Reaching Abundance: Recent Episodes
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Helpful guidance for moms around positive mindset, creating simplicity, practicing true self care, and most of all, money management
What if your podcast could calm client anxiety before your inbox fills with panicked questions?
This episode breaks down the “flash episode” strategy: a short, timely podcast or YouTube update you can release when an external event creates confusion, concern, or decision pressure for your audience.
This might be a sudden market drop, a major tax law change, a regulatory update, a banking scare, an interest rate decision, or another headline your clients are likely to ask about. Rather than letting the news cycle shape their emotions before you have a chance to speak, a rapid-response episode gives you a calm, compliant, and scalable way to provide context.
Planned Content Protects Your Sanity
When I help financial professionals map out podcast content for the quarter, one common concern is, “What if something happens and we need to respond?”
The answer is not to abandon planning. Planned content gives your show structure, sustainability, and breathing room. When your evergreen episodes are already mapped, a timely update can be inserted intentionally instead of turning your entire production calendar into an emergency.
Your planned content is not a cage. It is the structure that gives you room to respond well.
What a Flash Episode Should Do
A flash episode is not a full production masterpiece. It may be five to eight minutes long, recorded quickly, and published as a bonus episode, YouTube update, or client resource.
The goal is to acknowledge what happened, explain what it may or may not mean, remind listeners of the bigger picture, and clarify what action, if any, they should take.
For a market drop, that might sound like: “Here is what we are watching, why short-term movement does not automatically change a long-term plan, and which questions are worth asking before making a decision.”
Compliance Still Matters
If you work in a compliance-heavy environment, prepare your process before you need it. Create a repeatable outline, pre-approved disclaimer language, a standard review path, and clear boundaries around predictions, performance claims, promissory language, and client-specific recommendations.
A simple framework can help:
What happened?
Why are people reacting?
What are we watching?
What does this mean in context?
What should listeners avoid doing impulsively?
When should they reach out?
Use Timely Episodes Sparingly
Not every headline deserves your microphone. A flash episode should be reserved for moments when your audience is likely to feel worried, confused, or pressured to make a decision.
When used well, this kind of episode becomes one of the most trust-building pieces of content you release all year because it arrives when people actually need your voice.
Action Steps From This Episode
- Build a quarterly content plan around evergreen topics, client questions, and search-friendly education.
- Create a rapid-response episode outline before the next major market or legislative event happens.
- Decide whether flash episodes will replace a scheduled episode, publish as a bonus, or live primarily on YouTube.
- Prepare compliance-friendly language in advance so timely content can move more smoothly.
- Use rapid-response episodes to create clarity, not panic, and to guide listeners back to their larger plan.
If you want your podcast to support both evergreen trust-building and timely client communication, download the free Podcast Conversion Blueprint. It will help you structure your show around strategy, conversion, and a clearer path from listener to lead.
What if the next level of your business is not being held back by your tactics, your content, or your credentials—but by the beliefs you have not questioned in years?
In this episode, I’m joined by Randy Gage for a direct conversation about money mindset, prosperity principles, personal transformation, and what it really takes to become iconic in your field.
Randy does not soften the message. If you want to advise people at the next level, build a high-value practice, attract stronger opportunities, and create more meaningful client results, you have to examine the invisible ceilings shaping your own identity, income, and influence.
Rather than tossing quick tactics in your direction, Randy encourages you to explore what it takes to become the kind of person who can hold more responsibility, create more value, and serve from a place of earned conviction.
Breaking Hidden Money Beliefs
Randy shared how early beliefs about money, success, wealth, and worth can quietly shape adult outcomes, even for professionals who work with money every day.
For advisors, CPAs, and other financial professionals, this creates an important question: are you teaching clients principles you fully believe for yourself, or are there still parts of you operating from scarcity, limitation, or fear?
Those beliefs may not show up as obvious self-sabotage. They may appear as underpricing, vague positioning, weak boundaries, reluctance to publish, resistance to visibility, or hesitation around serving higher-net-worth clients.
Why Identity Shapes Client Results
If you want to serve higher-level clients, communicate with more authority, or build a practice that feels more expansive, the work is not only external. It begins with who you are becoming.
(00:05:51) Receiving a second chance from the court system
(00:09:05) Struggles with failed business ventures
(00:11:59) Magnitude of scale in sales
(00:15:35) Forming early money beliefs
(00:17:33) Questioning financial advisor qualifications
(00:20:42) Exploring the 4 quadrants of prosperity
(00:23:54) Generic vs. unique speaker stories
(00:27:19) Becoming a standout financial planner
(00:31:23) Building a valued personal brand
(00:36:18) Breakthrough U program overview
(00:39:18) Randy's latest book: Wealth Without Apology
Being Paid for How You Think
As AI makes information easier to access, Randy argues that professionals will not be paid simply for what they know. You'll be paid for how you think.
That makes your intellectual property, perspective, stories, frameworks, and lived experience more important than ever, and the time to develop that muscle is now.
Your podcast, book, YouTube channel, speaking, and content strategy should not exist merely to prove that you are qualified. They should communicate what makes your thinking distinct, useful, and worth trusting.
Building an Iconic Personal Brand
Randy’s definition of personal branding goes far beyond colors, clothing, logos, or visual style. A valued brand is built around the result you create for the people you serve.
For financial professionals, that means your brand should make your value easier to understand. Your content should clarify the problems you solve, the way you see the world, and why the right people should trust your judgment.
Action Steps from This Episode
- Identify one belief about money, wealth, pricing, or success that may still be limiting your growth.
- Look at where you may be giving advice that you have not fully embodied in your own life or business.
- Review your content and ask whether it communicates original thought or simply repeats common industry ideas.
- Build intellectual property around your lived experience, strongest opinions, client patterns, and unique perspective.
- Define your personal brand around the transformation you help create, not only your credentials or services.
If you want your podcast to become a stronger trust-building asset, download the free Podcast Conversion Blueprint. It will help you structure your show around authority, conversion, and a clearer path from listener to lead.
Follow Randy Gage:
https://randygage.com/
https://www.linkedin.com/in/randygage/
Follow Virginia Elder:
LinkedIn
Instagram
Watch everything on www.podcastingforfinancialprofessionals.com
What if the real ROI of podcasting is not downloads, but a shorter path from prospect to client?
In this episode, I’m joined by Larry Sprung, founder of Mitlin Financial and host of the Mitlin Money Mindset Podcast, for a conversation about podcasting, book publishing, YouTube, media visibility, and building a financial services brand people remember.
Rather than chasing vanity metrics, Larry’s approach is about using content to make trust more tangible, conversations warmer, and the sales process more efficient. From his book and podcast to YouTube and media appearances, Larry has built a multi-channel marketing strategy around one clear message: helping families “find joy on their money journey.”
As Larry shared, “I think it’s really this combination approach that you need to meet people where they’re at and kind of be in a multichannel approach.”
Podcasting as Part of a Larger Marketing Strategy
Larry's podcast works alongside his other media to create a deeper sense of familiarity before someone ever schedules a meeting. This is important because prospects rarely make high-trust financial decisions from one touchpoint.
They may read your book, watch a video, listen to a podcast episode, hear you in the media, or receive your name from a referral partner before they reach out. When all of those pieces reinforce the same message, your content becomes more than visibility - It becomes a trust-building system.
(00:06:01) Launching the Podcast and Brand Expansion
(00:10:29) Preparing and Pivoting Podcast Format
(00:12:06) Inventing the Catch Phrase
(00:16:12) Starting the Podcast Experiment
(00:20:43) Incorporating Family Values into Business
(00:24:43) Aligning Advice with Real Change
(00:26:26) Creating a Live Feedback Loop with the Board
(00:30:22) Leveraging External Expertise
(00:31:50) The Podcast's Impact on Growth
(00:35:15) Multichannel Approach and Audience Reach
(00:39:37) Discussing the Value Beyond Finances
Why Planning Matters Before You Launch
Larry was candid about the danger of launching without a clear strategy. As he said, “Those that say, ‘Hey, I want to launch a podcast tomorrow,’ and then they just do it, chances are they’re going to fizzle out within the first 10 episodes.”
Your podcast needs a purpose, a format, a message, and a realistic production structure before you start publishing.
Larry originally thought he might do more solo content, then realized interviews were a better fit for his strengths. That willingness to refine the format is part of what keeps a show sustainable.
How Content Can Shorten the Sales Cycle
One of the strongest business outcomes Larry shared is that prospects often arrive with more trust already built.
They may have listened to his podcast, read his book, seen him on YouTube, or experienced his perspective through multiple channels. By the time they speak with him, they already understand more about who he is, how he thinks, and what Mitlin Financial stands for.
That can reduce the number of meetings needed before someone feels ready to move forward.
This is where podcast ROI becomes more nuanced. The value may not show up as a direct line from one episode to one client, but it can appear in stronger brand awareness, warmer referrals, faster trust, and a more efficient sales process.
Delegate So You Can Stay in Your Highest-Value Role
Larry also shared an important mindset shift around delegation: “Being process-oriented instead of figuring out how to do things myself, find a who that could do it.”
That is a critical lesson for any advisor trying to use podcasting for business development.
Your highest-value role is not editing audio, creating clips, formatting show notes, or figuring out YouTube settings. Your role is to bring the insight, relationships, stories, and perspective that only you can provide.
Strong podcast production support helps keep the show moving without pulling you away from client work, team leadership, or strategic growth.
Action Steps From This Episode:
- Before launching a podcast, define the message, audience, format, and business purpose behind the show.
- Use podcasting as one layer of a broader visibility plan that may include a book, YouTube, media, speaking, referral relationships, or community involvement.
- Choose a format that fits your strengths, then stay willing to refine it as you learn.
- Look beyond downloads when evaluating ROI. Pay attention to trust, prospect quality, referral confidence, and whether content shortens your sales process.
- Outsource production tasks that pull you away from your highest-value work.
If you want your podcast to become a stronger business asset without turning content into a second job, download the free Podcast Conversion Blueprint. It will help you structure your show around trust, conversion, and a clearer path from listener to lead.
Resources shared:
Who, Not How by Dan Sullivan
Financial Planning Made Personal by Larry Sprung
Podcast Conversion Blueprint: https://podcastabundance.com/podcast-conversion-blueprint/
Follow Larry Sprung:
LinkedIn: https://www.linkedin.com/in/lawrencesprung
Podcast: https://www.mitlinfinancial.com/mitlin-money-mindset/
YouTube Channel: https://www.youtube.com/@LarrySprung
Website: https://www.mitlinfinancial.com/
Follow Virginia Elder:
LinkedIn: https://www.linkedin.com/in/virginiaelder/
Podcast: https://www.podcastingforfinancialprofessionals.com/
YouTube Channel: https://www.youtube.com/@PodcastingforFinancialPros
Website: https://www.podcastabundance.com
What if your next business opportunity is already hiding inside the work you do every day?
In this episode, I’m joined by Bart Merrell, the Side Hustle Samurai and author of Monetize Your Mindset, for a conversation about spotting overlooked revenue opportunities, pressure testing ideas before you waste time or money, and using AI as a true business thinking partner.
This is not a conversation about hustling harder. It is about looking more strategically at your skills, your content, your client questions, your existing audience, and the gaps you may not be seeing yet.
As Bart put it, “Having something point out your blind spots brings them to the forefront and helps you think about them more.”
How to Find Revenue Opportunities in What You Already Know
For busy professionals, the phrase “side hustle” can sound like one more thing to manage. But Bart’s approach is different.
Instead of chasing random business ideas, he recommends starting with what you already know, already do, already need, or already enjoy. That may be a skill you developed out of necessity, a question people ask repeatedly, a process you have refined over time, or a topic you can explain better than most.
Your episodes, client conversations, content library, and audience questions may already contain clues about future offers, workshops, paid guides, educational content, or new service ideas.
Use AI as a Business Partner, Not Just a Search Tool
One of the most practical parts of this conversation was Bart’s approach to using AI for research and decision-making.
Instead of asking AI vague questions, he recommends feeding it real information: client feedback, competitor content, Reddit threads, Amazon reviews, transcripts, SEO data, and audience questions. From there, AI can help identify patterns, blind spots, objections, and language your ideal audience is already using.
Bart explained, “You can grab information, have whatever LLM you use digest and analyze that information, and give you exactly who your ideal client is, what they like, what they don’t like, what their worries are.”
That kind of research can strengthen your podcast topics, YouTube titles, lead magnet ideas, service positioning, and overall content strategy.
Pressure Test Ideas Before You Build Them
Business ideas should be tested before they consume your time, money, and energy.
Tools like SEMrush, Claude AI, ChatGPT, NotebookLM, and business analysis platforms can help you research demand, evaluate competitors, uncover search behavior, and better understand whether an idea has real potential.
Top 2 Rules for Fresh Side-Hustle Ideas:
- The first idea is not always the best idea.
- Ask better questions until you arrive at the strongest side-hustle opportunity.
This could mean using AI to analyze your transcripts and identify missing topics, recurring themes, unanswered audience questions, or stronger SEO angles for future episodes.
Where Podcasting Fits Into Side Hustle Strategy
Getting on video can do more than support visibility. When used intentionally, it can reveal what people want from you.
Your audience questions, guest conversations, search terms, and most downloaded episodes can all point toward new ways to serve. That might include a paid workshop, educational series, digital resource, consulting offer, speaking topic, or deeper client acquisition strategy.
But the goal is not to add more work for the sake of more work. The goal is to leverage what already exists.
If you are already recording, teaching, advising, or creating content, the smarter question is: what else could this become?
Action Steps From This Episode
- Make a list of what you already do, what people ask you about, and what you enjoy enough to keep exploring.
- Use AI to analyze real audience data, not just generate generic ideas.
- Look at competitor content to understand what is working, what is missing, and how you can position your perspective differently.
- Pressure test a business idea before building the offer, website, or content plan.
- Review your existing podcast episodes or content library for blind spots, recurring questions, and future monetization opportunities.
If you want your podcast to become a stronger business asset without spending your best hours editing, writing show notes, clipping reels, or managing production, download the free Podcast Conversion Blueprint. It will help you structure your show around trust, conversion, and a clearer path from listener to lead.
Download your FREE Podcast Conversion Blueprint here
Follow Bart Merrell:
LinkedIn
Website
Follow Virginia Elder:
Podcast Strategy & Production
Podcasting For Financial Professionals
Organic podcast growth matters, but it is slow. Podcast SEO, referral relationships, YouTube search, LinkedIn visibility, and a strong episode library all help your show become easier to find over time.
But if your podcast is already clear, consistent, and strategically built, it may be worth asking: should you put a little money behind it?
In this episode, I’m breaking down low-cost paid growth strategies for niche financial shows, including podcast advertising options under $1,000, when they make sense, and what you should fix before spending money.
**None of this content is sponsored. This is based on my research and experience and opportunities I facilitate for select clients.
How to Promote Your Podcast with Paid Ads Under $1,000 Paid podcast promotion is not for every show.
Before you invest in ads, I want you to look at whether your podcast has a clear audience, a strong point of view, at least 10–20 solid episodes, one or more “asset episodes” worth promoting, and a next step for interested listeners.
That next step might be a lead magnet, webinar, service page, consultation, newsletter, or resource library. Without a conversion path, paid ads may increase your downloads without helping your business.
The clearest takeaway: do not use paid ads to fix a weak podcast. Use paid ads to put a strong podcast in front of more people.
