Podcasting for Financial Professionals

Podcast production costs, podcast ROI, podcasting for financial professionals, podcast marketing budget, done-for-you podcast production — if you’ve ever wondered whether your podcast is worth the time and money you’re putting into it, this episode will give you clarity. In this solo episode of Podcasting for Financial Professionals, I break down how much financial advisors, CPAs, and service-based professionals should realistically invest in podcast production — and how to evaluate whether that investment is actually paying off in authority, leads, and long-term growth.    Podcast Production Strategies That Actually Grow Your Financial Firm  Most financial professionals understand investment vs. return — but when it comes to podcasting, many are flying blind. In this episode, I walk you through how to think about your podcast like a true business asset, not a hobby, and how to decide when it makes sense to keep things DIY versus when it’s time to outsource for leverage and growth.  In this episode, you’ll learn:  How podcast spending correlates with audience growth and visibility  What “reasonable” production investment looks like at different stages of business  Why production quality, consistency, and repurposing impact ROI more than downloads alone      From DIY to Done-For-You: Smart Investments for Financial Podcasts  (00:01:58) Podcast Spending vs. Growth  (00:02:30) Hobby Podcast vs. Business Asset  (00:03:10) What Production Actually Costs  (00:05:45) When DIY Stops Working  (00:07:03) Authority as ROI  (00:07:45) Top-of-Funnel Strategy  (00:08:43) Mid-Funnel Strategy    Turning Your Podcast into a Business Asset That Attracts More Clients and Referrals  If you want your podcast to support your business — not drain it — start here:  Audit Your Current Investment  Look at what you’re spending in time and money. If you’re investing hours every week but still inconsistent or invisible, that’s a cost too.  Define ROI Beyond Downloads  For financial professionals, ROI looks like:  Shorter sales cycles  Better-qualified leads  Increased authority and trust  Content that supports client education and retention  Benchmark Your Spend  Many small businesses spend up to 10% of revenue on marketing. Podcasting is part of that ecosystem — not a separate experiment. As revenue grows, the percentage may shrink, but the strategy should sharpen.  Decide What to Outsource First  Editing, show notes, publishing, and repurposing are often the biggest leverage points. You don’t need to outsource everything — just the things slowing you down or holding you back.  Build Sustainability, Not Hustle  Your podcast should give you breathing room — not force you into late nights, skipped vacations, or burnout. Strategic production creates consistency without grind.    Why Your Podcast Production Budget Matters More Than You Think  The data is clear: podcasters who invest — either with time, money, or both — are far less likely to stay stuck with low visibility and minimal impact. As a financial professional, your podcast isn’t just content. It’s a trust-building engine, a client education tool, and a long-term authority play.  If you’re unsure whether your messaging, structure, or production is supporting that goal, start with clarity first.  Ready to attract more listeners?  Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/  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 at www.talktoVirginia.com   Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077  Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook   

Podcasting for financial professionals, trust-based marketing, service-first podcasting, financial literacy, and authority building are at the center of this episode of Podcasting for Financial Professionals. I sit down with Stoy Hall, CFP®, CEO and Founder of Black Mammoth and host of the No BS Wealth podcast, to unpack how podcasting can be used as a tool for education, relationship-building, and real impact—especially when serving underrepresented communities—without turning your show into a sales pitch machine.    Podcasting for Advisors Building Influence, Not Just Downloads  If you’ve ever felt pressure to make your podcast “convert” faster, louder, or more aggressively, this episode offers a powerful reframe. Stoy shares how he intentionally built No BS Wealth as a service-driven platform—designed to educate, build trust, and meet people at their real financial pain points—while allowing business growth to happen naturally.    In this conversation, you’ll hear how podcasting can:  Build authority without sacrificing authenticity  Create long-term trust in communities historically underserved by financial services  Support your advisory practice without becoming a direct sales funnel  Position you as a credible educator first and a business owner second  This episode is especially valuable if you work with minority, women-owned, or LGBTQIA businesses—or if you want your content to stand for something deeper than lead generation alone.    The Long-Game Podcast Strategy for Financial Professionals  (00:04:41) From Single Parent Income to Becoming a Wealth Manager  (00:11:25) Balancing Values vs Chasing Bigger AUM Clients  (00:14:08) Breaking Barriers in the Community Through Trust and Education  (00:21:55) Organically Building Relationships with a Collective  (00:27:44) A Sports Podcast as an Experiment in Podcasting   (00:34:27) Using AI Tools for Better Communication  (00:36:02) Podcast Guest Management Tips  (00:39:36) First-Hand experience: Podcast Editing and Guesting Advice   (00:41:48) Getting Clients by Meeting People Where They Are    Podcasting as a Relationship-Building Tool for Financial Advisors  If you’re considering launching a podcast—or rethinking how your current show supports your business—start here:  Design Your Podcast Around Service, Not Sales  Shift your mindset from “How do I convert listeners?” to “How do I genuinely help them?” Trust accelerates when education and empathy lead the conversation.  Create Depth Through Collaboration, Not Random Guests  Consider a vetted circle or collective of professionals you trust. Repeated voices allow for deeper conversations, richer storytelling, and stronger credibility.  Let Authenticity Replace Perfection  Leave the polished scripts behind. Honest dialogue, lived experience, and real stories connect far more than flawless delivery.  Batch Content to Support Sustainability  Record in seasons or batches so your podcast supports your life—not the other way around. Consistency should feel sustainable, not exhausting.  Meet Your Audience Where They Already Are  Distribute your podcast across platforms your audience actually uses—audio, video, social clips, and email—so your message travels farther without more effort.    How Service-First Podcasting Builds Trust in Financial Services  Stoy Hall’s approach is a reminder that podcasting in financial services doesn’t have to follow a rigid, transactional formula. When your show is rooted in service, community, and honest conversation, trust becomes your greatest asset—and business growth becomes a natural byproduct, not the sole objective.  If you’re ready to design a podcast that reflects your values, supports your clients, and builds authority without compromising authenticity, this episode will expand what you believe is possible behind the mic.    Follow Stoy Hall:   https://www.blackmammoth.com/  https://www.linkedin.com/in/stoyhall/  https://nobswealth.com/  Ready to attract more listeners?  Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/  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 at www.talktoVirginia.com   Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077  Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook   

Video podcasting, financial professionals, podcast growth strategy, podcast discoverability, video marketing for advisors. Only 25% of podcasters are using video, yet those shows consistently grow faster, build trust sooner, and create stronger audience connection. This episode breaks down why video matters now, how financial professionals can adopt it without overwhelm, and what the data tells us about visibility, authority, and sustainable growth.  If you’ve been unsure whether video is worth the time, cost, or learning curve, this conversation will help you decide how to use video strategically — without turning your podcast into a second full-time job.    Why Video Accelerates Trust, Visibility, and Authority  Video isn’t about chasing algorithms — it’s about human connection. For financial professionals, seeing your expressions, confidence, and credibility builds trust long before someone ever books a call.  In this episode, I walk through:  Why platforms like YouTube, LinkedIn, and Instagram actively reward video  How video shortens the “trust runway” for service-based businesses  Why adding video doesn’t require studio lighting or a production team  You’ll also hear real examples of how video podcasting has helped financial and insurance professionals attract conversations offline — in offices, gyms, and everyday life.    How Video Multiplies Podcast Discoverability  Adding video doesn’t just create another format — it creates multiple entry points for your content. One episode becomes many ways for the right listener to find you.  Find out:  How YouTube, Google, and social platforms scan video titles, captions, and transcripts  Why short-form video dramatically expands reach beyond your existing audience  How repurposing video clips fuels email, social, and website traffic  You’ll hear how shows like The Vital Strategies Podcast and Insurance Agency Success use video clips to drive discovery from external sources like email, social media, and websites — not just podcast apps.    Low-Lift Ways to Add Video Without Overwhelm  If the idea of being on camera makes you cringe, this episode gives you permission to start small.  I cover three beginner-friendly approaches:  Recording remote interviews with high-quality audio and video  Using audiograms or motion graphics instead of full on-camera clips  Creating short, video-only touchpoints between podcast episodes  These options allow you to build visibility and trust without changing how you already record.    The Real Power of Video: Repurposing  Once video exists, your content starts working harder for you.  One episode can become:  A full YouTube video  Multiple short-form clips for LinkedIn and Instagram  Website content pulled from show notes  Emails that educate and nurture your list  I also share how my team at Podcast Abundance supports financial professionals with done-for-you podcast production and strategic social media repurposing — so your content actually stops the scroll instead of announcing, “New episode out today.”    Key Moments to Listen For  (00:02:18) Why video builds trust faster   (00:03:05) YouTube shorts driving discovery   (00:04:06) How repurposing affects reach  (00:05:07) Discoverability from external sources   (00:06:24) 3 Low-lift ways to incorporate video into your workflow   (00:08:20) Endless repurposing ideas once you record video  (00:09:04) Done-for-you videos for social media    Action Steps for Financial Professionals  If you want your podcast to grow without adding chaos to your calendar, start here:  Add video strategically, not perfectly — clips on social mesia count!  Design your workflow first, then choose tools  Repurpose intentionally so one recording fuels multiple platforms  Focus on trust, not trends — your face matters  For help tightening your messaging before adding video, download my free workbook, The Attraction Messaging Blueprint. It walks you through intros, outros, and trailers that pull listeners in and keep them engaged.    Resources mentioned in this episode:   2025 Independent Podcaster Report by Alitu 

