Podcasting for Financial Professionals

Are you a financial professional who feels like compliance is building walls between you and your dream podcast? You’re not alone — but you’re also not stuck.  Compliance guidelines exist to protect consumers—especially in regulated industries like financial advice, accounting, or tax services. Yet, it’s incredibly common for compliance officers, especially those new to podcasting, to approach this format with suspicion. If you happen to be in a firm where you’re the first to host a podcast, expect extra scrutiny—not because you’re breaking rules, but simply because compliance needs education on the medium itself.    Compliance Tips for Financial Podcast Hosts: Education, Storytelling, and Staying True to Your Brand  Instead of asking, “Can we do this?” shift to “How can we do this?” That subtle change unlocks possibility, transforming compliance from a creativity-killer to a guide for delivering value within the rules.  Compliance is Structure, Not a Roadblock: Most compliance reviews are straightforward — in years of submitting podcasts, I’ve never had an episode outright denied. With a collaborative approach, edits are rarely extensive.  You Can Create Engaging, Compliant Content: Educational episodes, mindset conversations, anonymized client stories, behind-the-scenes insights, and value-driven narratives all help you stand out while staying compliant.  Authenticity Doesn’t Require Oversharing: Using analogies and relatable stories from everyday life (without revealing private details) allows you to be genuine and approachable — which is exactly what listeners want.    From Compliance Fears to Podcasting Success: Proven Strategies for Financial Experts  In this episode, I share several ideas for compliance-approved episode topics, including educational content, mindset, safe storytelling, and behind-the-scenes episodes. Plus, potential clients would love to hear about your values and how they influence the unique ways you run your business!    (00:06:08) Approaching Compliance with a Collaborative Mindset  (00:08:45) Brainstorming Compliant Content   (00:12:24) Educational Episodes and Storytelling to Establish Trust  (00:15:29) Being Relatable without Revealing Personal Details  (00:18:34) Example Topics for Authenticity and Authority  (00:21:33) Podcast Recording & Scheduling with Compliance in the Mix  (00:24:59) Compliance is Not Your Enemy    Behind the Scenes of Compliant Podcast Production for Financial Professionals: Process, Pitfalls, and Possibilities  If your firm requires pre-approval for every episode, flexibility is key. I recommend batching: record several episodes monthly to build a buffer. This allows you to stay ahead—even if compliance reviews push back a release. And remember, in six years of podcast production, full episode rejections are virtually nonexistent; minor tweaks are the norm.  Tune in to learn how we keep the lines of communication open with compliance from day one, and the process becomes routine rather than a roadblock.    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com        Watch everything on YouTube @PodcastingForFinancialPros      Follow Virginia Elder on social media:    LinkedIn    Instagram    To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com   

Ready to break out of the compliance trap and finally get your content and podcast working FOR your financial business?   Tired of thinking in circles about the type of client you want to attract to your practice?  If you’ve been wanting to host your own podcast, but feel held back by compliance fears or wondering how to attract QUALIFIED leads, listen in to hear how Jeff has done it with multiple shows for different niches of clients he serves.   Jeff Kikel, host of the Freedom Nation Podcast (plus a few others), and owner of Freedom Day Wealth Management, joins me this week to reveal his proven strategies for creating content that builds long-term trust—even if compliance feels intimidating. We busted the myth that compliance has to hold you back, revealed the power of hyper-niching and community-building on LinkedIn, and talked practical ways to streamline your production so your focus stays on client relationships and creating value-driven content.  "For 2,000 episodes, I got up every morning, I recorded a podcast, and I posted that podcast online until I got to 2,000 shows. And I was successful in that process." - Jeff Kikel  Podcasting (or even writing a book) might not deliver clients overnight. But it’s powerful social proof that builds deep trust. Prospects will research you—and if your name turns up with real, valuable content? That’s what sets you apart.    Unlocking Podcast Success for Financial Services: Niching, AI, and Outsourcing Production  (00:08:37) Navigating Pushback from Compliance and Gathering Social Proof  (00:11:36) Focus on One Big Goal for a Year  (00:13:57) Copy This Streamlined Content Creation Process  (00:20:41) Marketing Tips for Financial Advisors  (00:23:32) How to Teach AI to Mimics Your Writing Style  (00:29:51) Live Radio Risk vs Having an Edited Podcast  (00:34:42) Building Niche Podcast Audiences  (00:37:39) Using Your Podcast for Leads & Growing Your Business  (00:40:59) Strategies for Creating Business Retirement & Tax Content      The Financial Advisor’s Behind-the-Scenes Blueprint to a Powerful Podcast Presence  Podcasting is more than just an audio trend for today’s financial professionals—it’s a foundational tool for trust, authority, and client acquisition. The long game matters most. Expect it to take 70+ episodes (or 1-2 years) before you really see traction. But if you stick with it, batch strategically, and lean on your support team, you’ll find your audience and authority snowball—just as Jeff Kikel has. For any financial pro ready to get serious with podcasting, these are the lessons—and the roadmap—to follow.  Why compliance shouldn’t be the end of your podcast dreams. Jeff gets real about the myths that hold most advisors back and shares exactly how he shifted from broker-dealer world to independent RIA for simpler, sane compliance. (Hint: An independent compliance firm costs a fraction of what you think!)  How to get started – without overwhelm. The secret isn't doing everything—it's picking ONE content format (blog, podcast, YouTube) and doing it consistently for a year. Jeff’s own story is proof that reps, not perfection, build authority (even if episode #1, 20, or 50 all feel like no one’s listening yet).  Leveraging AI, team, and systems for content you actually enjoy creating. Stop trying to be the editor, producer, and marketer. Outsource what you can and keep your genius focused on client work and authentic storytelling. (You’ll hear how Jeff uses ChatGPT and other tools to accelerate content AND keep it true to his voice.)  Hyper-niching and LinkedIn strategies to build an audience that’s ready for your services. Jeff’s approach to LinkedIn is all about building a tribe of right-fit prospects, without wasting hours scrolling or spamming.  Turning content into trust, not just leads. Your podcast or book isn’t just a lead magnet— it’s “social online proof” for the client who Googles you. Jeff gets clients FROM content, but never directly—because it’s their way to know him before trust (and assets) are transferred.    Follow Jeff Kikel:   Freedom Day Wealth Management: https://www.freedomdaywealth.com/  LinkedIn: https://www.linkedin.com/in/jeffkikel/  Sure Horizon Retirement Planning: https://www.surehorizonretirement.com/  Freedom Nation Podcast: https://www.freedomnationpodcast.com/     This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at www.podcastabundance.com/scriptstarterkit     Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook    To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Have you ever thought about whether your content is accessible to those with a disability?  TRUTH: Up to 4% of the US population (that’s about 8 million people) can’t read the content you work so hard to produce.   And what if there’s a direct correlation between your content’s accessibility and your site’s SEO rankings? Well, there is!  