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The go-to resource for financial advisors, CPAs, wealth managers, and financial consultants who want to elevate their authority, expand their reach, and attract high-value clients through podcasting. Hosted by Virginia Elder, founder of Podcast Abundance, this show delivers expert strategies on high-end podcast production, effortless content repurposing, and sustainable growth. Whether you’re launching, optimizing, or scaling your show, you’ll learn proven tactics to refine your message, enhance client engagement, and position yourself as a trusted industry leader. Find out more at podcastingforfinancialprofessionals.com
Episodes
7 days ago
7 days ago
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:
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
Thursday Mar 20, 2025
Thursday Mar 20, 2025
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:
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
Saturday Mar 15, 2025
Saturday Mar 15, 2025
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 finance reduces the fear and other perceived barriers someone might feel as they search for a financial service provider.
Take Brittne Halford’s story for example. She’s a remarkable physician and financial coach who turned a daunting $131,000 student loan debt into a platform of empowerment for women in healthcare. Brittne's story is a beacon of hope, illustrating how she conquered her financial burdens in less than three years and founded More Joy, More Wealth, her financial coaching platform.
Through insightful anecdotes, Brittne helps healthcare professionals manage their personal finances well, resist lifestyle inflation, and focus on authentic happiness.
As you listen to my conversation with Brittne, I encourage you to consider how financial professionals (you) can craft engaging content through various types of stories that resonate with your audience. One tip Brittne shares is to research her competitors’ content to see what’s performing well so she can create he own content around those hot topics.
(00:02) Creating Joy and Wealth in Healthcare
(09:03) Maximizing Time and Outsourcing Efficiency
(18:42) Navigating Entrepreneurial Journey and Time Management
(32:13) Crafting Engaging Content for Financial Professionals
"When you focus on the things that bring you joy—not the Joneses—then you're going to have enough, because you're not overspending due to boredom, loneliness, or guilt." - Brittne Halford
What can you apply to your own podcast?
Leverage Content Across Platforms: Focus on consistency and efficiency by streamlining the recording and editing process. Align your work across platforms like YouTube, podcasts, and social media to streamline efforts and maintain a cohesive brand. This advice applies to new and established podcasters considering how to best record the content once and reformat it to each platform’s specifications to maximize their efficiency, reach, and impact.
Outsourcing Tasks: A significant point discussed is the delegation of tasks that do not require personal involvement. For podcasters, this can mean outsourcing editing, social media management, or administrative tasks. This advice is particularly useful for established podcasters who might be overwhelmed with the operational aspects of their show.
Content Creation and Engagement Strategies: By researching competitor content, using trending audio, and focusing on relatable stories for your listeners, new podcasters will establish a strong foundation for content creation, while established podcasters will find opportunities to stay relevant and expand their existing strategies.
Batching Content: Recording several episodes in one day creates consistency and efficiency withing the recording and production process, but also provides the host freedom outside of that recording session to increase visibility and engagement. This strategy can help podcasters, both new and established, manage their time better and ensure a steady flow of content.
Authenticity and Vulnerability: Virginia Elder and Brittne discuss the power of showing vulnerability and authenticity in connecting with audiences. This is crucial for new podcasters to establish a genuine connection with listeners and for established ones to maintain and deepen that relationship.
Action Steps:
- For those launching a podcast, start by clearly defining your niche and aligning content across multiple platforms for consistency.
- Consider outsourcing tasks that are not your core competency to focus on creating high-quality content.
- Regularly research trends and competitor content to stay relevant and inspire new ideas.
- Batch create episodes to maintain a consistent release schedule.
- Focus on authentic storytelling to engage and resonate with your audience deeply.
Follow Brittne at:
https://www.youtube.com/@brittnehalford-joyfulwealth
Podcast: Wealth Minded MD
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
Thursday Mar 06, 2025
Thursday Mar 06, 2025
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 version of us.
Evolving Your Brand for Professional Success
(03:32) Benefits of Strategic Rebranding
(09:25) Phased Rebranding Strategy
(14:44) Updating Branding Across Platforms
(19:27) Creating a Clear Brand Identity
Rebranding your online presence can be intimidating, simply because there are so many social platforms, plus your website, YouTube, and, of course, the podcast platforms.
