Hillary Gale
Founder of Moneta Copy, a marketing agency focused on helping financial advisors. She helps advisors fine-tune their messaging and nurture leads to turn them into clients.
Best podcasts with Hillary Gale
Ranked by the Snipd community
24 snips
Sep 24, 2024 • 27min
How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486)
Hillary Gale, Founder and CEO of Moneta Copy, is back to share her expertise in attracting ideal clients through effective lead magnets. She emphasizes the necessity of transitioning from social media to building an email list. Discover the importance of niche-focused content like ebooks and case studies. Hillary also covers structuring lead funnels, strategic promotion across platforms, and maintaining a balance in email marketing to engage without overwhelming. Her insights are essential for any financial services professional looking to refine their marketing approach.
17 snips
Jun 30, 2025 • 30min
Tactically Using Taxes for Lead Gen with Hillary Gale
Hillary Gale, founder of Moneta Copy, specializes in marketing for financial advisors. She shares insights on leveraging tax topics to attract new clients. The conversation covers crafting compelling lead magnets that resonate with potential clients, emphasizing simplicity and clarity. Hillary also discusses the power of strategic email marketing in nurturing client relationships, particularly through effective welcome emails. Lastly, she highlights the importance of collecting tax returns to better understand client needs and enhance personalized financial advice.