If you’ve ever wished for more visibility, more visitors, or higher rankings in search, making your website and the content you’ve worked so hard to create accessible is your easiest and best first step.   Your Key to Search Engine Optimization: An Inclusive Website  When you add image alt text, button descriptions, and proper headings throughout your website, you’ll not only provide a better experience to visitors using screen readers or magnification tools, but you’re providing more context to search engines, resulting in higher domain authority for your site’s keywords and topics.   Why Ignoring Accessibility Could Cost You More Than You Think  According to surveys 1 in 6 people have a disability, and many of them use navigation, magnification, or reading assistance technology to search the internet, find service providers (that includes finding financial help!), and shop online. A much larger number of the aging population who don’t identify as disabled do use or will soon be using that same assistance technology to function online as they navigate retirement and old age.   (00:07:21) "When you improve accessibility, you usually will improve the user experience of everybody who doesn't have a disability." - Maxwell Ivey (The Blind Blogger)  Making Your Website Work for Everyone: Essential Tips for Accessibility Success  Accessibility in web design is not just a trend or a buzzword, it's a crucial aspect that can make or break the user experience for many individuals. In today's digital age, ensuring that your website is accessible to all users is not only the right thing to do, but it also makes good business sense.  By working with an accessibility consultant like Max, business owners can ensure that their websites comply with accessibility standards, such as the Web Content Accessibility Guidelines (WCAG). This not only helps to make the website more inclusive for all users but also reduces the risk of potential legal issues related to accessibility compliance.  Accessible Podcasting Software Max Recommends:  Streamyard: For Live-streaming and podcast recording. It integrates well with LinkedIn and YouTube for Live presentations/collaborations  Blubrry: A podcast host platform where your podcast files and show notes are uploaded and distributed to podcast player apps  Less Annoying CRM: A customer relationship management tool where you can track your conversations with potential clients, proposals, and conversions.   Calendly: Make it easy for podcast guests and potential clients to book a call with you, based on your availability.   *the above are NOT affiliate links  PodMatch: A guesting platform where you can be a guest on others’ podcasts or find guests for your own show. *this IS an affiliate link  Follow Maxwell Ivey:  Maxwell Ivey is a prominent advocate in the field of accessibility in web design, leveraging his extensive experience since 2007 to advance the cause of inclusivity online. As the host of The Accessibility Advantage podcast, Ivey emphasizes the significant benefits of accessible websites, such as improved user experience and enhanced search engine rankings. He believes that accessibility is not just about complying with regulations but is a strategic advantage for small and medium-sized businesses, enabling them to tap into a loyal consumer base of individuals with disabilities.  Email Max at maxwell@theaccessibilityadvantage.com  Listen to The Accessibility Advantage Podcast: https://lnns.co/-t0gLsrbuCD  This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com   You’ll find equipment & software recommendations and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit  Watch everything on YouTube @PodcastingForFinancialPros  Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook  To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Podcast guesting, whether you’re hosting guests or being the guest yourself, is still one of the BEST ways to grow your audience, build brand traction, and grow your email list. But if you’re sending emails or DMs, you’re getting overlooked.  Spray-and-pray messages, AI-written pitches, and misaligned PR requests are killing your chances, even though you’re (probably) not the culprit. Podcasters of every niche are sending guest email pitches straight to Trash and Spam without reading them because deciphering “guest fit” on 15+ AI emails a day isn’t worth the time – especially when 90% of those pitches are so obviously NOT a fit, it’s clear no one even evaluated the match.  So, how do you get those hosts to actually see & read your pitch?   How do you find aligned, perfect-fit guests for your show?     Stop the Spam: How to Land Podcast Guest Spots Without Cold Pitching  Why cold-pitching podcast hosts by email is a waste of time in today’s inbox climate  The problem with free “guest lists” and why they don’t solve the real issue  How PodMatch streamlines the process of finding shows and guests that are truly aligned  Action steps for both podcast hosts and aspiring guests to define their “perfect fit” before reaching out or signing up for matching  How attending conferences and podcasting guesting strategies work together to build lasting relationships  (00:03:06) "When you're the guest, you borrow the trust that the host has already built with their audience, and that shortcut is worth millions." - Virginia Elder    How To Stand Out in the Podcast Guest Arena  (00:03:06) Navigating Podcast Guesting Challenges Efficiently  (00:09:10) Streamlining Guesting Process with PodMatch  (00:14:24) Strategic Guest Selection for Podcast Success    From Inbox Overload to Guesting Done Right: The Smarter Way to Get on Podcasts  I found a guest-matching platform that removes email and DMs from the equation, housing all profiles, communication, pitching, scheduling, and even getting your waiver signed INSIDE the account. This has helped me establish barriers around when & how I’m working on guesting, cleared my inbox of random guest pitch emails, and created more traction more quickly than any other podcast guesting program, email list, or platform I’ve tried.    Nurturing Lasting Professional Connections with Strategic Guesting and Follow-Up  Building authority and expanding your reach through guesting doesn’t have to be overwhelming or a waste of energy. With the right strategy and tools, you can turn every guest interview into a powerful growth opportunity. PodMatch has been my go-to platform for making meaningful podcast connections, and the Conference Toolkit will give you the follow-up system you need to nurture those relationships long-term.    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com          Watch everything on YouTube @PodcastingForFinancialPros   Follow Virginia Elder on social media:    LinkedIn    Instagram    To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com    Resources:   Conference Toolkit (Long-Term Relationship-Building Mastery Using Your Podcast): https://podcastabundance.com/conference-toolkit/  PodMatch Guest Placement Platform: https://www.joinpodmatch.com/virginia 

As you help others with their money, your impact creates a ripple effect through their families, friends, and anyone they’re in contact with, right?   Chris Miles had that in mind as he learned the hard way about investing in real estate versus 401K-style traditional investments, life insurance policies, and building a business. Finally, when he retired the second time at 39 years old, Money Ripples became the passion project he couldn’t stop talking about.   He’s all about creating true financial freedom through passive income, helping high-income earners crack the code on becoming wealthy, and allowing folks to enjoy life now instead of waiting decades for traditional retirement.     Podcasting and Life Insurance Hacks – Tried and True by Chris Miles  (00:06:15) Reevaluating Traditional Financial Planning Advice Through Experience  (00:17:40) Personalized Main Street Consulting Program for Investments  (00:19:28) Client-Centered Transparency for Business Growth  (00:24:59) Building Trust Through Long-Term Podcasting  (00:30:57) Personalized Approach for Client Growth and Engagement  (00:40:48) Effective Lead Generation through Strategic Incentives  (00:51:19) Creating Financial Impact through Money Ripples    Building Trust Through Long-Term Podcasting & Refining His Strategy Along The Way (11 Years!)  