Podcast Ads for Niche Financial Shows: Where to Start If your show covers topics like bookkeeping, taxes, cash flow, acquisitions, valuations, budgeting, retirement, or another specific financial topic, small paid tests can make sense when your show is already serving a clear niche.
Overcast is one of the simplest places to start because ads run inside a podcast listening app. I recently spent $280 on an Overcast ad in the Health & Fitness category, which resulted in 1,139 taps and 63 subscribers over 30 days.
That does not mean every new subscriber is an ideal client, but it does show how a small test can increase listener discovery when your podcast is positioned well.
I’ve also tested AudienceLift. For about $500, I recorded a custom trailer for the platform. The campaign reported 46,000 impressions, 15,000 trailer plays, and 10,000+ episode plays on the episode that aired closest to the campaign launch.
The lesson? If you use a platform like AudienceLift, time it around an episode you truly want more people to hear — especially a powerful solo episode, launch episode, webinar-related episode, or decision-stage topic.
Low-Cost Podcast Advertising Options Worth Considering Buzzsprout Ads may be useful if you want to promote your show inside other podcasts. You do not have to host your podcast on Buzzsprout to buy ads as an advertiser. That requirement only applies if you want to accept ads into your own show for monetization.
PodRoll is another platform I’m watching because it uses feed drops, allowing your episode or trailer to appear inside established podcast feeds as a recommendation. For niche shows, the quality of the source show matters. A good audience match can be valuable. A broad or unrelated match may not be worth the spend.
LinkedIn, YouTube, and Spotify ads can also support podcast growth, but I would treat them differently. If your goal is subscribers, advertise where people already listen to podcasts. If your goal is business development, promote the episode as a resource and send people to a landing page with the episode, key takeaways, and a clear next step.
Paid Podcast Growth: When It Is Actually Worth It Paid promotion is worth considering when your show already has a strong foundation and you are promoting something specific.
That might be a flagship solo episode, a mini-series, a timely topic, a webinar-connected episode, or an episode that answers a question someone may ask right before becoming a serious prospect.
Paid growth is not the engine. Your strategy is the engine. Paid promotion is the boost.
You must measure the right thing: taps are not subscribers, subscribers are not clients, and downloads are not leads. Each metric tells you something different. A paid campaign can show you whether your topic creates interest, whether your show packaging is clear, and whether new people are willing to sample your work.
If your podcast is still vague, inconsistent, or missing a next step, strengthen the strategy first.
If your podcast is clear, focused, and built to support your business, a small monthly ad test or launch-focused promotion may help more of the right people discover the work you have already created.
If you want your podcast to function as a business asset instead of another content task, download the free Podcast Conversion Blueprint. It will help you structure your show around trust, conversion, and a clearer path from listener to lead.
Follow Virginia Elder:
Watch everything at www.podcastingforfinancialprofessionals.com
What if your podcast did not need to become a weekly production machine to support your business?
In this episode, I’m joined by Kristen Goss, Esq., Florida family law attorney and creator of Civility Wins, a YouTube-based show housed under her KWG Family Law brand. Kristen uses her channel as a creative outlet, a local visibility tool, and a way to introduce her community to other trusted professionals who may support families through divorce, estate planning, probate, guardianship, and other major life transitions.
This conversation is a useful reminder that podcasting for business does not always have to look like a traditional audio podcast. For some professionals, especially those serving a specific city, state, or region, a video-first show can help future clients experience your personality, values, network, and point of view before they ever reach out.
Building Trust Locally Through YouTube and Podcasting Kristen’s work is deeply tied to Florida families, so her content does not need to chase national downloads to be valuable. Her show gives her a place to educate, share her approach to family law, and feature local referral partners who may also be part of a client’s support system.
That kind of content builds a different type of trust. It shows that you are not operating in isolation. You are connected, resourceful, and able to guide people toward the right help when their situation requires more than one professional.
As Kristen explained when discussing collaborative divorce, “To be able to provide that education to the public and let them know that there is another way... it’s up to them.”
For attorneys, advisors, medical professionals, and other service providers, that is the opportunity: use your show to educate people before they are in crisis, while showing them how you think and who you trust.
A Sustainable Workflow That Fits the Host Kristen’s workflow works because it fits her. She records in a way that feels manageable, enjoyable, and creatively energizing rather than trying to turn herself into a full-time content creator.
The goal is not to copy someone else’s publishing schedule. The goal is to build a content structure that lets you show up in a way you can actually sustain. If recording conversations with local professionals feels natural and energizing, that can become part of the strategy. If it creates dread, there are other formats that may serve you better.
A strong podcast or YouTube channel should support the business, not become another source of pressure.
Using Stories, Local Experts, and Authenticity to Create Connection One of the strongest parts of Kristen’s approach is that her content reflects who she is. She is not trying to perform a louder, more aggressive version of herself to fit someone else’s idea of what a lawyer should sound like.
As she put it, “I’m not going to just start yelling... I’m just going to be Kristen.”
That authenticity is part of what makes content effective. People are not only listening for information. They are also deciding whether they feel safe, understood, and confident enough to take a next step.
For professional services, your show can help people hear how you explain complex issues, how you talk about difficult decisions, and how you view the people you serve.
Action Steps From This Episode * If you serve a local or regional market, create content around the real questions, concerns, and life events your audience is already facing. * Use interviews to feature aligned professionals, referral partners, and community resources your clients may need. * Do not force a weekly show if that pace does not fit your life or business. Choose a format that feels sustainable and valuable. * Make your YouTube titles, descriptions, and episode topics searchable for the people you can actually serve. * Let your content show your judgment, relationships, and personality—not just your credentials.
If you want your podcast or YouTube channel to become a strategic business asset instead of another content task, download the free Podcast Conversion Blueprint. It will help you structure your show around trust, conversion, and a clearer path from listener to lead.
Download your free Blueprint here: https://podcastabundance.com/podcast-conversion-blueprint/
Follow Kristen Goss, Esq.:
LinkedIn: https://www.linkedin.com/in/kristen-goss-00b68969/
Instagram: https://www.instagram.com/kwglaw/
Family Law Practice: https://kwglaw.net/
YouTube: https://www.youtube.com/@kristengoss5925
Follow Virginia Elder:
LinkedIn: https://www.linkedin.com/in/virginiaelder/
Instagram: https://www.instagram.com/podcastabundance/
Podcast Production: https://podcastabundance.com/
Watch everything at https://www.podcastingforfinancialprofessionals.com
If compliance pushed back on your podcast for two years, would you keep going?
Regina McCann Hess, CFP®, CDFA®, founder of Forge Wealth Management and host of Women & Wealth, saw it through.
After years of conversations with LPL Financial, she received approval to launch her show and has since built a library of 150+ podcast episodes and 350+ YouTube videos.
In this conversation, Regina shares how to build a sustainable podcast inside a compliance-heavy industry: how to keep approval moving, why topics should come from real client questions, and why outsourcing production is often the difference between a show that lasts and a show that disappears.
From Compliance to Consistency: Long-Term Podcasting Wins for Financial Professionals
(00:04:33) What it took to get approval from LPL Financial
(00:06:48) Handling compliance with advisors
(00:12:36) Tips for starting a podcast now
(00:19:51) On-camera challenges for women in the industry
(00:23:54) Regina's specialty: Social Security
(00:34:01) Niche marketing and audience targeting
(00:38:50) Negotiating with your compliance department
(00:42:12) The power of your online presence
(00:51:01) Learning from industry peers
What Financial Professionals Can Learn from Regina’s Podcasting Strategy
Regina built Women & Wealth as a long-term education and trust-building channel.
Treat compliance as a process, not a dead end.
Regina’s approval did not happen because she asked once and waited. She stayed in conversation, learned what compliance needed, and worked toward a structure they could approve.
If you are in a strict environment, ask what is possible. Can you submit scripts? Can you record educational content only? Can you avoid promissory language, testimonials, or specific recommendations? The goal is a repeatable review system.
Build episodes from real client questions.
Regina returns to topics like Social Security because people keep needing help with them. Your best podcast topics are often the questions prospects, clients, and referral partners ask repeatedly.
If people are confused about a planning decision, your show can help them before they book a call. That kind of content pre-qualifies listeners and gives them a sense of how you think.
Stop making production your job.
Advisors should not spend their best energy editing videos, writing show notes, clipping reels, or managing publishing details.
Your role is to bring the expertise, perspective, and point of view. A production team can turn one recording into a podcast episode, YouTube video, social content, and searchable assets.
Do not expect instant ROI.
Podcasting is not a 12-episode shortcut to a full calendar. It is a credibility layer that works over time.
Prospects may find you on LinkedIn, watch a YouTube video, listen to several episodes, check your website, and wait months before reaching out. By then, they may already feel like they know you.
Make your content visible in more than one place.
Regina’s content lives as a podcast and on YouTube, giving her audience more than one way to find and experience her expertise.
For financial professionals, a strong digital footprint helps prospects see that you are active, credible, and clear. Your podcast, YouTube channel, website, and social presence should work together.
If you want your podcast to actually serve your business—not just fill your calendar with “content tasks”—download the Podcast Conversion Blueprint (free). You’ll get out of overwhelm, structure your episodes for conversion, and move listeners toward booking calls.
Follow Regina McCann Hess, CFP®, CDFA®:
Super Woman Wealth (book): https://reginamccannhess.com/
Women & Wealth (podcast): https://pod.link/1613780867
Forge Wealth Management: https://www.forgewealth.com/
Follow Virginia Elder:
LinkedIn
Instagram
Watch everything on www.podcastingforfinancialprofessionals.com
Podcast format, financial advisor podcasting, solo podcast episodes, interview podcasts, compliance-friendly podcasting, podcast strategy, and sustainable content marketing are at the center of this solo episode of Podcasting for Financial Professionals. Before you launch a show or change the structure of one you already have, you need to choose a format that fits your natural communication style, compliance environment, business goals, and the way your best clients actually consume content.
The Right Podcast Format Should Fit the Business
Too many financial professionals choose a podcast format because they see someone else using it. But the right format is not about what looks impressive from the outside. It is about what helps you show up consistently, represent your expertise clearly, and build familiarity before the first meeting.
In this episode, I break down the strengths and limitations of solo episodes, interview episodes, co-hosted formats, short-form episodes, and longer conversations so you can make a smarter decision before you build a show that becomes hard to sustain.
Why Solo Episodes Matter for Financial Professionals
For financial advisors, CPAs, insurance professionals, attorneys, and other high-trust service providers, solo episodes are especially valuable because they establish you as the expert.
Solo episodes let listeners hear how you think, how you explain decisions, what you believe, and how you guide people through complex financial topics. They can also be easier for compliance teams to review because they may be scripted and submitted in advance.
Short solo episodes can be especially useful for busy professionals and busy clients. A focused 8-to-12-minute episode that answers one important question may be more valuable than a longer conversation that tries to cover too much at once.
Where Interviews and Co-Hosted Episodes Fit
Interviews can be excellent when they bring in aligned experts, referral partners, or professionals who also serve your ideal client. They can help you become known as a connector and give your audience a broader view of the decisions they are facing.
Co-hosted shows can also work well when there is strong chemistry, complementary expertise, and clear ownership. But they require more coordination, structure, and agreement around the show’s purpose.
The point is not to choose one format forever. The point is to choose intentionally based on what the show needs to accomplish.
Podcast Format Strategy Highlights
- Matching format to personality
- Why solo episodes build trust
- Compliance-friendly podcast structures
- When interviews make sense
- Co-hosted podcast considerations
- Choosing the right episode length
- Designing around listener behavior
- Building a show you can sustain
Action Steps for Financial Professionals
- Start with your natural communication style.
Ask where you sound most like yourself. Some hosts are strongest as structured teachers, while others come alive in conversation. Your format should help your real personality come through.
- Use solo episodes to establish expertise.
Even if interviews are part of your show, solo episodes help listeners understand your point of view. Use them to answer recurring client questions, explain your process, and create asset episodes you can share again later.
- Consider compliance before choosing the format.
If your compliance process is strict, scripted solo episodes may be the easiest place to begin. Once the process is clear, you can layer in interviews or more conversational formats.
- Match the format to the business goal.
If your goal is thought leadership, solo episodes matter. If your goal is referral relationships, interviews may help. If your goal is client education, short focused episodes may be best.
- Design around your best clients’ real lives.
Your ideal clients may not have time for long episodes every week. Consider how they actually consume content before assuming every episode needs to be 30 or 45 minutes.
- Choose something you can sustain.
A podcast that lasts for years will do more for your business than one that burns you out in three months. Start with a format you can repeat, refine, and improve over time.
Build the Podcast Your Best Clients Would Actually Listen To
The strongest podcast format is not the trendiest one. It is the format that helps your best-fit listeners experience how you think, understand your expertise, and stay connected long enough for trust to compound.
Once the format is right, the next question becomes how the podcast moves listeners into a deeper relationship with your business. If you want help connecting your episode topics, calls to action, lead magnets, and listener next steps, download the Podcast Conversion Blueprint. It will help you build a clearer podcast-to-client pathway so your show supports real business growth instead of becoming another disconnected marketing task.
Buying back time, delegation, outsourcing, SOPs, business owner burnout, family presence, content strategy, and podcasting for financial professionals are at the center of this conversation with George Rivera, author of Buy Back Time Formula. If you are running a successful business but still missing the moments that matter most at home, this episode will help you rethink how you use your time, what you continue to own, and what needs to be delegated so your business can grow without consuming your life.
The Real Cost of Doing It All
Many financial professionals and business owners start their business because they want freedom, flexibility, and a better life for their family. Then the business grows, the responsibilities multiply, and suddenly they are the bottleneck for every decision, process, client issue, marketing task, and operational detail.
George shares the personal wake-up call that changed how he thought about work, family, and generational patterns. After watching his father work incredibly hard but miss many important moments, George realized he was at risk of repeating the same cycle with his own family.
This conversation is not about chasing balance in a vague way. It is about building systems, documenting processes, and delegating real work so you can protect the life your business was supposed to support.
Why Delegation Requires More Than Hiring
One of George’s strongest points is that delegation fails when the process is unclear. Hiring someone does not automatically buy back your time if every question, mistake, or missing instruction sends the task right back to your desk.
George recommends starting with a “Freedom Audit” to identify where your time is actually going. Track your tasks for a week, assign value to each one, and ask which activities truly require your expertise. If you are spending high-value hours on administrative work, production tasks, inbox management, scheduling, editing, or repeatable processes, those are signs that your business is still too dependent on you.
The next step is documentation. Record Loom videos, create simple SOPs, use tools like ChatGPT to organize instructions, and give team members ownership over repeatable tasks. The goal is not just to hand off work. The goal is to make sure the work stops boomeranging back to you.
Delegation, Family Time, and Business Growth Highlights
(00:04:07) George’s Buy Back Time Story
(00:07:09) Breaking Generational Work Cycles
(00:16:29) Delegation vs. Hiring
(00:19:19) The Freedom Audit
(00:20:28) Letting Go of Low-Value Tasks
(00:22:02) Creating SOPs with Loom
(00:32:35) Buying Back Family Time
(00:42:53) Using Content to Build Trust
(00:45:07) Giving Away Your Framework
Action Steps for Financial Professionals
- Run a Freedom Audit.
Track everything you do for one week. Then identify which tasks require your expertise, which tasks could be delegated, and which tasks are keeping you trapped in work that does not create meaningful business or life value.
