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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
3 hours ago
3 hours ago
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
Thursday Apr 10, 2025
Thursday Apr 10, 2025
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:
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 Apr 03, 2025
Thursday Apr 03, 2025
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:
- Strong Hook – Call out a problem and make them feel understood.
- Storytelling – Facts inform, but stories sell.
- 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:
- Make it time-sensitive → “I’m taking on 5 new clients this month.”
- Use a stepping stone → Offer a valuable freebie before a sales call.
- 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:
- Automated Email Sequences – Guide them after they download a lead magnet.
- Private Community or Newsletter – Keep them engaged beyond the podcast.
- 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:
- Where do listeners drop off?
- Which CTAs perform best?
- 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
Thursday Mar 27, 2025
Thursday Mar 27, 2025
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