After being on the radio and creating other successful podcasts starting back in 2008, Chris started the Money Ripples podcast in 2014, growing it to the top 1.5% worldwide. Now, podcasting is the primary marketing arm of his business, pulling in 80-90% of his clients.   “What happened is my business doubled, but my profits octupled. You know, by doing that, I just went all in on podcasting.” - Chris Miles One primary lesson learned from that much podcasting experience is to demonstrate value through stories and examples to connect with listeners/viewers. While story is the first element, including a call-to-action is the second. Your podcast’s CTA should be to a lead magnet (think video course or calculator) where you’ll collect their name and email address in exchange for access. This helps qualify leads and steer them towards high-ticket offerings, resulting in a more engaged and profitable client base.    Podcasting Advice to Help Grow Your Financial Podcast:  Convert your “lessons” into stories that teach the lesson. Your followers will retain a lesson much more when they’re presented with a story containing a character they identify with in some way.   Integrate AI into your marketing beyond just using the free version of Chat GPT. With technology changing so quickly now, set aside 1 hour weekly to “play” with a new AI platform like Napkin.ai. When you find one that will be helpful to your business, customize your account until it produces in your voice/style.  Create online, evergreen, and one-to-many lead magnets like webinars, podcasts, books, and similar items that attract qualified leads without requiring additional hours of your time. A book or e-book can be a lead magnet through a “just pay shipping” promotion.   If you feel stuck, unmotivated, or unclear take physical action in the form of a walk or workout. Inspiration and answers often come while you’re engaged in activity because while your physical body is moving, your mind opens to creativity and imagination.       Follow Chris Miles:   Learn about Infinite Banking: https://moneyripples.com/  Listen to the Money Ripples Podcast: https://moneyripples.com/podcast-2/  Watch Chris on YouTube: www.youtube.com/@moneyrippleswithchrismiles  LinkedIn: https://www.linkedin.com/in/chriscmiles/    Resources discussed in this episode:   AI Tools -   https://chatgpt.com/  https://askgpt.app/ai/direct-claude  https://www.napkin.ai/  Whiteboard for your shower thoughts: https://www.amazon.com/Whiteboard-Suction-Waterproof-Writing-Bathroom/dp/B09SYS1DDM      This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit    Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook    To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

If you’ve hesitated to launch or rebrand your show because you’re searching for the strategy that will help you attract your ideal, high-end, client, listen here. Packed full of tips on how to execute two different podcasting strategies, how to think strategically about where you’re showing up and how often, advice for your content creation process, and how to use LinkedIn properly when seeking the affluent client-level strategic partnerships, referral partners, and yes, even customers.   Ann Carden is the host of the Expert In You podcast, author of a book by the same name, and entrepreneur of over 40 years with experience starting, selling, and consulting for 6 and 7-figure businesses. Among the 80 industries in which she’s experienced, are financial professionals of all types – CPAs, money coaches, bookkeepers, CFPs, Advisors, and many more. So, she provides some specific examples of service offerings, how to position them in front of 5 and 6-figure buyers, and how to pull those potential customers into your business’ ecosystem.     Creating Meaningful Client Engagement with Tailored Marketing Strategies  (00:07:33) Strategic Business Growth through Targeted Engagement  (00:10:00) Strategic Podcasting for Client Conversion Success  (00:13:20) Expertise-based Content Strategy for Financial Professionals  (00:16:08) Becoming a Trusted Strategic Business Partner  (00:25:45) Evolving Business Strategies to Meet Market Needs  (00:32:47) Crafting Professional Branding to Attract Clients  (00:36:19) Premium Client Connections: Leveraging LinkedIn's Tools    Evolving Your Messaging and Actions to Get in Front of the Right Buyers  We discuss positioning, mindset, offer tiers, personal growth as a podcast host, rebranding, and some tangible tips like using LinkedIn to prospect. Most often, when you feel like your marketing is “missing something,” that something is the strategy. The behind-the-scenes thought process, perspective, and intention as you create the content, invite guests, reach out to potential power partners, and create social media posts is paramount to WHO you’re attracting and the price-level at which they purchase.     Don’t worry, this isn’t one of those episodes where we just tell you to make more cold calls, email blast strangers, or double your prices. Two key quotes from Ann made me do a double-take:   (00:18:04) "Anybody that's booked up needs to level up. We should never be booked up. We should always have a really high end offer that you can deliver with a leveraged model that does not take away all of your time." - Ann Carden    (00:27:50) "Content is for buyers, it's not for engagers." - Ann Carden    Actionable Steps to Reach High-Profile Clients Effectively:  Leverage podcasting, speaking engagements, and virtual events to attract clients in a one-to-many scenario, creating bigger impact in your business in exchange for your time/energy.  Focus on a clear content production strategy tailored to your specific situation & workload for sustainability  Select podcast hosts (where you’d guest on their show) and podcast guests (you’d have on your show) strategically to attract high-level clients  Create (compliant and) educational content to build relationships and influence buyers  Position yourself as a strategic partner and trusted ally for personalized strategies  Invest in professional branding elements to attract premium clients  Optimize your LinkedIn profile and leverage business-focused tools to reach high-level clients        Follow Ann Carden:   Her website: https://annlcarden.com/  Connect on LinkedIn: https://www.linkedin.com/in/anncarden-business-consultant-coach/      This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at https://www.podcastabundance.com/scriptstarterkit/   Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com   

You don’t need to show up live every week to create connection and increase your authority. Stefanie Gonzales of Women’s Wealth Effect shares how she uses pre-recorded video and audio content to grow her audience from Portugal while serving clients across the globe. Learn how to build visibility and trust through recordings that work for you 24/7, reducing the daytime hours you have to show up on camera week after week.  Key takeaways & action steps:  Use podcasting and pre-recorded video to create “face time” that builds trust  Repurpose your lead magnet into a short, high-impact video mini course  Streamline your content strategy to protect your energy and show up sustainably  Replace weekly live calls with a private podcast or batch-created video series  Maximize reach with recorded content that serves your audience across time zones  Leverage podcasting trends and parasocial behavior from the 2025 Digital Media Trends Report  Get your copy of the Podcast ROI Tracker to measure what your content is really doing for your business: https://podcastabundance.com/roi-tracker/    Building Trust Through High-Quality Video Content Creation   Stefanie’s decision to ditch late-night webinars and lean into timeless, pre-recorded content is a smart move for any service-based business owner. Her strategy proves you don’t need to be on camera constantly to deepen relationships and expand your reach. Her approach is especially valuable for remote professionals who want to grow their business on their own terms.  (00:18:51) "I hope this episode helped you breathe a little easier and helped you realize that you don't always have to be live or "on” to be available and to establish connection with the people that you want to attract in your business." - Virginia Elder  Watch Stefanie’s original interview on Reaching Abundance: https://youtu.be/_rYSUkXQNzI    Follow Stefanie: https://www.womenswealtheffect.com/    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com           Watch everything on YouTube @PodcastingForFinancialPros      Follow Virginia Elder on social media:    LinkedIn    Instagram    To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com     Resources:  2025 Digital Media Trends Report by Deloitte (March 2025):  https://www.deloitte.com/us/en/insights/industry/technology/digital-media-trends-consumption-habits-survey/2025.html 