- Assign value to your tasks.
If your highest-value work is advising clients, building relationships, speaking, creating strategic content, or making business decisions, stop spending prime hours on tasks someone else could be trained to do.
- Document before you delegate.
Record a Loom video while you complete a repeatable task. Then turn that video into a short SOP your team can follow, improve, and eventually own. Clear delegation starts with clear instructions.
- Protect family time like a business commitment.
If a client meeting belongs on the calendar, so does your child’s game, dinner with your spouse, or time away from work. The point of building a stronger business is not to be permanently available to everyone except the people who matter most.
- Stop being the production bottleneck.
For financial professionals who podcast, your highest-value role is being the expert behind the mic. Editing, publishing, show notes, reels, graphics, and scheduling are exactly the kinds of repeatable tasks that should be systematized or outsourced.
- Share yourexpertisefreely.
George is a strong believer in giving away the framework. Whether through a book, podcast, YouTube channel, or daily content, your ideas build trust. The people who want implementation, accountability, and support will still need you.
Build a Business That Gives Time Back
The biggest lesson from this conversation is that growth without freedom is not really freedom. If your business cannot run without you for a few days, or if every process still depends on your personal involvement, you have built a demanding job instead of a scalable business.
For financial professionals, the same principle applies to content. Your podcast should not create another layer of overwhelm. With the right systems and support, it can become a trust-building asset that helps your expertise travel further without requiring you to own every step behind the scenes.
If you want help connecting your podcast topics, calls to action, lead magnets, and listener next steps, download the Podcast Conversion Blueprint. It will help you build a clearer podcast-to-client pathway so your show supports real business growth instead of becoming another disconnected marketing task.
Download it here: https://podcastabundance.com/podcast-conversion-blueprint/
Follow George Rivera:
LinkedIn: https://www.linkedin.com/in/george-rivera-53b3296/
Book and Programs: https://buybacktimeformula.com/
YouTube: https://www.youtube.com/@buybacktimeformula
Follow Virginia Elder:
LinkedIn
Instagram
Watch everything on www.podcastingforfinancialprofessionals.com
Financial podcasting, content marketing, podcast production, repurposing episodes, overcoming camera anxiety, client trust, and sustainable podcast strategy are at the center of this conversation with Danette Lowe, CFP®, founder of TruNorth Wealth Management and host of Ready to Retire! Danette was one of my earliest Podcast Abundance clients, and her story offers practical lessons for financial professionals who want their content to support client conversations, create familiarity before the first meeting, and become a more efficient marketing engine.
From Overwhelm to a Sustainable Podcast Strategy
Launching a podcast can feel simple in theory until you are facing the camera, thinking about sound quality, wondering how you will be perceived, and trying to fit content creation into an already full advisory practice.
Danette is honest about the hesitation she felt before launching. Instead of waiting until every insecurity disappeared, she started with support, structure, and a clear purpose. In this episode, we talk about what it looked like to launch her first show, how podcasting became a central piece of her content strategy, and why she has learned to give herself and her brand grace during slower seasons.
Why Podcasting Became the Content Engine
Many financial professionals assume they need to master newsletters, social media, blogging, and video before they are “ready” to podcast. Danette’s experience shows a different path.
Her podcast became the primary content source that fuels the rest of her marketing. One episode can become a blog, newsletter topic, social post, client resource, or educational touchpoint. Instead of constantly reinventing ideas for every platform, she uses podcasting as the core conversation and lets the rest of her content flow from there.
Podcasting, Repurposing, and Sustainable Growth Highlights
(00:08:27) Turning client questions into episodes
(00:12:59) Building a content bank
(00:18:16) Taking breaks without quitting
(00:28:11) Repurposing for blogs and newsletters
(00:37:29) Creating a sustainable marketing engine
(00:46:51) Launching with camera anxiety
Action Steps for Financial Professionals
- Let client questions become episode ideas.
Get asked the same thing often? Those questions are often your strongest podcast topics because they reflect real confusion, real curiosity, and real decision points.
- Make the podcast the central asset.
Record the episode first, then repurpose the ideas into your blog, newsletter, social media, email follow-up, and client education materials.
- Build an idea bank.
Danette uses a system to capture episode ideas as they come up, which makes it easier to batch record and maintain momentum. Create one place where you can write down your ideas during periods of inspiration.
- Give yourself permission to evolve.
Your camera presence, structure, branding, show description, and production process can all improve over time. You do not need a perfect first version. You need a version you can start learning from.
- Build in grace for slower seasons.
Consistency matters, but sustainability matters more. You can pause, regroup, repurpose older content, or slow down without quitting entirely. A podcast that lasts for years will serve your business better than one that burns you out in one quarter.
- Repurpose intentionally.
Don't just let your episodes sit on Apple Podcasts or Spotify. Turn each one into a blog post, a newsletter, social media clips, reference it in client conversations, and use it as a resource for prospects who need to understand your approach..
Podcasting Does Not Have to Mean Constant Pressure
Danette’s journey is valuable because it is not built on unrealistic hustle. She has navigated insecurities, busy seasons, production decisions, content planning, and the need to step back at times. That is real life for financial professionals.
The goal is not to create a podcast that demands more from you every week until you resent it. The goal is to build a strategic, sustainable content engine that supports your clients, attracts aligned prospects, and gives your expertise more room to work.
If you want help connecting your podcast topics, calls to action, lead magnets, and listener next steps, download the Podcast Conversion Blueprint. It will help you build a clearer podcast-to-client pathway so your show supports real business growth instead of becoming another disconnected marketing task. Download it at https://podcastabundance.com/podcast-conversion-blueprint/
Follow Danette Lowe:
LinkedIn: https://www.linkedin.com/in/danettelowe
TruNorth Wealth Management: https://www.trunorthwealth.com/
Shine First Today: https://shinefirsttoday.com/
Follow Virginia Elder:
LinkedIn: https://www.linkedin.com/in/virginiaelder/
Instagram: https://www.instagram.com/podcastabundance/
Podcast Abundance: https://podcastabundance.com/
Watch everything at https://www.podcastingforfinancialprofessionals.com
Podcast CTA strategy, financial advisor marketing, lead magnets, podcast conversion, listener engagement, and client journey design are the focus of this solo episode of Podcasting for Financial Professionals. If your podcast is building trust but listeners are not clicking, downloading, replying, or booking, the issue may not be your content. It may be the way you are asking people to take the next step.
Why Your CTA Is Not Converting
A strong call-to-action is not a commercial you tack onto the end of an episode. It is the next logical step in the listener relationship.
Too many financial professionals spend 20, 30, or 40 minutes creating a helpful episode, then end with a vague request like “visit our website,” “reach out if you need help,” or “check the show notes.” Those CTAs may sound harmless, but they make the listener responsible for figuring out what to do next.
For financial professionals, that is a missed opportunity. Your listener is usually not making an impulsive decision. They are deciding whether they trust your thinking, understand your process, and want to stay connected. Your CTA should support that process with a clear, relevant, low-friction next step.
The Real Reason CTAs Get Ignored
Most podcast CTAs fail because they are unclear, mismatched, or too big for where the listener is in the relationship.
A first-time listener may not be ready to book a call. A prospect still learning about retirement, tax planning, divorce finances, business cash flow, or college funding may need a guide, checklist, quiz, assessment, or email resource before they are ready for a consultation.
That is why “book a call” is not always the strongest CTA. Sometimes it is the right call to action, especially in a decision-stage episode. But many educational episodes need a smaller bridge first.
A better CTA gives the listener one clear reason to take one specific action.
Real CTA Examples and Rewrites
In this episode, I walk through real podcast CTA examples and explain how to improve them using a more strategic structure.
One example sends listeners to a generic website, asks them to submit questions, and offers a retirement coaching session all at once. The issue is not that any of those options are wrong. The issue is that the listener is given too many unclear choices and no compelling reason to act immediately. A stronger version would create a relevant lead magnet, such as a Retirement Readiness Checklist or Retirement Income Planning Starter Guide, and make that the primary next step.
Another example does a better job naming a listener scenario, such as someone considering a “fancy money move,” but it still asks for ratings and reviews, points listeners to the show notes, gives a phone number, and offers multiple ways to respond. A stronger version would remove the review request, use a memorable URL, and focus the CTA on one clear next step, such as a Safe Money Move Assessment.
The lesson is simple: your CTA should not make the listener work harder. It should make the next step feel obvious.
Action Steps to Improve Your Podcast CTA
- Name the problem the episode just created.
Before you ask the listener to do anything, connect the CTA to the episode topic. If the episode helped them realize they may not be prepared for retirement, your CTA should speak directly to that concern.
- Offer one specific next step.
Avoid giving three or four options at the end of an episode. Choose the one action that makes the most sense in that moment, such as downloading a guide, taking an assessment, joining a list, or submitting a focused question.
- Use a relevant lead magnet instead of a generic website.
A vague website CTA rarely creates movement. A useful resource tied to the episode gives the listener a reason to stay connected and gives your business a way to continue the relationship.
- Make the CTA easy to remember.
If someone is listening while driving, walking, or making lunch, they may not be looking at the show notes. Use a short, memorable URL and repeat it clearly.
- Match the CTA to the episode’s purpose.
Discovery episodes may need a free resource or email signup. Nurture episodes may point to a related guide, webinar, or deeper content. Decision-stage episodes may be the right place to invite the listener to schedule a call.
Your New CTA Formula
A stronger podcast CTA follows a simple structure:
Name the listener’s problem or realization. Connect it to a specific resource or next step. Explain what they will receive. Tell them exactly where to go.
A strong CTA does not pressure the listener. It guides them by saying, “You are here. This is the problem. Here is the next helpful step.”
If you want help creating that kind of listener journey, download the Podcast Conversion Blueprint. It will help you connect your episode topics, CTAs, lead magnets, and next steps so your podcast can support real business growth instead of simply adding more content to the internet.
Download it at https://podcastabundance.com/podcast-conversion-blueprint/
CFO-level thinking, small business growth, marketing ROI, podcast strategy, AI tools, financial discipline, and data-driven decision-making are at the center of this conversation with Nick M. Jain, co-founder of Eagle Rock CFO Services. Nick brings experience from private equity, turnaround leadership, and scaling companies beyond $100 million, but this episode is really about how smaller business owners can apply those same principles before they reach enterprise-level complexity.
Borrowing Big-Business Discipline for Small-Business Growth Most small business owners do not need a full-time CFO yet, but they do need better ways to make decisions about money, marketing, systems, and growth.
Learn how the principles used inside larger companies can help smaller financial service businesses reduce waste, make clearer decisions, and invest more intentionally. Whether you are trying to reach your first $1 million, move toward $5 million, or stop making every decision from instinct and exhaustion, this episode will help you think more strategically about the business you are building.
How to Evaluate Podcasting Like a Business Investment One of the most valuable parts of this conversation is Nick’s perspective on marketing as an investment, not an expense. When a business invests in podcasting, content marketing, speaking, video, or any other long-term visibility strategy, the real cost is not only the invoice from the vendor. It also includes the owner’s time, the team’s time, production costs, strategy, follow-up, and the opportunity cost of choosing one initiative over another.
Nick makes the point that organic marketing rarely delivers instant results. If you need sales today, go sell. Make calls, follow up, ask for introductions, or pursue direct business development. But if you want to build trust over time, create familiarity before the first meeting, and support longer-term market positioning, podcasting can become a strategic asset.
Financial Systems, Marketing ROI, and AI Highlights (00:02:21) Nick’s Private Equity Background
(00:04:31) Eliminating Business Wastage
(00:07:51) The HIPPO Decision Trap
(00:08:42) When to Hire a Fractional CFO
(00:15:19) Podcasting as an Investment
(00:19:23) Long-Term Marketing ROI
(00:27:56) Scaling Systems and Teams
(00:32:32) Practical AI Tools for Owners
Action Steps for Firm Owners 1. Audit where time and money are being wasted.
Look at recurring expenses, team time, inefficient processes, and marketing activities that are not producing meaningful business movement. The goal is not to cut everything; it is to understand which investments are creating value.
- Stop making decisions by HIPPO.
The “HIPPO” principle refers to the highest-paid person’s opinion. If you want better outcomes, build a culture where data, client behavior, team input, and measurable results are part of the decision-making process.
- Use CFO-level thinking before you hire a CFO.
Which activities are producing measurable value? Which expenses are recurring out of habit? Which marketing efforts are building long-term trust, and which ones are simply consuming time?
- Evaluate podcasting as a long-term investment.
Your podcast should not be judged only by downloads, but it also should not be protected from business scrutiny. Define whether the show is meant to support thought leadership, referral partner education, client retention, sales conversations, or market positioning.
- Separate immediate sales needs from long-term marketing.
If you need revenue this month, do not expect organic content to save you. Use direct sales activity. If you want to build trust, reputation, and familiarity that compounds over time, podcasting, guest appearances, and educational content may deserve a longer runway.
- Use AI to solve practical business problems.
Start by using tools like ChatGPT as a thought partner to outline ideas, review decisions, simplify complex tasks, or identify repetitive work that can be automated.
Scaling to $5 Million Requires Better Decisions Small business growth should not be driven by guesswork. Whether you are deciding when to hire a fractional CFO, whether to invest in podcasting, how to use AI, or which marketing effort deserves another quarter of attention, the goal is to make better decisions with better information.
If you want help connecting your podcast to a clearer business strategy, download the Podcast Conversion Blueprint. It will help you map your episode topics, calls to action, lead magnets, and listener next steps so your podcast can support real business growth instead of becoming another disconnected content channel. Download it at https://podcastabundance.com/podcast-conversion-blueprint/
Follow Nick Jain
LinkedIn: https://www.linkedin.com/in/nickmjain/
Eagle Rock CFO: https://www.eaglerockcfo.com/
YouTube: www.youtube.com/@NickMJain
Follow Virginia Elder:
LinkedIn
Instagram
Watch everything at https://www.podcastingforfinancialprofessionals.com
Overthinking, productivity, podcast strategy, goal setting, focus, momentum, and consistency for financial professionals are at the center of this conversation with Coach Willie Blake.
Tired of feeling like you were crazy-busy all day, yet you made no measurable progress toward your big goals? This is for you.
Stop Feeling Behind and Start Building Momentum
A full calendar can create the illusion of progress, even when your most important initiatives haven't budged.
Coach Willie Blake, high-performance coach and host of Light Beyond Limits, shares practical frameworks for turning overthinking into action. You learn how to pick the one goal that matters most, reverse engineer it into smaller steps, and use daily consistency to create measurable momentum.
This conversation is especially helpful if you want your podcast, marketing, or business development efforts to become more focused and sustainable instead of becoming another source of pressure.
Productivity, Podcasting, and Consistent Action Highlights
03:07 Overcoming Challenges with Dyslexia
06:32 How to Take Action on Big Goals
09:50 How to Prioritize Goals (book rec!)
17:33 Example Planning and Execution Toward a Goal
23:30 Overcoming Procrastination with Small Steps
29:37 Willie's Podcast Origin Story
34:31 Your Ego is What Holds You Back
36:51 Improving Your DIY Podcast One Step at a Time
40:49 Rebranding for More Alignment
44:44 Action Over Perfection
Action Steps for Financial Professionals
-
Choose ONE goal. If you are trying to grow your practice, launch a podcast, improve client acquisition, and build a stronger referral network all at once, everything starts to feel urgent. Narrow your focus by asking which single goal would create the most positive impact.
