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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

Thursday Oct 03, 2024
Create Calm in Your Business by Looking Beyond Margins | Susan Boles | Ep 34
Thursday Oct 03, 2024
Thursday Oct 03, 2024
If you’ve experienced burnout, in corporate or in your own business, you know you never want to be there again. But what if you felt stuck in a burnout-bust cycle you didn’t know how to stop?
In this episode, meet Susan Boles, who now owns Beyond Margins where she uses her operations and financial reporting experience to help business owners find CALM in their business through automations, operational efficiencies, and metrics beyond the traditional financial statements.
Susan knows from experience what the warning signs of burnout are and she can spot them BEFORE they cause a crash in your business, help you make changes in how you measure productivity, and recognize issues before they show up on a financial statement, simply because she’s seen the backend of hundreds of service-based businesses and knows what to look for.
Imagine how amazing it would feel to have someone with C-Suite level financial and operational management experience on YOUR side of the table.
Aligning Finance with Operations & Podcast Branding with Business Strategy:
- Discover Susan’s CALM framework
- Learn where her podcast ‘sits’ in the client acquisition funnel
- Hear when you might need a Virtual CFO (aka Fractional CFO)
- Copy her strategy for measuring podcast growth
Follow Susan:
LinkedIn: https://www.linkedin.com/in/thesusanboles/
Website: https://www.beyondmargins.com/
Instagram: https://www.instagram.com/thesusanboles/
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
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