5 steps to a successful podcast rebrand:
- Clarify Your Focus
- Update your Podcast Name & Cover Art
- Update Episode Titles & Descriptions
- Announce your Rebrand
- Update Everywhere – Socials, Website, and Listings
This podcast is being rebranded from Reaching Abundance and the broader concept that all of us business owners are working toward our own definition of abundance to the much more specific, Podcasting for Financial Professionals. The new name of the show requires no explanation – the clarity is instant for anyone who listens, guests, or might be searching for guidance in the podcast space.
This is the level of clarity we all need, and I hope that by inviting you behind the scenes of my podcast rebrand, you’re encouraged as to what’s possible, relieved that you can execute a rebrand in phases, and excited to move forward with today’s version of you since you’re probably going to have to change a few things down the road anyway.
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Thursday Feb 27, 2025
Thursday Feb 27, 2025
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 that people WANT to sell while also helping families who WANT to stay in their home. You CAN have both a helpful, fulfilling personal brand built from your passion to help others AND a thriving business where you serve those at an elevated economic status.
There are a few golden nuggets he shared about his authority-building journey:
- Creating a financial budget and timeline
- Strategically planning podcasting into the marketing budget
- Recognizing ROI via avenues other than direct client acquisition
- Outsourcing editing and management of his content to preserve his energy and time
The Balancing Act of Business and Purpose
(00:34) Balancing Business and Personal Brand
(10:43) Strategic Planning for Personal Brand
(16:01) Calculating Budget for Brand Building
(27:19) Overcoming Challenges in Podcasting
(33:01) Outsourcing Content for Brand Sustainability
(46:03) Embracing Purpose in Business Journey
DJ’s abundance mindset is obvious when he says, “By helping those folks, I'm doing them, or their generation, a good deed that inevitably will come back to me in some way, shape, or form."
Faced with the lack of immediate audience feedback in podcasting and dealing with online criticism, there is a candid discussion on overcoming insecurities and the importance of genuine passion in creative pursuits. We also explore the practicalities of sustaining a podcast, including the decision to reduce episode frequency to maintain quality and personal balance. The episode encourages listeners to embrace their current life season, seek out opportunities that align with their passions, and live a life rich with purpose and without regrets.
Equipment & software used to record & produce this episode:
Samson Q2U mic
Logitech 4k webcam
Connect with guest, DJ Olojo:
The Foreclosure Fix book & website
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Thursday Feb 20, 2025
Thursday Feb 20, 2025
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 imagined – all because of their extremely clear brand name. Could you possibly name your brand or your show for the specific group of people you serve?
The magic in doing so is that when those people find you, they’re ALL IN, thanks to the specificity of your branding.
Bri Conn takes us behind the scenes of niching down, establishing a co-hosted podcast, their recording workflow, and choosing to outsource post-production. You’ll also hear:
- How she maintains privacy, even with a large digital presence and being recognized in public
- The way the Childfree Wealth® team communicates about airing potentially sensitive topics
- How they use Google Calendar’s color-coding system to establish time-blocks for various business activities
- Their funnel strategy to guide podcast listeners and website visitors toward their low-cost offer and finally to full financial planning
Building a Big Brand by Serving a Small Niche
(00:34) The Power of Niching Down
(13:18) Embracing Authenticity for Success
(19:53) Navigating Privacy in Personal Branding
(25:11) Effective Communication in Podcasting Workflow
(30:55) Streamlining Podcast Workflow and Lead Generation
(35:54) Building a Financial Planning Podcast
Effective communication is a recurring theme as we dive into the operational aspects of podcasting and financial planning. Bri shares insights into the streamlined workflow of the Childfree Wealth® Podcast, now boasting over 120 episodes, and the critical role of adaptability in content creation.
Learn about their innovative Childfree Wealth® Checkup service, designed as a low-cost entry point for clients to engage with their unique financial planning approach. This episode is a must-listen for anyone looking to harness the power of niching down, maintain authenticity, and streamline their workflow, whether in podcasting or any other entrepreneurial endeavor.