Podcasting for financial professionals, business growth, content strategy, and consistency don’t require hours of work to create momentum. In this episode, I sit down with TEDx speaker and Happy Healthy Hustle podcast host Dr. Christiane Schroeter to unpack her Petite Practice Framework—a method built on small, strategic actions that create sustainable growth without overwhelm.  “I listen to what people ask me, and I have a binder next to me during client conversations where I write down the frequently asked questions and then make a podcast episode out of it.” - Dr. Christiane Schroeter  If you’ve ever felt stuck, behind, or unsure how to move your podcast or marketing forward without burning yourself out, this conversation will reframe how you think about consistency, funnels, and authority-building.    Why Small Actions Matter More Than Big Plans  Most high-achieving professionals don’t struggle with ideas—they struggle with execution that fits real life. Christiane shares how just 1–5 minutes of focused action can compound into meaningful business growth, especially for financial professionals balancing clients, compliance, and content creation.  You’ll hear how to:  Build momentum without perfection  Create content that actually connects with listeners  Turn podcast conversations into leads and long-term relationships  This episode gives you permission to start small—and stay strategic.    Podcast Growth & Funnel Strategy in Action  (00:02:16) Academic to Entrepreneur  (00:07:21) Petite Practice Explained  (00:09:10) Repurposing to Launch  (00:13:33) Funnel Integration  (00:17:04) Custom Coaching Approach  (00:21:45) Turning Listeners into Leads  (00:26:13) Ignoring Vanity Metrics  (00:37:01) Consistency Without Burnout    Action Steps to Strengthen Client Attraction via Your Content  If you want your podcast (or content idea) to support your business instead of draining it, start here:  Shrink the Commitment: Stop waiting for perfect conditions. Commit to short, repeatable actions that fit into your real schedule.  Build One Clear Funnel: Every episode should guide listeners toward one next step—an email list, resource, or conversation.  Create from Real Questions: Let client questions and conversations dictate your episode topics. Relevance beats creativity.  Measure Impact, Not Downloads: Focus on engagement, replies, and client conversations—not rankings or vanity metrics.  Design for Sustainability: Consistency should feel doable. If it doesn’t, your system—not your discipline—is the problem.  Designing a Podcast That Supports Your Business  This conversation is a reminder that growth doesn’t come from doing more—it comes from doing the right things consistently. Whether you’re launching a podcast, refining your message, or rebuilding momentum, small strategic moves can unlock clarity, confidence, and traction faster than you think.    Follow Dr. Christiane Schroeter:   https://doctorchristiane.com/  https://www.linkedin.com/in/christianeschroeter/  https://www.youtube.com/@doctor.christiane      Ready to attract more listeners?  Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/    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 at www.talktoVirginia.com   Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077    Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook 

What if real wealth wasn’t just about numbers, but about making choices that align with your values? In this episode, I sat down with Dr. Nicholas Michels, author of Rich by Choice, to unpack how life’s toughest moments shaped his journey from turning down an $8 million bonus to building a purpose-driven financial firm. Whether you’re a financial professional or just looking for ways to create a more meaningful business, this session is packed with insights on trusting your path, redefining success, and leaving a legacy.    Navigating Pivotal Moments: Turn Life Lessons into Your Professional Superpower  Learn how childhood upheaval shaped Dr. Nick’s perspective on money, and why he's focused on the impact money can make - on family, stability, and future choices. From washing golf carts at 16 to learning the power of compounding, he discovered that financial empowerment comes from small, consistent actions, not privilege or hustle. Whether mentoring kids, writing his next book, leading a nonprofit, or guiding clients, Dr. Nicholas is focused on building a lasting legacy where wealth is defined by values, relationships, and meaningful impact.    Beyond Numbers: Building a Values-Driven Financial Firm That Attracts Loyalty  (00:06:11) Golf Course Lessons in the Power of Saving Early and Consistently  (00:11:41) Wealth Transfer and Legacy Planning Specialties  (00:17:24) The Entrepreneur’s Journey: Adapt, Learn, Persevere  (00:20:54) Converting Content from Academia to Actionable Advice  (00:24:49) Spousal Money Disagreements and Seeking Help from Mentors  (00:29:25) Chances of Them Reading Your Book and Instant Authority   (00:32:55) Discovering and Leveraging Your Unique Ability  (00:34:10) The Concept of “Compounding” Impacts Every Area – Finances and Habits    Action Steps for Financial Professionals: Marketing, Legacy, and Making Your Next Bold Move  Find out how to lean into really fuels growth, trust, and fulfillment for financial professionals—not just the numbers, but people, choices, and legacy.   Your Next 7 Bold, Authority-Building Moves:   Find mentors and model what works: Don’t reinvent the wheel. Interview those who’ve succeeded in your field and get expert coaching from day one.  Prioritize character when hiring: Build your team around integrity and passion, rather than just financial expertise; you can always teach the technical parts.  Delegate and focus on your strengths: Make your calendar reflect what you do best and enjoy most—delegate everything else to unlock exponential growth.  Lead with storytelling: Share your real-life financial wins and losses. Use your story (via podcast or book) as your marketing card; transparency builds trust.  Consider writing a book: A book clarifies your core values, attracts ideal clients, and doubles as a legacy tool for future generations.  Teach money skills to younger generations: Pay it forward through teaching, mentoring, or nonprofit work—you’ll enrich your brand and community impact.  Grow through genuine client relationships: Start with outstanding service and connection—your happiest clients will naturally refer others.  Creating a financial business and brand that stands out starts with relationships, purpose, and sharing your story. Take a cue from Dr. Nicholas Michels: begin with mentorship, build a strong values-driven team, tell your unique story, and always look for ways to pay it forward. Each small, intentional action can yield massive results for your firm and the people you serve.    Follow Dr. Nicholas Michels:   www.richbychoicebook.com https://michelsfamilyfinancial.com/  https://www.linkedin.com/in/nicholas-e-michels/      Ready to attract more listeners?  Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/    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 at www.talktoVirginia.com   Watch everything on YouTube @PodcastingForFinancialPros or listen on any podcast app here: https://pod.link/1478414077  Follow Virginia Elder on social media:   LinkedIn  Instagram  Facebook 