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Reverse engineer. Once you choose the goal, break it into the smallest possible action steps. If the next step still feels overwhelming, make it smaller - as simple as opening the laptop, researching one event, sending one message, or outlining one episode.
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Use the 2% Rule. To accomplish big goals, take a small daily action that moves you 2 percent closer to the goal. This is especially useful for those who struggle with perfectionism, procrastination, or fear around what others think.
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Start before everything is polished. Your business and content will evolve over time, and that is the point. Expect that you'll update your podcast description, refine your positioning, adjust your branding, and improve your process as you learn from real feedback.
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Ditch distractions. If your podcast or business strategy keeps stalling, the issue is not a lack of ambition. It's a lack of prioritization. Use a simple task-ranking system to decide what must be done by you now. Everything else can wait, be delegated, or be eliminated.
Why Consistency Matters More Than Perfect Planning
The big takeaway from this episode is that you cannot optimize what you have not done. Whether you are launching a podcast, refining your message, or trying to create more meaningful business development conversations, progress comes from consistent action, not endless preparation.
Your podcast and content do not build trust in theory. They build trust when you share useful ideas and give the right people a reason to keep learning from you.
If you want help turning your podcast into a clearer client journey, download the Podcast Conversion Blueprint. It will help you connect your episodes, calls to action, and listener next steps so your podcast supports your business instead of becoming another unfinished goal on your list.
Follow Coach Willie Blake
The Dyslexic Achiever’s Blueprint
Light Beyond Limits Podcast
The Dyslexic Achievers Hub YouTube channel
Follow Virginia Elder:
LinkedIn
Instagram
Download the Podcast Conversion Blueprint
Watch everything on www.podcastingforfinancialprofessionals.com
Podcast strategy, podcast memberships, lead generation, conversion strategy, email list integration, and podcast ROI are the focus of this episode of Podcasting for Financial Professionals. I’m joined by Nathalie Doremieux, a membership strategist and software developer who helps podcasters turn engaged listeners into real business results through smarter systems, clearer calls to action, and ethical conversion paths.
Why Downloads Don’t Equal Business Growth
If you’re creating podcast episodes, publishing consistently, and watching your download numbers without seeing meaningful business results, this episode will reframe what you should be measuring.
Nathalie and I talk about why passive listeners rarely become clients without a clear next step. Your podcast can build trust, but that trust needs somewhere to go — usually into your email list, a useful lead magnet, a personalized follow-up, or a carefully designed membership path.
In this episode, we cover:
- Why downloads are not the best measure of podcast success
- How to create “asset episodes” that support your business over time
- Why your podcast should move listeners into your owned ecosystem
- How memberships actually grow when they are built around results
- Why an interest list should come before launching a paid membership
This conversation is especially helpful if your podcast is getting attention, but you’re not sure how that attention is translating into leads, clients, members, or measurable ROI.
Podcast Strategy, Memberships, and Listener Conversion Highlights
(00:03:20) Transitioning into Memberships
(00:11:18) Launching a Podcast Strategically
(00:18:57) Why Downloads Don’t Matter
(00:20:31) Owning Your Platform
(00:27:19) Repurposing Asset Episodes
(00:31:11) Building an Interest List
(00:42:54) Measuring Business Metrics
(00:48:05) Podcast Lead Flow and AI
Action Steps to Turn Listeners Into Leads
- Stop measuring success by downloads alone.
Downloads can show reach, but they do not tell you whether your podcast is creating business movement. Track email signups, lead magnet downloads, replies, booked calls, member interest, and listener actions instead. - Create asset episodes that support your business.
Not every episode needs to be brand new forever. Create core episodes that explain yourexpertise, your values, your process, and the results you help clients create. Then reuse those episodes in emails, show notes, social posts, and nurture sequences. - Move listeners into your own ecosystem.
Do not send every listener back to Apple or Spotify and hope they remember you. Give them a specific next step that brings them closer to your world, such as a free resource, email list, quiz, calculator, or interest list. - Build an interest list before launching a membership.
If people will not raise their hand for a free interest list, they are unlikely to become paying members. Use your podcast to invite feedback, ask questions, and co-create the offer with the people most likely to join. - Make results the center of your membership.
People do not stay in memberships because you keep adding more content. They stay because they are getting support, accountability, and measurable progress toward the outcome they care about.
Designing a Podcast That Supports Membership Growth
The biggest takeaway from this conversation is simple: being busy is not the same as being strategic. You can publish consistently, create great content, and still miss the business opportunity if your listener does not know what to do next.
Your podcast should not be a disconnected content channel. It should be part of a larger system that builds trust, captures interest, nurtures relationships, and helps the right people take the next step.
If you want help connecting your episodes, calls to action, and listener journey, download the Podcast Conversion Blueprint. It will help you turn your podcast into a clearer path from listener interest to business results.
Follow Nathalie Dormieux:
LinkedIn: https://www.linkedin.com/in/nathaliedoremieux/
The Membership Lab: https://themembershiplab.com/
Supercharge Your Membership Show: https://themembershiplab.com/podcast/
Podcast LeadFlow Tool: https://podcastleadflow.com/
Follow Virginia Elder:
LinkedIn: https://www.linkedin.com/in/virginiaelder/
Instagram: https://www.instagram.com/podcastabundance/
YouTube: www.youtube.com/@PodcastingforFinancialPros
Website: www.podcastabundance.com
Podcasting for financial professionals, money psychology, client trust, niche marketing, podcast guesting, and financial advisor content strategy come together in this conversation with Doug Lynam, author of Taming Your Money Monster and From Monk to Money Manager. Doug explains how attachment theory and the Enneagram can help financial professionals better understand client behavior, strengthen relationships, and create more meaningful content.
How Money Psychology Can Deepen Client Relationships
Most financial professionals are trained to focus on strategy, performance, and implementation. But as Doug explains, clients do not make financial decisions with spreadsheets alone.
In this episode, we talk about how attachment styles, childhood wounds, and Enneagram patterns can shape the way clients earn, save, invest, give, avoid, control, or obsess over money. The better you understand what is driving a client’s financial behavior, the better you can guide the conversation.
Podcasting, Book Marketing, and Platform Growth Lessons Doug’s career includes two traditionally published books, speaking opportunities, podcast guesting, and the launch of his own show, Monsters & Lighthouses. That gave us the perfect opportunity to talk about what financial professionals can learn from authorship, guesting, and thought leadership.
In this conversation, we cover:
- Why your niche should grow from your real interests, lived experience, and client insight
- How guesting on aligned podcasts can build trust faster than cold pitching strangers
- Why books, podcast interviews, and speaking opportunities need a larger marketing ecosystem
This episode is especially helpful if you want your content to reflect your deeper point of view instead of sounding like generic financial education.
Psychology, Podcast Guesting, and Niche Marketing Highlights (00:03:11) Doug’s Monk-to-Money Story
(00:08:05) Attachment Styles and Money
(00:13:20) Enneagram Money Patterns
(00:19:36) Using Psychology with Clients
(00:23:46) Building a Differentiated Niche
(00:30:36) Smarter Podcast Guesting
(00:34:00) Launching Monsters & Lighthouses
Action Steps for Financial Professionals 1. Look for the behavior under the financial question.
When a client avoids statements, micromanages details, or freezes before making a decision, there may be a deeper pattern underneath the numbers.
2. Use personality insight to improve service.
Frameworks like attachment theory and the Enneagram can help you tailor communication, pacing, and reassurance without stereotyping or diagnosing clients.
3. Let your niche reflect your real point of view.
Doug’s work around money psychology makes his positioning memorable because it is specific. If you have a framework, life experience, or client pattern you keep returning to, that may be a clue to the niche your podcast or content should own.
4. Treat podcast guesting as strategic relationship-building.
Do not say yes to every misaligned show just because someone invites you. Look for podcasts with the right audience, clear positioning, and the ability to create trust with people youactually want to reach.
Designing a Podcast That Reflects Your Deeper Expertise The biggest lesson from this conversation is that financial content becomes more powerful when it speaks to the human being behind the financial decision. Your podcast can do more than explain concepts. It can reveal how you think, what patterns you notice, and why your approach is different.
If you want help creating a podcast that turns your expertise into a clearer client journey, download the Podcast Conversion Blueprint. It will help you connect your episodes, calls to action, and listener next steps so your podcast supports real business growth without becoming another disconnected content channel.
Follow Doug Lynam:
https://www.douglynam.com/
Taming Your Money Monster book
From Monk to Money Manager book
Monsters & Lighthouses podcast
Follow Virginia Elder:
LinkedIn
Instagram
Watch everything on www.podcastingforfinancialprofessionals.com
Podcast funnel metrics, podcast ROI, listener behavior, lead magnets, email list growth, and podcast strategy for financial professionals all matter more than raw downloads alone. If you’ve ever wondered whether your podcast is actually working, this episode reframes what growth really looks like and shows you how to spot the small signals that reveal whether listeners are moving closer to becoming clients.
How to Find Where Your Podcast Funnel Is Leaking
Most financial professionals look at downloads, listens, followers, or YouTube views and wonder if those numbers mean their podcast is growing. Those metrics can be useful, but they do not tell the full story. The better question is: What did the listener do after they listened?
In this episode, I walk through how podcasting works as a relationship-building system and how to identify the hidden intent signals that show trust is forming.
You’ll learn how to recognize when listeners are:
- Bingeing related episodes
- Clicking links but not converting
- Engaging privately instead of publicly
- Asking questions your content already answered
- Consuming your content before booking a call
These are the kinds of signals that help you understand whether your podcast is creating familiarity, pre-educating prospects, and moving the right people deeper into your business ecosystem.
Podcast Funnel Metrics That Actually Matter
(00:02:43) Listener Signals vs. Downloads
(00:08:56) Binge Behavior and Buying Intent
(00:12:21) Clicks Without Conversions
(00:15:31) Private Engagement Signals
(00:18:50) Repeated Questions as Content Clues
(00:22:18) Tracking Pre-Call Content Consumption
(00:24:50) Where Podcast Funnels Leak
(00:30:33) Monthly Podcast ROI Review
Action Steps to Track Podcast ROI More Clearly
If you want to understand whether your podcast is supporting your business, start with these simple steps:
- Create one clear next step.
Your listener needs an easy bridge from the episode into your world. A free download, checklist, guide, or calculator can help them move from passive listener to email subscriber without needing to book a callimmediately. - Track what happens after the episode.
Do not stop at downloads. Track link clicks, email signups, replies, private messages, consultation mentions, referrals, and prospects who say they listened before booking. - Group related episodes together.
If someone listens to multiple episodes around the same topic, that is a stronger signal than one isolated download spike. Build playlists, show note links, and episode clusters that make bingeing easier. - Ask better attribution questions.
Instead of only asking, “How did you hear about us?” ask, “What content of ours did you consume before booking this call?” That question reveals how your podcast isactually supporting trust. - Review your podcast monthly.
Once a month, look at which episodes created replies, clicks, downloads, referrals, or client conversations. This will help you make smarter content decisions without obsessing over vanity metrics.
Final Takeaway
Your next client may not look like a big spike in downloads. They may look like a quiet listener who clicks a few links, downloads one resource, listens to five episodes, and waits six months before booking a call.
That is why podcast measurement matters. Not because you need more data, but because you need to see where trust is forming and where your listener journey needs support.
Your podcast is likely doing more for your business than you think. You just need a better way to track it, which is exactly why I created the free Podcast ROI Tracker.
Download it at www.PodcastAbundance.com/roi-tracker/
After 99 episodes interviewing financial advisors, CPAs, marketers, authors, and business owners, one thing became clear: the best advice keeps repeating itself because the fundamentals actually work.
This special 100th episode is a curated compilation of the most impactful insights shared on the show — covering podcast strategy, niching, AI, content marketing, lead nurturing, conversions, and long-term business growth.
Whether you’re launching your first podcast or refining an existing show, this episode will help you build trust faster, create stronger client relationships, and turn your content into a long-term business asset.
3 Key Takeaways to Build a Business That is Known, Trusted, and Remembered Through Intentional Content
- The advisors seeing real results aren’t trying to serve everyone—they specialize and double down on a specific audience. Focusing your message makes content creation easier and positions you as the expert people seek out. (07:09)
- It’s not about a viral moment; podcasting rewards those who show up week after week. Set realistic expectations—commit to at least three years before judging ROI and remember, authority and trust are built over time, not overnight. (23:07)
- Your time is best spent behind the mic, not editing audio or writing show notes. Outsourcing production lets you stay consistent, share your unique voice, and multiply your reach—while freeing you up to serve your clients and grow your business. (29:31)
The Ultimate Podcasting Playbook for Financial Professionals
[00:00:09] Celebrating Episode 100 + Why the Best Advice Repeats
[00:01:59] Overcoming the Compliance & Perfectionism Barrier
[00:03:35] Reframing Sales as Service
[00:05:32] Make Mistakes Early – Progress Over Perfection
[00:07:09] Why Financial Professionals Need to Niche Down
[00:09:57] Creating More Strategic, Memorable Content
[00:11:43] How AI Can Support (Not Replace) Your Voice
[00:14:53] Using Facebook as an Independent Funnel
[00:18:14] Using a Lead Magnet Convert Listeners Into Leads
[00:19:53] Building an Email Ecosystem Around Your Podcast
[00:23:07] Sustainability, Systems, and the Long Game
Featured Guests Include:
Jeff Kikel of Freedom Day Wealth Management and host of the Freedom Nation podcast
Nicky Billou of eCircle Academy and host of The Thought Leader Revolution podcast
Patrick Lonergan of Vital Wealth and host of the Vital Wealth Strategies podcast
Jack Wang, Wealth Advisor and host of the Smart College Buyer podcast
Bri Conn, Certified Financial Planner and co-host of the Childfree Life by Design podcast
Ralph Estep Jr., CPA and host of The Content Creator’s Accountant podcast
Mike Montague of Avenue 9 and host of the Human-First AI Marketing podcast
Kasim Aslam, Founder of six 7+figure businesses and host of @KasimAslam on YouTube
Hillary Gale of Moneta Copy and host of The Finance Marketing Podcast
Allea Grummert of Duett and host of the Happy Subscribers podcast
Chris Miles, cashflow expert and host of the Money Ripples podcast
Katie Brinkley of Next Step Social and host of the Rocky Mountain Marketing podcast
Camille Walker of My Mommy Style and host of the Call Me CEO podcast
Linzy Bonham, money coach and host of the Money Skills for Therapists podcast
…each with a clip of their wisdom pulled from their original interview on Podcasting for Financial Professionals.
🎁 Download the FREE Podcast ROI Tracker Track the hidden business impact of your podcast beyond downloads — including referrals, speaking opportunities, relationship growth, client conversations, and reputation-building metrics.
Are you still waiting for your podcast to “deliver a client”? Tired of wondering if your content is actually working?
Podcasting isn’t just about throwing your ideas out into the abyss and hoping someone finds them. For financial professionals, your primary goal is to establish trust, clarify your unique value, and create a steady pipeline of qualified leads. But the real traction doesn’t happen until your message is painfully clear and everything—from your podcast to your website—serves the right audience.
Meet James Miller, founder of Baobab Wealth and host of two niche podcasts. His experience is the blueprint for how financial advisors can stop chasing clients and build true attraction-based marketing—without doing everything yourself!
