Best Niki Weiss Podcasts (2025)

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How to Turn Your Dormant Email List Into Discovery Calls with John Way 34:08

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6d ago34:08

34:08

In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments. John shares his expertise in helping professional services firms capture and convert leads who visit but are…

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Death Bed Estate Planning | Greg Barnsdale

9d ago

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In this heartfelt episode of Death and Dying in the Digital Age, host Niki Weiss speaks with Greg Barnsdale: author, funeral director, and financial insider. The two explore the emotional and practical realities of preparing for end-of-life. Greg shares his deeply personal story, from decades working with grieving families to his own health crisis …

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Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark 27:56

13d ago27:56

27:56

In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic a…

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Why Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy Baxter 32:51

20d ago32:51

32:51

In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial fre…

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Everything You Need to Know about Ai Death Doula | Symon Braun Freck

23d ago

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In this thought-provoking episode of the Death & Dying in the Digital Age podcast, host Niki Weiss sits down with death tech innovator Symon Braun Freck to explore the intersection of artificial intelligence, grief, and digital deathcare. From her early experience volunteering in hospice to building the Ai Death Doula, Symon shares how her journey …

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Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis 30:29

27d ago30:29

30:29

In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace. Steven explains why there's currently an oversaturation of tax plannin…

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Why Organic Niching Creates Stronger Client Connections with Phil Weiss 39:46

1M ago39:46

39:46

This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the area…

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Terramation: How Human Composting Is Transforming Death Into Life | Brienna Smith

1M ago

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What if your final act could give life back to the earth? In this enlightening episode of the Digital Legacy Podcast, host Niki Weiss speaks with Brienna “Brie” Smith, licensed funeral director and social media educator at Return Home, about the revolutionary process of terramation—also known as human composting. Brienna explains how this sustainab…

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Asking Provocative Questions to Get More Clients with Gary Sinderbrand 38:31

1M ago38:31

38:31

In this episode of The Finance Marketing Podcast, Hillary sits down with Gary Sinderbrand, a former Merrill Lynch advisor and founder of BetterPath Training, helping top financial advisors reach their full potential. He is also the host of the podcast: If the Public Only Knew. Drawing from his extensive experience at Merrill Lynch and UBS Private W…

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Guerrilla Marketing to Build Trust With Your Target Market with Financial Advisor Matt McManus 42:16

2M ago42:16

42:16

In this episode of The Finance Marketing Podcast, Hillary sits down with Matt McManus, founding partner of Triplecrown Wealth Management, to explore how he built a thriving practice by specifically focusing on serving first responders. Matt explains his approach to "guerrilla marketing" where he builds a consistent community presence – showing up a…

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How Financial Planner Aaron Buchner Created the Boldest Brand in Finance 30:53

2M ago30:53

30:53

In this episode of The Finance Marketing Podcast, Hillary sits down with Aaron Buchner, founder of Cactus, a financial planning firm with the distinctive tagline "prick-free financial advice." Aaron shares his journey from running a generic financial planning business to creating a bold, personality-driven brand that stands out in the typically con…

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Social Security Secrets: Safeguard Your Legacy & Family's Future | Bob Goldberg, CFP

2M ago

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What happens to your Social Security when life takes an unexpected turn? In this eye-opening episode of the Digital Legacy Podcast, host Niki Weiss welcomes financial planner Bob Goldberg, CFP to demystify Social Security and survivor benefits in the context of end-of-life and legacy planning. Bob breaks down key Social Security strategies, includi…

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Why Your Story Is Your Most Powerful Marketing Asset with Dr. Joshua Wilson 43:20

2M ago43:20

43:20

In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and sellin…

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How to Develop a Magnetic Financial Planning Process with Rob Brown 31:50

2M ago31:50

31:50

In 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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From Griever to Grief Expert | Michelle Desmond, MBA, MS

2M ago

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In this powerful episode of the Digital Legacy Podcast, host Niki Weiss welcomes Michelle Desmond, MBA, MS. A former corporate executive turned thanatologist, she and Niki explore death, grief, and the digital age. Michelle shares her deeply personal journey—losing her father, husband, close friend, and mother—leading to her career shift into grief…

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Why AFCs Are Your Next Great Referral Partner with Heidi Clemons 37:41