Are ads and sponsors actually helping? Or just distracting listeners from your business?   Your goal in having a podcast is to build trust, elevate YOUR brand, and generate qualified leads for your business. So, why try to monetize with others’ offers for pennies when running mattress ads only distracts your audience from your core message, values, and purpose?  Many business owners think podcast sponsors are the key to making money, but that’s a myth. The real value comes from using your podcast to build authority, nurture trust, and guide your ideal listeners straight into your world.   Forget chasing ads—focus on crafting content that turns listeners into warm leads and loyal clients. Your expertise is the asset, not ad space. If you’re ready to transform your podcast into a lead-generating machine, this episode will help you start thinking like a CEO and make every episode work for your business.    Why Sponsorships Are Overrated for Financial Podcasts and What Actually Generates Client Leads  Setting your podcast up for sustainable monetization isn’t about the sponsor hunt—it’s about smart strategy, clear messaging, and building deeper relationships with the right listeners. Here’s what you should know:  Your Audience Is Too Valuable for Pennies Selling ad space to sponsors means sacrificing the depth of connection you’ve built. Advertisers pay by volume, not by trust, which means niche audiences like yours get undervalued. Sponsorships Distract—Not Convert Ads break up your message and send listeners in too many directions. When your call to action competes with a sponsor’s product, you lose focus. Listen in for a case study where 98% of revenue came from their signature course—not “perfect-fit” sponsors. Your Podcast Is a Relationship Engine You’re not running an entertainment show. You’re building authority, expanding reach, and nurturing leads—all without needing millions of downloads or influencer status.   The Smarter Path to Monetize Your Podcast for Financial Professionals   Here are three ways you can actually make money with your podcast:  Referrals: Listeners confidently recommend you because they know your expertise and values from your episodes.  Intentional Email List Growth: Offer helpful downloads (think calculators, checklists, mini-trainings) as lead magnets so you can nurture contacts—no algorithms required.  Selling Financial Services: Your episodes build trust and shorten your sales cycle. By the time listeners get in touch, they’re already primed to work with you.    Sponsorship Isn’t the Golden Ticket—Here’s What Truly Makes Podcasts Profitable  You don’t need to sound salesy to create traction. A simple, clear call to action—like “Grab my free guide” or “Book a call if you want help applying this”—goes a long way when your value is front and center.  Ready to Upgrade Your Podcast Strategy? Stop thinking like a content creator chasing ad dollars. Start treating your show as the business asset it is. Your authority, visibility, and client pipeline will thank you.  Shows & Financial Professionals mentioned in this episode:   Money Skills for Therapists: https://moneynutsandbolts.com/podcast/  Smart College Buyer:  https://www.youtube.com/@smartcollegebuyer  Ready to attract more listeners?  Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/  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 at www.talktoVirginia.com   Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077  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   

Want to future-proof your business and brand?  Mike Swenson, a crisis management expert unpacks practical ways financial professionals can prepare for the unexpected in this week’s episode. We covered how to build trust, why clear communication is key in a crisis, and how niching down your podcast can attract the right clients. If you're ready to elevate your authority and protect your business, you’ll want to hear this.    Behind the Scenes: Branding, Podcast Production, and Crisis Messaging for Financial Advisors  Ever wondered how you can proactively protect your business reputation AND strengthen client trust? We went deep into practical crisis planning, standing out in a saturated market, and how podcasting can nurture communities and authority.    Takeaways for Financial Professionals & Podcasters:  Build simple, repeatable crisis response frameworks—don’t let your plan gather dust.  Keep your messaging genuine and ready: “The real mistake is responding too slowly, or saying nothing.”  Use industry headlines as an opportunity for transparent conversations with your audience.  Don’t underestimate the power of a niche podcast and authentic, behind-the-scenes content.  Lean on your team’s strengths—especially your next-gen employees—to stay agile as marketing channels evolve.      Growing Your Financial Practice: Podcasting Strategies and Crisis Communication Best Practices  (00:03:33) A Simplicity Strategy to Handle Impending Crisis  (00:09:10) Protecting Trust and Accountability in Business  (00:13:02) Reputation Impact in Competitive Markets  (00:14:30) Opportunistic Marketing Through Competitor Crises  (00:22:40) Podcasting for Niche Audience Growth  (00:28:35) Leveraging LinkedIn for Marketing  (00:34:40) Growing Community Through In-Person Events  (00:37:06) Creating a Concept the Public is Excited to Get Behind  (00:46:34) Why You’ll Attract Unexpected Listeners Outside Your Niche    Crisis Trak for Financial Firms: Essential Planning Advice from PR Veteran Mike Swenson  Crisis, especially in finance, isn’t always caused by you. A partner’s scandal or a client’s negative publicity by association can affect your reputation. Mike Swenson provided some real-world examples, underscoring that the damage often comes not from the event, but from mishandling the response.  "If something happens to a financial advising company or someone in our space, that also happens to us because now customers are reading or hearing about that, seeing it on social media platforms. And so naturally, as a customer, I'm going to go, well, I know that's company A over here and I'm with company B, but it plants a slight seed of doubt. Could that happen to my advisor?" - Mike Swenson  If your communication is slow or tone-deaf, you'll lose trust, which hits your bottom line more than the crisis itself. That's why proactive outreach, especially when competitors stumble, can be a powerful brand-building moment. No one is immune, but everyone can choose how they respond.    Follow Mike Swenson:  LinkedIn: https://www.linkedin.com/in/mikeswenson1/  Company: https://crisistrak.com/  Podcast: https://www.kcmarketinglegends.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 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         

What if your podcast wasn’t meant to bring clients into your advisory firm at all?  This episode explores a different, highly intentional approach—using podcasting as a standalone business asset that builds credibility, supports compliance, and creates diversified income outside your firm.  Meet Shari Rash, host of Everyone’s Talkin’ Money, and listen to us unpack a very different podcast strategy. Her podcast is not designed to attract advisory clients. Instead, it operates as an Outside Business Activity (OBA)—a separate brand that generates income through sponsorships, book sales, and speaking engagements.  Shari launched her show during the early days of the pandemic after purchasing a client list and needing a scalable way to stay connected. What started as private client communication evolved into a public platform—one that allowed her to establish credibility as a money expert without crossing compliance lines tied to her advisory firm.  “I’m not trying to give financial advice. I’m trying to cut through the junk and help people understand why they’re stuck.” — Shari Rash  This episode is especially valuable if you’ve ever wondered whether podcasting has to be about lead generation—or if there’s another, equally strategic path available.    Diversifying Income as a Financial Advisor: Creating an OBA, Navigating Compliance, & Attracting Sponsors  (00:05:50) Taking Your Financial Advisory Practice Online  (00:09:38) Your Show’s Natural Evolution from Attractor to Nurturer  (00:11:28) Reevaluating Your Podcast’s Purpose  (00:15:29) Engineering Trust-Building Content  (00:20:41) Finding Forward-Thinking Mentors in Financial Services  (00:25:56) Structuring Content to Guide, Not Advise  (00:30:44) Solo versus Guest Interview Frequency  (00:32:22) The Early Struggles of Recording Solo Episodes  (00:37:10) Maintaining Efficiency with Podcasting through Repurposing Content    A Behind-the-Scenes Look at Podcasting as an Outside Business Activity  A Podcast Can Be a Business Asset—Not Just Marketing Shari’s podcast began as a way to communicate with clients but evolved into a separate income stream. If you’re creative and strategic, your show can serve purposes beyond lead generation. Clear Separation Reduces Compliance Friction By keeping her podcast and advisory firm completely separate—no cross-selling, no financial product promotion—Shari protects trust and avoids regulatory headaches. Structuring a Podcast as an OBA Shari’s approach includes: A separate LLC for the podcast  No advisory services promoted on the show  Content focused on behavior, mindset, and real-life money conversations  Monetization Without Client Confusion Instead of advisory leads, Shari monetizes through aligned lifestyle sponsors, book sales, and speaking—opening doors many advisors never consider. The Reality of High-Output Podcasting Shari produces three episodes per week, largely solo. It’s not for everyone—but her transparency around efficiency, batching, and audience feedback is eye-opening.   A Smart Way To Use Podcasting in a Regulated Industry  Podcasting doesn’t have to fit into one box. If you’re intentional about structure, messaging, and compliance, your show can become a creative outlet, a credibility engine, and a legitimate revenue stream—without ever acting as a client funnel.  If you’ve felt boxed in by the “your podcast must generate leads” narrative, this episode will expand what you believe is possible.    Follow Shari Rash:  LinkedIn: https://www.linkedin.com/in/shari-rash/  Company: https://www.gwawealth.com/  Podcast: https://www.everyonestalkinmoneypodcast.com/  Instagram: https://www.instagram.com/everyonestalkinmoney/  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 Podcast Clarity Call™ call with me. www.talktovirginia.com     Ready to Restart or Rethink Your Show?  If you want to craft engaging intros, outros, and trailers that actually convert listeners into quality leads (no matter your income goals), grab our free Attraction Messaging Blueprint—your plug-and-play guide to making every segment count.  Get it here: podcastabundance.com/attraction-messaging-blueprint  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         