Hosting a podcast for your business isn’t just about getting content out there in hopes an ideal potential client will discover it - it’s about using your voice, expressing your perspective, and becoming well-known enough in your niche that you start to get invited onto other people’s stages. This might mean conferences, corporate events, others’ podcasts, or online summits or webinars. These appearances elevate your authority & get you and your brand exposed to new audiences.  Based on a snippet from Tiffany Grant’s 2024 interview, I’m unpacking 6 takeaways to help you use your podcast to get on more stages and acquire 60-70% of your clients through your show like Tiffany does!   The Power of Podcasting in Building Business Relationships (00:01:22) Enhancing Public Speaking Through Podcasting (00:07:17) Podcasting Drives Client Growth and Business Success (00:12:48) Strategic Podcasting for Client Pre-Qualification   What You’ll Learn in this Episode: How podcasting sharpens your speaking and improvisation skills Why real-time curiosity and connection matter more than a perfect script or pre-planned questions Ways your podcast builds a strong local and online reputation (and leads to more invitations) The importance of focusing on the platforms that bring real results for your business How personal growth as a host leads directly to more aligned clients and opportunities Podcasting helped transform her into a confident speaker, a better networker, and a true authority in her space. Whether you’re aiming to get on more stages, land guest spots, or build deeper trust with clients, this episode will show you exactly how podcasting becomes the practice ground that skyrockets your personal — and business — growth.   Action Steps for The Studio Treat your podcast like your personal “confidence gym” Use your episodes as a portfolio to pitch local panels and conferences Track every speaking gig, inquiry, and partnership back to your podcast Lean into the channel that works — and measure the true ROI   Ready to measure your podcast’s true impact? Download the Podcast ROI Tracker and start logging every opportunity, connection, and client that comes straight from your show. You’ll finally see just how much your voice is working for you.   Follow Tiffany Grant: Her Website: https://moneytalkwitht.com/  Her Podcast: https://moneytalkwitht.com/podcast/   This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com      Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:  LinkedIn  Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Based on a powerful snippet from an interview with Rocky Lalvani from 2024, this episode highlights how your personal growth as a podcast host mirrors the growth you need to succeed as a financial professional. Paired with brand-new insights from the 2025 Podcast Marketing Trends Report, we’re diving into what separates average shows from high-impact, client-attracting podcasts — and how to make sure yours is set up for sustainable growth. The full interview, How Small Habit Anchors Create Profitable Businesses, stands the test of time and is still worth a listen, even a year and a half later. If you have any interest in or curiosity about Profit First, best practices for your business finances, your time, or your energy, I highly recommend you tune in.    Continuous Development: Improving Hosting Abilities and Confidence Rather than just sharing this at a conceptual level, I’m sharing how to implement the advice gleaned from Rocky and this new marketing trends report, and how the action might look in your business.  In this episode: How building confidence and better interview skills directly helps you serve clients better Why generic, repetitive podcast formats lose audience trust (and what to do instead) The 2025 Podcast Marketing Trends Report findings that prove interviews still work — and longer episodes are thriving Why consistency is your biggest credibility marker (and how to maintain it sustainably) Encouragement for business owners worried about “crowded” business and finance categories   The Art of Guiding Conversations: Elevating Guest Experience How you structure and prepare for interviews is a window into how you’ll approach client work, so ensure your show reflects the level of professionalism you want portrayed to a potential client base.  Thoroughly prepare questions and research guests before interviews Guide conversations to meet audience needs rather than following a formula Consistently develop hosting skills and build confidence to attract high-profile guests To take a fresh stab at what you WANT your show to be, download the free Podcast Launch Workbook from here: https://podcastabundance.com/launch-workbook/   Follow Rocky: His Website: https://profitcomesfirst.com/ Profit Comes First Podcast: https://profitcomesfirst.com/podcasts/ Richer Soul Podcast: https://richersoul.com/   Here’s the link to the 2025 Podcast Marketing Trends Report: https://podcastmarketingacademy.com/podcast-marketing-trends-report-2025/   This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:  LinkedIn  Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Examine the advice given on episode 4 of this show by Anthony Weaver of About That Wallet:  Create pre-recorded elements for your show   Even today, in July of 2025, this advice stands reliable. When listeners hear a familiar set of words, cadence, music, and message, they subconsciously develop trust for you and your show. Plus, pre-recorded podcast intros, outros, and commercials for your episodes make your life easier as the host.  Crafting Professional Intros, Outros, and Commercials for Podcasting Create pre-recorded intros, outros, and commercials for consistent messaging Focus on content creation by using pre-recorded elements in podcasts Maintain a consistent call to action across all podcast episodes   (00:07:46) "Creating a premixed intro, outro, and commercial set of premixed components for each thing is up to you and your team to just look at the year, look at your content plan, and be strategic about which CTA you're running each quarter and why." - Virginia Elder Ensuring Consistency: The Power of Pre-Recorded Podcast Elements Learn why and how to create formulaic elements that feature your desired CTA and all 5 of the essential elements. Want to get really creative? Create a few “sets” of intro, outro, and ad elements for your show, with each set featuring a single CTA.    Listen to the full episode to discover how to map this to your content calendar for your brand for the full year, how to integrate your pre-recorded elements with an episode-specific guest intro, and other creative ideas on how to use pre-mixed components to benefit you, your podcast, and your listeners.    To listen to Anthony’s full interview from February of 2024, titled “Habitual Steps Toward a Growth Mindset” - it’s packed full of amazing advice for entrepreneurs and aspiring podcast hosts!   Download your Attraction Messaging Blueprint today at https://podcastabundance.com/attraction-messaging-blueprint/ Connect with guest, Anthony Weaver:  Website- https://www  Facebook - https://www.facebook.com/aboutthatwalletpodcast/  Twitter/X - https://twitter.com/aboutthatwallet  Instagram - https://www.instagram.com/aboutthatwallet/  YouTube - https://www.youtube.com/channel/UCJYY8dSl1JettpH3YZ8VlTw  Need support with podcast production services or want to increase your authority through podcasting? Book a FREE call at www.talktovirginia.com Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:  LinkedIn  Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

