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-base...

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...

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...

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 m...

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...

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, y...

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...

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...

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...

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, so...

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 thi...

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...

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...

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 o...

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 Rippl...

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 th...

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...

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 appe...

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...

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 episod...

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 w...

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...

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 Chat...

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” caree...