Podcasting for Financial Professionals

If compliance pushed back on your podcast for two years, would you keep going?  Regina McCann Hess, CFP®, CDFA® , founder of Forge Wealth Management and host of Women & Wealth, saw it through.  After years of conversations with LPL Financial, she received approval to launch her show and has since built a library of 150+ podcast episodes and 350+ YouTube videos.  In this conversation, Regina sh...

Podcast format, financial advisor podcasting, solo podcast episodes, interview podcasts, compliance-friendly podcasting, podcast strategy, and sustainable content marketing are at the center of this solo episode of Podcasting for Financial Professionals. Before you launch a show or change the structure of one you already have, you need to choose a format that fits your natural communication style,...

Buying back time, delegation, outsourcing, SOPs, business owner burnout, family presence, content strategy, and podcasting for financial professionals are at the center of this conversation with  George Rivera , author of  Buy Back Time Formula . If you are running a successful business but still missing the moments that matter most at home, this episode will help you rethink how you use your time...

Financial podcasting, content marketing, podcast production, repurposing episodes, overcoming camera anxiety, client trust, and sustainable podcast strategy are at the center of this conversation with Danette Lowe, CFP®, founder of TruNorth Wealth Management and host of Ready to Retire! Danette was one of my earliest Podcast Abundance clients, and her story offers practical lessons for financial p...

Podcast CTA strategy, financial advisor marketing, lead magnets, podcast conversion, listener engagement, and client journey design are the focus of this solo episode of Podcasting for Financial Professionals. If your podcast is building trust but listeners are not clicking, downloading, replying, or booking, the issue may not be your content. It may be the way you are asking people to take the ne...

CFO-level thinking, small business growth, marketing ROI, podcast strategy, AI tools, financial discipline, and data-driven decision-making are at the center of this conversation with Nick M. Jain, co-founder of Eagle Rock CFO Services. Nick brings experience from private equity, turnaround leadership, and scaling companies beyond $100 million, but this episode is really about how smaller business...

Overthinking, productivity, podcast strategy, goal setting, focus, momentum, and consistency for financial professionals are at the center of this conversation with Coach Willie Blake. Tired of feeling like you were crazy-busy all day, yet you made no measurable progress toward your big goals? This is for you.   Stop Feeling Behind and Start Building Momentum  A full calendar can create the illusi...

Podcast strategy, podcast memberships, lead generation, conversion strategy, email list integration, and podcast ROI are the focus of this episode of  Podcasting for Financial Professionals . I’m joined by Nathalie Doremieux, a membership strategist and software developer who helps podcasters turn engaged listeners into real business results through smarter systems, clearer calls to action, and et...

Podcasting for financial professionals, money psychology, client trust, niche marketing, podcast guesting, and financial advisor content strategy come together in this conversation with Doug Lynam, author of Taming Your Money Monster and From Monk to Money Manager. Doug explains how attachment theory and the Enneagram can help financial professionals better understand client behavior, strengthen r...

Podcast funnel metrics, podcast ROI, listener behavior, lead magnets, email list growth, and podcast strategy for financial professionals all matter more than raw downloads alone. If you’ve ever wondered whether your podcast is actually working, this episode reframes what growth really looks like and shows you how to spot the small signals that reveal whether listeners are moving closer to becomin...

After 99 episodes interviewing financial advisors, CPAs, marketers, authors, and business owners, one thing became clear: the best advice keeps repeating itself because the fundamentals actually work.   This special 100th episode is a curated compilation of the most impactful insights shared on the show — covering podcast strategy, niching, AI, content marketing, lead nurturing, conversions, and l...

Are you still waiting for your podcast to “deliver a client”? Tired of wondering if your content is actually working?  Podcasting isn’t just about throwing your ideas out into the abyss and hoping someone finds them. For financial professionals, your primary goal is to establish trust, clarify your unique value, and create a steady pipeline of qualified leads. But the real traction doesn’t happen...

Ready to make your social media work for you?  Tired of feeling like you've got to post “everywhere” to grow your business?  If you’re OVER social media, and maybe you even took a step back from it like I did, this episode is for you. Tracy Beavers swears by Facebook because using it strategically - by participating in groups, hosting a group, and adjusting your personal profile to build your emai...

If you’re tired of publishing podcast episodes that attract random one-off listeners and never generate real leads, it’s time to rethink your strategy.  Most financial professionals create their podcasts week-by-week, always scrambling for a topic—resulting in disconnected episodes that don’t move listeners down a strategic path. The outcome? New listeners drop in for the answer they need, then bo...

If you think acquiring a financial services firm (instead of starting one) is just a swap of paperwork and a handshake, think again. When you buy a business with an established podcast, audience, and brand voice, it’s a true behind-the-scenes transition—especially if the previous owner’s face was the brand.  I sat down with Jen Fizer, new CEO of MKB CFO and host of The Financial Operator podcast,...

Podcasting for financial professionals, podcast ROI, podcast strategy, lead generation, authority building, email list growth.  Most podcasts don’t fail because the content is bad—they fail because the show is treated like a creative outlet instead of a business asset. In this episode of Podcasting for Financial Professionals, I break down what actually separates hobby podcasts from shows that edu...

Most financial professionals have been trained to see business as a numbers game—measurable inputs, predictable outcomes, and a constant quest for higher metrics. But as you’ll hear, “business isn’t a numbers game, it’s a people game.” The most meaningful metric you’ll ever track is the human impact behind the numbers. This is especially true in the financial industry, where trust and genuine conn...

The pursuit of Growth has you distracted from the real goal – stacking experiences and experiments across your entire journey. Rather than hustling toward the next tactic or growth hack, this interview reveals how a lifetime of solving problems for others, absorbing and implementing advice from mentors, and finding the FUN in everyday aspects of business pays off big time.   Eddie Price, as an ins...

Podcasting for financial professionals, podcast strategy, financial advisor marketing, podcast ROI, authority building, lead generation, sustainable content strategy.  Podcasting can accelerate trust, visibility, and client conversion—but only when your business is ready to support it. In this solo episode, I walk you through how to determine whether podcasting is a strategic growth lever for your...

Scaling a business, AI in business, talent acquisition, hiring peak performers, YouTube strategy, authority building for financial advisors, niche marketing, lead generation, content consistency.  If you’ve been told to automate everything, scale fast, and remove yourself from the equation… this episode will challenge that advice in the best way.  In this conversation, Kasim Aslam — digital market...

Podcast production, podcast marketing, and podcast monetization for financial professionals isn’t about getting the most downloads — it's about trust, lead generation, and measurable ROI.   In this episode, Ralph Estep Jr. and I break down how to treat your podcast like a true business asset, not a creative side project. We cover strategic podcast production investments, aligning your content with...

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-base...

Podcast SEO, website optimization, show notes, backlinks, and content strategy for financial professionals who want discoverability, authority, and lead generation—without paid ads or fluff.  If you’ve ever paid for SEO and wondered what you’re actually paying for, or published podcast episodes only to feel invisible online, this conversation will change how you think about your website and your c...

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, an...

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...