By publishing a well-written, professionally edited book that helps your current or potential clients, your authority and notoriety are automatically elevated in your niche.   Plus, your blog or podcast content can easily be repurposed into a book, with the help of a professional ghostwriter and editor. This is truly the lowest-lift way to get your personality, experience, and perspective into a written format.   Sure, AI can be helpful, but you and I both know that AI writes like AI, and a book written using AI might actually diminish your reputation and professionalism in the eyes of a reader.   Lynn Smargis of writeforyou.me has been ghostwriting books for professionals of all niches for 6+ years, in addition to publishing several of her own. She’s a well-known writer and editor in the podcasting space because she’s skilled at identifying pieces of content you’ve already created (like podcast interviews!) that can be repurposed into a book.   The Power of Professional Editing in Book Publishing  (00:10:33) Enhancing Book Quality Through Professional Editing  (00:18:18) Financial Book Manuscript Transformation Services  (00:20:08) Preserving Author's Voice for Consistent Content  (00:28:32) Personalized Book Marketing Techniques for Authors  (00:37:13) Strategic Podcasting Guidance for Financial Professionals  (00:43:10) Strategic Content Repurposing for Book Success  (00:44:56) Multipurpose Content Strategy for Maximum Reach  (00:46:01) Platform-Specific Content Creation Using AI    Strategic Book Writing and Marketing for Financial Professionals  Lynn focuses on minimizing the barriers you feel around becoming a published author and minimizing the time you need to spend writing. Through her book coaching, Lynn guides clients through the writing process, addressing doubts and imposter syndrome, while highlighting the importance of various editing forms, such as line and organizational editing, to create polished and appealing books.   Our conversation underscores the significance of effective book marketing strategies, including leveraging personal connections and podcast appearances, and advocates for using AI and virtual assistants to enhance content distribution, ultimately helping financial professionals establish authority and maintain a consistent online presence.  In-episode Actionable Insights to Fast-Track Your Financial Content:   Utilize professional editing services for a polished final manuscript  Ensure your “voice” remains consistent throughout written, spoken, and video content for your brand, even if it’s assisted by AI or written by a ghostwriter  Book marketing strategies include guesting on podcasts, email campaigns, workshops, speaking at conferences, hosting webinars, hosting your own podcast, and collaborating with other professionals to host events.  Repurpose book content into smaller articles for consistent marketing material  Hire a virtual assistant for content distribution and appointment setting  Match your business goals to your podcasting strategy for best results  Use AI to generate content, but customize it for various platforms and edit it so it sounds like something you’d really say      Lynn offered listeners a FREE membership to her book-writing community, Publishing For Professionals. Reach out to her here to join: https://www.writeforyou.me/contact  Follow Lynn Smargis, Join her Substack, and explore her podcast or portfolio:   https://linktr.ee/writeforyoughostwriter    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit/      Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Your financial service business’ success hinges on understanding and addressing clients' emotional needs, hosting a safe space for them to express their hopes and fears, and, of course, helping them implement the financial strategies that will best move them toward their goals.   But the topic of money itself is a guarded subject and there’s often reluctance to discuss one’s personal finances with others. So, how do you create a ‘safe space’ for them, build trust so they’ll take advantage of the help available, and then guide them toward the best products, strategies, and financial decisions while maintaining that trust throughout the process?   Podcasting and Webinar Funnels for Financial Service Professionals  (00:09:49) Pricing Dilemma Faced by Therapists, Coaches, and many Service-Based Business Owners  (00:16:24) Creating Urgency in Evergreen Webinar Funnel Marketing  (00:20:46) Engaging Avoidant Clients for Service Success  (00:26:44) Navigating Money Shame with Potential Clients  (00:40:10) Audio-First Approach Podcast Strategy  (00:45:26) Content Creation Strategy for Sustainability as a Busy Business Owner  (00:47:17) Value-driven Course Sales Using Podcasting as Part of The Sales Funnel  (00:51:59) Positioning Your Podcast to Establish Connection and Trust      By recognizing and accommodating the unique needs of clients who may be hesitant or resistant, you'll get the opportunity to provide tailored solutions that ultimately lead to their financial success.  That’s what Linzy Bonham did as she realized that many therapists needed help managing their practice’s business finances. Therapists want to help people navigate insecurity, fears, and trauma, but so often face an internal dilemma of what to charge, how much to save for taxes, and what to pay themselves, among other business financial challenges.   Enter: “Money Skills for Therapists” by Linzy Bonham, a private practice therapist turned money coach.  Once Linzy realized that by helping therapists maintain a financially stable practice and create financial security for themselves, she’d be helping to support thousands of their clients get the guidance they need, she began sharing her business finance best practices and teaching private practice therapists and health practitioners how to run the backend of their businesses.   She offers a webinar funnel that directs viewers down one of two separate paths, depending on whether they are a solo-practitioners or a business owners with a team.   Having her podcast as a top-of-funnel attraction and nurture tool has streamlined the Money Nuts & Bolts sales process, filled Linzy’s courses, and created an interactive email subscriber list where her followers know it’s safe to reach out with financial questions so they can develop peace of mind about their money.   Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform...just like Linzy has done!    And through webinars, freebies, the podcast, like, these are all additional layers and steps where they can find us. Follow us, see our face. Hear our voice. That's going to be a super important way to establish trust for mass majority of the audience these days." - Linzy Bonham    Follow Linzy Bonham & her work at Money Nuts & Bolts:   LinkedIn: https://www.linkedin.com/in/linzybonham/  Instagram: https://www.instagram.com/moneynutsandbolts/  Free Gifts from Linzy: https://moneynutsandbolts.com/resources/  Money Skills for Therapists Podcast: https://moneynutsandbolts.com/podcast/  Free Masterclass- Money Skills for Therapists: https://moneynutsandbolts.com/masterclass-signup/    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Your email welcome sequence is like the Swiss Army knife of digital marketing- versatile, effective, and 100% automated once it’s set up. In fact, having an active email subscriber platform and nurture sequence is KEY for business owners with a podcast.   Since there’s no direct link between your followers being podcast listeners and actually being able to sign up for your services, email marketing is the bridge between the content you’re creating and the service you want to sell. This episode is your one-stop shop to solving your content-to-sale gap! Here’s what she says about your choice to outsource:  "I know that I can and I'm choosing not to. So, who can I find that I can trust? That becomes the question." - Allea Grummert  Listen in to learn about Allea’s experience in becoming the expert copywriter she is today, how she trains and manages her team, how her packages and services have helped clients make sales, and about her recent podcast launch. Find out how she launched her podcast in just 6 months, determined that it was a “worth-it” long-term strategy, and how she’s navigating this season of new team roles and new podcast workflows.     