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The Finance Marketing PodcastAuthor: Hillary Gale
Tired of marketing that feels sleazy or overwhelming? Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authenticallyand get real results. Language: en-us Genres: Business, Entrepreneurship, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Strategic Hiring for Financial Advisors with Sara Lorza
Friday, 13 February, 2026
In this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when building their teams—particularly the trap of reactive hiring—and explains how advisors can shift from competing solely on compensation to attracting top talent through culture, values, and unique growth opportunities. Tune in to learn how the way you present your firm to potential team members is actually a marketing opportunity that, when done right, helps you build a team aligned with your mission and elevates the client experience you deliver.Connect with Sara:LinkedIn: Sara LorzaWebsite: www.panahelp.comTo 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 reviews on Apple Podcasts!
