Podcasting for Financial Professionals

Get a rare look into what’s working behind the scenes of a growing financial therapy practice, complete with a funnel walk-through, how much she’s spending on ads (spoiler alert! It’s very affordable), and what specific steps she’s taken to strengthen the connection her followers feel with her.   Rachel Duncan opens up about the tools & processes she uses and how she thoughtfully and intention...

Your podcast is packed with value, but is it actually turning listeners into paying clients? If you're sharing great content but not seeing business growth from it, it’s time to optimize your show for conversions.  In this episode, I’m breaking down advanced, actionable strategies to help financial professionals and business owners move their audience from casual listeners to engaged, loyal client...

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 disc...

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, pu...

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...

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 ver...

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 th...

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 i...

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 he...

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’ sea...

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.  Cam...

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 thro...

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 decis...

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...

Burnout, hustle, and grind – these words often define entrepreneurship. But it's time to rethink our strategy for success. Launching a new project or business should fuel your energy, not drain it.  Virginia welcomes Pete McPherson, founder of Do You Even Blog, and creator of many YouTube channels, blogs, and SAAS products for entrepreneurs. Forging a career path outside traditional norms, Pete sh...

What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vision often make the risks worthwhile. Joining the show today is Patrick Lonergan, founder of financial advisory business Vital Wealth and host of the Vital Strategies podcast. Patrick reveals why he l...

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...

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 de...

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 know...

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 u...

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 t...

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 ap...

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 relat...

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 un...

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 cand...