Tired of seeing the same listener numbers in your host account? Wondering how to get NEW listeners to tune in?   Most podcast hosts think people discover shows through search, but only 19% do. The truth is, your titles and content need to tap straight into what your audience is worried about—not jargon or textbook answers, but real-life problems and curiosity, especially when it comes to financial content.   "Financial professionals can't rely on algorithmic discovery the way that entertainment podcasters do. Think about it. Most people are not typing in something like ‘Fiduciary Advisor near me’ or ‘how to optimize my tax strategy’ into Spotify. They're searching for what hurts." - Virginia Elder    Get Noticed & Attract New Clients Using Discovery Strategies That Work  Focus on catchy, emotional titles, use the language your listeners use, and share your message in short, attention-grabbing videos. And remember, visibility is about being found by the right people, not getting lost chasing vanity metrics. If you want to be discovered, it all starts with strategy.  After working with hundreds of finance professionals, I can tell you: if you’re counting on algorithms to do the heavy lifting, you’re missing out on your best prospects.    The Podcast SEO Blueprint Every Financial Advisor Needs  Speak How They Search (Not How You Think): People aren’t typing “Fiduciary Advisor Near Me” into Spotify—they’re searching for solutions to real, everyday problems, like “how to handle pop-up expenses” or “how to manage financial stress.” Make sure your episode titles and hooks mirror these pain points and everyday language. Get Specific, Get Noticed: Broad topics blend into the background. Instead, get hyper-relevant! Look at Joe Curry’s podcast: When he pivoted from general retirement topics to “Retirement for Canadians Only” and zeroed in on issues like brain health or prepaying for a funeral, his engagement skyrocketed. Master Emotionally-Compelling Titles: A great title works like a movie trailer. Try “How to retire without fear when your financial plan falls apart,” or “Why most families never reach financial freedom.” Give listeners the instant “that’s me!” moment. Optimize for Search—Podcast SEO Matters: Use phrases your listeners would type, not just industry jargon. Instead of “Understanding Indexed Universal Life Insurance,” consider “Is life insurance a smart investment or a trap?” This is the language people use in YouTube or Google—and your show will start popping up exactly where you want it. Don’t Sleep on Video: Text is out, video is in. Just a quick clip repurposed from your episode (no Hollywood production needed!) increases reach and authority more than ever.   Podcast Discovery for Financial Pros: How to Get Found When Algorithms Don’t Work  Rather than crossing your fingers for your content to be found – EVEN IF you and I know it’s great – and relying on hope, the algorithm, and asking folks to share it, it’s time to take matters into your own hands. By structuring your content based on thoughts (especially the fearful ones) your ideal client already has and titling your episodes using language THEY use, you’re teaching the algorithm to work for you.   Here’s 5 simple steps to execute this beautifully:  Start with your listener’s thought pattern, not your service offering.  Create emotionally compelling, curiosity-driven titles.  Use podcast SEO in your descriptions/show notes—write the way listeners speak.  Add video, even short-form, for expanded reach and connection.  Repeat consistently—it’s a long game, but it works.    Discovery is a long game, but it’s about being found by the right people—the ones already primed for your message and ready for your help.    Shows & Financial Professionals mentioned in this episode:   Your Retirement Planning Simplified by Joe Curry Social Impact Level Up by Wendie Veloz Loan with Jen by Jennifer Hernandez   Ready to attract more listeners?  Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).    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 at www.talktoVirginia.com  

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   

Podcasting for Financial Professionals isn’t just another show about microphones and editing software. This show is your strategic podcasting resource, made specifically for financial advisors, planners, and professionals who want to use podcasting as a powerful business tool.   Following this podcast means you’ll hear weekly episodes unpacking strategic video and audio podcast moves that work, sometimes through interviews with other financial professionals or successful business owners – all through the lens of how hosting their own podcast helped their business grow. Some episodes will be directly from me as your podcast strategist.    This video podcast sets the stage for you to leverage podcasting as a powerful marketing tool in your business. I’m here, practicing what I preach and “in the arena” alongside you, offering guidance, support, and actionable insights to make your podcasting journey effective, manageable, and a little fun.    What to Expect from the Podcasting for Financial Professionals Show  As you tune in to learn about podcasting and improve your approach to online marketing, you’ll find strategic, no-fluff, actionable advice you can implement right away in each episode.  Plus, you’ll hear from financial professionals who have successfully integrated podcasting into their business. - giving you the opportunity to learn about mistakes they made, what’s working well, and what they’d do if they were starting a podcast from scratch today.  Through it all, you'll gain insight about podcast SEO, content repurposing, messaging and branding guidance, and time-saving systems for your podcast audio and video production, plus tips on guesting and growth. Use your time most wisely by using the free downloads, equipment recommendations, and step-by-step guides at podcastabundance.com/resources.    The Podcast Abundance Approach: Values and Support  My team at Podcast Abundance is built on five core values:  Simplicity: We streamline the process so you can focus on your expertise.  Responsibility: We handle the technical and production details for you.  Trustworthiness: We ensure your content and reputation are in safe hands.  Lifelong Learning: We stay ahead of trends and best practices.  Over-Communication: We keep you informed and supported at every step.    Podcasting is more than a marketing tactic—it’s a business asset that works for you around the clock. For financial professionals, it’s a way to build trust, authority, and a steady stream of leads, all while sharing your expertise in a format that resonates.     Studies show that most podcasters feel like they don’t have a solid strategy, which is bad news from a business perspective – especially since you expect to build your business through podcasting as a marketing arm. Rather than fall into that trap, consider partnering with a specialized strategist (oh, me! 👋 ) and reliable production team (yep, go that too! ✅). This allows you to focus on your business’s growth through rich content, not editing and publishing.    Follow this podcast on your favorite audio platform: https://pod.link/1478414077  Subscribe to this show on YouTube: https://www.youtube.com/@PodcastingForFinancialPros  Connect with me on LinkedIn: https://www.linkedin.com/in/virginiaelder/  Follow me on Instagram: https://www.instagram.com/podcastabundance/  Explore free stuff, tips, and my services at https://podcastabundance.com 

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 [email protected]  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 

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   

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  

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  

How are you utilizing your personal story to inspire and connect with your audience? Most financial professionals get wrapped up in what they want to tell or teach and forget the power of a relatable, personal story. Leveraging not just news stories or clients’ stories, but your own personal experiences allows listeners to find similarities between you and them.  The connective thread in personal finance reduces the fear and other perceived barriers someone might feel as they search for a financial service provider.  Take Brittne Halford’s story for example. She’s a remarkable physician and financial coach who turned a daunting $131,000 student loan debt into a platform of empowerment for women in healthcare. Brittne's story is a beacon of hope, illustrating how she conquered her financial burdens in less than three years and founded More Joy, More Wealth, her financial coaching platform.  Through insightful anecdotes, Brittne helps healthcare professionals manage their personal finances well, resist lifestyle inflation, and focus on authentic happiness.   As you listen to my conversation with Brittne, I encourage you to consider how financial professionals (you) can craft engaging content through various types of stories that resonate with your audience. One tip Brittne shares is to research her competitors’ content to see what’s performing well so she can create he own content around those hot topics.    (00:02) Creating Joy and Wealth in Healthcare  (09:03) Maximizing Time and Outsourcing Efficiency   (18:42) Navigating Entrepreneurial Journey and Time Management  (32:13) Crafting Engaging Content for Financial Professionals     "When you focus on the things that bring you joy—not the Joneses—then you're going to have enough, because you're not overspending due to boredom, loneliness, or guilt." - Brittne Halford   What can you apply to your own podcast?   Leverage Content Across Platforms: Focus on consistency and efficiency by streamlining the recording and editing process. Align your work across platforms like YouTube, podcasts, and social media to streamline efforts and maintain a cohesive brand. This advice applies to new and established podcasters considering how to best record the content once and reformat it to each platform’s specifications to maximize their efficiency, reach, and impact.  Outsourcing Tasks: A significant point discussed is the delegation of tasks that do not require personal involvement. For podcasters, this can mean outsourcing editing, social media management, or administrative tasks. This advice is particularly useful for established podcasters who might be overwhelmed with the operational aspects of their show.  Content Creation and Engagement Strategies: By researching competitor content, using trending audio, and focusing on relatable stories for your listeners, new podcasters will establish a strong foundation for content creation, while established podcasters will find opportunities to stay relevant and expand their existing strategies.  Batching Content: Recording several episodes in one day creates consistency and efficiency withing the recording and production process, but also provides the host freedom outside of that recording session to increase visibility and engagement. This strategy can help podcasters, both new and established, manage their time better and ensure a steady flow of content.  Authenticity and Vulnerability: Virginia Elder and Brittne discuss the power of showing vulnerability and authenticity in connecting with audiences. This is crucial for new podcasters to establish a genuine connection with listeners and for established ones to maintain and deepen that relationship.     Action Steps:  For those launching a podcast, start by clearly defining your niche and aligning content across multiple platforms for consistency.  Consider outsourcing tasks that are not your core competency to focus on creating high-quality content.  Regularly research trends and competitor content to stay relevant and inspire new ideas.  Batch create episodes to maintain a consistent release schedule.  Focus on authentic storytelling to engage and resonate with your audience deeply.  Follow Brittne at: www.morejoymorewealth.com https://www.youtube.com/@brittnehalford-joyfulwealth Podcast: Wealth Minded MD IG @brittnehalford   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 

