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Podcasting for Financial Professionals is for advisors and financial business owners who believe their expertise deserves a bigger stage—but refuse to let content creation run their life.
Hosted by Virginia Elder, founder of Podcast Abundance, this show strips away hobby-level podcasting advice and focuses on what actually works for high-trust, regulated industries: clear strategy, compliant messaging, and sustainable production that drives authority and real business growth.
If you want a podcast that filters clients, builds trust at scale, and works quietly in the background while you run your firm, you’re in the right place.
Find out more at podcastingforfinancialprofessionals.com
Episodes
Friday Aug 16, 2024
Friday Aug 16, 2024
Not getting traction with your podcast? Or perhaps your follower count is growing but you aren’t seeing them turn into clients.
Most podcast hosts who come to me with this complaint are missing a KEY component of their strategy. Some are afraid to straight-up ask their listeners for the sale and are eluding, insinuating, and crossing all their digits hoping that people will buy. Others are missing signs in their metrics or are using an ineffective or non-existent repurposing strategy.
In this episode, you’ll learn the magic word to help you audit your own podcast for the 5 key components so you can start converting listeners to leads fast!
How to Transform Your Podcast into a Client Magnet:
- Every episode should solve a specific pain point and use action-oriented language
- Create your pillar content ONCE and repurpose efficiently
- Don’t ignore your metrics, some matter more than others
Learn the ONE word that will help you turn followers into clients. I also share a very basic funnel structure you can copy as your blueprint to making online sales. The trick is to actually talk about your freebies, offers, and sales so that listeners know how to take the next step with you. If you don’t talk about it and make it easy for them to buy, they’ll do nothing.
Maximize Your Podcast’s Impact for Business Growth
I know your ultimate goal with podcasting is to grow your business. Let’s dig in and see what’s missing. If you’re interested in having me personally audit your show, book your audit here. https://buy.stripe.com/eVa2904dIarggc83ci
We’ll coordinate two calls to discuss your frustrations and my findings, and you’ll walk away with a complete PDF report full of actionable steps you can take immediately to start seeing conversions. We can all benefit from a 3rd party perspective on our creations and I’d love to help you in this way.
Meanwhile, stay tuned for the 3rd episode in this solo miniseries next week!
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 Aug 08, 2024
Thursday Aug 08, 2024
In this five-episode mini-series (this is the first of five) I’m breaking down the essentials of podcasting, from understanding what a podcast truly is to leveraging it for client acquisition.
I field questions all the time about what podcasting really is, how to do it, how to record, where to put recordings, and how to properly publish audio or video that has been recorded. Of course, there’s nuance, editing that can be simple or complicated, and anywhere from 5-30 steps to produce each episode we manage, but this mini-series will help answer some of the most frequently asked questions!
During these five episodes, you’ll hear practical steps like how to set up a podcast host account, why you need an RSS feed, and the nuances of video podcasting. Whether you're a financial service professional or a budding entrepreneur, this series offers valuable insights to elevate your business through effective podcasting strategies.
Episode Highlights:
- Introduction to Podcasting: Understanding the basics of what podcasting really is and what you need to create a proper show.
- Why Choose Podcasting: Exploring why podcasting is an effective marketing method and how it can drive client acquisition.
- Budgeting for Podcasting: Discussing how much money you should plan on spending on this marketing endeavor and for how long.
- Content Creation: Tips on what to say, how to structure your show, and how to use batch recording to your advantage.
- Repurposing Content: Strategies for repurposing your podcast content for social media, blogs, newsletters, and more.
Key Takeaways:
- Podcasting Basics: A podcast must have an audio element broadcast to various apps via an RSS feed. This involves recording audio, uploading MP3 files to a podcast host account, and distributing the episodes to listening apps.
- Video in Podcasting: Adding video to your podcast can complicate production but also offers additional opportunities for reaching different audiences.
- Podcast Host Accounts: Options include Podbean, Buzzsprout, Libsyn, Captivate, and Castos, with prices ranging from $5 to $30 per month.
