Podcasting for Financial Professionals

Become a Published Author The Easy Way- Use a Ghostwriter | Lynn Smargis | Ep 67

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 

Creating a Safe Haven for Your Followers’ Money Conversations & Feelings | Linzy Bonham | Ep 66

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 

Email Marketing That Builds a Deeper Connection With Your Ideal Clients | Allea Grummert | Ep 65

Your email welcome sequence is like the Swiss Army knife of digital marketing- versatile, effective, and 100% automated once it’s set up. In fact, having an active email subscriber platform and nurture sequence is KEY for business owners with a podcast.  

Since there’s no direct link between your followers being podcast listeners and actually being able to sign up for your services, email marketing is the bridge between the content you’re creating and the service you want to sell. This episode is your one-stop shop to solving your content-to-sale gap! Here’s what she says about your choice to outsource: 

"I know that I can and I'm choosing not to. So, who can I find that I can trust? That becomes the question." - Allea Grummert 

Listen in to learn about Allea’s experience in becoming the expert copywriter she is today, how she trains and manages her team, how her packages and services have helped clients make sales, and about her recent podcast launch. Find out how she launched her podcast in just 6 months, determined that it was a “worth-it” long-term strategy, and how she’s navigating this season of new team roles and new podcast workflows.  

 

Crafting Compelling Email Sequences: The Key to Engagement  

(00:11:07) Efficient Task and Team Management System with Asana 

(00:17:17) How Productized Services Provide Peace of Mind 

(00:21:49) Building Brand Loyalty Through Email Marketing 

(00:22:24) Segmenting Your Subscribers by Interests and Engagement 

(00:30:48) Automated Email Sequences to Welcome New Subscribers 

(00:35:31) Snippets and Other Cool Email Automation Tools 

(00:45:50) Crafting Solo Podcast Episodes by Asking Yourself These 5 Questions 

(00:53:02) Building Genuine Connections and Trust with Email 

(00:58:02) Evaluating Podcast Statistics for a New Show 

 

Thanks to her brand-new podcast, Happy Subscribers, Allea’s experienced more-than-expected personal growth over the past several months. While she decided on a pattern of 3 interviews to one solo show, the intention to present her knowledge as a concept rather than a how-to or instructional episode has been the biggest challenge. Here are a few questions she asks herself when creating solo episodes:  

• What’s your strong opinion on a commonly-held belief in your niche? 

• What are your clients asking about? 

• What’s something you’ve observed?  

• What is a problem you’re seeing in the industry? 

These questions will help you create content that establishes you as an expert and thought leader, rather than the how-to content that’s seemingly default for service providers. 

 

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 – a perfect exercise to prepare you to work with Allea! 

 

Follow Allea Grummert & her work at Duett:  

LinkedIn: https://www.linkedin.com/in/alleagrummert/ 

Instagram: https://www.instagram.com/alleagrummert/ 

Happy Subscribers Podcast: https://duett.co/blog/new-podcast-welcome-to-happy-subscribers/ 

Email Marketing Done-For-You: https://duett.co/ 

Free Call: www.duett.co/free 

 

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 

Scripting Your Podcast Episodes: My Method + AI Tips to Make It Sound Natural | Ep 64

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 

 

Using Storytelling & Humor to Create a Strong Brand Narrative | Ryan Doolittle | Ep 63

Financial professionals often rely on their analytical skills to make informed decisions and guide their clients in the right direction. However, when it comes to content creation, they may struggle to infuse creativity into their work. To bridge this gap, financial professionals can: 

• Use storytelling techniques to make complex financial concepts more relatable and engaging 
• Collaborate with creative professionals such as writers, designers, or marketers to bring a fresh perspective to their content 
• Experiment with different formats such as video, infographics, or podcasts to cater to a wider audience and showcase their expertise in a more dynamic way 

That’s exactly what happened when Wes Moss, now known for his shows, Money Matters and Retire Sooner, was working on his first book, “You Can Retire Sooner Thank You Think” and needed someone to punch it up a little. He met Ryan Doolittle, a comedian and writer, and they hit the collaboration jackpot! 