As you develop personally and your business matures, you will inevitably come to need a rebrand of your online presence. None of us are the same as we were a few years ago – our interests have broadened, our expertise has deepened, and we’ve matured toward the version of ourselves we WANT to be, which also means the imagery and language we used around our business years ago doesn’t fit today’s version of us.    Evolving Your Brand for Professional Success  (03:32) Benefits of Strategic Rebranding   (09:25) Phased Rebranding Strategy   (14:44) Updating Branding Across Platforms   (19:27) Creating a Clear Brand Identity  Rebranding your online presence can be intimidating, simply because there are so many social platforms, plus your website, YouTube, and, of course, the podcast platforms.    5 steps to a successful podcast rebrand:   Clarify Your Focus  Update your Podcast Name & Cover Art  Update Episode Titles & Descriptions  Announce your Rebrand  Update Everywhere – Socials, Website, and Listings   This podcast is being rebranded from Reaching Abundance and the broader concept that all of us business owners are working toward our own definition of abundance to the much more specific, Podcasting for Financial Professionals. The new name of the show requires no explanation – the clarity is instant for anyone who listens, guests, or might be searching for guidance in the podcast space.     This is the level of clarity we all need, and I hope that by inviting you behind the scenes of my podcast rebrand, you’re encouraged as to what’s possible, relieved that you can execute a rebrand in phases, and excited to move forward with today’s version of you since you’re probably going to have to change a few things down the road anyway.     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     

You started down the financial path because you wanted to help people. As your business developed, you gained knowledge and skills that would also help those who don’t fit your ideal client profile because they can’t afford your services. Now, you’re stuck in the great divide between business and passion.  But DJ Olojo knew he could have access to plenty of properties that are already vacant or that people WANT to sell while also helping families who WANT to stay in their home. You CAN have both a helpful, fulfilling personal brand built from your passion to help others AND a thriving business where you serve those at an elevated economic status.  There are a few golden nuggets he shared about his authority-building journey:  Creating a financial budget and timeline  Strategically planning podcasting into the marketing budget  Recognizing ROI via avenues other than direct client acquisition  Outsourcing editing and management of his content to preserve his energy and time  The Balancing Act of Business and Purpose    (00:34) Balancing Business and Personal Brand  (10:43) Strategic Planning for Personal Brand  (16:01) Calculating Budget for Brand Building  (27:19) Overcoming Challenges in Podcasting  (33:01) Outsourcing Content for Brand Sustainability  (46:03) Embracing Purpose in Business Journey    DJ’s abundance mindset is obvious when he says, “By helping those folks, I'm doing them, or their generation, a good deed that inevitably will come back to me in some way, shape, or form."    Faced with the lack of immediate audience feedback in podcasting and dealing with online criticism, there is a candid discussion on overcoming insecurities and the importance of genuine passion in creative pursuits. We also explore the practicalities of sustaining a podcast, including the decision to reduce episode frequency to maintain quality and personal balance. The episode encourages listeners to embrace their current life season, seek out opportunities that align with their passions, and live a life rich with purpose and without regrets.     Equipment & software used to record & produce this episode:  Riverside.fm   Samson Q2U mic  Logitech 4k webcam    Connect with guest, DJ Olojo:  The Foreclosure Fix book & website YouTube Instagram @DJ Olojo LinkedIn    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 

What if you niched down so far that you only served a very specific, small sub-set of the population?   That’s exactly what Jay Zigmont and Bri Conn did when they established the Childfree Wealth® podcast and brand. Both of them saw a gap in the traditional CFP curriculum that left childless couples and singles adrift, and took action to change that.   Now Bri and Jay have more clients than they imagined – all because of their extremely clear brand name. Could you possibly name your brand or your show for the specific group of people you serve?   The magic in doing so is that when those people find you, they’re ALL IN, thanks to the specificity of your branding.   Bri Conn takes us behind the scenes of niching down, establishing a co-hosted podcast, their recording workflow, and choosing to outsource post-production. You’ll also hear:   How she maintains privacy, even with a large digital presence and being recognized in public  The way the Childfree Wealth® team communicates about airing potentially sensitive topics  How they use Google Calendar’s color-coding system to establish time-blocks for various business activities  Their funnel strategy to guide podcast listeners and website visitors toward their low-cost offer and finally to full financial planning    Building a Big Brand by Serving a Small Niche  (00:34) The Power of Niching Down  (13:18) Embracing Authenticity for Success  (19:53) Navigating Privacy in Personal Branding  (25:11) Effective Communication in Podcasting Workflow  (30:55) Streamlining Podcast Workflow and Lead Generation  (35:54) Building a Financial Planning Podcast    Effective communication is a recurring theme as we dive into the operational aspects of podcasting and financial planning. Bri shares insights into the streamlined workflow of the Childfree Wealth® Podcast, now boasting over 120 episodes, and the critical role of adaptability in content creation.   Learn about their innovative Childfree Wealth® Checkup service, designed as a low-cost entry point for clients to engage with their unique financial planning approach. This episode is a must-listen for anyone looking to harness the power of niching down, maintain authenticity, and streamline their workflow, whether in podcasting or any other entrepreneurial endeavor.    Equipment & software used to record & produce this episode:  Riverside.fm   Samson Q2U mic  Logitech 4k webcam    Connect with guest, Bri Conn:   Childfree Wealth® www.childfreewealth.com  YouTube: https://www.youtube.com/@ChildfreeWealth  LinkedIn: https://www.linkedin.com/company/childfree-wealth/  Facebook: https://www.facebook.com/ChildfreeWealth  Instagram: https://www.instagram.com/childfreewealth/    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 

From the moment you pass your first Series exam, you’re a money expert far beyond that of a typical American. Your ability to educate the average Joe about budgeting, investing, tax strategies, and legacy has the potential to change thousands of peoples’ lives (and future generations) for the better – you know this, because this is very likely WHY you chose this path.   But sitting on your idea helps no one.   Never pursuing your book, podcast, etc. because you were afraid compliance would say no is a sentence for that idea to die. Did you even ask?   Meet Eric Brotman, CFP®, podcast host, author, speaker, and consultant – get inspired by the proof he’s created for you – that you CAN publish that book, create that YouTube channel, launch that podcast, and much more. It may take some prodding, patience, and persistence with a dash of collaboration with your friendly compliance office, but where there is a will, there is a way.   Get advice on:   Working with compliance to establish an OBA (Outside Business Activity)  Growing your financial practice by adding advisors to your team  Content strategy and structure as a Financial Advisor   Whether a consistent TV spot, local radio, podcasting, or guesting might work best for you  Eric speaks openly about the structure of his business today and why new clients don’t work directly with him and instead work with an advisor on his team. His advice around not quitting your day job hits too. He says, “I am not a podcaster, I am not an author, I am not an influencer. I'm a financial advisor. I'm a financial advisor who happens to have a podcast and write books and do public speaking, but I am not changing my day job. ...You don't have to be a professional at this.”  Building Influence through Financial Storytelling  (00:35) Financial Advisor's Content Creation and Influence  (13:36) Navigating Compliance for Financial Content  (24:21) Effective Content Creation for Financial Advisors  (32:55) Maximizing Abundance Through Collaboration  Equipment & software used to record & produce this episode:  Riverside.fm https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=virginia  Samson Q2U mic  Logitec 4k webcam  Connect with guest, Eric Brotman:   Brotman Financial Group: www.bfgfa.com  “Don’t Retire, Graduate!” Podcast & Eric’s books: www.brotmanmedia.com  Amplify Your Financial Planning Practice: www.brotmanconsultinggroup.com  4 Accounts where your $$ is never taxed again: www.lowtaxbook.com  Instagram: https://www.instagram.com/dontretiregraduate/  LinkedIn: https://www.linkedin.com/in/ebrotman/    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