Crafting Compelling Email Sequences: The Key to Engagement   (00:11:07) Efficient Task and Team Management System with Asana  (00:17:17) How Productized Services Provide Peace of Mind  (00:21:49) Building Brand Loyalty Through Email Marketing  (00:22:24) Segmenting Your Subscribers by Interests and Engagement  (00:30:48) Automated Email Sequences to Welcome New Subscribers  (00:35:31) Snippets and Other Cool Email Automation Tools  (00:45:50) Crafting Solo Podcast Episodes by Asking Yourself These 5 Questions  (00:53:02) Building Genuine Connections and Trust with Email  (00:58:02) Evaluating Podcast Statistics for a New Show    Thanks to her brand-new podcast, Happy Subscribers, Allea’s experienced more-than-expected personal growth over the past several months. While she decided on a pattern of 3 interviews to one solo show, the intention to present her knowledge as a concept rather than a how-to or instructional episode has been the biggest challenge. Here are a few questions she asks herself when creating solo episodes:   What’s your strong opinion on a commonly-held belief in your niche?  What are your clients asking about?  What’s something you’ve observed?   What is a problem you’re seeing in the industry?  These questions will help you create content that establishes you as an expert and thought leader, rather than the how-to content that’s seemingly default for service providers.    Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform – a perfect exercise to prepare you to work with Allea!    Follow Allea Grummert & her work at Duett:   LinkedIn: https://www.linkedin.com/in/alleagrummert/  Instagram: https://www.instagram.com/alleagrummert/  Happy Subscribers Podcast: https://duett.co/blog/new-podcast-welcome-to-happy-subscribers/  Email Marketing Done-For-You: https://duett.co/  Free Call: www.duett.co/free    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros    Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

Do you ever hit Record and immediately forget what you were going to say? Or maybe you freeze up and sound robotic the minute the camera turns on? This episode is your solution.  I'm walking you through how to script your episodes in a way that feels authentic, confident, and completely natural—whether you’re reading word-for-word or using bullet points. I also break down how I personally use ChatGPT and AI to help outline and write episodes that still sound like me and connect deeply with your audience.  [01:55] "Creating a script or working from a script isn't about artificially prompting yourself because you don't know what to say. You have a ton of niche knowledge that can change people's lives." - Virginia Elder  If you want to streamline your content creation process, reduce editing time, and increase your authority through podcasting, copy my scripting method and start practicing your first podcast episode script tonight!  Natural and Engaging AI Podcast Scripting  [03:40] Why “winging it” isn’t always efficient—or effective  [05:21] How to write like you talk: The conversational script method  [07:29] Sounding unscripted while reading  [09:15] Real talk: Why bullet points aren’t enough for most business owners  [11:17] Free Resource: Get your hands on the Script Starter Kit Building Trust and Connection with Scripted Podcasts  Reading from a script does not make you sound less authentic—if you write like you talk.  Scripting helps busy professionals feel more prepared and reduces on-camera awkwardness.  Using AI tools like ChatGPT is smart—but you need the right prompts to make it sound human.  With a strong script, your podcast becomes a lead-generating machine for your business.  Download the free Script Starter Kit resource – A quick and powerful guide to brainstorming and scripting your next 6 podcast episodes (+ tips on how to script an episode that sounds like YOU using AI): www.podcastabundance.com/scriptstarterkit/  Need support with podcast production services or want to increase your authority through podcasting? Book a FREE call at www.talktovirginia.com  You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources   Watch everything on YouTube @PodcastingForFinancialPros   Follow Virginia Elder on social media:   LinkedIn   Instagram   To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com   

Financial professionals often rely on their analytical skills to make informed decisions and guide their clients in the right direction. However, when it comes to content creation, they may struggle to infuse creativity into their work. To bridge this gap, financial professionals can:  Use storytelling techniques to make complex financial concepts more relatable and engaging  Collaborate with creative professionals such as writers, designers, or marketers to bring a fresh perspective to their content  Experiment with different formats such as video, infographics, or podcasts to cater to a wider audience and showcase their expertise in a more dynamic way  That’s exactly what happened when Wes Moss, now known for his shows, Money Matters and Retire Sooner, was working on his first book, “You Can Retire Sooner Thank You Think” and needed someone to punch it up a little. He met Ryan Doolittle, a comedian and writer, and they hit the collaboration jackpot!  Crafting Compelling Content: Balancing Analytics and Creativity  00:24:24 Creating Engaging Podcasts with Unique Themes  00:26:16 Finding Your Niche for Podcast Success  00:41:57 SEO Optimization for Engaging Podcast Production  00:44:50 Optimizing Podcast Content for SEO and Engagement.  00:59:14 Mastering Engaging Conversations in Podcast Interviews  01:07:28 Engaging Retirement Insights Through Video Series    "Even if it's like, the right bit of info, if it's not interesting, it's hard to get people to read it." - Ryan Doolittle  Ryan emphasizes the importance of starting with topics that genuinely excite the creator, as this enthusiasm resonates with audiences and fosters a strong connection. He further highlights the significance of engaging the audience through concise editing, impactful openings, and clear summaries, which are key to maintaining their interest and ensuring content is both relatable and aspirational.  As you listen to this episode, I encourage you to think about how you can infuse storytelling and comedy into your content. Here are some action items directly from this episode:   Ensure your podcast has a specific theme or lane that aligns with your target audience's interests, whether it's financial education, lifestyle, news, or a unique angle that sets you apart.  Strive to make your financial content funny, relatable, and engaging to connect with listeners on a personal level and keep them interested in what you have to say.  If you struggle with creating engaging content, consider bringing in a writer or producer to help bridge the gap between analytical financial expertise and creative storytelling.  Provide valuable financial knowledge while also sharing aspirational content that resonates with listeners, such as highlighting exciting retirement possibilities or impactful money management tips.  Ensure high-quality interviews by conducting in-depth research on your guests, actively listening during conversations, and crafting engaging questions that spark meaningful discussions and connect with your audience.    Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform – what a game-changer!    Follow Ryan Doolittle & his work at YourWealth.com:   LinkedIn: https://www.linkedin.com/in/ryandoolittle/  Instagram: https://www.instagram.com/retiresoonerteam/  YouTube: www.youtube.com/@RetireSoonerTeam  Retire Sooner Podcast: https://tr.ee/xM0B9B51tV  Happiest Retirees Podcast: https://tr.ee/_h7c9QujSa  Money Matters Podcast: https://tr.ee/dHyH2HFXv2    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com  