- Distribution: Properly setting up your podcast host account ensures your episodes are automatically fed to all podcast platforms via the RSS feed.
- Video vs. Audio: Understanding the difference between audio-only podcast listeners and video consumers on platforms like YouTube.
"The purpose of a podcast for financial services professionals is often to educate their listeners. Podcasts also just naturally work to attract ideal clients because the more often they hear your voice and receive good information from you, the more they trust you." – Virginia Elder
- Podcast Host Options: [Podbean](https://www.podbean.com/), [Buzzsprout](https://www.buzzsprout.com/), [Libsyn](https://www.libsyn.com/), [Captivate](https://www.captivate.fm/), [Kastos](https://www.kastos.com/)
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 Aug 01, 2024
Thursday Aug 01, 2024
From growing up behind a gas station in Los Angeles to witnessing extreme poverty in Uganda, Wendie Veloz shares how her unique perspective on abundance has shaped her life and business. She delves into the challenges and breakthroughs of starting her own business as an executive coach, highlighting the crucial need to release a scarcity mindset and recognize your worth.
Wendie offers valuable advice on setting personal and business goals, advocates for a holistic approach to well-being, and reminds entrepreneurs that your audience is out there waiting to connect with you.
Tips for Business Growth
[00:09:01] Four Types of Resources for Business
[00:24:05] Wellness Recipe for Moving Forward
[00:35:15] Taking Action to Attract Your Audience
[00:41:45] Leveraging Strategic Content Generation
Encouragement for Entrepreneurs
– Understand the value you offer others and when you need to leverage resources.
– Take ownership of the direction you want your business and life to go.
– Enjoy the freedom of a flexible schedule and schedule time dedicated to self-care.
– Connect with your audience with storytelling and strategic content.
Key to Attracting Clients
Whether you’re launching a podcast, newsletter, or social media presence, it’s important to dive into what draws your audience in. Measure what is working and what isn’t and be willing to make changes when necessary.
“It was out of a labor of love to want to improve and not give up, because when you're podcasting and you don't see the thousands of people, and it's not the field of dreams situation, you could very easily be like 20 episodes and deuces. But because I was like, no, I know they're out there. I know they like what I have to say. I know they come when I talk. I'm going to stick with it. And I'm going to see it to fruition, and it's going to get big.” - Wendie Veloz
Connect with guest, Wendie Veloz:
Website – Wendie Veloz - Social Impact Strategist
Podcast – Social Impact Level Up Podcast
Instagram – Wendie Veloz
LinkedIn – Wendie Veloz
Facebook – Wendie Veloz Enterprises
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 Jul 25, 2024
Thursday Jul 25, 2024
Embracing the experimental nature of business is no easy feat. Amy Traugh, a former healthcare professional turned entrepreneur, shares her profound journey from pursuing traditional markers of success to diving into a world that requires a constant cycle of trial and error.
Amy recalls her early days as a new entrepreneur, highlighting the value of mentorship and having a clear business plan. Learn how Amy’s approach to networking and building relationships allows her to navigate the unpredictable waters of business with agility and resilience.
Action Steps to Propel Your Business Forward
[00:16:11] Tools and Automations for Efficiency
[00:26:44] Building Visibility and Credibility
[00:38:22] Key Metrics to Track in Business
[00:53:57] How Podcasting Creates Abundance
Managing Your Entrepreneurial Rollercoaster
– Pause, reflect, and ask yourself tough questions to gain clarity on your business goals.
– Find mentors who have achieved what you aspire to and leverage their expertise.
– Consider using podcasting to build your authority, connect with your audience, and expand your network.
– Understand your business’s financial health by tracking key metrics like operating expenses and revenue sources.
Embracing Curiosity in Your Business
Amy encourages those venturing into the world of entrepreneurship to embrace messy action. Stay curious about what works and what doesn’t work for your business and be willing to adjust along the way.