Learn the exact SEO strategies we use to help our podcast clients get found. You’ll find out how to tweak the written content around your podcast to make any algorithm display your content to your potential clients. Listen for tips to create the best titles, include key information in your show notes, and use transcripts to your advantage.  Getting your podcast to appear in your ideal clients’ search results is the goal, but finding out HOW to do so is tough when all the headlines are just hype about why you should have a podcast.   The copywriting components of podcast post-production shouldn’t be an afterthought! I break down the essentials of SEO for your podcast and provide tips on how to do each of the three levels effectively.   Any search engine (Google, Apple podcasts, Safari, Bing, Spotify, YouTube, etc.) explores the copywriting components of your podcast in this order:  Titles  Show Notes  Transcripts  Expanding Your Podcast's Digital Footprint  Learn my tips on strategic keyword research, use of AI tools, cross-promotion, and how to ditch industry jargon and, instead, use everyday language that your potential clients are actually searching for.  (0:06:49) Three Tips on How to Optimize Your Podcast Episode Titles  (0:09:34) How to Infuse Keywords into Your Podcast Show Notes and YouTube Descriptions  (0:14:54) Ways to Use Transcripts Effectively, Rather Than Copy/Pasting a Wall of Text  (0:22:06) Three High-Impact Strategies to Grow Your Podcast Audience Organically  (0:23:23) How to Implement a Keyword Strategy and Perform SEO Research for Your Topics  (0:28:00) What Backlinks Are and How to Get More of Them  (0:32:27) Repurposing Options to Look Like You’re Everywhere All The Time  Grow Your Audience with Podcast SEO  As the world moves into this content-heavy, all-video, new normal, you must embrace the platforms, workflows, and opportunities that work for you, and ignore the ones that don’t. If you’re already strapped for time, don’t try to adopt a new platform or add video into your workflow – you should be exploring outsourcing or deciding what to cut from your already-full plate.   Alternatively, if you’re working hard to establish a personal brand, have been wanting to “get out there” for a long time, and are interested in being strategic with your content creation to grow your business, then go all-in on ONE of the action items in this episode at a time.   If you can take action on only one thing in this episode, optimize your episode titles to reflect the phrases and questions your ideal clients are already typing into the search bar.   Resources mentioned in this episode:   AI Reels/Shorts cut from your long-term content: Opus Clip    My favorite remote recording platform:  Riverside.fm    Equipment used to record & produce this episode:  DJI Osmo Pocket 3 with lapel mic  Sony ZV1   Samson Q2U mic (used to record the audio-only version)    Find a VA through Camille Walker: https://camille-walker.mykajabi.com/coaching-programs    Listen to Camille on Episode 51 of Reaching Abundance:   YT: https://youtu.be/NT_2l2rEvZ8  Spotify: https://open.spotify.com/episode/66xZiJxwOFeiiWimwahyff?si=d0rpZ7R6Rtm4UQsR8jIZVg  Any podcast app: https://lnns.co/U8f2iyjBTwQ    Related Episodes:   Episode #20: Long-form vs Short-form Content Creation Using the 80/20 Rule  YT: https://youtu.be/28YV693MaXs  Spotify: https://open.spotify.com/episode/70Ci8SfKiMUvrXMymuv3ed?si=IQ5nXOeNRgmKS01bltw4og  Any podcast app: https://lnns.co/MCaH5PeolXV    Episode #28: How Much Does It Cost to Produce a Podcast?  YT: https://youtu.be/XYeBH2ZwF_4  Spotify: https://open.spotify.com/episode/4NWnXTlkmuJIko49lzucTQ?si=1502e73aaa944c7d  Any podcast app: https://lnns.co/dGmU7Zp1uX9    Episode #36: Podcast Growth Strategies  YT: https://youtu.be/oPh328Nq1No  Spotify: https://open.spotify.com/episode/2Aexe5sSTlkIMabJfH3Cjb?si=8kkqZfPNTi6w8uTZHJ8ujw  Any podcast app: https://lnns.co/QU4vqmn0VKb    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

Moms already juggle countless roles. Adding entrepreneurship to the mix can feel like a recipe for burnout.  Virginia welcomes Camille Walker, inspiring business coach and host of the Call Me CEO Podcast. Camille empowers women to embrace their roles as the leaders of their lives and businesses, offering time audits to help them pursue their passions with greater intention, focus, and energy.  Camille prioritizes mental and physical well-being and stresses the importance of recognizing when it’s time to delegate and ask for support when needed.    Business Exit Planning   (00:10:39) Top 3 Time Wasters for Business Owners  (00:27:46) Streamlining Operations with Multiple Virtual Assistants     (00:34:49) Equipping Moms for Business Success   (00:48:39) The Power of Investing in Yourself   "I really love the idea of allowing women to stand into the power that they have. Whether it's $10,000 a year or a million a year, who cares? You are the CEO of your life and your business, and I want you to share that and have a platform to share that and to inspire others.” - Camille Walker   Connect with guest, Camille Walker:     Website – Camille Walker   Instagram – @CallMeCEOPodcast  Podcast – Call Me CEO Podcast  Website – My Mommy Style  Time Audit in a Perfect World    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

Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference.   Joining us today is David Barnett, former finance broker turned business broker and then consultant. As a finance broker, he witnessed firsthand the struggles small business owners encounter when buying or selling a business. Now through his consulting, he provides unbiased advice, prioritizing client needs without the conflicts of interest often associated with commission-based brokerage.   David emphasizes the value of strong business connections and highlights the critical factors in a successful business sale: robust cash flow and well-defined, transferable processes that enable a smooth transition for a new owner.     Business Exit Planning   (00:17:41) Maximizing Advertising Content for Successful Sales  (00:22:10) Understanding Business Valuation    (00:33:03) Identifying Transferable and Skill Gaps in Acquisition Strategy   (00:42:11) Systemizing Your Business for Sale    "The minute you decide to sell your business, the business itself becomes a piece of inventory. And you have to make this attractive for somebody to want to pick it up off the shelf and buy it.” - David Barnett  Connect with guest, David Barnett:     Website – David Barnett   YouTube  – @DavidCBarnett  Podcast – David C. Barnett Small Business and Deal-Making Podcast  Book – Buying vs. Starting a Small Business: A Guide to Keep You from Going Broke  Book – 21 Stupid Things People Do When Trying to Buy a Business    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

True abundance is about having the money, health, and time for a fulfilling life.  Virginia talks with Jen Smith, a leading voice in financial education and co-host of the Frugal Friends Podcast. Jen helps people manage their money better so they can have the freedom to pursue their passions and strongly believes business owners must use their time and energy wisely to achieve success.   Her decision to prioritize publishing her book “Buy What You Love Without Going Broke” over launching a YouTube channel speaks to the power of making intentional decisions that honor your current life stage and personal values.  Redefining Abundance   (00:14:41) Intentional Resource Management and Stewardship  (00:25:44) Tips for SEO Podcasting and Video Content   (00:37:06) Releasing Perfection to Make Room for Authenticity   (00:43:35) Creating Alignment by Spending with Discernment     "We will always spend money. We will always spend time. So to think of frugality as just wanting less, consuming less, less, less, less is a lie. It's a good spending of it. That's why we shifted away from how do I spend as little as possible to how do I spend as intentionally as possible?” - Jen Smith  Connect with guest, Jen Smith:     Podcast – Frugal Friends Podcast   Book – Buy What You Love Without Going Broke   Instagram – Frugal Friends 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   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

Podcasts & YouTube are booming but creating them can take a ton of time...if you don’t have systems or help or both. To succeed, business owners must maximize efficiency in every production stage, from planning to recording to publishing.  Optimizing Your Podcast Production Process Advance preparation and efficient recording practices such as setting up recording space, minimizing distractions, and testing tech can help simplify the process and improve your audience’s experience.  Discover how to streamline your workflow with techniques like batch recording, time blocking, and outsourcing editing, and how these strategies can save you time, reduce stress, and elevate your podcast’s quality.   Sustainable Podcast Production Strategies  (01:36) - Establishing a Consistent Podcast Production Schedule  (02:55) - Scheduled Recording Days, Outlines, and Scripting      (05:32) - Mastering Recording Logistics to Increase Productivity  (10:32) - Efficiency and Quality Improvements through Outsourcing     "You can host and record great episodes without them consuming hours of your week or already jam-packed month. With the right systems in place, you can consistently release high-quality content without spending your nights editing or stressing over what to say." - Virginia Elder  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

