Action
37:41
37:41
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37:41What drives us to keep pushing forward when motivation fades? In this compelling conversation with Ben Furtwengler, owner of Anytime Fitness in Murrells Inlet, we uncover the powerful distinction between fleeting motivation and enduring self-discipline. Ben shares a revolutionary perspective on joint pain and tendonitis that challenges conventional…
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The Testimonial Marketing Studio: A New Tool for Advisors with Brian Thorp
22:34
22:34
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22:34In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customi…
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Finding Your Purpose on LinkedIn with Expert Tiffany Sattler
50:46
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50:46In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Tiffany Sattler, a LinkedIn ghostwriter for financial professionals, to discuss the critical importance of setting clear goals for your LinkedIn presence. Tiffany explains why many advisors struggle with LinkedIn effectiveness by failing to understand where the…
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Email Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2)
31:25
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31:25In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it. Hillary explore…
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Impactful First Impression & the Art of Staging Properties
20:12
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20:12The art of staging and making a impactful first impression are crucial in securing the best offers for your property. This week, Rob and Frank are joined by a very special guest, Carolina Bays own Val Lyons, who shares her expert advice on the importance of preparation and staging to create a memorable first impression and maximize returns.…
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Email Marketing for Finance Professionals: Building an Email List From Scratch (Part 1)
26:18
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26:18In this first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketin…
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Building a Women-Focused Practice with Tracy Baron Garcia
26:53
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26:53In this episode of The Finance Marketing Podcast, Hillary sits down with Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where…
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Key tips for Hurricane/Storm Protection and Planning!
20:42
20:42
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20:42In this episode Frank and Rob draw from Rob's extensive expertise in building practices to empower homeowners with actionable steps to enhance their home's security. Rob shares his top 5 recommendations for storm protection from a builder's perspective, providing valuable insights to help homeowners create a safer living space. They also celebrate …
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Why Every Financial Advisor Should Write a Book (And How to Do It in 6 Weeks) with Paul G. McManus
33:29
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33:29In this episode of The Finance Marketing Podcast, Hillary sits down with Paul McManus, Owner of The Short Book Formula Publishing, to explore how financial advisors can build authority and accelerate trust through writing a book. Paul shares his proven process for helping busy advisors write and publish impactful books in as little as six weeks, an…
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New Constructions Homes, Buyers Agency, & Homes Offered at a Deeper Discount
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27:46
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27:46The Modern Homes Podcast's latest episode focuses on buying a new construction home, stressing the importance of having a buyer's agent. A key reason for this is that the on-site realtor works for the builder. Additionally, an independent agent can offer a wider selection of communities and builders, outlining the specific advantages of each. Vario…
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Housing Trends, Real Estate Preferences, & Storage Options Moving South
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17:00In this episode of The Modern Homes Modern Homes Podcast, Frank recounts his impressive feat of securing three homes under contract within the same week, with two situated in Conway. The conversation centers on prevalent real estate preferences and necessities among clients from the north, underscoring the shortage of basements as a storage option.…
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The Neuroscience Behind Effective Client Conversations with Mary Schmid
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37:41
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37:41In this episode of The Finance Marketing Podcast, Hillary sits down with Mary Schmid, CEO of Mary Schmid Consulting and Speaking and author of Make or Break Conversations to explore the neuroscience behind effective client conversations. Mary shares how financial professionals can create deeper connections with clients by understanding the brain sc…
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Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals
24:41
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24:41In this episode of The Finance Marketing Podcast, Hillary dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates dee…
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Why Your Content Marketing Isn't Working (and How to Fix It)
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23:28