Highlights from the Episode:
- Why the right niche is everything: Jimmy grew up globally—and his firm is built for expats and cross-border families. He’s living proof that a tightly defined niche (not “everyone”) is the key to generating qualified leads.
- Content that compounds: His marketing stack—book, two podcasts, YouTube—runs like clockwork, but he isn’t the one editing, scripting, or posting. He focuses on expertise; the rest is outsourced.
- It’s a long game, not an overnight trick: It took two years before seeing direct ROI from content, but now clients request him, not the other way around.
- Stop obsessing over vanity metrics: Download spikes aren’t your metric. Are your leads warmer? Are initial calls skipping the small talk and getting straight to real questions? That’s the sign your marketing is working
From Niche to Authority: How Financial Advisors Can Use Podcasting and Content to Attract Ideal Clients
(00:06:16) Beginning with a Niche Based on Lived Experience
(00:07:57) Helping People Avoid Tax Time Bombs
(00:13:41) Skipping the Small Talk – Straight to Business with Clients
(00:14:36) Clients Approach You Differently After Becoming an Author
(00:20:28) When You've Been Burned Before by a Marketing Firm
(00:24:44) Analyzing Content for the Value it Provides to Listeners
(00:28:05) Getting Comfortable on Camera
(00:33:45) Impact of Creating Content in Multiple Formats
(00:36:09) Advice for Starting Now – Mixing Old-School Marketing and Podcasting
(00:45:13) Finding a Marketing Partner in Alignment with Your Business Style
Don’t DIY Your Authority
If you aren’t laser-focused about who you help and why, your marketing efforts are dead on arrival. It doesn’t matter if a million people see your content if none of them are the right fit. The riches are truly in the niches, and your expertise must be obvious at a glance. Here are the top 3 takeaways for financial experts:
- You don’t need to become a content machine. You need to stay the talent—let your production team (like us) handle the rest.
- Don’t bail on your podcast/YouTube/Newsletter after 90 days. Two years is a realistic window to start seeing measurable results; compound content is your long-term asset.
- Give value. The more you give, the easier it is for your niche audience to trust you.
- Your current clients need to see your authority too, not just prospects (James Miller sends every new video and podcast to existing clients—reinforcing trust and retention).
Tools & Action Steps for Advisors:
→ Stop counting downloads. Start tracking real business impact. Grab the free Podcast ROI Metrics Tracker to finally track non-traditional metrics that show your podcast’s true ROI.
→ Treat your show like financial planning. Long-term authority building isn’t a campaign; it’s an ongoing commitment. Know in advance: Results don’t come in 90 days (and ignore any agency that promises that).
→ Ready to outsource? If you want podcasting to feel easy—not another task—book a call. My team handles editing, repurposing, show notes, SEO, and posting so you can focus on being the expert behind the mic.
Follow James Miller and Baobab Wealth:
Abroad in America (podcast)
Divorce the IRS (book & podcast)
YouTube
Follow Virginia Elder:
LinkedIn
Instagram
Watch everything on www.podcastingforfinancialprofessionals.com
Ready to make your social media work for you?
Tired of feeling like you've got to post “everywhere” to grow your business?
If you’re OVER social media, and maybe you even took a step back from it like I did, this episode is for you. Tracy Beavers swears by Facebook because using it strategically - by participating in groups, hosting a group, and adjusting your personal profile to build your email list – has grown her business and has allowed her to help thousands of others grow their businesses when they implement her recommendations.
“For one week, you have four pieces of content, and you wrote one that got you excited and made you happy, and you let AI write you the two to three that you need to put out on your platform of choice, whether that's Facebook, Instagram, LinkedIn, wherever you are, and you're done." - Tracy Beavers
Easy Systems for Social Media and Podcasting Success
Stop telling yourself you need to do “all the things.” Authority, leads, and ROI are built through focused, sustainable action—not a messy spray of posts nobody reads or a podcast that gathers digital dust.
Simplify your strategy using these 3 tips:
1) Quality Over Quantity: Create content that speaks directly to your ideal client. Post only the most helpful content on ONE platform where your potentials hang out.
2) Batch & Repurpose: Take a time-out for 2 minutes to brain dump 12 topics your clients need to hear. That’s 1 topic per week for the next 90 days. Create 1 primary piece of content on that topic (a podcast episode, for example), and use AI to create social media posts based on the primary piece. Use a scheduler to post your content so you don’t have to think about it again.
3) Leverage Others’ Communities: Well-managed, active Facebook groups still drive massive organic reach and foster real business connections – if you participate as a helpful contributor AND your personal profile is optimized for business.
From Facebook to Podcasting: Visibility Strategies for Financial Service Business Owners
Establishing authority and trust with potential clients is non-negotiable for today’s financial professionals. But between compliance regulations, networking, and simply serving existing clients, it’s easy to become overwhelmed by digital marketing—and most of all, by decisions around podcasting, social media, and lead generation.
(00:04:39) Business coaching with a focus on Facebook for visibility
(00:09:35) 90 days of content in just 30 minutes
(00:12:45) What 12 topics could you easily unpack?
(00:14:01) Creating consistent social media content
(00:18:47) Best social media post schedulers
(00:22:36) Growing your business with Facebook groups
(00:24:30) Building a Facebook community
(00:27:24) Finding the right Facebook groups
(00:32:09) Networking through Facebook groups
(00:34:33) How podcasting and social media go hand-in-hand
(00:39:13) Time management and business priorities
(00:41:47) Growing your email list with your Facebook profile
Pro Tip from This Week’s Episode:
Building an authority platform means showing up where your people are, being consistently helpful, and letting your content do the heavy lifting. You don’t need to burn out doing it all yourself—outsource production tasks and stay focused on being the expert behind the mic.
The classic mistake? Overscheduling or overcommitting. Pick one platform where your audience actually gathers (Tracy recommends Facebook for its group features and robust business ecosystems).
Three solid posts per week—one podcast and two cut-down or support pieces—is enough to ramp up your visibility and nurture your audience. More than that without a team? You’ll burn out and your content will slip.
Use simple, free options like Meta Business Suite, or jump to more advanced (and still affordable) tools like Metricool. Don’t fret endlessly over whether the algorithm “likes” third-party schedulers—the real win is that you will be consistent. Consistency is what drives visibility, list growth, and ultimately, leads.
Resources mentioned:
Virginia’s interview on "Create Online Business Success”: https://www.tracybeavers.com/blog/podcasting-for-visibility-how-to-build-authority-attract-clients-and-grow-without-paid-ads-with-virginia-elder
Metricool: https://f.mtr.cool/RUOJTB
90 Days of Content in 30 minutes Free Download: https://www.tracybeavers.com/social
Follow Tracy Beavers:
https://www.tracybeavers.com/
https://www.facebook.com/tracybeaverscoaching
https://www.youtube.com/@tracybeaverscoaching
Follow Virginia Elder:
LinkedIn
Instagram
Wondering whether your podcast is doing anything for your business? Frustrated that you’re not getting clients from your podcast yet?
The Podcast ROI Tracker helps you measure the real return your show is generating — from authority and visibility to referrals, discovery calls, and new clients. Download it free at https://podcastabundance.com/roi-tracker and start tracking what actually matters.
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
Watch everything on www.podcastingforfinancialprofessionals.com
If you’re tired of publishing podcast episodes that attract random one-off listeners and never generate real leads, it’s time to rethink your strategy.
Most financial professionals create their podcasts week-by-week, always scrambling for a topic—resulting in disconnected episodes that don’t move listeners down a strategic path. The outcome? New listeners drop in for the answer they need, then bounce. No relationship is formed. No trust is built. No conversion.
Let’s fix that.
No More Guessing: Attract, Nurture, and Convert
Well-designed, bingeable podcasts intentionally guide your ideal clients from “Who’s this?” to “I can’t wait for the next episode,” to eagerly reaching out to work with you. Here’s the three-part framework every episode needs:
- Attraction Episodes
The episodes folks find when searching for practical, actionable answers—think “How do I reduce taxes in retirement?” or “What should I do with my old 401k?” These episodes get new ears on your show, but they’re only step one.
- Nurture Episodes
This is where you build authority and trust. Share your unique framework, debunk common myths, or walk through scenarios that show how you do things differently. Listeners start to buy into you—not just your answers.
- Conversion Episodes
Don’t confuse this with hard selling. Use case studies, behind-the-scenes process explanations, or anonymized client stories to paint a clear picture of how you work and what working with you feels like. This is where listeners pre-qualify themselves—before they ever hit “Book a Call.”
GOALS: “have episodes mapped out in this very connective, like, next step, next step, next step way so that you already know what's coming up, what you're going to talk about next week, who your guest is going to be, and you can already reference a future episode before it's ever released or maybe even before it's recorded." - Virginia Elder
Becoming Bingeworthy: Every Episode has a Job
(00:03:32) Planning podcast content strategically
(00:09:16) Creating 3 types of podcast episodes, each to serve a purpose
(00:12:03) Designing your podcast episode topic flow
(00:16:00) Mapping out your show content as a listener guide
(00:19:34) Establishing bridges between episodes and teasing future topics
(00:22:19) Building trust through consistency
Creating Your Potential Client’s Journey: Linking Episodes Intentionally
A bingeable show doesn’t just have these three-episode types—it links them intentionally. Most hosts fail to guide listeners to the next step. Instead, each episode should reference another logically connected episode: “If today’s discussion on tax strategy resonated, don’t miss next week when we go deeper into real estate syndication.”
Every episode should:
- Stand alone as a complete resource
- Point forward to the logical next episode
- Reinforce your unique expertise and approach
From Listener to Loyal Client: The Strategic Podcast Episode Roadmap
It’s not luck that creates bingeable shows—it’s strategy. To move clients from finder to fan, map out your content as a journey: create attraction episodes that answer burning questions, nurture episodes that build trust and authority, and conversion episodes that showcase your process and results.
Connect every episode, tease what’s next, and keep your tone and message consistent. This way, your podcast becomes a lead-generating engine and positions you as the go-to expert in your field. Stop winging it—plan it, bridge it, and watch your audience stick around.
Where's your podcast ROI?
Growing your business with podcasting requires intention—and measurement. Time to quit guessing.
When you track things like backlinks, referrals, lead quality, content reuse, and authority signals, your podcast stops being “content” and starts being infrastructure.
Free Download: https://podcastabundance.com/roi-tracker/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: www.podcastingforfinancialprofessionals.com
Follow Virginia Elder on social media:
LinkedIn
Instagram
If you think acquiring a financial services firm (instead of starting one) is just a swap of paperwork and a handshake, think again. When you buy a business with an established podcast, audience, and brand voice, it’s a true behind-the-scenes transition—especially if the previous owner’s face was the brand.
I sat down with Jen Fizer, new CEO of MKB CFO and host of The Financial Operator podcast, to talk real numbers, real challenges, and what actually works when stepping into someone else’s shoes (and mic).
What Happens When You Buy a Business and Its Podcast Platform
We dug into how she navigated a major business acquisition, took over an existing audience, and reshaped the show to fit her own style—all without losing credibility or momentum.
(00:04:37) Deciding to buy businesses instead of growing one from scratch
(00:07:30) How to buy a business
(00:12:01) Her first business purchase – a coffee shop
(00:15:39) Covering operations costs in addition to the purchase price
(00:21:27) What to do when the seller was also the face of the business
(00:25:49) Podcast rebrand and restructure with new ownership
(00:29:29) Updating old content: Challenges with YouTube vs audio podcasts
(00:34:06) Strategically transitioning from educational to relational content
(00:38:25) Budget and cash flow tools available to home service business owners
(00:41:46) Using podcasting to establish referral relationships with similar service providers
How to Own Your Podcast Rebrand After Taking Over an Existing Firm
If you’re only watching downloads and wondering why leads are slow, you’re missing 90% of your ROI. Track actual outcomes—authority, visibility, introductions, speaking opportunities—with the free Podcast ROI Metrics Tracker. Get it now and stop flying blind.
- Podcast Rebrands Can’t Be Halfway. If you’re inheriting a podcast, integrate yourself visibly and systematically into the content before making any hard transitions. Start showing up in reels, joint episodes, and socials alongside the previous owner, then roll out the rebrand.
- You Don’t Need a Pile of Cash to Buy a Business. Jen used creative deals—owner financing, down payments, even a 401k loan for a prior acquisition. Most sellers are open to terms that let you cash flow the purchase, especially if you’re already involved in the business.
- Podcasting Isn’t About Vibes or Vanity Metrics. If you’re using your show to drive business, track non-download ROI: authority, inbound leads, and partnership opportunities. Otherwise, you’ll assume the show’s not working when it probably is.
4 Key Takeaways for Financial Professionals
Buying a Business? There’s More Than the Purchase Price. Jen breaks down owner-financing, SBA loans, and creative strategies that don’t require seven figures sitting in your bank account (13:11). There’s also that not-so-small matter of covering payroll and expenses—so plan for the unexpected.
Transitioning a Podcast: Make It YOURS, Not a Carbon Copy. When the business you buy already has an audience, podcast, and brand voice, copying the previous owner won’t cut it. Jen shares how she rebranded and transitioned content before the big reveal, and why she swapped short, punchy episodes for deeper, hour-long conversations that fit her style (21:06).
Why Video Matters. Video lets potential clients see your real personality and connect with you faster—which translates to trust (and, ultimately, sales) (36:19).
Use Your Podcast for Relationship-Building. Client leads aren’t the only outcome you should be tracking. Podcasting creates referral partnerships and warm introductions you won’t get at your average networking event (40:33).
Content with Substance: From Information to Trust-Building
Many financial service podcasts fall into the trap of pure explanation—checklists for tax time, “how-tos” for compliance deadlines, etc. Storytelling, real-world examples, and genuine personality connect more strongly than lectures. Advisory clients rarely hire because you rattled off the GAAP rules. They hire because they feel they know, like, and trust you.
The best podcast content-types for financial services firms are:
- Case studies and origin stories
- Candid interviews with peers and adjacent experts
- Honest discussion of mistakes and lessons learned
- Occasional pure education, nestled within relationship-building narratives
Small tweaks to show notes, audio files, and lead magnet placements can be made at any time—giving your content far more longevity and adaptability than YouTube or social post.
Follow Jen Fizer & MKB CFO:
Website: mkbcfo.com
Podcast: https://pod.link/1578877075
Instagram/Facebook/YouTube: @mkbcfo
Your podcast is doing more for your business than you think — you just need a way to see it.
The Podcast ROI Tracker helps you measure the real return your show is generating — from authority and visibility to referrals, discovery calls, and new clients. Download it free at https://podcastabundance.com/roi-tracker and start tracking what actually matters.
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
Watch everything on www.podcastingforfinancialprofessionals.com
Follow Virginia Elder:
LinkedIn
Instagram
Podcasting for financial professionals, podcast ROI, podcast strategy, lead generation, authority building, email list growth.
Most podcasts don’t fail because the content is bad—they fail because the show is treated like a creative outlet instead of a business asset. In this episode of Podcasting for Financial Professionals, I break down what actually separates hobby podcasts from shows that educate clients, filter prospects, and quietly drive real business growth.
Why This Episode Matters for Financial Professionals If your podcast feels like effort without evidence—or you’re publishing consistently but can’t tell whether it’s helping your business—this episode will give you clarity. I walk through how to shift from “content creation mode” into CEO-level podcasting, where your show supports trust-building, client education, referrals, and lead nurture without relying on constant inspiration.