“Being an entrepreneur, we have to be willing to take risks, very calculated risks. But it does involve stepping outside of your comfort zone, acknowledging that fear, and going, you know what? I've got an empire to build, and I'm going to do it. Even though to everyone else it may not make sense, it makes sense to me, and let's just go for it.” - Amy Traugh
Connect with guest, Amy Traugh:
Website – Amy Traugh - LLC Business Strategist
Podcast – The Motivated CEO Podcast
Instagram – Amy Traugh
YouTube – @AmyTraugh
** Make sure you grab a FREE copy of Amy’s book, The CEO Method! Get it shipped to your doorstep by visiting https://www.amytraugh.com/freebook
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 Jul 18, 2024
Thursday Jul 18, 2024
The landscape of online business has transformed dramatically in recent years, driven by the rise of social media and advancements in artificial intelligence. Jodi Krangle, an experienced voice actor and podcast host, shares how she’s sustained a successful business as the industry experienced dynamic changes.
Jodi covers the benefits of outsourcing, nuances of licensing deals, and the importance of understanding your unique value. Discover how Jodi distinguishes herself among thousands of voiceover artists while ensuring she takes time to recharge, allowing her to keep doing what she loves most.
Tips for Maintaining Efficiency
[00:12:20] Outsourcing to Increase Productivity
[00:20:10] Leveraging Your Why
[00:35:17] Nurturing Your Client Base
[00:37:21] Increasing Visibility with a Website
Playing the Long Game in Business
– Outsource tasks you don’t enjoy so you can focus on what you love doing.
– Understand the limitations of AI and know when to incorporate a human touch.
– Establish yourself as a voice of authority to build trust and engagement.
– Make yourself memorable to ensure opportunities for recurring revenue with clients.
Establishing Emotional Connection
Whether you’re selling a service or product, Jodi highlights why creating genuine connections with your audience is essential to the success of your business.
“And most selling of any kind, advertising, marketing, branding, it's all about being memorable. And if you're not memorable, it's a failed whatever. It's a failed advertisement, it's failed marketing, it's failed branding. And if you really want to be remembered, you need to hit people in the heart. You need to make them care about who you are. You can't just show them. We don't buy based on logic. We buy based on emotion.” - Jodi Krangle
Connect with guest, Jodi Krangle:
Website – Jodi Krangle - Voice Actor
Podcast –Audio Branding Podcast
Instagram – Jodi Krangle
Facebook – Jodi Krangle Business Page
YouTube – @JodiKrangleVO
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 Jul 11, 2024
Thursday Jul 11, 2024
There’s a big difference between knowing what you have versus being grateful for what you have. Virginia welcomes CPA, comedian, and CFO of the iconic Comedy Store Bob Wheeler, who speaks to the value of embracing gratitude and infusing joy into all aspects of his life. Bob explains how his own past issues with money inspired him to start a business to support others through their financial journey.
Bob hones in on why relationship-building and maintaining integrity in business is essential, and how making time to listen and engage with others can result in unexpected opportunities and growth. He also encourages business owners and leaders to be open to difficult conversations and to be okay with imperfection.
Prioritizing Integrity
[00:17:05] Practicing What You Preach
[00:20:43] Clarifying Your Purpose
[00:29:53] Understanding Transactional vs. Relational Business
[00:33:25] Taking Responsibility and Knowing When to Pivot
Embracing Emotional Intelligence in Business
– Focus on genuine connections with clients and colleagues rather than merely conducting transactions.
– Manage business in a way that aligns with your personal values, even if it means losing a client.
– Regularly evaluate your motivations and actions to ensure they align with your personal and professional goals.
– Get comfortable having difficult conversations and recognizing the emotions tied to your work.
Getting Clear on What Matters
Bob believes instead of striving for perfection, it’s better to reflect on what brings you joy and revitalizes your energy, allowing others to see the human in you.
