Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79

AI is everywhere and if you’re not currently exploring how to integrate it in your business, you’re panicking about where to start. This episode helps explain how AI can amplify your voice while keeping your client data safe, and how you can turn your podcast content into real business results.   Leveraging AI for Storytelling and Compliance in Financial Podcasting  Mike Montague of Avenue 9, host of the Human-First AI Marketing podcast, joined me to dig into the power of storytelling, share behind-the-scenes tools for engaging new leads, and streamline your content creation with AI. If you're ready to build trust faster, boost your authority, and use smart AI tools to help you reach your goals more easily (Write your book? Launch a podcast?) while remaining in compliance, you won't want to miss all of his AI tips!  Here’s a BIG one:  “Don't put any actual numbers, financial information, or client details into any AI system [without first anonymizing it]. Whether it says it's private and secure or not, they all seem to be leaking and training models with them and they are not secure in the way that we would talk about banking secure." - Mike Montague  Turning Listener Trust into Leads: Smart AI and Podcast Marketing for Advisors  (00:08:05) Crafting Personalized Buyer Narratives  (00:10:49) Personalized Financial Planning with AI  (00:14:40) Refining AI for Personalized Prompts  (00:26:13) Marketing Strategy and Format Decisions  (00:31:35) Create Content Your Own Way  (00:37:15) Building a Book Through Curation  (00:41:04) Using AI Like Iron Man Rather Than Terminator  (00:43:55) Interviewing Strategic Guests for Business Growth  (00:48:50) Using Quizzes as a Lead Magnet  (00:49:44) Start Conversations from Your Posts Likes    How Financial Advisors Can Amplify Their Podcast Reach with Smart AI Tools  Respect Client Privacy with AI: Never put real client data into AI tools. Instead, use anonymized scenarios and lean into “You might be…” storytelling to create relatable, compliant case studies that build trust—without making compliance nervous.  Efficiency Through Custom AI Set-Up: Set up custom instructions or even a custom GPT to capture your voice, expertise, and style. Upload your website, LinkedIn profile, or outlines once—and let AI produce content in your voice, saving massive time on podcast summaries, LinkedIn posts, and more.  Podcast Content = Lead Generator: Use your episodes and clips on social media, then take an extra step—respond directly to every comment and message on LinkedIn. Or drive listeners to an engaging quiz or toolkit (like our Conference Toolkit for lead follow-up!) to nurture relationships beyond the mic.  Curious how to get started? Pay for the right tools, build your “human-first” strategy, and let your podcast amplify your authority—while AI (and a solid production team 😉) takes care of the heavy lifting.    Follow Mike Montague:  LinkedIn: https://www.linkedin.com/in/mikedmontague/  Company: https://avenue9.com/  Podcast: https://podcast.avenue9.com/2435068/        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 Conference Toolkit will help you use your existing content to stay top of mind, add value, and build long-term relationships post-event. Download it for FREE at https://podcastabundance.com/conference-toolkit/      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