3M ago37:41

37:41

In 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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The Testimonial Marketing Studio: A New Tool for Advisors with Brian Thorp 22:34

3M ago22:34

22:34

In 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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Lost Stories & Last Goodbyes: Transforming Grief into Legacy | Su Park

3M ago

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In this powerful episode of the Digital Legacy Podcast, host Niki welcomes Su Park, founder of Amori, a groundbreaking emotional legacy app helping parents preserve heartfelt messages for their children. Su shares the deeply personal story of losing her mother to cancer and how that grief inspired her mission to redefine how we approach end-of-life…

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Finding Your Purpose on LinkedIn with Expert Tiffany Sattler 50:46

3M ago50:46

50:46

In 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

3M ago31:25

31:25

In 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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Everything You Need to Know About Lady Bird Deeds | Michelangelo Mortellaro, Esq

3M ago

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In this must-listen episode of Death and Dying in the Digital Age, host Niki chats with estate planning attorney and viral TikTok educator Michelangelo Mortellaro about the urgent need for proactive end-of-life planning. With over $2 million in revenue generated through educational content, Michelangelo shares why digital platforms like TikTok are …

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Email Marketing for Finance Professionals: Building an Email List From Scratch (Part 1) 26:18

3M ago26:18

26:18

In 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

4M ago26:53

26:53

In 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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Stroke Doctor's Urgent Plea: Why You Must Create an Advance Care Plan | Michael Madison, MD

4M ago

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In this powerful episode of the Digital Legacy Podcast, host Niki sits down with Dr. Michael Madison, a neurointerventional surgeon and founder of Thanacare, to explore the urgent need for advanced care planning in today’s medical landscape. Dr. Madison shares moving insights from his work treating stroke and aneurysm patients, where families often…

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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

4M ago33:29

33:29

In 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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The Neuroscience Behind Effective Client Conversations with Mary Schmid 37:41

4M ago37:41

37:41

In 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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How to DIY Your Will or Trust | Cody Barbo 29:23

4M ago29:23

29:23

In this episode of the Digital Legacy Podcast, host Niki talks with Cody Barbo, CEO and founder of Trust & Will, the nation’s leading online estate planning platform. Together, they explore how digital innovation is revolutionizing the way everyday families approach wills, trusts, probate, and end-of-life planning. Cody shares his personal story of…

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Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals 24:41

4M ago24:41

24:41

In 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) 23:28

5M ago23:28

23:28

In 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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My STUFF - What Happens After I'm Dead | Ray Nugent 37:05

5M ago37:05

37:05

In this episode of the Digital Legacy Podcast, host Niki chats with expert estate appraiser Ray Nugent from Value Pros about the critical importance of estate planning, downsizing, and asset valuation. Whether you're an executor managing a loved one’s estate or looking to future-proof your legacy, this conversation dives deep into the realities of …

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How to Make Your Compliance Department Your Biggest Marketing Ally 20:12

5M ago20:12

20:12

In 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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How Financial Marketing Has Changed (And Where It's Going) with FinCon's Philip Taylor 24:25

5M ago24:25

24:25

In 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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Dying Young with a Family | Crista Hermance, Esq 32:18

5M ago32:18

32:18

In this episode of the Digital Legacy Podcast, host Niki sits down with Crista Hermance, Esq, widely known as the Estate Planning Mom (www.estateplanningmom.com), to discuss the critical importance of estate planning—especially for young families. From wills vs. trusts to the hidden dangers of probate, Crista shares expert insights on protecting yo…

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Stop Trying to Do It All: A Sustainable Approach to Your Whole Marketing Ecosystem 23:21

5M ago23:21

23:21

In 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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Honoring Our Pets in Their Final Days | Dr. Faith Banks 32:13

5M ago32:13

32:13

In this powerful episode of Death and Dying in the Digital Age, host Niki welcomes Dr. Faith Banks, DVM, CHPV, a hospice veterinarian from Toronto, to discuss the emotional and practical aspects of end-of-life care for pets. With over a decade of experience in pet hospice and euthanasia, Dr. Banks shares her journey into this specialized field, the…

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Transforming Your Marketing From ‘Meh’ to ‘Oh My!’ with Derek Pollard, PhD 52:18

6M ago52:18

52:18

In 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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Why Everyone Dies—And How to Prepare for It | Marianne Matzo 40:30