Inside this episode, you’ll learn how to:
- Reframe your podcast as infrastructure, not output
- Design episodes that serve different business roles (education, filtering, authority)
- Connect podcasting to email and your broader ecosystem for real conversion
This is about building systems—not adding more work.
Strategic Moments From This Episode (00:04:23) Podcast as a Business Asset
(00:08:31) Why Content Alone Doesn’t Convert
(00:12:25) How Episodes Actually Create ROI
(00:08:31) Email as the Missing Link
(00:19:31) Designing for Sustainability
(00:22:37) Measuring What Matters
Podcasting works exceptionally well for financial professionals—but only when it’s treated with the same strategic thinking as the rest of your business. When you stop relying on creativity and start building systems, your podcast becomes an asset that compounds trust, authority, and opportunity over time.
Action Steps to Run Your Podcast Like an Asset If you want your podcast to work harder for your business, start here:
- Define the Job of Your Podcast
Decide what your show exists to do—educate clients, filter prospects, warm referrals, or shorten sales cycles. Content without a job won’t create ROI. - Design Clear Listener Pathways
Every episode should naturally guide listeners toward the next step—often your email list—so the relationship continues beyond the audio. - Stop Expecting Every Episode to Do Everything
Different episodes serve different purposes. Assign roles instead of chasing downloads or perfection. - Build Systems That Survive Real Life
Batch recording, pre-planned CTAs, and repeatable workflows allow your podcast to keep running—even when you’re busy, traveling, or offline. - Measure Behavior, Not Vanity Metrics
Track what listeners do next, not just how many show up. That’s how podcasting becomes a measurable business system.
Where's your podcast ROI? Growing your business with podcasting requires intention—and measurement. Time to quit guessing.
When you track things like backlinks, referrals, lead quality, content reuse, and authority signals, your podcast stops being “content” and starts being infrastructure. Free Download: https://podcastabundance.com/roi-tracker/
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Follow Virginia Elder on social media:
LinkedIn
Instagram
Most financial professionals have been trained to see business as a numbers game—measurable inputs, predictable outcomes, and a constant quest for higher metrics. But as you’ll hear, “business isn’t a numbers game, it’s a people game.”
The most meaningful metric you’ll ever track is the human impact behind the numbers. This is especially true in the financial industry, where trust and genuine connection often eclipse technical expertise.
It’s easy to lose sight of the person on the other side of the table, especially when you’re buried in compliance, portfolio analyses, or lead sheets. Yet, it’s remembering their humanity—the daughter, the wife, the parent behind your client’s balance sheet—that allows you to transition from being a commodity to an indispensable advisor.
Pricing, Value, and Vibrations: Strategies for Financial Professionals to Elevate Their Impact
If you struggle with feeling salesy, have a hard time establishing or talking about pricing, find yourself tempted to give discounts or overload your offers, or even avoid sales conversations completely, this episode will help.
In this episode, Nicky Billou, shares how to double or even 10X your revenue by shifting into high-vibration states like inspiration and confidence, and why reframing sales as service is the biggest growth hack you’re missing.
“If you don't get what you should get, you won't give what you should give. You're actually ripping off your clients.” - Nicky Billou
Magnetic Marketing: How Your Energy and Storytelling Drive Growth for Financial Advisors
(00:05:49) Your Energy’s Impact on Income: Selling Without Feeling Salesy
(00:08:22) Selling Ethically – Knowing You’re Making Their Life Better
(00:15:56) Understanding Energy and Positive Power vs Force
(00:17:49) Boosting Energy (AKA Raising Your Vibration) To Progress Toward Your Goals
(00:21:30) Positive Energy Sparks Creativity and Action
(00:25:16) Confidence and Value Misalignment: Is it Your Belief or Your Actions?
(00:28:06) Pricing Fear vs. Value Exchange
(00:34:24) Value-Based Financial Services Pricing
(00:37:19) Implementing the Giver's Gain Philosophy in Your Work
Offer Less, Charge More: Simplifying Your Services for Financial Professionals with High Energy
Are you undercharging because you’re afraid clients won’t pay more? Pricing & having conversations about your services from a place of confidence (not fear!) actually serves your clients better while boosting your income. But if you generally feel like you’re a confident person and you know your offer is helpful to others, your energy may be holding you back.
Practical Action Steps (No Woo-Woo!):
- Listen to high-energy, inspiring content for 1 hour daily
- Read “Power vs Force” by Dr Hawkins
- Read “The War of Art” by Steve Pressfield (or any of his self-help books)
- Write down ideas when you’re feeling inspired, no matter where you are
The next time you’re designing an offer, assign a price based on the transformation the person receives. When that high price tag starts to gnaw at you, resist the urge to stack more to make the offer “worth it.”
“Offer less, charge more. It's not about what you offer in terms of the things that you do. It really isn't. It's about the value of the outcome you provide.” - Nicky Billou
Follow Nicky Billou:
https://www.ecircleacademy.com/
https://www.thethoughtleaderrevolution.com/
https://www.linkedin.com/in/nickybillou/
Wondering whether your podcast is doing anything for your business? Frustrated that you’re not getting clients from your podcast yet?
The Podcast ROI Tracker helps you measure the real return your show is generating — from authority and visibility to referrals, discovery calls, and new clients. Download it free at https://podcastabundance.com/roi-tracker and start tracking what actually matters.
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
Watch everything on www.podcastingforfinancialprofessionals.com
Follow Virginia Elder:
LinkedIn
Instagram
The pursuit of Growth has you distracted from the real goal – stacking experiences and experiments across your entire journey. Rather than hustling toward the next tactic or growth hack, this interview reveals how a lifetime of solving problems for others, absorbing and implementing advice from mentors, and finding the FUN in everyday aspects of business pays off big time.
Eddie Price, as an insurance agency owner in the 90s, was initially motivated to solve his own operational challenges. So, he learned to code, built his own software, and gradually transitioned his solution into a thriving, multi-million-dollar SAAS company. Along the way, he purchased and sold smaller insurance agencies, spent late nights coding, and accumulated one new customer at a time—demonstrating that business growth is truly a long game.
“A good idea executed pretty well now is better than a good idea never executed perfectly.” - Eddie Price
Stacking Acquisitions, Tech, and Team Building: Keep Experimenting (and Growing) No Matter How Long You’ve Been in Business (00:05:13) Building Software to Solve an Internal Need
(00:12:47) How to Buy and Sell Insurance Agencies
(00:17:55) Treating Your Next Project Like a Dedicated Side-Hustle
(00:25:36) Passion and Care Drive Success
(00:30:23) Stacking Joy Today in Your Business
(00:37:11) Improving Connections with Clients Using Your Podcast
(00:42:46) Embracing the MVP Mindset
Key Takeaways from Eddie’s Podcast Launch Process: Here’s exactly how you can take a page from Eddie Price’s playbook on the Insurance Agency Success podcast, and set yourself up for growth:
- Launch with a Strategic Guide
From the start, get help crafting your SEO-friendly show name, description, intro, and outro—all the core elements that truly attract the right listeners. Align the messaging and visuals with your brand and your ideal client’s desires. - Choose a Manageable Publishing Cadence
Pick a schedule you know you can commit to consistently— even just one solid episode per month. This gives you time to implement feedback, schedule quality interviewees, and really get familiar with your own production workflow without getting overwhelmed. - Prioritize Video and Repurposing Assets Up Front
From your very first episode, include video and reels in your production package. Video is powerful for building rapport and trust, and those short clips give you a goldmine of content to share across social channels—expanding your reach and reinforcing your expertise with both prospects and clients. - Nail Your Call-to-Action (CTA)
Practice your CTA until it’s second nature. A polished, relevant CTA isn’t just a “nice to have”—it’s your bridge from listeners to actual leads, turning your podcast into a true business growth tool.
Strategic Experiments: Launching Podcasts, Writing Books—and Growing Faster Than Ever Eddie surprised me mid-episode with his author’s copy of his brand-new book, “The Independent Insurance Agent’s Guide to Branding and Growth.” Other books recommended in this episode are:
“The Perfect Insurance Agency” by Eddie Price
“The Present” by Spencer Johnson
Business growth for financial professionals is about layered, consistent action—acquisitions, marketing, content creation—all stacking over time. Whether you're building your firm, acquiring competitors, or scaling with a podcast, the principles are the same. Start imperfectly, iterate consistently, track what matters, and anchor your efforts in work you genuinely enjoy.
With the right mindset and systems, your podcast becomes not just another marketing channel, but a compounding flywheel for authority, education, and growth—a partnership with your audience that pays dividends for years to come.
Your podcast is doing more for your business than you think — you just need a way to see it.
The Podcast ROI Tracker helps you measure the real return your show is generating — from authority and visibility to referrals, discovery calls, and new clients. Download it free at https://podcastabundance.com/roi-tracker and start tracking what actually matters.
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
Watch everything on www.podcastingforfinancialprofessionals.com
Follow Eddie Price:
https://www.jenesissoftware.com/
https://www.youtube.com/@Jenesissoftware
Follow Virginia Elder:
LinkedIn
Instagram
Podcasting for financial professionals, podcast strategy, financial advisor marketing, podcast ROI, authority building, lead generation, sustainable content strategy.
Podcasting can accelerate trust, visibility, and client conversion—but only when your business is ready to support it. In this solo episode, I walk you through how to determine whether podcasting is a strategic growth lever for your firm or a distraction that quietly drains time, energy, and momentum.
This Episode Helps You Decide—Without Pressure
I see too many financial professionals start podcasts because they feel behind, pressured, or convinced that “everyone else is doing it.” In this episode, I slow that narrative down. You’ll hear how podcasting actually functions as a business asset, when it works best, and why it’s not a mandatory step for growth.
We talk through:
- Why podcasting is seven decisions, not one
- When a podcast shortens sales cycles—and when it creates burnout
- How to spot whether podcasting belongs now, later, or not at all in your marketing plan
This isn’t about convincing you to start. It’s about helping you make the right decision with clarity.
Strategic Signals That Indicate Podcasting Will (or Won’t) Work for Your Business
▶️ Podcasting as a trust engine vs. a time drain
▶️ The “CEO vs. Creator” mindset shift
▶️ The 30–40 topic readiness test
▶️ Compliance realities you must factor in
▶️ Where podcasting fits inside a multi-channel marketing plan
▶️ The overlooked exit-strategy consideration
▶️ When to say “not yet” without guilt
▶️ How to move forward confidently—either way
Action Steps for Owners of Financial Services Businesses
If you’re on the fence about starting a podcast, here’s how to move forward after this episode:
- Audit readiness, not excitement
If you can’t clearly articulate who the podcast serves, what problem it solves, and how it supports revenue, pause. Excitement fades—structure sustains. - Place podcasting inside your marketing ecosystem
A podcast should support your broader strategy (email, SEO, guesting, speaking), not consume all your attention or budget. - Decide your role before you hit record
Are you building authority through solo insight, or efficiency through interviews? The wrong format creates friction fast. - Set a sustainability threshold upfront
Decide how much time, energy, and money podcasting gets before it must feel “automatic.” That boundary prevents resentment later. - Give yourself permission to wait—or opt out
Podcasting is powerful, but timing matters. Choosing “not yet” is strategic, not lazy.
Clarity Beats Urgency: Choosing the Right Time to Start a Podcast
Podcasting isn’t a checkbox. It’s a long-term trust play. When it’s aligned with your business model, capacity, and goals, it becomes one of the most powerful authority-building tools available to financial professionals. When it’s misaligned, it becomes another obligation you dread.
This episode is here to give you relief—not pressure. Whether you decide yes, no, or not yet, clarity is the win.
Where's your podcast ROI?
Growing your business with podcasting requires intention—and measurement. Time to quit guessing.
When you track things like backlinks, referrals, lead quality, content reuse, and authority signals, your podcast stops being “content” and starts being infrastructure.
Free Download: https://podcastabundance.com/roi-tracker/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
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
Scaling a business, AI in business, talent acquisition, hiring peak performers, YouTube strategy, authority building for financial advisors, niche marketing, lead generation, content consistency.
If you’ve been told to automate everything, scale fast, and remove yourself from the equation… this episode will challenge that advice in the best way.
In this conversation, Kasim Aslam — digital marketing founder and 8-figure exit entrepreneur — explains why “scale” may actually make you obsolete in an AI-driven world, and why financial advisors win by doing the opposite. We unpack hiring mistakes, why you should overpay your next peak performer, how to compete against trillion-dollar firms, and why consistent YouTube and podcast content is now non-negotiable for authority and lead generation.
Rethinking Scale, Talent, and Authority in an AI Economy
Most financial professionals assume growth equals automation, delegation, and scaling systems. Kasim flips that narrative.
He argues that anything that scales can be commoditized — especially now that AI can replicate analysis, reporting, and even basic financial advice. What cannot be commoditized is human talent deployed creatively.
In this episode, you’ll hear:
- Why people — not processes — are your only true competitive advantage
- The hidden cost of hiring average performers
- How the Pareto principle should shape your team strategy
- Why niching is no longer optional for financial advisors
- The real reason content consistency beats viral spikes
- How to think about YouTube and podcasting as authority infrastructure
Kasim doesn’t deal in theory. He shares the frameworks that helped him build, scale, and exit an agency — and what he would do differently if he were building a financial advisory firm today.
Business Scaling, AI Risk & Content Strategy Takeaways
(00:04:22) Cracking the Talent Code
(00:09:14) Why Scale Is Dangerous in the Age of AI
(00:12:42) The Savior Complex in Hiring
(00:15:27) The Pareto Principle Applied to Teams
(00:27:11) Competing Against Trillion-Dollar Firms
(00:40:27) Why Social Media Isn’t Built for You
(00:42:14) The Power of Niche in Financial Advising
(00:48:35) One Hour-a-Week Content Strategy
How Financial Advisors Can Future-Proof Their Business
If you want to future-proof your business instead of chasing outdated growth advice, start here:
- Audit Your Hiring Standards
Stop hiring for minimum qualifications. Identify where 20% of your team is driving 80% of your outcomes — and consider what would happen if you invested more heavily in top-tier talent. - Define Your Non-Commodifiable Edge
AI can analyze portfolios. It cannot replicate lived experience, empathy, cultural understanding, or niche authority. Choose a niche where you have contextual insight others don’t. - Treat Content as Infrastructure
Your podcast and YouTube channel are not “marketing tactics.” They are authority assets. Commit to a disciplined content cadence — even one focused hour per week can create compounding visibility. - Stop Confusing Automation with Strategy
Before automating, ask whether you are eliminating the very human differentiator that makes clients choose you over larger institutions. - Evaluate Your Marketing Through Investment Logic
Content creation and talent acquisition are long-term plays. Don’t evaluate them by short-term vanity metrics. Evaluate them by authority, inbound quality, and relationship depth.
Building a Human-Centered Financial Practice
AI will commoditize anything predictable. Large firms will always outspend you on systems and automation.
Where you win — as a financial professional — is through people. The people you hire. The niche you serve. The authority you build through consistent, thoughtful content.
Growth isn’t about scaling faster. It’s about becoming more irreplaceable.
Follow Kasim Alam:
https://kasim.me/
https://kasimaslam.com/
Your podcast is doing more for your business than you think — you just need a way to see it.
