In 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 businesses.

They dive into the key strategies behind creating quizzes that are not only fun but drive real business results. Deidre explains the different types of quizzes—such as personality, assessment, and objection-based quizzes—and highlights how each can be used at different stages of the customer journey. You’ll also learn how quizzes can go beyond lead generation and be used as a tool for segmentation, product recommendations, and personalized customer experiences.

If you’ve been considering using quizzes as part of your marketing strategy but aren’t sure where to start, this episode is packed with actionable insights to help you create engaging quizzes that build trust and attract the right clients.

Connect with Deidre:

• Instagram: @deidra.helmig
• LinkedIn: Deidre Helmig
• Website: DeidreHelmig.com
• Take the Quiz Strategy Quiz: Quiz
• Learn more about the Quiz Genius Course: Quiz Genius
• Work with Deidre: 1:1 Quiz Services

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!