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23:28In this episode of The Finance Marketing Podcast, Hillary breaks down the concept of a "marketing ecosystem" and why it's critical for financial advisors who are frustrated with their marketing efforts. If you're getting engagement on social media, crushing speaking gigs in your community, or getting views/downloads on your YouTube channel — but no…
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How to Make Your Compliance Department Your Biggest Marketing Ally
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20:12
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20:12In this episode of The Finance Marketing Podcast, Hillary tackles the challenge of creating engaging content while staying compliant with industry regulations. She shares practical strategies for working effectively with compliance departments, building systems that streamline the review process, and maintaining an authentic voice within regulatory…
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The Art of Human-Centered Leadership at McLeod Health with Nick Destefano
36:43
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36:43Nick Destefano, Training Specialist at McLeod Health, shares powerful insights on leadership as leaving people better than you found them, emphasizing that true leadership transcends titles and is accessible to everyone. • Developing 15,000 employees at McLeod through annual learning events that align personal and organizational values • Creating a…
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How Financial Marketing Has Changed (And Where It's Going) with FinCon's Philip Taylor
24:25
24:25
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24:25In this episode of The Finance Marketing Podcast, Hillary sits down with Philip Taylor, founder of FinCon and The Creator CPA, to explore the evolving landscape of financial content creation and marketing. From FinCon's humble beginnings as a blogger meetup to its current status as the premier conference for financial content creators and professio…
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Bridging Generations: Keys to Thriving Family Businesses- Fernando & Miguel Posada from International Construction Services
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32:59
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32:59Dive into our latest episode where we explore the unique dynamics of family businesses, focusing on International Construction Services led by brothers Fernando Posada and Miguel. They embody the perfect balance of tradition and innovation, emphasizing the importance of safety in the roofing industry and how modern technology, like drones, is shapi…
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Why Carolina Bays; One Stop Shop for Finding Your Dream Home
12:27
12:27
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12:27Live from the Home Show! This week, Rob and Frank discuss why Carolina Bays is your top local choice for building, remodeling, listing, buying, or selling your current or next home. Several of our strategic business partners also had booths to showcase their various products and services to the public.…
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Stop Trying to Do It All: A Sustainable Approach to Your Whole Marketing Ecosystem
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23:21
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23:21In this episode of The Finance Marketing Podcast, Hillary shares a strategic approach to building a marketing ecosystem that works without overwhelming yourself in the process. She breaks down how financial advisors and coaches can develop their marketing presence systematically, starting with one platform and gradually expanding their reach. Learn…
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Analyzing Trends for 2025; Sale ability, Networking, & Referrals
22:12
22:12
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22:12In the first episode back from Frank's overseas trip, the guys analyze trends for 2025. They discuss the crucial role of accurate home pricing and strategic upgrades that boost saleability. They also emphasize the importance of networking and providing clients with trusted, vetted, and exceptional referral contractors and service providers. Stop by…
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Maximizing Success and Communication with TV Show Host, Renowned Chef and Business Owner, Mason Zeglen
32:18
32:18
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32:18Mason Zeglen has already had an amazing career and story at a young age. Having been a 2 time champion on the TV Show “Guy’s Grocery Games” and host of the nationally airing TV series “Chef Swap at The Beach”, Mason has been in the national spotlight. Even before his TV fame, he was developing an impressive resume, having become a chef out of schoo…
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Transforming Your Marketing From ‘Meh’ to ‘Oh My!’ with Derek Pollard, PhD
52:18
52:18
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52:18In this episode of The Finance Marketing Podcast, Hillary sits down with Derek Pollard, PhD, founder of Constellar Creative, to explore how financial advisors can transform their marketing from traditional expertise-focused approaches to genuine, personal engagement that resonates with prospects. Drawing from his background as a former English prof…
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Embracing Customer Service to Grow Your Business with Kristy Yelle of Palmetto Protection Films
32:15
32:15
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32:15On this week’s show, Kristy Yelle of Palmetto Protection Films brought a ton of great information for those in business and leadership. As a owner, along with her husband Matt, of the very successful Palmetto Protection Films, it was really interesting to see how they grew the business so impressively in a relatively quick time. She shared the life…