“I think it's so important to really know what our mission is, what our purpose is in the business and in life in general, because they're not separate. I incorporate my personal life into my staff, my employees, my clients, the professionals that I work with. I don't try to keep all that stuff separate. This is me. This is how I'm going to show up, and I'm going to show up in all aspects of my life.” - Bob Wheeler
Connect with guest, Bob Wheeler:
Website – Bob Wheeler - The Money Nerve
Podcast – Money You Should Ask
YouTube – @TheMoneyNerve
Book – The Money Nerve
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 Jul 04, 2024
Thursday Jul 04, 2024
It’s no secret that starting your own business often involves overcoming significant financial and mental hurdles. In this episode, Annie Dickerson recalls her days as a brand new entrepreneur wrestling with self-doubt and reluctance, emphasizing the need for support and perseverance. Her story is not only about creating a successful business, but also about providing access for others to build wealth and achieve financial freedom.
Annie sheds light on the concept of spherical abundance, a holistic approach to wealth that goes beyond finances and encompasses all areas of your life. She explains how adopting this mindset allows her to embrace uncertainty, trust the process, and maintain a stable work-life balance while growing her business.
Expanding Your Reach
[00:06:14] Starting a Business to Help Others
[00:26:05] Simple Ways to Avoid Burnout
[00:34:40] Building an Online Presence with Patience
[00:47:14] Understanding When to Outsource
Tackling Business Obstacles
– Allow for flexibility in your business goals rather than sticking rigidly to a linear path.
– Prioritize self-care and take small breaks throughout the day to maintain your energy and perspective.
– Start with what you know and gradually expand your online presence, focusing on one platform at a time.
– Establish a basic proof of concept before outsourcing tasks to ensure effective delegation and management.
Acknowledging Your Superpowers
It’s not always easy to navigate the ups and downs of starting a new venture, and Annie encourages entrepreneurs to remember the inherent power they have within to cultivate the life and business they want.
“That speaks to abundance in a different way because you have it all in you already. It's not like you have to go external to find all this energy and these skills and whatnot. It's already within you, and it's just about being intentional to connect with that.” - Annie Dickerson
Connect with guest, Annie Dickerson:
Website – Annie Dickerson - Goodegg Investments
LinkedIn – Annie Dickerson
YouTube – @Goodegginvestments
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
Friday Jun 28, 2024
Friday Jun 28, 2024
Too many business owners feel like creating content for their business is a time-suck. Most business owners also feel unsure about why they’re creating social media content or YouTube videos and how those activities might be moving them closer (or further!) from their business goals.
In this episode, we explore the 80/20 rule applied to content creation, focusing on how to balance long form and short form content to maximize your business's impact. Learn the (very different) benefits of each type of content, understand which content aligns with your unique business goals, and learn how to effectively allocate your time toward creating content that will actually HELP your business!
The Difference Between Long Form vs. Short Form Content:
Long form content can be audio, video, or written work more than 1000 words and longer than 90 seconds. Examples include Podcasts, Webinars, YouTube videos, Case studies, stories, articles or blog posts, guides, and whitepapers.
Short form content is less than 1000 words and shorter than 90 seconds. Examples include Facebook and Instagram reels, TikTok videos, YouTube shorts, and social media captions.
Applying The 80/20 Rule to Your Content Creation Efforts:
Spend 80% of your content creation time on long form content and 20% on short form content.
This approach helps in building relationships, boosting SEO, and establishing authority.
How Long-form Content Benefits Your Brand:
- Enhances SEO for your website.
- Builds trust and authority.
- Fosters long-term relationships with your audience.
Why Create Short-form Content for Your Business:
- Expands reach and builds credibility.
- Engages audience with bite-sized, easily digestible information.
- Utilizes trending audio and music for higher engagement.
4 Simple Steps to Adjust Your Content Creation Strategy to Align with Your Business Goals:
1. Evaluate how you allocate your content creation time between long form and short form content, aiming for an 80/20 split favoring long form.
- Consider the specific impacts of long form versus short form content on your target audience and adjust your strategy accordingly.
- Reflect on your comfort level and skills in video content creation, and seek professional help if needed to maintain quality.
- Regularly review and adjust your content strategy to ensure it aligns with your business goals and audience engagement needs.