Equipment & software used to record & produce this episode:
Samson Q2U mic
Logitech 4k webcam
Connect with guest, Bri Conn:
Childfree Wealth® www.childfreewealth.com
YouTube: https://www.youtube.com/@ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Instagram: https://www.instagram.com/childfreewealth/
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Thursday Feb 13, 2025
Thursday Feb 13, 2025
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 helps no one.
Never pursuing your book, podcast, etc. because you were afraid compliance would say no is a sentence for that idea to die. Did you even ask?
Meet Eric Brotman, CFP®, podcast host, author, speaker, and consultant – get inspired by the proof he’s created for you – that you CAN publish that book, create that YouTube channel, launch that podcast, and much more. It may take some prodding, patience, and persistence with a dash of collaboration with your friendly compliance office, but where there is a will, there is a way.
Get advice on:
- Working with compliance to establish an OBA (Outside Business Activity)
- Growing your financial practice by adding advisors to your team
- Content strategy and structure as a Financial Advisor
- Whether a consistent TV spot, local radio, podcasting, or guesting might work best for you
Eric speaks openly about the structure of his business today and why new clients don’t work directly with him and instead work with an advisor on his team. His advice around not quitting your day job hits too. He says, “I am not a podcaster, I am not an author, I am not an influencer. I'm a financial advisor. I'm a financial advisor who happens to have a podcast and write books and do public speaking, but I am not changing my day job. ...You don't have to be a professional at this.”
Building Influence through Financial Storytelling
(00:35) Financial Advisor's Content Creation and Influence
(13:36) Navigating Compliance for Financial Content
(24:21) Effective Content Creation for Financial Advisors
(32:55) Maximizing Abundance Through Collaboration
Equipment & software used to record & produce this episode:
Riverside.fm https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=virginia
Samson Q2U mic
Logitec 4k webcam
Connect with guest, Eric Brotman:
Brotman Financial Group: www.bfgfa.com
“Don’t Retire, Graduate!” Podcast & Eric’s books: www.brotmanmedia.com
Amplify Your Financial Planning Practice: www.brotmanconsultinggroup.com
4 Accounts where your $$ is never taxed again: www.lowtaxbook.com
Instagram: https://www.instagram.com/dontretiregraduate/
LinkedIn: https://www.linkedin.com/in/ebrotman/
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Thursday Feb 06, 2025
Thursday Feb 06, 2025
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’ search results is the goal, but finding out HOW to do so is tough when all the headlines are just hype about why you should have a podcast.
The copywriting components of podcast post-production shouldn’t be an afterthought! I break down the essentials of SEO for your podcast and provide tips on how to do each of the three levels effectively.
Any search engine (Google, Apple podcasts, Safari, Bing, Spotify, YouTube, etc.) explores the copywriting components of your podcast in this order:
- Titles
- Show Notes
- Transcripts
Expanding Your Podcast's Digital Footprint
Learn my tips on strategic keyword research, use of AI tools, cross-promotion, and how to ditch industry jargon and, instead, use everyday language that your potential clients are actually searching for.
(0:06:49) Three Tips on How to Optimize Your Podcast Episode Titles
(0:09:34) How to Infuse Keywords into Your Podcast Show Notes and YouTube Descriptions
(0:14:54) Ways to Use Transcripts Effectively, Rather Than Copy/Pasting a Wall of Text
(0:22:06) Three High-Impact Strategies to Grow Your Podcast Audience Organically
(0:23:23) How to Implement a Keyword Strategy and Perform SEO Research for Your Topics
(0:28:00) What Backlinks Are and How to Get More of Them
(0:32:27) Repurposing Options to Look Like You’re Everywhere All The Time
Grow Your Audience with Podcast SEO
As the world moves into this content-heavy, all-video, new normal, you must embrace the platforms, workflows, and opportunities that work for you, and ignore the ones that don’t. If you’re already strapped for time, don’t try to adopt a new platform or add video into your workflow – you should be exploring outsourcing or deciding what to cut from your already-full plate.
