
4.3K
Downloads
93
Episodes
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 Apr 18, 2024
Strategic Business Growth Through Incremental Improvement | Joe Curry | EP 10
Thursday Apr 18, 2024
Thursday Apr 18, 2024
Wondering which goal-setting process you should use or what you should be doing in your business right now? Feeling like every other business owner knows where they’re going except you’re flying by the seat of your pants?
Continuously Improving Your Business Operations
Joe Curry, a CFP in Canada and the host of the “Your Retirement Planning Simplified” podcast, advocates for the Entrepreneurial Operating System (EOS), and transparently shares how mentors have helped him expand his business vision, brave the online marketing world, and implement structured meetings and goals for each quarter.
Long-Term Commitment and Growth in Podcasting
While Joe is looking for his show’s continuous growth, he’s committed to producing 300 episodes before evaluating ROI on podcasting, which will give the show ample time to attract clients and prove its validity as a marketing arm for his business.
Visionary Strategic Planning System for Businesses
[00:15:50] Strategic Time Management for Enhanced Productivity
By utilizing early morning hours before his kids wake up to map out his year, quarters, months, weeks, and days, Joe stays on track with his goals.
[00:22:48] Podcasting as a Financial Planner
Joe knows how un-approachable financial planning is, so he began podcasting to demystify and address misconceptions and hesitations people commonly feel when it comes to money.
[00:28:00] Long-Term Commitment and Growth in Podcasting
By adopting a mindset focused on longevity and consistently producing valuable content, (try 300 episodes like Joe!) business owners can increase their chances of success and ultimately see a return on their investment in podcasting.
[00:38:55] The Pursuit of Continuous Improvement and Growth
By embracing the concept of "a better way," Joe demonstrates a commitment to growth and innovation in both his professional and personal endeavors.
Actionable Insights
- Implement continuous improvement in business processes
- Dedicate time for intentional planning and prioritize tasks
- Start a podcast for educational and approachable content marketing
- Commit to long-term podcasting for success
As Joe aptly puts it, "Understanding what's a reasonable expectation is crucial; maybe you still measure the ROI but consider the timeline for measuring it." By setting realistic expectations and consistently refining strategies based on data-driven insights, businesses can harness the power of podcasting as a valuable marketing tool.
Joe and I are both obsessed with business books, so this episode is full of our recommendations!
Your Retirement Planning Simplified Episodes discussing charitable contributions:
Episode 25: Charitable Planned Giving
Episode 28: Charitable Giving in Your Community with Lesley Heighway
Connect with guest, Joe Curry:
Website - RetirementPlanningSimplified.ca
Podcast – Your Retirement Planning Simplified
LinkedIn - Joseph Curry B.Sc., CFP, CEPA, CHS
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
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.