6M ago40:30

40:30

In this powerful episode of Digital Legacy Podcast, host Niki sits down with Dr. Marianne Matzo, FAAN—palliative care expert, nurse, and host of Everyone Dies Podcast—to explore the complexities of death, hospice, and end-of-life decision-making in the digital era. Dr. Matzo shares her 46 years of experience in palliative care, shedding light on th…

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Best of 2024: Top Marketing Lessons from Industry Leaders & Experts 14:08

6M ago14:08

14:08

In 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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How to Navigate the Password Sh*t Show | David Cox 42:43

6M ago42:43

42:43

In this eye-opening episode of Death and Dying in the Digital Age, Niki sits down with YouTube tech expert David Cox to tackle one of the most overlooked aspects of end-of-life planning: your digital legacy. What happens to your passwords, accounts, and digital assets when you're gone? David breaks it down with step-by-step guidance on setting up A…

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Dying to Learn about Medicare | Sylvia Gordon 35:48

6M ago35:48

35:48

In this insightful episode of the Digital Legacy Podcast, host Niki Weiss sits down with Sylvia Gordon, an expert in Medicare, Social Security, and estate planning. With over 30 years of experience, Sylvia shares her journey from being an estate planning attorney to training insurance agents on navigating complex government programs. The conversati…

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Using a Death Doula to Support Your Soul's Journey | Christopher Robbins 34:11

6M ago34:11

34:11

In this powerful episode of the Digital Legacy Podcast, host Niki Weiss dives into the transformative journey of Christopher Robbins, founder of Soul Degree and a certified death doula. Together, they explore profound themes of mortality, personal growth, and the healing power of meaningful conversations around death and dying. Christopher shares t…

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How to Protect Your Business and IP in Case of Death | David Postolski 35:29

7M ago35:29

35:29

In this insightful episode of Death and Dying in the Digital Age, host Niki Weiss is joined by corporate and intellectual property attorney David Postolski to tackle the often-overlooked yet critical topic of preparing your business and intellectual property for life's uncertainties. Drawing from his personal experiences with loss and his professio…

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We're Back! Updates for Season 2 (Beginning February 2025) 3:22

7M ago3:22

3:22

Listen 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. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate rev…

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Gamifying End-of-Life Conversations 33:02

7M ago33:02

33:02

In this episode, host Niki interviews Lisa Pahl, LCSW and co-creator of the Death Deck—a card game designed to make difficult conversations about death approachable, and even fun. Lisa, a hospice social worker with nearly two decades of experience, discusses the inspiration behind the Death Deck: witnessing families struggle without having had crit…

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Death and Dying in the Digital Age Trailer 2:08

7M ago2:08

2:08

They say we die twice: once when we take our last breath and again when our name is spoken for the final time. But in today's world, there's a third passing to consider - our digital death. Welcome to Death and Dying in the Digital Age, a podcast that explores the uncharted territory of our online afterlife. Join host Niki Weiss each week as she na…

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Creating Legacy Through Music 40:43

7M ago40:43

40:43

In this episode of the Digital Legacy Podcast, host Niki Weiss explores the profound intersection of music therapy, end-of-life care, and lasting legacies with accomplished music therapists Brooke and Karen. Together, they reveal how music can bridge the deep emotional gaps when words fall short. The conversation dives into the fascinating science …

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Dating After Death: Finding Love After Unexpected Loss 40:40

8M ago40:40

40:40

In this episode, we explore the deeply personal journey of dating after loss with relationship expert Whitney Kobrin, who shares her own transformative story of finding love again after her husband's unexpected passing. Whitney opens up about navigating the complexities of honoring her late husband's memory while embracing new love, offering raw in…

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Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig 38:30

8M ago38:30

38:30

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 b…

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A Futurist's Take on Ethics and the Evolution of Death Tech 35:58

8M ago35:58

35:58

Join us as we slide into the world of death technology and digital legacies with Dr. Sarah Parker Ward, an end-of-life strategist and professor at Rensselaer Polytechnic Institute. Dr. Parker Ward shares her journey from digital advertising to becoming a pioneering voice in the intersection of technology and end-of-life planning. She offers unique …

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The Returns on Collaborative Marketing Strategies with Financial Social Worker Clare Dubé 22:03

8M ago22:03

22:03

In 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…