Creating content that intentionally showcases your thought leadership and your niche expertise is a great way to stand out as the go-to provider in your industry. In this episode, Shannon Russell, host of the Second Act Success Career podcast, drives business impact doing exactly this. She started her show to feature stories of women who have successfully transitioned into their “second act” career with hopes that other women would be inspired and gain insight through the experiences of others.   By approaching her show through this storytelling lens, Shannon has attracted coaching clients interested in guidance through their career transition. Swap a few details about the premise and business services offered, adjust it to your niche, and you've got a blueprint strategy for your marketing plan!    Podcasting Success Secrets Revealed  (00:01:37) Fulfillment-Oriented Business Coaching  (00:18:18) Refining Podcast Branding for Business Success  (00:21:07) Podcasting Success Using TV Production Skills  (00:29:51) Leveraging Multiple Channels for Podcast Growth  (00:34:54) Strategic Guesting for Podcast Audience Growth  (00:42:03) Leaning into Podcast Success with Authentic Solo Episodes    Shannon DIYs her show, so she also highlights cost-effective strategies for starting a podcast, such as using Descript to help her edit. By leveraging platforms like PodMatch for guest spots and engaging in networking opportunities, Shannon has booked 60+ interviews on others’ shows in just 2 months. If you’ve been wondering how to effectively market your financial services through podcasting, expand your audience, and grow your business visibility, take notes during this episode!    Action-Steps to Implement Immediately in Your Podcast Strategy:   - Utilize dynamic ads on your podcast to market your own services, programs, courses, or events.  - Guesting on other podcasts can help expand your reach and attract new audiences to your business.  - Maintain consistency in your podcast schedule to keep your audience engaged and build a loyal following.  - Repurpose podcast content for blog posts, social media content, and even as encore episodes to maximize its impact and reach.    Follow Shannon’s show & business: https://secondactsuccess.co/podcast  Connect with Shannon Russell on LinkedIn: https://www.linkedin.com/in/shannonRussellcareercoach/      My affiliate links for the tools & services mentioned:   Descript: https://www.descript.com?lmref=L3L7jg  PodMatch: https://www.joinpodmatch.com/podcastabundance      This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com  

Get a rare look into what’s working behind the scenes of a growing financial therapy practice, complete with a funnel walk-through, how much she’s spending on ads (spoiler alert! It’s very affordable), and what specific steps she’s taken to strengthen the connection her followers feel with her.   Rachel Duncan opens up about the tools & processes she uses and how she thoughtfully and intentionally designed her marketing strategy for her financial therapy practice to avoid a reliance on social media.     Redefining Podcasting Through Community Building  Rather than interviewing guests on her podcast, Rachel opted for the opportunity to answer voicemails on-air, helping listeners feel like active participants rather than passive recipients. Listen in for the strategy, tools, and perspectives that are creating growth at moneyhealingclub.com    Beyond Social Media: Rachel Duncan's Unique Approach to Podcast Marketing and Audience Engagement  (00:20) Discusses Podcast Marketing Perspective  (09:29) Podcast Engagement and Listener Feedback  (16:35) Building Trust Through Podcast Engagement  (26:37) Transitioning Away from Social Media Marketing  (33:43) Building Audience Engagement and Growth  (47:03) Podcast Production Tools and Processes  (57:25) Creating Podcast Seasons and Financial Therapy  (01:04:08) Authentic Marketing Through Client Feedback    Rachel’s podcast-specific advice you can implement quickly boils down to this:   There are much more meaningful ways to interact with listeners than social media  Format your podcast episodes so they’re unique (tired of interview shows yet?)  Find cool tools to create engagement – Speakpipe is one of them!  Funnel folks FROM the podcast into your business with a lead magnet and email sequence  Descript is the best editing tool for DIY podcasters who aren’t sound engineers  Guesting on other podcasters has helped grow her following    "By inviting listeners to contribute to content creation, they feel part of a community effort, particularly in sensitive areas like finance, where listeners might feel vulnerable sharing personal details." - Rachel Duncan, Financial Therapist    Follow my guest, Rachel Duncan:  Money Healing Club podcast  Money Healing Club on YouTube  Join the Money Healing Club      This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com  

Your podcast is packed with value, but is it actually turning listeners into paying clients? If you're sharing great content but not seeing business growth from it, it’s time to optimize your show for conversions.  In this episode, I’m breaking down advanced, actionable strategies to help financial professionals and business owners move their audience from casual listeners to engaged, loyal clients. These aren’t surface-level tips—these are high-impact techniques you can implement immediately.  What you’ll learn in this episode to convert listeners into clients:  How to structure your podcast episodes to guide listeners toward working with you  The secret to creating compelling calls-to-action that drive real conversions  Why your off-podcast engagement strategy is just as important as your content  How to track and tweak your approach to improve results over time  If you want a podcast that not only educates but also generates business, this episode is your roadmap.    Monetize Your Podcast: The Step-by-Step Guide to Client Conversions  The Power of a Podcast That Converts  A podcast is more than just content—it should be a strategic client attraction tool.  Quick reference to episode #27, where I shared the CRAFT framework (Content, Repurpose, Ask, Feature, Track).  Today’s episode builds on that with next-level, tactical steps for turning listeners into clients.  [00:01:39] Mapping Out the Listener’s Journey  Every listener is at a different stage: Awareness → Consideration → Decision.  Your content should speak to each stage and naturally move people forward.  Action Step: Review a recent episode—does it guide listeners through these stages?  [00:05:33] Structuring Episodes for Conversion  A high-converting episode isn’t just informative—it’s intentionally designed to drive action.  Key elements of an effective episode:  Strong Hook – Call out a problem and make them feel understood.  Storytelling – Facts inform, but stories sell.  Micro-Commitments – Get listeners to engage before asking for a sale.  Action Step: Add one micro-commitment to your next episode (DM, quiz, freebie).  [00:14:53] Crafting CTAs That Actually Work  The #1 mistake: A weak, generic CTA.  How to create a CTA that converts:  Make it time-sensitive → “I’m taking on 5 new clients this month.”  Use a stepping stone → Offer a valuable freebie before a sales call.  Be ultra-specific → Instead of “Book a call,” try “Let’s analyze your portfolio together.”  Action Step: Update your CTA in your next three episodes.  [00:20:51] Building an Off-Podcast Conversion Funnel  Podcasts don’t convert on their own—you need follow-up touchpoints.  Ways to nurture and convert listeners:  Automated Email Sequences – Guide them after they download a lead magnet.  Private Community or Newsletter – Keep them engaged beyond the podcast.  1:1 Touchpoints – Personally message engaged listeners.  Action Step: Implement at least one off-podcast follow-up system this week.  [00:26:27] – Tracking & Tweaking for Higher Conversions  If your podcast isn’t converting, it’s time to analyze and optimize. Check your podcast host’s stats, Apple Podcasts, and charts.mowpod.com  What to track:  Where do listeners drop off?  Which CTAs perform best?  What topics get the most engagement?  Action Step: Review your last 5 episodes and identify one tweak to test.    The Podcast Conversion Blueprint: Grow Your Audience & Your Business  A podcast can be your most powerful client attraction tool, but only if it’s designed for conversions.  Guide listeners through a clear journey from awareness to action.  Structure your episodes to engage and move them forward.  Craft strong, specific CTAs that make taking the next step irresistible.  Build off-podcast touchpoints to nurture and close leads.  Track, test, and refine to improve your results over time.  Your Challenge: Pick one of today’s action steps and implement it this week. Small shifts create massive results.  Want expert help optimizing your podcast for conversions? DM me on LinkedIn   DOWNLOAD the free Podcast Conversion Blueprint so you’ll have a guide to help you implement the steps to turning listeners into clients.    This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com  

