Insurance Nerds - Insuring Tomorrow

Come As You Are: Building Financial Trust Through Authenticity & Storytelling

Written by Tony Steuer | Sep 26, 2025 3:29:39 PM

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.

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.

 šŸŽ„ Watch this episode below: 

 

 

Connect with Hillary Gale: 

Podcast: 

  • The Finance Marketing Podcast (here)

Resources mentioned: 

 

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.