Podcasting for Financial Professionals

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...

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 ear...

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, opera...

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 Su...

Time freedom is at the top of the wishlist for entrepreneurs, and Andy Hill of Marriage Kids and Money is no different. Interestingly enough, however, that desire manifests differently across every business owner’s journey.   When Andy left corporate with a number in mind, he knew podcasting was his key to a joyful entrepreneurial journey, but didn’t necessarily have a plan to make money. After a...

She's a successful trial attorney arguing high-stakes cases, but after becoming a mother, the inner tug to redefine herself beyond the courtroom surfaced loudly. Monica Burkoth, our guest, was challenged to look inward to find fulfillment through an authentic expression of herself, service to others, and something she was afraid might damage the way she was perceived in the legal world... a podcas...

Unlock the hidden potential of your podcast with insights that go beyond the traditional metrics of direct sales. Discover how to measure your podcast's ROI using eight innovative metrics from your brand authority, client engagement, and much more. Learn how to quantify mentions, backlinks, and speaking opportunities into tangible dollars, all thanks to your podcast.  Secrets to Elevating Your Pod...

I got a mic, now what? Where's the best spot for my camera? Is my lighting okay?   Questions about proper set up of equipment are common, and usually DIYers miss something.   Follow the instructions in this episode and you can’t get it wrong. From mic technique, camera positioning, recommended recording platforms, and preventing mic bleed, this guide is intended to provide you confidence in knowin...

Ever wondered how much you should spend to produce your podcast?   From hiring a videographer to understanding the expertise required of an audio or video editor, and the often-forgotten importance of a knowledgeable SEO copywriter for your podcast, this episode will clear up any fog around how much you can expect to invest as you launch and grow your own podcast.  Elevating Your Podcast with Smar...

Not getting traction with your podcast? Or perhaps your follower count is growing but you aren’t seeing them turn into clients. Most podcast hosts who come to me with this complaint are missing a KEY component of their strategy. Some are afraid to straight-up ask their listeners for the sale and are eluding, insinuating, and crossing all their digits hoping that people will buy. Others are missing...

In this five-episode mini-series (this is the first of five) I’m breaking down the essentials of podcasting, from understanding what a podcast truly is to leveraging it for client acquisition.   I field questions all the time about what podcasting really is, how to do it, how to record, where to put recordings, and how to properly publish audio or video that has been recorded. Of course, there’s n...

From growing up behind a gas station in Los Angeles to witnessing extreme poverty in Uganda, Wendie Veloz shares how her unique perspective on abundance has shaped her life and business. She delves into the challenges and breakthroughs of starting her own business as an executive coach, highlighting the crucial need to release a scarcity mindset and recognize your worth.   Wendie offers valuable a...

Embracing the experimental nature of business is no easy feat. Amy Traugh, a former healthcare professional turned entrepreneur, shares her profound journey from pursuing traditional markers of success to diving into a world that requires a constant cycle of trial and error.  Amy recalls her early days as a new entrepreneur, highlighting the value of mentorship and having a clear business plan. Le...

The landscape of online business has transformed dramatically in recent years, driven by the rise of social media and advancements in artificial intelligence. Jodi Krangle, an experienced voice actor and podcast host, shares how she’s sustained a successful business as the industry experienced dynamic changes.   Jodi covers the benefits of outsourcing, nuances of licensing deals, and the importanc...

There’s a big difference between knowing what you have versus being grateful for what you have. Virginia welcomes CPA, comedian, and CFO of the iconic Comedy Store Bob Wheeler, who speaks to the value of embracing gratitude and infusing joy into all aspects of his life. Bob explains how his own past issues with money inspired him to start a business to support others through their financial journe...

It’s no secret that starting your own business often involves overcoming significant financial and mental hurdles. In this episode, Annie Dickerson recalls her days as a brand new entrepreneur wrestling with self-doubt and reluctance, emphasizing the need for support and perseverance. Her story is not only about creating a successful business, but also about providing access for others to build we...

Too many business owners feel like creating content for their business is a time-suck. Most business owners also feel unsure about why they’re creating social media content or YouTube videos and how those activities might be moving them closer (or further!) from their business goals.   In this episode, we explore the 80/20 rule applied to content creation, focusing on how to balance long form and...

When it comes to creating a new business, some dreams are too big to handle alone and allowing others to support your vision can lead to mutual growth and success. Haley Thomas from “The Passion Pursuit” podcast, shares why harnessing the strengths of others and fostering a collaborative community are key to turning your dreams into reality.   Haley sheds light on the strategy of asking “who” inst...

Building a foundation for long-term success requires strategic planning and intentional action. From selling an online community she built to creating digital products, Danielle Desir Corbett, host of “The Thought Card” podcast, shares how strategic business decisions can lead to less worry and more freedom.   Danielle opens up about unlearning the grind mentality and embracing spaciousness in her...

In today’s world, success is often defined by your bank account and your job title. For years, Jerry Dugan equated abundance with a seven-figure corporate career, but grappled with exhaustion and unfulfillment. After taking his wife’s advice to leave his job, Jerry embraced a life that prioritizes flexibility, family, and personal well-being.  Jerry discusses the challenges of redefining success,...

Aligning your business with your values can lead to a more fulfilling career, but what happens when your values shift? “Feminist Founders” host Becky Mollenkamp opens up about how pivotal life events, including the profound impact of her brother's death and the murder of Michael Brown in Ferguson, significantly altered her understanding of social justice and equity.  Mollenkamp also challenges the...

Clearly communicating your bandwidth with clients is a crucial aspect of a healthy work-life balance. As a business owner or freelancer, it can be tempting to constantly say yes to every client request in order to please them and secure future business. However, this can quickly lead to burnout, decreased productivity, and overall dissatisfaction with your work.    Kendra Swalls is a dedicated adv...

Hiring strategy is a pivotal aspect for businesses aiming to optimize their operations and grow their teams. It's not just about finding candidates with the right skills and experience, but also about finding team members whose values and visions align with the company’s. You can avoid potential mis-hires and save money with the implementation of a structured hiring process, including comprehensiv...

As a business owner, worrying about sales and finances often results in decisions made from a scarcity mindset. CFO and Profit Coach Heather Zeitzwolfe and I shed light on what it takes to cultivate an abundance mindset, along with the personal and financial leaps necessary for growth.   Abundance is not a one-size-fits-all concept and is as much about recognizing joy in the small things as it is...

If you feel stuck cold calling and hosting multiple coffee meetings per week to get clients, there IS a better way – find out the whole story and what helped Brenton Harrison, a seasoned financial professional, make this shift.  The Pandemic halted the hustle, and in that space, he began seeking mentorship and prioritizing his lifestyle, which helped him arrive at a fresh way to attract clients (r...