For those of us who gag a little at the phrase “consistency is key,” Doug Cunnington joins me this episode to offer strategies in sustainably creating content without succumbing to burnout. He provides a refreshingly honest take on the potential pitfalls of creating content solely for algorithms and underscores the significance of self-awareness in avoiding unintended content paths.   As Doug discusses his exploration of early retirement lifestyles, he provides invaluable advice for those planning a fulfilling life beyond work. Join us for this episode, packed with insights for entrepreneurs, content creators, and anyone interested in financial independence.  He candidly discusses the challenges of updating content while stepping away from course creation after a decade-long run, sharing the pivotal moments that led to a strategic business pivot. With a PMP-certified project management background, Doug reveals the art of continuous improvement in course launches, drawing parallels to podcasting through experimentation and creative integrity. His experience highlights the balance between data-driven decisions and preventing burnout by staying true to personal interests.    (00:01) Creating and Marketing Online Courses  (11:48) Building Trust Through Podcasting  (16:53) Developing Trust and Authenticity in Content  (31:45) Navigating Business Evolution and Failure  (42:00) Sustainable Growth Through Iteration and Experimentation  (51:13) Avoiding Burnout and Maintaining Consistency  (54:47) Exploring Retirement Lifestyle and Activities    Podcast-specific advice, direct from the host of Mile High FI and The Doug Show, followed by action steps to help you implement:  Being genuine helps filter your audience naturally, attracting those who resonate with your personality.  Be yourself in your content and share personal anecdotes.  Embrace your quirks and unique traits as strengths.  Don’t treat content too preciously and be open to testing different podcast formats, as it allows for creativity and adaptation to audience preferences.  Test different episode structures, such as solo episodes, interviews, panel discussions, or live recordings to find what resonates best with your audience.  Consider using AI tools to brainstorm catchy, results-driven titles.  Find ways to maintain consistency while avoiding burnout.   Develop a content schedule that aligns with your energy levels and interests.  Use live streams to reduce the pressure of editing and increase audience interaction.  Long-form content and the power of storytelling are underscored as effective methods to build trust and engagement with listeners.  Create long-form content that allows for deeper exploration of topics.  Use personal stories and experiences to engage your audience.  Foster a sense of community by interacting with listeners and incorporating their feedback.  Follow Doug Cunnington:  https://dougcunnington.com/  Mile High FI  The Doug Show  YouTube @DougCunnington  This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com   You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources   Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:   LinkedIn   Instagram   To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com     

Most of us aren’t like those “I published once and now I’m a millionaire” influencers. Jennifer Loehding shares openly about her 5+ year journey of starting a podcast as a passion project, realizing she needed some products or courses for people to buy, nearly burning out from 1:1 coaching, creating an ultra-high-ticket course without anything to warm up her audience, to starting a second show, putting her first show on hold, building her email list, and much more in this episode of Podcasting For Financial Professionals.  Although Jennifer is a life coach and her business may be significantly different from yours, don’t sleep on the opportunity to learn from her. She feels like her journey to having a successfully sponsored show that drives sales into all 3 of her offer tiers could have been shortened if she’d gotten the right advice earlier in her journey...which is why she’s sharing it with you!  Key points from this episode:   Create a structured “ladder” of offers that are easy click-to-buy options, graduating buyers through a bigger/deeper transformative process with each purchase.  When something gets you down, give yourself an “allowed” pouting period. Set a timer and make a pact with yourself that when your pouting allowance is up, you’ll take action.  No matter how many followers you have on which platform, ensure you’re building an email subscriber list. Countless business owners and entrepreneurs praise their email list for their revenue – Jennifer is one of them!  The more content you create, episodes you record, and videos you publish, the more your unique selling proposition develops. This journey to learning who you really are is what life is about. Expect personal development and insights to yourself to surface.    (00:15) Entrepreneurial Journey Through Pivots  (09:12) Navigating Business Pivots and Podcast Growth  (17:05) Building an Offer Suite Strategy  (23:04) Building Relationships to Grow Business  (27:02) Navigating Podcast Partnerships and Growth  (32:27) Overcoming Podcasting Challenges and Growth  (43:24) Marketing Strategies for Business Growth    "Building a business isn't about having everything perfect from the start; it's about starting with what you have and evolving as you learn." - Jennifer Loehding    Tips to apply to your podcast-production process today:   Embrace the Learning Experience: Things that don’t work aren’t “fails,” rather they redirect while teaching you a lesson. Having a learning experience vs failure mindset is crucial for both new and experienced podcasters in the ever-changing audio/video online marketing space.  Focus on Relationship-Building Above All Else: When you engage beyond the interview with your guests, you cultivate a professional network that will help grow your business in the long run. This applies when you engage thoughtfully with listeners/followers too, creating a community of dedicated supporters around your show.  Adapt with New Technology: Tech challenges can be overcome. Whether you turn to a friend, industry professional, or a YouTube video for instructions, keep an open mind to new user-friendly and AI-improved tools available rather than sticking to a difficult or drawn-out workflow.   Leverage Podcasting for Business Growth: When you integrate your podcast into broader business strategies, such as sponsorship packages or funnels leading to course sales, it becomes a powerful marketing arm that can drive revenue. What are offers or products you aren’t talking about enough on your show?  Embrace Authenticity Over Perfection: Nobody wants perfect – it's a complete turn-off. We all struggle with self-criticism and we all have verbal crutches and weird habits. When you focus on delivering genuine, helpful content despite those quirks, people are drawn to you and even come to love your flaws.    Follow Jennifer Loehding:   www.jenniferloehding.com  Starter Girlz Podcast Behind The Dreamers Podcast  LinkedIn  Instagram @JenniferLoedhing   This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com     You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources     Watch everything on YouTube @PodcastingForFinancialPros     Follow Virginia Elder on social media:   LinkedIn   Instagram     To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com