The Podcast ROI Tracker helps you measure the real return your show is generating — from authority and visibility to referrals, discovery calls, and new clients. Download it free at https://podcastabundance.com/roi-tracker and start tracking what actually matters.
Follow Virginia Elder on social media:
LinkedIn
Instagram
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. To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Podcast production, podcast marketing, and podcast monetization for financial professionals isn’t about getting the most downloads — it's about trust, lead generation, and measurable ROI.
In this episode, Ralph Estep Jr. and I break down how to treat your podcast like a true business asset, not a creative side project. We cover strategic podcast production investments, aligning your content with your niche audience, using lead magnets and affiliate income wisely, strengthening your call to action (CTA), and understanding why podcasting works best as a mid-to-bottom funnel trust builder — not a top-of-funnel growth hack. If you want your podcast to support audience growth, email list building, and real business strategy, this conversation will shift how you think about podcast marketing for good.
Podcast Marketing Strategy and Using Your Show as a Mid-Funnel Nurture Step for Your Potential Clients
If you’re expecting your podcast to magically generate leads from strangers who’ve never heard of you, this episode will reset your expectations—in the best way.
Ralph explains that most people don’t discover you because of your podcast. They discover you elsewhere—through referrals, books, social media, or networking—and then your podcast becomes the mid-to-bottom funnel trust builder that deepens the relationship.
Inside this episode, you’ll learn:
- Why downloads are often a vanity metric
- How shifting from “top-of-funnel” thinking changes your strategy
- Why niching down increases credibility and clarity
- The mindset required to commit to podcasting for years—not months
As Ralph says, many creators live in “money chaos.” Podcasting can either add to that chaos—or become the system that helps organize it.
High-Impact Podcast Strategy & Audience Growth Moments
(00:02:04) The “Money Chaos” Problem
(00:05:24) The Power of a Clear Niche
(00:15:13) Shoestring Budgets Undermine Credibility
(00:19:29) Question-Based Title Strategy That Doubled Downloads
(00:27:59) Alignment Over Noise
(00:29:04) Smart CTAs & Affiliate Strategy
(00:32:44) Avoiding Social Media Burnout
Action Steps for Financial Professionals
If you want your podcast to operate like a business asset, here’s where to start:
- Reposition Your Podcast in the Funnel.
Stop expecting discovery-first results. Design your show to nurture referrals, LinkedIn connections, email subscribers, and existing prospects who are already aware of you. - Audit Your Investment Mindset.
You wouldn’t build your advisory practice on a shoestring budget—don’t do it with your podcast. Treat production, equipment, and strategic support as marketing investments, not expenses. - Clarify Your Niche & Message.
If your show title and topics don’t clearly communicate who it’s for, you’re leaving authority on the table. Specificity builds trust. - Simplify Your Call to Action.
Move away from aggressive “buy now” CTAs. Offer a next step that helps—whether that’s a guide, a checklist, or a discovery call. Build relationships first. - Build Systems Before Expanding Platforms.
Choose one social platform to master. Develop repeatable processes. Avoid burnout by scaling intentionally.
Aligning Podcast Production with Your Marketing Budget
Podcasting is not a shortcut. It’s not a viral play. And it’s not a magic lead machine.
It is a long-term marketing investment that compounds over time—if you treat it like one.
When you align your message with your business, invest in quality, and design intentional next steps for your listeners, your podcast becomes more than content. It becomes credibility. It becomes relationship capital. And eventually, it becomes revenue.
If you’re serious about maximizing podcast ROI, this episode will challenge—and strengthen—your strategy.
Follow Ralph Estep Jr.:
https://www.contentcreatorsaccountant.com/
https://www.youtube.com/@TheContentCreatorsAccountant
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 and downloadable templates at www.PodcastAbundance.com.
Your podcast is doing more for your business than you think — you just need a way to see it.
The Podcast ROI Tracker helps you measure the real return your show is generating — from authority and visibility to referrals, discovery calls, and new clients. Download it free at https://podcastabundance.com/roi-tracker and start tracking what actually matters.
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
Podcast production costs, podcast ROI, podcasting for financial professionals, podcast marketing budget, done-for-you podcast production — if you’ve ever wondered whether your podcast is worth the time and money you’re putting into it, this episode will give you clarity. In this solo episode of Podcasting for Financial Professionals, I break down how much financial advisors, CPAs, and service-based professionals should realistically invest in podcast production — and how to evaluate whether that investment is actually paying off in authority, leads, and long-term growth.
Podcast Production Strategies That Actually Grow Your Financial Firm
Most financial professionals understand investment vs. return — but when it comes to podcasting, many are flying blind. In this episode, I walk you through how to think about your podcast like a true business asset, not a hobby, and how to decide when it makes sense to keep things DIY versus when it’s time to outsource for leverage and growth.
In this episode, you’ll learn:
- How podcast spending correlates with audience growth and visibility
- What “reasonable” production investment looks like at different stages of business
- Why production quality, consistency, and repurposing impact ROI more than downloads alone
From DIY to Done-For-You: Smart Investments for Financial Podcasts
(00:01:58) Podcast Spending vs. Growth
(00:02:30) Hobby Podcast vs. Business Asset
(00:03:10) What Production Actually Costs
(00:05:45) When DIY Stops Working
(00:07:03) Authority as ROI
(00:07:45) Top-of-Funnel Strategy
(00:08:43) Mid-Funnel Strategy
Turning Your Podcast into a Business Asset That Attracts More Clients and Referrals
If you want your podcast to support your business — not drain it — start here:
Audit Your Current Investment
Look at what you’re spending in time and money. If you’re investing hours every week but still inconsistent or invisible, that’s a cost too.
Define ROI Beyond Downloads
For financial professionals, ROI looks like:
- Shorter sales cycles
- Better-qualified leads
- Increased authority and trust
- Content that supports client education and retention
Benchmark Your Spend
Many small businesses spend up to 10% of revenue on marketing. Podcasting is part of that ecosystem — not a separate experiment. As revenue grows, the percentage may shrink, but the strategy should sharpen.
Decide What to Outsource First
Editing, show notes, publishing, and repurposing are often the biggest leverage points. You don’t need to outsource everything — just the things slowing you down or holding you back.
Build Sustainability, Not Hustle
Your podcast should give you breathing room — not force you into late nights, skipped vacations, or burnout. Strategic production creates consistency without grind.
Why Your Podcast Production Budget Matters More Than You Think
The data is clear: podcasters who invest — either with time, money, or both — are far less likely to stay stuck with low visibility and minimal impact. As a financial professional, your podcast isn’t just content. It’s a trust-building engine, a client education tool, and a long-term authority play.
If you’re unsure whether your messaging, structure, or production is supporting that goal, start with clarity first.
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
Free Download: https://podcastabundance.com/attraction-messaging-blueprint/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
Follow Virginia Elder on social media:
LinkedIn
Instagram
Podcast SEO, website optimization, show notes, backlinks, and content strategy for financial professionals who want discoverability, authority, and lead generation—without paid ads or fluff.
If you’ve ever paid for SEO and wondered what you’re actually paying for, or published podcast episodes only to feel invisible online, this conversation will change how you think about your website and your content.
In this episode, you’ll learn how to:
- Turn podcast episodes into long-term SEO assets
- Optimize your website for both Google and AI search tools
- Stop wasting effort on “thin” content that doesn’t convert
- Use podcast guesting and collaboration to build real authority
Practical SEO Strategies for Business Owners: The Right Way to Drive Website Traffic
Barb brings 25+ years of digital marketing experience and explains SEO in plain language—especially how podcasting, show notes, and website structure work together to help the right people find you.
We dig into the practical, behind-the-scenes work that supports real SEO results, including:
- Why SEO is about clarity and problem-solving, not tricks or mystery tactics
- How properly formatted podcast show notes outperform raw transcripts
- The role backlinks play—and why podcast guesting is one of the easiest ways to earn them
- How AI tools like ChatGPT and Google Gemini surface content (and what they reward)
- Why monthly, substantial content often beats frequent, shallow publishing
This episode is especially helpful if your podcast is gaining traction—but your website isn’t pulling its weight.
Using Podcasting and SEO to Attract Ideal Clients
(00:11:11) SEO Isn’t Magic — It’s Messaging
(00:17:59) Podcast Show Notes as Blog Content
(00:27:10) Content Frequency Without Burnout
(00:31:41) Backlinks Through Podcast Guesting
(00:38:07) Diagnosing Ranking Drops
(00:40:01) Preparing for AI-Driven Search
(00:57:36) Website Power-Up Strategy
Action Steps to Improve Your Podcast SEO Immediately
If you want your podcast and website to work together as a true marketing engine, start here:
- Reformat Your Show Notes
Stop posting raw transcripts. Edit them into blog-style posts with headings, bullets, quotes, and one clear call-to-action. - Audit Your Website Messaging
Make sure your homepage and service pages clearly state who you help, what problem you solve, and what to do next. - Use Podcast Guesting Strategically
Guesting earns high-quality backlinks and fast authority. Make sure every appearance links back to your site. - Create Content That Answers Real Questions
Publish FAQs, client scenarios, and case studies—these perform better for both SEO and AI search than surface-level content. - Think Long-Term, Not Viral
One strong post per month that actually helps your audience will outperform constant “busy” content.
Backlinks, Meta Descriptions, and AI: Must-Know SEO Tactics
SEO doesn’t have to feel secretive, technical, or overwhelming. When your podcast, website, and messaging are aligned, your content compounds—bringing visibility, trust, and qualified leads over time.
This episode is a reminder that podcasting is only half the equation. What you do after you hit publish—how you format, position, and repurpose your content—is what determines whether your show quietly exists or actively grows your business.
And if you want help dialing in the messaging that ties all of this together, don’t forget to download my free workbook, The Attraction Messaging Blueprint, to craft podcast intros, outros, and content that actually convert.
Follow Barb Davids:
https://compassdigitalstrategies.com/
https://www.linkedin.com/in/barb-davids/
https://www.youtube.com/@compassdigitalstrategies
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
Free Download: https://podcastabundance.com/attraction-messaging-blueprint/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
Follow Virginia Elder on social media:
LinkedIn
Instagram
Podcasting for financial professionals, trust-based marketing, service-first podcasting, financial literacy, and authority building are at the center of this episode of Podcasting for Financial Professionals. I sit down with Stoy Hall, CFP®, CEO and Founder of Black Mammoth and host of the No BS Wealth podcast, to unpack how podcasting can be used as a tool for education, relationship-building, and real impact—especially when serving underrepresented communities—without turning your show into a sales pitch machine.
Podcasting for Advisors Building Influence, Not Just Downloads
If you’ve ever felt pressure to make your podcast “convert” faster, louder, or more aggressively, this episode offers a powerful reframe. Stoy shares how he intentionally built No BS Wealth as a service-driven platform—designed to educate, build trust, and meet people at their real financial pain points—while allowing business growth to happen naturally.
In this conversation, you’ll hear how podcasting can:
- Build authority without sacrificing authenticity
- Create long-term trust in communities historically underserved by financial services
- Support your advisory practice without becoming a direct sales funnel
- Position you as a credible educator first and a business owner second
This episode is especially valuable if you work with minority, women-owned, or LGBTQIA businesses—or if you want your content to stand for something deeper than lead generation alone.
The Long-Game Podcast Strategy for Financial Professionals
(00:04:41) From Single Parent Income to Becoming a Wealth Manager
(00:11:25) Balancing Values vs Chasing Bigger AUM Clients
(00:14:08) Breaking Barriers in the Community Through Trust and Education
(00:21:55) Organically Building Relationships with a Collective
(00:27:44) A Sports Podcast as an Experiment in Podcasting
(00:34:27) Using AI Tools for Better Communication
(00:36:02) Podcast Guest Management Tips
(00:39:36) First-Hand experience: Podcast Editing and Guesting Advice
(00:41:48) Getting Clients by Meeting People Where They Are
Podcasting as a Relationship-Building Tool for Financial Advisors
If you’re considering launching a podcast—or rethinking how your current show supports your business—start here:
- Design Your Podcast Around Service, Not Sales
Shift your mindset from “How do I convert listeners?” to “How do I genuinely help them?” Trust accelerates when education and empathy lead the conversation. - Create Depth Through Collaboration, Not Random Guests
Consider a vetted circle or collective of professionals you trust. Repeated voices allow for deeper conversations, richer storytelling, and stronger credibility. - Let Authenticity Replace Perfection
Leave the polished scripts behind. Honest dialogue, lived experience, and real stories connect far more than flawless delivery. - Batch Content to Support Sustainability
Record in seasons or batches so your podcast supports your life—not the other way around. Consistency should feel sustainable, not exhausting. - Meet Your Audience Where They Already Are
Distribute your podcast across platforms your audience actually uses—audio, video, social clips, and email—so your message travels farther without more effort.
How Service-First Podcasting Builds Trust in Financial Services
Stoy Hall’s approach is a reminder that podcasting in financial services doesn’t have to follow a rigid, transactional formula. When your show is rooted in service, community, and honest conversation, trust becomes your greatest asset—and business growth becomes a natural byproduct, not the sole objective.
If you’re ready to design a podcast that reflects your values, supports your clients, and builds authority without compromising authenticity, this episode will expand what you believe is possible behind the mic.
Follow Stoy Hall:
https://www.blackmammoth.com/
https://www.linkedin.com/in/stoyhall/
https://nobswealth.com/
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
Free Download: https://podcastabundance.com/attraction-messaging-blueprint/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
Follow Virginia Elder on social media:
LinkedIn
Instagram
Video podcasting, financial professionals, podcast growth strategy, podcast discoverability, video marketing for advisors.
Only 25% of podcasters are using video, yet those shows consistently grow faster, build trust sooner, and create stronger audience connection. This episode breaks down why video matters now, how financial professionals can adopt it without overwhelm, and what the data tells us about visibility, authority, and sustainable growth.
If you’ve been unsure whether video is worth the time, cost, or learning curve, this conversation will help you decide how to use video strategically — without turning your podcast into a second full-time job.
Why Video Accelerates Trust, Visibility, and Authority
Video isn’t about chasing algorithms — it’s about human connection. For financial professionals, seeing your expressions, confidence, and credibility builds trust long before someone ever books a call.
In this episode, I walk through:
- Why platforms like YouTube, LinkedIn, and Instagram actively reward video
- How video shortens the “trust runway” for service-based businesses
- Why adding video doesn’t require studio lighting or a production team
You’ll also hear real examples of how video podcasting has helped financial and insurance professionals attract conversations offline — in offices, gyms, and everyday life.
How Video Multiplies Podcast Discoverability
Adding video doesn’t just create another format — it creates multiple entry points for your content. One episode becomes many ways for the right listener to find you.
Find out:
- How YouTube, Google, and social platforms scan video titles, captions, and transcripts
- Why short-form video dramatically expands reach beyond your existing audience
- How repurposing video clips fuels email, social, and website traffic
You’ll hear how shows like The Vital Strategies Podcast and Insurance Agency Success use video clips to drive discovery from external sources like email, social media, and websites — not just podcast apps.
Low-Lift Ways to Add Video Without Overwhelm
If the idea of being on camera makes you cringe, this episode gives you permission to start small.
I cover three beginner-friendly approaches:
- Recording remote interviews with high-quality audio and video
- Using audiograms or motion graphics instead of full on-camera clips
- Creating short, video-only touchpoints between podcast episodes
These options allow you to build visibility and trust without changing how you already record.
