On this episode of The Get Ready Money Podcast, I spoke with Hillary Gale, finance marketing strategist and host of The Finance Marketing Podcast, about how authenticity and storytelling build stronger relationships.
This episode offers a fresh take on how showing up as yourself can be your greatest asset.
Key Takeaways:
- What it really means to have a personal brand.
- Why authenticity resonates.
- How to lead with relationships, not just recommendations.
- Why clients value emotional honesty from their advisors.
- The power of giving ourselves permission—and grace.
- Why sharing your own money story (without shame) can open the door for better conversations.
Connect with Hillary Gale:
Podcast:
- The Finance Marketing Podcast (here)
Resources mentioned:
- 2025 Voice of the Client Study from Wealthtender (here)
- Larry Sprung - Mitlin Financial - LinkedIn
Bio:
Hillary Gale, founder and CEO of Moneta Copy, is a marketing strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts. You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
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