Aligning your podcast with your business mission expands your brand's reach. This allows you to share compelling content on your own show and effectively market yourself as a guest on other podcasts.  Consistently delivering engaging content that resonates with your audience and authentically reflects your brand values is crucial for the growth of both your podcast and your business. Learn how to align your podcast with your brand's mission by defining your ideal listener, establishing content pillars, and continuously refining your content strategy based on listener engagement.  Optimizing Your Podcast and Your Business (04:55) - Reinforcing Your Brand’s Mission and Understanding Your Ideal Listener (06:30) - Benefits of Establishing Content Pillars    (08:23) - Aligning Your Podcast with Your Business Goals  (10:38) - Improving Engagement with Strategic Repetition and Refinement    "Then, as you go in time, your business evolves and so will your content. So go back to those content pillars and refine them. Change them. Allow for that growth. Reestablish what you want to talk about and why. But always go back to the question, does this support my business's goals?" - Virginia Elder 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

The constant barrage of online business tips and strategies can be overwhelming and confusing for entrepreneurs. It's hard to know what online business advice to trust amongst a sea of conflicting opinions. Today’s episode features Katy Miller, host of the podcast Katy Calls BS and founder of Miller Social, a social media strategy and course creation coaching firm. Katy doesn't mince words when describing the misery that can arise in business without clear boundaries, efficient content creation strategies, and knowing when to outsource to avoid burnout.  Unlocking Online Success  (00:14:08) Understanding Three Types of Course Creation Clients   (00:25:33) Power of Quality Content and Product Offerings  (00:37:59) Prioritizing Market Research to Determine Pricing Options  (00:47:04) Leveraging Podcast Groups for Strategic Content Batching "That's what I think is so hard in online businesses that we get so many messages. We get so many double your prices, triple your prices, quadruple your prices tomorrow. But what if that's not my goal? Or what if those are not my clients? Abundance means a different thing for everybody. Success means a different thing for everybody.” - Katy Miller   Connect with guest, Katy Miller:    Website – The Miller Social  Instagram – The Miller Social Podcast – Katy Calls BS    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

Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences.  In today’s episode, Hillary Gale, the founder of Moneta Copy, dives into the critical role of lead magnets and email sequences in marketing strategies for financial professionals. Hillary stresses the value of knowing your audience and giving them what they want to keep them coming back for more.  Crafting Effective Engagement   (00:11:35) Strategic Lead Magnet Placement for Visibility Boost  (00:22:55) Content Creation Inspiration for Financial Professionals  (00:34:01) Strategic Long-Form Content for Business Growth  (00:49:30) Tailoring Content for Target Audience Success  "What I wanted to do with my Finance Marketing Podcast was bring on examples of financial advisors and financial coaches and other finance professionals who are doing some really exciting things with their marketing. And just really be able to give those people a voice so that other professionals who are struggling to find what's the unique way that I can create content? What's my unique take? Can get inspiration from people who are really crushing it with their marketing.” - Hillary Gale    Connect with guest, Hillary Gale:     Website – Moneta Copy   Repurpose your Content Guide  LinkedIn – Hillary Gale Meehan  Podcast – The Finance Marketing 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   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   

The classic fable "The Tortoise and the Hare" illustrates that slow and steady progress leads to success. This same principle applies to reaching financial contentment: patience and persistence are key; it is a marathon, not a sprint.  Today you’ll hear from Tae Kim, the creative mind behind the Financial Tortoise YouTube Channel. Through his unique content and minimalist philosophy, Tay teaches us that having "enough" is powerful. He shares how a simple, intentional approach to money can lead to a fulfilling financial life.  Building Wealth with Intention  (12:24) - Exploring Creative Income Opportunities  (24:13) - Creating Niche Content for Business Owners  (28:12) - Seeking Balance and Having Enough   (29:46) - Overcoming Challenges and Embracing Possibilities  "It's very important and for me the idea of enough, what is your enough, because there’s a lot of people within the space now who don't have a good definition of enough, and they're just constantly seeking more and more and more. You become unbalanced in your life and that's not healthy. So for me that's a very important component to balance, knowing my enough.” - Tae Kim      Connect with guest, Tae Kim:     Website – Financial Tortoise   YouTube – @TaeKimFinancialTortoise  Newsletter – Financial Tortoise  Community – Financial Tortoise Community       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   

Why are some people better with money than others? It's simple: financial literacy. From budgeting and saving to investing and retirement planning, financial education is essential for long-term financial success.  Joining the show today is Hassan Thomas, a former student athlete turned entrepreneur dedicated to helping college students navigate financial challenges and build wealth. Hassan aims to change lives one person at a time and empowers young people with financial knowledge through his speaking, online resources, and his podcast FYI FLI-For Your Information, Financial Literacy Investing.  Breaking Financial Barriers   (16:59) - Addressing Lack of Financial Education for College Students  (22:46) - Building Transformational Value   (25:03) - Financial Empowerment for Gen Z and Gen Alpha  (26:10) - Power of Communication, Building Relationships, and Career Readiness  "When I got to college, I looked around at my peers and realized we're not getting this education at home. We’re not getting this education in college. I was a business management major with a minor in accounting and marketing. Okay, so what about the communication majors? What about the art majors? What about the science majors, the medical majors? They're not getting this information. And I really realized, okay, this is where I want to make my mark." - Hassan Thomas  Connect with guest, Hassan Thomas:     Website – Hassan Thomas   Podcast – FYI FLI  Instagram – Hassan Thomas  LinkedIn – Hassan Thomas     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

Podcasts have become a powerful tool for networking and connecting with industry experts, thought leaders, and influencers. But the real magic happens when you go beyond just having them on your show and actually nurture those relationships for the long haul. Discover the secrets to turning conference acquaintances into valued collaborators. Understand how to leverage ICE, CUE and ART—strategic approaches to content creation, resource utilization, and increased engagement. By harnessing the power of podcasting to share valuable content, engage with conference connections, and stay current with trending topics, you can nurture long-term relationships and solidify your position as a go-to resource in your industry.  Cultivating Podcast Guest Relationships with ICE, CUE, ART   (5:00) - ICE: Identifying High Potential Guests, Crafting a Compelling Invitation, Engaging with Guests    (17:48) - CUE: Creating Content, Utilizing Resources, Engaging with Short Clips  (29:09) - ART: Anchoring the Connection, Relevancy, and Trending Topics  (38:44) - Suggestions for Outreach Implementation    "By inviting conference contacts to be podcast guests, you're creating valuable content and laying the groundwork for meaningful professional relationships. It's a win-win. They get exposure and you build a richer, more collaborative network." - Virginia Elder   Download the Conference Toolkit (Free PDF workbook to guide you through each of the 3 methods)  For more on this topic, read these blog posts: Keeping Conference Connections Alive  Podcasting as a Powerful Post-Conference Follow-Up Tool    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

In a world where negativity and online trolls are just a tweet away, Anna DeShawn’s approach to business and compassion is a breath of fresh air.   In today’s episode, you’ll learn more about Anna’s mission to uplift underrepresented voices and redefine media for Black and Brown LGBTQIA+ communities. The landscape of podcasting and radio is constantly evolving, and her dedication to building relationships and authentic engagement emphasizes the importance of meeting your audience where they are.     Inspired by the Three E’s—Educate, Empower, and Entertain—Anna provides powerful perspectives into how these values can shape a vision that resonates with listeners.  Balancing Entrepreneurship and Empathy   (04:46) - Building Community through Sharing Stories  (26:35) - Adapting to Industry Changes and Trends  (37:37) - Power of Finding Your Voice  (45:17) - Importance of Finding Mentors and Advisors  "When I quit corporate three years ago to go out here full time, it was because I also had an idea for the podcasting space, which was to create a platform where we could discover, listen and support the best Black and Brown podcasts out here, because discoverability in that way was really hard." - Anna DeShawn  Connect with guest, Anna DeShawn:     Website – Anna DeShawn   Podcast – Queer News  Instagram – Anna DeShawn  LinkedIn – Anna DeShawn  The Qube App - The Qube   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