Crafting Compelling Content: Balancing Analytics and Creativity 

00:24:24 Creating Engaging Podcasts with Unique Themes 

00:26:16 Finding Your Niche for Podcast Success 

00:41:57 SEO Optimization for Engaging Podcast Production 

00:44:50 Optimizing Podcast Content for SEO and Engagement. 

00:59:14 Mastering Engaging Conversations in Podcast Interviews 

01:07:28 Engaging Retirement Insights Through Video Series 

 

"Even if it's like, the right bit of info, if it's not interesting, it's hard to get people to read it." - Ryan Doolittle 

Ryan emphasizes the importance of starting with topics that genuinely excite the creator, as this enthusiasm resonates with audiences and fosters a strong connection. He further highlights the significance of engaging the audience through concise editing, impactful openings, and clear summaries, which are key to maintaining their interest and ensuring content is both relatable and aspirational. 

As you listen to this episode, I encourage you to think about how you can infuse storytelling and comedy into your content. Here are some action items directly from this episode:  

1. Ensure your podcast has a specific theme or lane that aligns with your target audience's interests, whether it's financial education, lifestyle, news, or a unique angle that sets you apart. 
2. Strive to make your financial content funny, relatable, and engaging to connect with listeners on a personal level and keep them interested in what you have to say. 
3. If you struggle with creating engaging content, consider bringing in a writer or producer to help bridge the gap between analytical financial expertise and creative storytelling. 
4. Provide valuable financial knowledge while also sharing aspirational content that resonates with listeners, such as highlighting exciting retirement possibilities or impactful money management tips. 
5. Ensure high-quality interviews by conducting in-depth research on your guests, actively listening during conversations, and crafting engaging questions that spark meaningful discussions and connect with your audience. 

 

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 – what a game-changer! 

 

Follow Ryan Doolittle & his work at YourWealth.com:  

LinkedIn: https://www.linkedin.com/in/ryandoolittle/ 

Instagram: https://www.instagram.com/retiresoonerteam/ 

YouTube: www.youtube.com/@RetireSoonerTeam 

Retire Sooner Podcast: https://tr.ee/xM0B9B51tV 

Happiest Retirees Podcast: https://tr.ee/_h7c9QujSa 

Money Matters Podcast: https://tr.ee/dHyH2HFXv2 

 

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 to Grow Your Podcast Audience: Consistency, Strategic Guesting, Authenticity | Shannon Russell | Ep 62

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  

Podcasting, Paid Ads, and Community are IN; Social Media is OUT | Rachel Duncan | Ep 61

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 intentionally designed her marketing strategy for her financial therapy practice to avoid a reliance on social media.  

 

Redefining Podcasting Through Community Building 

Rather than interviewing guests on her podcast, Rachel opted for the opportunity to answer voicemails on-air, helping listeners feel like active participants rather than passive recipients. Listen in for the strategy, tools, and perspectives that are creating growth at moneyhealingclub.com 

 

Beyond Social Media: Rachel Duncan's Unique Approach to Podcast Marketing and Audience Engagement 

(00:20) Discusses Podcast Marketing Perspective 

(09:29) Podcast Engagement and Listener Feedback 

(16:35) Building Trust Through Podcast Engagement 

(26:37) Transitioning Away from Social Media Marketing 

(33:43) Building Audience Engagement and Growth 

(47:03) Podcast Production Tools and Processes 

(57:25) Creating Podcast Seasons and Financial Therapy 

(01:04:08) Authentic Marketing Through Client Feedback 

 

Rachel’s podcast-specific advice you can implement quickly boils down to this:  

• There are much more meaningful ways to interact with listeners than social media 

• Format your podcast episodes so they’re unique (tired of interview shows yet?) 

• Find cool tools to create engagement – Speakpipe is one of them! 

• Funnel folks FROM the podcast into your business with a lead magnet and email sequence 

• Descript is the best editing tool for DIY podcasters who aren’t sound engineers 

• Guesting on other podcasters has helped grow her following 

 

"By inviting listeners to contribute to content creation, they feel part of a community effort, particularly in sensitive areas like finance, where listeners might feel vulnerable sharing personal details." - Rachel Duncan, Financial Therapist 

 

Follow my guest, Rachel Duncan: 

Money Healing Club podcast 

Money Healing Club on YouTube 

Join the Money Healing Club 

 

 

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  

Creating a Podcast That Converts: Turning Listeners into Loyal Clients | Ep 60

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 clients. These aren’t surface-level tips—these are high-impact techniques you can implement immediately. 