Mastering the 80/20 Rule for Content Creation:
[00:04:14] Understanding Long Form vs. Short Form Content
[00:06:17] The Role of Short Form Content in Engagement and Reach
[00:07:59] Benefits of Long Form Content for Financial Services
[00:10:33] Applying the 80/20 Rule to Content Creation Time
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 Jun 20, 2024
Thursday Jun 20, 2024
When it comes to creating a new business, some dreams are too big to handle alone and allowing others to support your vision can lead to mutual growth and success. Haley Thomas from “The Passion Pursuit” podcast, shares why harnessing the strengths of others and fostering a collaborative community are key to turning your dreams into reality.
Haley sheds light on the strategy of asking “who” instead of “how”, an approach that has streamlined her business processes and helped her lean into the power of accountability and community support. She also embraces the mindset “Why not me?”, emphasizing that success isn’t just about what we can see, it’s about what we can imagine and create from within.
Cultivating Confidence in Your Vision
[00:15:15] Identifying Your Superpowers
[00:22:04] Building an Intentional Community
[00:35:38] Creating and Maintaining Effective Systems
[00:41:06] Recognizing the Need for Accountability
Tips for Navigating Entrepreneurship
– Consider taking a strengths assessment test to hone in on your zone of genius.
– Utilize project management tools to ensure nothing gets lost in the shuffle.
– Establish a regular check-in schedule with fellow entrepreneurs or creatives who can hold you accountable for your goals.
– Develop and clearly document your vision for your business, revisiting it often to keep you focused on your primary goals.
Leveraging Your Strengths
By identifying your unique abilities, seeking out supportive communities, creating effective systems, and embracing accountability, you can pave the way for a fulfilling journey to reach your goals.
"We're always looking at what we're lacking, at what we need more of, at what we're not good at. And I think that... we're not meant to play all these different parts or to be all these different things. But to really understand and see that, again, you have everything you need within you to succeed. And when you recognize that and lean into what you have, lean into those superpowers, everything else starts to become a lot easier." – Haley Thomas
Connect with guest, Haley Thomas:
Website – ThePassionPursuitCo.Com
Podcast – The Passion Pursuit
Instagram - thepassionpursuitco
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 Jun 13, 2024
Thursday Jun 13, 2024
Building a foundation for long-term success requires strategic planning and intentional action. From selling an online community she built to creating digital products, Danielle Desir Corbett, host of “The Thought Card” podcast, shares how strategic business decisions can lead to less worry and more freedom.
Danielle opens up about unlearning the grind mentality and embracing spaciousness in her finances and time. She also reveals her strategies for podcast monetization, including high-ticket affiliate marketing and securing sponsorships, all of which allow her to achieve more by doing less.
Diversifying Your Income
[00:07:33] Opportunities for Multiple Income Streams
[00:13:46] Details about Acquiring Sponsorships
[00:31:28] Optimizing Existing Content for SEO
[00:47:51] Podcast Marketing Coaching
Strategies for Creating Space in Your Business
– Evaluate where you can create more freedom in terms of time, energy, and finances.
– Consider succession planning for your projects: Could someone else take over and bring fresh energy while allowing the project to continue and grow?
– Explore passive income streams based on your expertise.
– Identify aspects of your work that can be outsourced to improve the quality of your output and free up your time.
Power of Experimentation in Business
Learning from both successes and failures leads to continuous improvement and innovation. Danielle’s experience highlights how trying new things can lead to opportunities to grow and earn money while saving time and energy.
"A lot of business is experimenting, not being emotionally attached to what you're creating, and you just put things out there, and then as you put things out there, you're like, oh, that didn't work. Take it back. Oh, this worked. Let's keep going. Add the fire, you know?" – Danielle Desir Corbett
Connect with guest, Danielle Desir Corbett:
Website – DanielleDesir.com
Instagram – @TheDanielleDesir
LinkedIn - Danielle Desir Corbett
Podcast – The Thought Card
YouTube – @TheThoughtCard
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