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Best of 2024: Top Marketing Lessons from Industry Leaders & Experts
14:08
14:08
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14:08In this special season opener, Hillary returns from maternity leave to share her top episodes from 2024. She highlights six standout conversations that showcase both expert knowledge and real-world implementation of marketing strategies in the financial services industry. From discovering the right niche and optimizing websites to leveraging compli…
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Student of the Game Mindset with Author, Trainer and Speaker, Sean Mitton
40:37
40:37
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40:37We all know how important mindset is to ourselves and our teams and this week we had a mindset master on the show when visited by Sean Mitton. Sean is an author and an expert on mindset. He shared with us what mindset mapping is and how to use it to get ahead. During the show, Sean explained how he originally was inspired by Canadian hockey player,…
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Rebounding and Getting Stronger After a Setback – A Discussion with former NCAA Basketball Coach, Author and Business Trainer, Matt Doherty
50:45
50:45
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50:45On this show, we met one of our most influential guests to date, Coach Matt Doherty. In his successful career he has led many people across different companies, genres and sports to become their best. His background is very impressive – Matt walked us through his basketball playing days on team with greats such as Michael Jordan and James Worthy. H…
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All About Architecture: How to Maximize Enjoyability of a Home
23:53
23:53
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23:53In this episode Rob and Frank talk all about architecture and even had a special guest expert, Jess Kern from Interior Vision. Rob and Frank spoke about how proper planning in a house can make a home more valuable. Utilizing items such as lots of windows for natural light, proper house placement and floor plans with open concepts can improve everyt…
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We're Back! Updates for Season 2 (Beginning February 2025)
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3:22Listen here for a quick update about what you can expect in Season 2 of The Finance Marketing Podcast! 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. We always appreciate reviews on Apple Podcasts!…
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Ensuring that No One Fights Alone with Kim Rodgers-Clora, founder of the Jacqueline Rodgers Foundation
22:07
22:07
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22:07Our guest this week is a person that has a big heart and a big goal to help people – specifically those affected by breast cancer. We recognize this month’s League of Leaders award winner, Kim Rodgers-Clora, for what she does to give people hope when they most need it. As with many of the award recipients from the past year, Kim did not start her o…
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Significance of a Comprehensive Home Inspection
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20:49
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20:49NEVER EVER SKIP A HOME INSPECTION! In this episode of Modern Homes Podcast, Rob and Frank emphasize the significance of a comprehensive home inspection and the value of hiring a qualified inspector. Even in new construction, a home inspection is crucial to prevent potential future issues. In an older home, it is essential to obtain the insight of a…
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How a Community Partnership Fosters Economic Growth and Improves Quality of Life with BJ Beaver from Partnership Grand Strand
32:39
32:39
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32:39This week we had an opportunity to talk about everything from starting a new business, to community growth, to leadership ideas with Partnership Grand Strand’s Business Development and Retention Manager, BJ Beaver. During the show, BJ shared how the Partnership Grand Strand programs benefit small businesses by giving them resources to help them to …
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Exploring the Transformative Power of Choosing the Right Realtor
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15:49
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15:49Join Rob and Frank on episode 11 of the Modern Homes Podcast as they explore the transformative power of choosing the right realtor, unlocking a seamless and successful home buying experience. Frank shares his expert insights on why a hands-on approach from start to finish is key, and how his exceptional service extends far beyond the closing. Mode…
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Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig
38:30
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38:30In this episode of The Finance Marketing Podcast, Hillary sits down with Deidre Helmig, a quiz strategist and expert in creating quizzes as powerful marketing tools for financial professionals. Deidre shares her passion for quizzes, developed from her love of taking them in magazines as a child to using them now as an essential marketing tool for b…
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How a Community Leader Changed His Life and Other’s Through Meals on Wheels with Michael Snuggs
24:45
24:45