Alternatively, if you’re working hard to establish a personal brand, have been wanting to “get out there” for a long time, and are interested in being strategic with your content creation to grow your business, then go all-in on ONE of the action items in this episode at a time.
If you can take action on only one thing in this episode, optimize your episode titles to reflect the phrases and questions your ideal clients are already typing into the search bar.
Resources mentioned in this episode:
AI Reels/Shorts cut from your long-term content:
My favorite remote recording platform:
Equipment used to record & produce this episode:
DJI Osmo Pocket 3 with lapel mic
Sony ZV1
Samson Q2U mic (used to record the audio-only version)
Find a VA through Camille Walker: https://camille-walker.mykajabi.com/coaching-programs
Listen to Camille on Episode 51 of Reaching Abundance:
YT: https://youtu.be/NT_2l2rEvZ8
Spotify: https://open.spotify.com/episode/66xZiJxwOFeiiWimwahyff?si=d0rpZ7R6Rtm4UQsR8jIZVg
Any podcast app: https://lnns.co/U8f2iyjBTwQ
Related Episodes:
Episode #20: Long-form vs Short-form Content Creation Using the 80/20 Rule
YT: https://youtu.be/28YV693MaXs
Spotify: https://open.spotify.com/episode/70Ci8SfKiMUvrXMymuv3ed?si=IQ5nXOeNRgmKS01bltw4og
Any podcast app: https://lnns.co/MCaH5PeolXV
Episode #28: How Much Does It Cost to Produce a Podcast?
YT: https://youtu.be/XYeBH2ZwF_4
Spotify: https://open.spotify.com/episode/4NWnXTlkmuJIko49lzucTQ?si=1502e73aaa944c7d
Any podcast app: https://lnns.co/dGmU7Zp1uX9
Episode #36: Podcast Growth Strategies
YT: https://youtu.be/oPh328Nq1No
Spotify: https://open.spotify.com/episode/2Aexe5sSTlkIMabJfH3Cjb?si=8kkqZfPNTi6w8uTZHJ8ujw
Any podcast app: https://lnns.co/QU4vqmn0VKb
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Thursday Jan 30, 2025
Thursday Jan 30, 2025
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.
Camille prioritizes mental and physical well-being and stresses the importance of recognizing when it’s time to delegate and ask for support when needed.
Business Exit Planning
(00:10:39) Top 3 Time Wasters for Business Owners
(00:27:46) Streamlining Operations with Multiple Virtual Assistants
(00:34:49) Equipping Moms for Business Success
(00:48:39) The Power of Investing in Yourself
"I really love the idea of allowing women to stand into the power that they have. Whether it's $10,000 a year or a million a year, who cares? You are the CEO of your life and your business, and I want you to share that and have a platform to share that and to inspire others.” - Camille Walker
Connect with guest, Camille Walker:
Website – Camille Walker
Instagram – @CallMeCEOPodcast
Podcast – Call Me CEO Podcast
Website – My Mommy Style
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Thursday Jan 23, 2025
Thursday Jan 23, 2025
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 through his consulting, he provides unbiased advice, prioritizing client needs without the conflicts of interest often associated with commission-based brokerage.
David emphasizes the value of strong business connections and highlights the critical factors in a successful business sale: robust cash flow and well-defined, transferable processes that enable a smooth transition for a new owner.
Business Exit Planning
(00:17:41) Maximizing Advertising Content for Successful Sales
(00:22:10) Understanding Business Valuation
(00:33:03) Identifying Transferable and Skill Gaps in Acquisition Strategy
(00:42:11) Systemizing Your Business for Sale
"The minute you decide to sell your business, the business itself becomes a piece of inventory. And you have to make this attractive for somebody to want to pick it up off the shelf and buy it.” - David Barnett
Connect with guest, David Barnett:
Website – David Barnett
YouTube – @DavidCBarnett
Podcast – David C. Barnett Small Business and Deal-Making Podcast
Book – Buying vs. Starting a Small Business: A Guide to Keep You from Going Broke
Book – 21 Stupid Things People Do When Trying to Buy a Business
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:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com