Time is a precious commodity. If you had more of it, what would you prioritize?  Today’s guest is Katie Brinkley, owner of social media agency Next Step Social Communications, host of the Rocky Mountain Marketing Podcast, and author of the Social Shift. Imagine being a social media expert who advocates for spending less time scrolling and more time living—Katie does just that!  Katie shares her unique insights on finding abundance in business ownership. Her story is a powerful reminder to grant ourselves permission to step back and reassess our goals for a more fulfilling entrepreneurial journey.  Podcasting was a game-changer for Katie, starting as a creative outlet and evolving into a strategic tool for business success. With over 300 episodes under her belt, she covers the trials and triumphs of maintaining a twice-weekly podcast while juggling other responsibilities. Learn how she mastered the art of batching content and outsourcing tasks to maintain quality and consistency, proving that podcasting can be more than just a hobby—it can be a formidable marketing tool.  Unlocking Business Productivity   (09:34) - Maximizing Business Success through Podcasting  (20:14) - Intentional Networking to Grow Your Business  (30:12) - Stepping into Self-Confidence  (37:19) - Strategies for Efficient Content Creation  "I started living my life with abundance when I gave myself the permission to not do all the things. I didn't need to be the business owner that scaled seven figures in three years. I didn't need to post on social media every day…I gave myself the permissions and everything changed." - Katie Brinkley  Connect with guest, Katie Brinkley:     Website – Katie Brinkley   Podcast – Rocky Mountain Marketing Podcast  Instagram – Katie Brinkley  LinkedIn – Katie Brinkley  The Social Shift Book – https://www.katiebrinkley.com/book  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

True abundance encompasses much more than just wealth—it's about time, health, and having the freedom to live life on your own terms.  Joining the show today is the remarkable Jenn Drummond, author of BreakProof and the first woman to scale the Seven Second Summits. Jenn's journey is a testament to redefining success, balancing career and family, and living a truly vibrant life.   Jenn shares candid insights from her early days of cold calling to growing a thriving business to becoming a successful podcast host. We talk about the grit and strategy needed to transition from an employee mindset to a CEO mentality, and how to set and achieve goals for yourself while accepting help from others along the way.   A life-threatening car accident and the loss of a friend prompted Jenn to reevaluate her priorities, leading her to focus on mindset, teamwork, and health as key components of success. As a mother of seven, she is dedicated to leading by example, teaching her children the value of living fully and nurturing their mental well-being.  To Jenn, abundance is synonymous with freedom—freedom of time, health, and finances. She emphasizes the significance of energy management over time management and pursuing what truly matters most.   Redefining Success: Creating a Life of Purpose   (11:00) - Entrepreneurship and Work-Life Balance  (21:01) - Building a Balanced Life and Legacy  (27:51) - Teamwork and Resilience in Pursuing Goals  (35:35) - Navigating Media and Marketing Strategies  "I came to the conclusion that we don't get to choose when we die, but we sure get to choose how we live." - Jenn Drummond  Connect with guest, Jenn Drummond:     Website – Jenn Drummond   Podcast – Seek Your Summit Podcast  Instagram – The Jenn Drummond  LinkedIn – Jenn Drummond  BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals – https://jenndrummond.com/book/  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

It takes more than a few episodes to attract a large audience and more than just posting on social media to get the word out about your podcast. If you’ve been podcasting for a short while and aren’t feeling the love or thought you’d be reading more people by now, this episode is for you.   Learn about the three pillars of podcast growth and take the self-audit questionnaire to discover where your biggest gaps are. With that information, you can lean into the specific tactics explained in that category to grow your online presence.   Perhaps it won't surprise you to find that growing a podcast is very similar to growing a business. You need to be findable, to provide a product (content) people WANT from you, and you need to be taking intentional steps to expose your business/show to new people multiple times each month.   Effective Strategies to Enhance Your Podcast's Visibility    A well-optimized website featuring your show  Topics your listeners crave with episode titles containing phrases they’d actually search for  “Networking” in the podcast world by featuring guests and being a guest  Attending online summits, in-person conferences, and similar events where your ideal client/listener is also in attendance  Post on social media based on the way your target listener consumes social media  Which of the three areas should you focus on first? Content, Visibility, or Networking?   Take the self-assessment inside this episode to find out OR book a podcast audit with me here and I’ll provide customized tips toward growth just for your brand.  Podcast Audit: https://book.stripe.com/eVa7tkfWq56W7FC6oy  My preferred guest matching networks:   https://podcastguests.com/join/  https://www.joinpodmatch.com/podcastabundance    To ensure your show is REALLY listed everywhere, follow the directions here:   https://podnews.net/article/all-the-podcast-directories    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

Want to scale your service-based business? Avoided calling it an agency like I have?   Today, you get to meet Audrey Joy Kwan, who’ll change your mind about boldly proclaiming your agency status and/or working with well-built agencies to accomplish your business goals.   Audrey shares that her personal definition of abundance is in doing meaningful work, making a positive impact, and balancing earnings with personal time –alluding to why she helps agency owners AND why she’s chosen to podcast to market her business.   Her journey into entrepreneurship was inspired by a life-changing event—the sudden passing of her mother, which underscored the importance of work-life balance.    Finding the Right Systems and Structure to Scale Your Agency Audrey helps entrepreneurs build a lean agency business model without sacrificing personal freedom. We discuss the prevalent narrative that startup phases require excessive workloads, often leading to burnout. She gives us a sneak peek at her MightyPod ModelTM, where she walks agency owners through creating productized services and lean teams, helps them define their niche, and achieve desired revenue without unnecessary expansion.    Scale Your Business: Systems, Productized Services, and Marketing  (09:57) Building a Lean Agency Business Model  (17:40) What Values have to do with Scaling a Business  (28:08) Building Relationships Through Podcasting  (40:11) Leveraging Podcasting for Business Growth  "Consistency is key in podcasting; it's about making a recurring commitment to show up, which is essential for building a sustainable and impactful channel." - Audrey Joy Kwan  Connect with guest, Audrey Joy Kwan:    Website – https://audreyjoykwan.com/  Podcast  – https://audreyjoykwan.com/podcast/  Instagram – https://www.instagram.com/audreyjoykwan/  LinkedIn – https://www.linkedin.com/in/kwanaudrey/  Your FREE Mighty Pod ModelTM Cheat Sheet – https://audreyjoykwan.com/cheatsheet/     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

If you’ve experienced burnout, in corporate or in your own business, you know you never want to be there again. But what if you felt stuck in a burnout-bust cycle you didn’t know how to stop?   In this episode, meet Susan Boles, who now owns Beyond Margins where she uses her operations and financial reporting experience to help business owners find CALM in their business through automations, operational efficiencies, and metrics beyond the traditional financial statements.   Susan knows from experience what the warning signs of burnout are and she can spot them BEFORE they cause a crash in your business, help you make changes in how you measure productivity, and recognize issues before they show up on a financial statement, simply because she’s seen the backend of hundreds of service-based businesses and knows what to look for.   Imagine how amazing it would feel to have someone with C-Suite level financial and operational management experience on YOUR side of the table.   Aligning Finance with Operations & Podcast Branding with Business Strategy:  Discover Susan’s CALM framework  Learn where her podcast ‘sits’ in the client acquisition funnel  Hear when you might need a Virtual CFO (aka Fractional CFO)  Copy her strategy for measuring podcast growth  Follow Susan:   LinkedIn: https://www.linkedin.com/in/thesusanboles/  Website: https://www.beyondmargins.com/  Instagram: https://www.instagram.com/thesusanboles/    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

Wondering how to stand out among the crowd of navy-blue suits? If you’re clear on your core values and passionate about issues that serve your ideal audience, questioning the status quo and speaking out is your ticket. When your actions, words, and how you show up online align with your core beliefs, you’ll become magnetic to those who believe those same things.  Constant Adaptation: The Key to Sustainable Entrepreneurship  Question the status quo in decision-making for personal and professional aspects  Offer accessible education and comprehensive services to those who need it most  Align business practices with personal values and adapt to client needs  Carefully consider values, purpose, and intentions in business operations, messaging, and marketing  Experiment with different content & structure your message to maintain authority and energy    "When I think about abundance, the first word that comes to mind is choice. I think abundance is about being able to make choices and not feeling like you have to do something." - Meg K. Wheeler  The Equitable Money Project offers accessible financial education and services to support marginalized business owners, aiming to create an equitable wealth-building environment. Who do you know that would benefit from equity? (Everyone. The answer is everyone in your contact list.)  Follow Meg K. Wheeler:   Website: https://equitablemoneyproject.com/  Podcast: https://podfollow.com/disrupt-your-money/view  Instagram: https://www.instagram.com/equitablemoneyproject  LinkedIn: https://www.linkedin.com/in/megkwheeler/    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