What you’ll learn in this episode to convert listeners into clients: 

• How to structure your podcast episodes to guide listeners toward working with you 

• The secret to creating compelling calls-to-action that drive real conversions 

• Why your off-podcast engagement strategy is just as important as your content 

• How to track and tweak your approach to improve results over time 

If you want a podcast that not only educates but also generates business, this episode is your roadmap. 

 

Monetize Your Podcast: The Step-by-Step Guide to Client Conversions 

The Power of a Podcast That Converts 

A podcast is more than just content—it should be a strategic client attraction tool. 

Quick reference to episode #27, where I shared the CRAFT framework (Content, Repurpose, Ask, Feature, Track). 

Today’s episode builds on that with next-level, tactical steps for turning listeners into clients. 

[00:01:39] Mapping Out the Listener’s Journey 

Every listener is at a different stage: Awareness → Consideration → Decision. 

Your content should speak to each stage and naturally move people forward. 

Action Step: Review a recent episode—does it guide listeners through these stages? 

[00:05:33] Structuring Episodes for Conversion 

A high-converting episode isn’t just informative—it’s intentionally designed to drive action. 

Key elements of an effective episode: 

1. Strong Hook – Call out a problem and make them feel understood. 

1. Storytelling – Facts inform, but stories sell. 

1. Micro-Commitments – Get listeners to engage before asking for a sale. 

Action Step: Add one micro-commitment to your next episode (DM, quiz, freebie). 

[00:14:53] Crafting CTAs That Actually Work 

The #1 mistake: A weak, generic CTA. 

How to create a CTA that converts: 

1. Make it time-sensitive → “I’m taking on 5 new clients this month.” 

1. Use a stepping stone → Offer a valuable freebie before a sales call. 

1. Be ultra-specific → Instead of “Book a call,” try “Let’s analyze your portfolio together.” 

Action Step: Update your CTA in your next three episodes. 

[00:20:51] Building an Off-Podcast Conversion Funnel 

Podcasts don’t convert on their own—you need follow-up touchpoints. 

Ways to nurture and convert listeners: 

1. Automated Email Sequences – Guide them after they download a lead magnet. 
2. Private Community or Newsletter – Keep them engaged beyond the podcast. 
3. 1:1 Touchpoints – Personally message engaged listeners. 

Action Step: Implement at least one off-podcast follow-up system this week. 

[00:26:27] – Tracking & Tweaking for Higher Conversions 

If your podcast isn’t converting, it’s time to analyze and optimize. Check your podcast host’s stats, Apple Podcasts, and charts.mowpod.com 

What to track: 

1. Where do listeners drop off? 
2. Which CTAs perform best? 
3. What topics get the most engagement? 

Action Step: Review your last 5 episodes and identify one tweak to test. 

 

The Podcast Conversion Blueprint: Grow Your Audience & Your Business 

A podcast can be your most powerful client attraction tool, but only if it’s designed for conversions. 

• Guide listeners through a clear journey from awareness to action. 

• Structure your episodes to engage and move them forward. 

• Craft strong, specific CTAs that make taking the next step irresistible. 

• Build off-podcast touchpoints to nurture and close leads. 

• Track, test, and refine to improve your results over time. 

Your Challenge: Pick one of today’s action steps and implement it this week. Small shifts create massive results. 

Want expert help optimizing your podcast for conversions? DM me on LinkedIn  

DOWNLOAD the free Podcast Conversion Blueprint so you’ll have a guide to help you implement the steps to turning listeners into clients. 

 

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  

Creating Online Content Beyond Algorithms – Maintaining Authenticity Over Time | Doug Cunnington | Ep 59

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  

  

Strategic Business Growth Starts with Relationships and a Structured Foundation | Jennifer Loehding | Ep 58

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