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24:45The newest League of Leaders award recipient, Michael Snuggs of Meals on Wheels has had quite an inspiring journey. He’s served in the United States Armed Forces, been through the growth challenges of some bad choices, found his Savior and has chosen a life of servant leadership by helping others. In this episode Michael talks about the goal of Mea…
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The Returns on Collaborative Marketing Strategies with Financial Social Worker Clare Dubé
22:03
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22:03In this episode of The Finance Marketing Podcast, Hillary sits down with Clare Dubé, a Financial Therapist certified in Financial Social Work and Co-Founder of the Financial Social Work Collaborative. Clare shares her expertise on the emotional and behavioral aspects of financial management and explains how financial social work helps individuals a…
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7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 2)
24:10
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24:10In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Manda Szewczyk, Owner of Hyper Pony Studio and digital marketing expert for financial advisors. In Part 2 of this two-part series, Manda dives deeper into strategies to optimize your website so it’s attracting the right clients, rather than turning prospects a…
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Client Expectations, Average Home Buyer Age, & Business Standards
30:19
30:19
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30:19This week's discussion between Rob and Frank centers on setting and meeting expectations for various clients, including buyers, sellers, and those involved in remodeling and building projects. Setting expectations is crucial for upholding professionalism, which in turn elevates business standards and client experiences.…
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7 Serious Mistakes Financial Advisors Make on Their Websites with Website Marketing Expert Manda Szewczyk (Part 1)
23:33
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23:33In this episode of the Finance Marketing Podcast, I’m joined by Manda Szewczyk, a digital marketing expert for the financial services industry and the owner of Hyper Pony Studio. Manda specializes in helping financial advisors create websites that convert visitors into clients. In this two-part series, Manda is sharing the top mistakes financial ad…
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Building a Better Future Through Workforce Development and Innovation with South Carolina Lt Governor Pamela Evette
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46:45
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46:45When looking for an exceptional leader you want someone that is dedicated to excellence, committed to planning and that cares about people; our guest this week, South Carolina Lt Governor Pamela Evette, exemplifies those traits. On this week’s show we covered many topics regarding the future of South Carolina ranging from building our workforce to …
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Tackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine Tindall
25:00
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25:00In this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase. Ca…
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The Humanity of Sales and More - Talking Mindset with Motivational Speaker, Author and Business Coach, Heather Hansen O’Neill
36:56
36:56
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36:56When we first met this week’s guest, Heather Hansen O’Neill, we knew it was going to be a great show and she certainly delivered! She spoke to us about everything from finding inspiration to motivating others. We also enjoyed hearing about her backstory as a classically trained dancer and the epiphany that she had when her career abruptly came to a…
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Top Tips to Optimize Your Finance Podcast for Business Growth with Virginia Elder
30:32
30:32
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30:32In this episode of The Finance Marketing Podcast, Hillary sits down with Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey from launching her own podcast to building a business that helps financial professionals leverage podcasting to gai…
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Affordable Housing Solutions, Energy Efficiency, & Home Construction Methods
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33:40Join Rob and Frank on the Modern Homes Podcast as they delve into affordable housing solutions, exploring how energy efficiency, consumer preferences, site requirements, and cutting-edge home construction methods influence consumer expenditures.By Rob Clemons
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From competing in the Miss South Carolina Pageant, to Performing in Plays, to Going Viral on the National Stage – Living Life to Its Fullest with Teagan Brown, Sports Director at WMBF
38:21
38:21
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38:21This week is a must watch episode with Teagan Brown, the Sports Director at WMBF. In a relatively short time, Teagan has made a big mark both locally and nationwide with her great sense of humor, exceptional talent and passion for what she does. You may have seen her on national TV for the “smooth mic toss” during a live spot with WMBF or on her Li…
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Exploring the Impacts of AI on SEO Strategies with Wesley Gehman
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34:45In this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optimization, providing practical insights into how financial professionals can enhance their SEO strategies an…
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