The Real Power of Video: Repurposing
Once video exists, your content starts working harder for you.
One episode can become:
- A full YouTube video
- Multiple short-form clips for LinkedIn and Instagram
- Website content pulled from show notes
- Emails that educate and nurture your list
I also share how my team at Podcast Abundance supports financial professionals with done-for-you podcast production and strategic social media repurposing — so your content actually stops the scroll instead of announcing, “New episode out today.”
Key Moments to Listen For
(00:02:18) Why video builds trust faster
(00:03:05) YouTube shorts driving discovery
(00:04:06) How repurposing affects reach
(00:05:07) Discoverability from external sources
(00:06:24) 3 Low-lift ways to incorporate video into your workflow
(00:08:20) Endless repurposing ideas once you record video
(00:09:04) Done-for-you videos for social media
Action Steps for Financial Professionals
If you want your podcast to grow without adding chaos to your calendar, start here:
- Add video strategically, not perfectly — clips on social mesia count!
- Design your workflow first, then choose tools
- Repurpose intentionally so one recording fuels multiple platforms
- Focus on trust, not trends — your face matters
For help tightening your messaging before adding video, download my free workbook, The Attraction Messaging Blueprint. It walks you through intros, outros, and trailers that pull listeners in and keep them engaged.
Resources mentioned in this episode:
2025 Independent Podcaster Report by Alitu
Podcasting for financial professionals, business growth, content strategy, and consistency don’t require hours of work to create momentum. In this episode, I sit down with TEDx speaker and Happy Healthy Hustle podcast host Dr. Christiane Schroeter to unpack her Petite Practice Framework—a method built on small, strategic actions that create sustainable growth without overwhelm.
“I listen to what people ask me, and I have a binder next to me during client conversations where I write down the frequently asked questions and then make a podcast episode out of it.” - Dr. Christiane Schroeter
If you’ve ever felt stuck, behind, or unsure how to move your podcast or marketing forward without burning yourself out, this conversation will reframe how you think about consistency, funnels, and authority-building.
Why Small Actions Matter More Than Big Plans Most high-achieving professionals don’t struggle with ideas—they struggle with execution that fits real life. Christiane shares how just 1–5 minutes of focused action can compound into meaningful business growth, especially for financial professionals balancing clients, compliance, and content creation.
You’ll hear how to:
- Build momentum without perfection
- Create content that actually connects with listeners
- Turn podcast conversations into leads and long-term relationships
This episode gives you permission to start small—and stay strategic.
Podcast Growth & Funnel Strategy in Action (00:02:16) Academic to Entrepreneur
(00:07:21) Petite Practice Explained
(00:09:10) Repurposing to Launch
(00:13:33) Funnel Integration
(00:17:04) Custom Coaching Approach
(00:21:45) Turning Listeners into Leads
(00:26:13) Ignoring Vanity Metrics
(00:37:01) Consistency Without Burnout
Action Steps to Strengthen Client Attraction via Your Content If you want your podcast (or content idea) to support your business instead of draining it, start here:
- Shrink the Commitment: Stop waiting for perfect conditions. Commit to short, repeatable actions that fit into your real schedule.
- Build One Clear Funnel: Every episode should guide listeners toward one next step—an email list, resource, or conversation.
- Create from Real Questions: Let client questions and conversations dictate your episode topics. Relevance beats creativity.
- Measure Impact, Not Downloads: Focus on engagement, replies, and client conversations—not rankings or vanity metrics.
- Design for Sustainability: Consistency should feel doable. If it doesn’t, your system—not your discipline—is the problem.
Designing a Podcast That Supports Your Business This conversation is a reminder that growth doesn’t come from doing more—it comes from doing the right things consistently. Whether you’re launching a podcast, refining your message, or rebuilding momentum, small strategic moves can unlock clarity, confidence, and traction faster than you think.
Follow Dr. Christiane Schroeter:
https://doctorchristiane.com/
https://www.linkedin.com/in/christianeschroeter/
https://www.youtube.com/@doctor.christiane
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
Free Download: https://podcastabundance.com/attraction-messaging-blueprint/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
Follow Virginia Elder on social media:
LinkedIn
What if real wealth wasn’t just about numbers, but about making choices that align with your values? In this episode, I sat down with Dr. Nicholas Michels, author of Rich by Choice, to unpack how life’s toughest moments shaped his journey from turning down an $8 million bonus to building a purpose-driven financial firm. Whether you’re a financial professional or just looking for ways to create a more meaningful business, this session is packed with insights on trusting your path, redefining success, and leaving a legacy.
Navigating Pivotal Moments: Turn Life Lessons into Your Professional Superpower Learn how childhood upheaval shaped Dr. Nick’s perspective on money, and why he's focused on the impact money can make - on family, stability, and future choices. From washing golf carts at 16 to learning the power of compounding, he discovered that financial empowerment comes from small, consistent actions, not privilege or hustle. Whether mentoring kids, writing his next book, leading a nonprofit, or guiding clients, Dr. Nicholas is focused on building a lasting legacy where wealth is defined by values, relationships, and meaningful impact.
Beyond Numbers: Building a Values-Driven Financial Firm That Attracts Loyalty (00:06:11) Golf Course Lessons in the Power of Saving Early and Consistently
(00:11:41) Wealth Transfer and Legacy Planning Specialties
(00:17:24) The Entrepreneur’s Journey: Adapt, Learn, Persevere
(00:20:54) Converting Content from Academia to Actionable Advice
(00:24:49) Spousal Money Disagreements and Seeking Help from Mentors
(00:29:25) Chances of Them Reading Your Book and Instant Authority
(00:32:55) Discovering and Leveraging Your Unique Ability
(00:34:10) The Concept of “Compounding” Impacts Every Area – Finances and Habits
Action Steps for Financial Professionals: Marketing, Legacy, and Making Your Next Bold Move Find out how to lean into really fuels growth, trust, and fulfillment for financial professionals—not just the numbers, but people, choices, and legacy.
Your Next 7 Bold, Authority-Building Moves:
- Find mentors and model what works: Don’t reinvent the wheel. Interview those who’ve succeeded in your field and get expert coaching from day one.
- Prioritize character when hiring: Build your team around integrity and passion, rather than just financial expertise; you can always teach the technical parts.
- Delegate and focus on your strengths: Make your calendar reflect what you do best and enjoy most—delegate everything else to unlock exponential growth.
- Lead with storytelling: Share your real-life financial wins and losses. Use your story (via podcast or book) as your marketing card; transparency builds trust.
- Consider writing a book: A book clarifies your core values, attracts ideal clients, and doubles as a legacy tool for future generations.
- Teach money skills to younger generations: Pay it forward through teaching, mentoring, or nonprofit work—you’ll enrich your brand and community impact.
- Grow through genuine client relationships: Start with outstanding service and connection—your happiest clients will naturally refer others.
Creating a financial business and brand that stands out starts with relationships, purpose, and sharing your story. Take a cue from Dr. Nicholas Michels: begin with mentorship, build a strong values-driven team, tell your unique story, and always look for ways to pay it forward. Each small, intentional action can yield massive results for your firm and the people you serve.
Follow Dr. Nicholas Michels:
www.richbychoicebook.com
https://michelsfamilyfinancial.com/
https://www.linkedin.com/in/nicholas-e-michels/
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
Free Download: https://podcastabundance.com/attraction-messaging-blueprint/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or listen on any podcast app here: https://pod.link/1478414077
Follow Virginia Elder on social media:
LinkedIn Instagram Facebook
Are ads and sponsors actually helping? Or just distracting listeners from your business?
Your goal in having a podcast is to build trust, elevate YOUR brand, and generate qualified leads for your business. So, why try to monetize with others’ offers for pennies when running mattress ads only distracts your audience from your core message, values, and purpose?
Many business owners think podcast sponsors are the key to making money, but that’s a myth. The real value comes from using your podcast to build authority, nurture trust, and guide your ideal listeners straight into your world.
Forget chasing ads—focus on crafting content that turns listeners into warm leads and loyal clients. Your expertise is the asset, not ad space. If you’re ready to transform your podcast into a lead-generating machine, this episode will help you start thinking like a CEO and make every episode work for your business.
Why Sponsorships Are Overrated for Financial Podcasts and What Actually Generates Client Leads
Setting your podcast up for sustainable monetization isn’t about the sponsor hunt—it’s about smart strategy, clear messaging, and building deeper relationships with the right listeners. Here’s what you should know:
- Your Audience Is Too Valuable for Pennies Selling ad space to sponsors means sacrificing the depth of connection you’ve built. Advertisers pay by volume, not by trust, which means niche audiences like yours get undervalued.
- Sponsorships Distract—Not Convert Ads break up your message and send listeners in too many directions. When your call to action competes with a sponsor’s product, you lose focus. Listen in for a case study where 98% of revenue came from their signature course—not “perfect-fit” sponsors.
- Your Podcast Is a Relationship Engine You’re not running an entertainment show. You’re building authority, expanding reach, and nurturing leads—all without needing millions of downloads or influencer status.
The Smarter Path to Monetize Your Podcast for Financial Professionals
Here are three ways you can actually make money with your podcast:
- Referrals: Listeners confidently recommend you because they know your expertise and values from your episodes.
- Intentional Email List Growth: Offer helpful downloads (think calculators, checklists, mini-trainings) as lead magnets so you can nurture contacts—no algorithms required.
- Selling Financial Services: Your episodes build trust and shorten your sales cycle. By the time listeners get in touch, they’re already primed to work with you.
Sponsorship Isn’t the Golden Ticket—Here’s What Truly Makes Podcasts Profitable
You don’t need to sound salesy to create traction. A simple, clear call to action—like “Grab my free guide” or “Book a call if you want help applying this”—goes a long way when your value is front and center.
Ready to Upgrade Your Podcast Strategy? Stop thinking like a content creator chasing ad dollars. Start treating your show as the business asset it is. Your authority, visibility, and client pipeline will thank you.
Shows & Financial Professionals mentioned in this episode:
Money Skills for Therapists: https://moneynutsandbolts.com/podcast/
Smart College Buyer: https://www.youtube.com/@smartcollegebuyer
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
Free Download: https://podcastabundance.com/attraction-messaging-blueprint/
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 at www.talktoVirginia.com
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
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
Want to future-proof your business and brand? Mike Swenson, a crisis management expert unpacks practical ways financial professionals can prepare for the unexpected in this week’s episode. We covered how to build trust, why clear communication is key in a crisis, and how niching down your podcast can attract the right clients. If you're ready to elevate your authority and protect your business, you’ll want to hear this.
Behind the Scenes: Branding, Podcast Production, and Crisis Messaging for Financial Advisors
Ever wondered how you can proactively protect your business reputation AND strengthen client trust? We went deep into practical crisis planning, standing out in a saturated market, and how podcasting can nurture communities and authority.
Takeaways for Financial Professionals & Podcasters:
- Build simple, repeatable crisis response frameworks—don’t let your plan gather dust.
- Keep your messaging genuine and ready: “The real mistake is responding too slowly, or saying nothing.”
- Use industry headlines as an opportunity for transparent conversations with your audience.
- Don’t underestimate the power of a niche podcast and authentic, behind-the-scenes content.
Lean on your team’s strengths—especially your next-gen employees—to stay agile as marketing channels evolve.
Growing Your Financial Practice: Podcasting Strategies and Crisis Communication Best Practices
(00:03:33) A Simplicity Strategy to Handle Impending Crisis
(00:09:10) Protecting Trust and Accountability in Business
(00:13:02) Reputation Impact in Competitive Markets
(00:14:30) Opportunistic Marketing Through Competitor Crises
(00:22:40) Podcasting for Niche Audience Growth
(00:28:35) Leveraging LinkedIn for Marketing
(00:34:40) Growing Community Through In-Person Events
(00:37:06) Creating a Concept the Public is Excited to Get Behind
(00:46:34) Why You’ll Attract Unexpected Listeners Outside Your Niche
Crisis Trak for Financial Firms: Essential Planning Advice from PR Veteran Mike Swenson
Crisis, especially in finance, isn’t always caused by you. A partner’s scandal or a client’s negative publicity by association can affect your reputation. Mike Swenson provided some real-world examples, underscoring that the damage often comes not from the event, but from mishandling the response.
"If something happens to a financial advising company or someone in our space, that also happens to us because now customers are reading or hearing about that, seeing it on social media platforms. And so naturally, as a customer, I'm going to go, well, I know that's company A over here and I'm with company B, but it plants a slight seed of doubt. Could that happen to my advisor?" - Mike Swenson
If your communication is slow or tone-deaf, you'll lose trust, which hits your bottom line more than the crisis itself. That's why proactive outreach, especially when competitors stumble, can be a powerful brand-building moment. No one is immune, but everyone can choose how they respond.
Follow Mike Swenson:
LinkedIn: https://www.linkedin.com/in/mikeswenson1/
Company: https://crisistrak.com/
Podcast: https://www.kcmarketinglegends.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 and downloadable templates at www.PodcastAbundance.com. The Conference Toolkit will help you use your existing content to stay top of mind, add value, and build long-term relationships post-event. Download it for FREE at https://podcastabundance.com/conference-toolkit/
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
What if your podcast wasn’t meant to bring clients into your advisory firm at all?
This episode explores a different, highly intentional approach—using podcasting as a standalone business asset that builds credibility, supports compliance, and creates diversified income outside your firm.
Meet Shari Rash, host of Everyone’s Talkin’ Money, and listen to us unpack a very different podcast strategy. Her podcast is not designed to attract advisory clients. Instead, it operates as an Outside Business Activity (OBA)—a separate brand that generates income through sponsorships, book sales, and speaking engagements.
Shari launched her show during the early days of the pandemic after purchasing a client list and needing a scalable way to stay connected. What started as private client communication evolved into a public platform—one that allowed her to establish credibility as a money expert without crossing compliance lines tied to her advisory firm.
“I’m not trying to give financial advice. I’m trying to cut through the junk and help people understand why they’re stuck.” — Shari Rash
This episode is especially valuable if you’ve ever wondered whether podcasting has to be about lead generation—or if there’s another, equally strategic path available.
Diversifying Income as a Financial Advisor: Creating an OBA, Navigating Compliance, & Attracting Sponsors
(00:05:50) Taking Your Financial Advisory Practice Online
(00:09:38) Your Show’s Natural Evolution from Attractor to Nurturer
(00:11:28) Reevaluating Your Podcast’s Purpose
(00:15:29) Engineering Trust-Building Content
(00:20:41) Finding Forward-Thinking Mentors in Financial Services
(00:25:56) Structuring Content to Guide, Not Advise
(00:30:44) Solo versus Guest Interview Frequency
(00:32:22) The Early Struggles of Recording Solo Episodes
(00:37:10) Maintaining Efficiency with Podcasting through Repurposing Content
A Behind-the-Scenes Look at Podcasting as an Outside Business Activity
- A Podcast Can Be a Business Asset—Not Just Marketing
Shari’s podcast began as a way to communicate with clients but evolved into a separate income stream. If you’re creative and strategic, your show can serve purposes beyond lead generation. - Clear Separation Reduces Compliance Friction
By keeping her podcast and advisory firm completely separate—no cross-selling, no financial product promotion—Shari protects trust and avoids regulatory headaches. - Structuring a Podcast as an OBA
Shari’s approach includes: - A separate LLC for the podcast
- No advisory services promoted on the show
- Content focused on behavior, mindset, and real-life money conversations
- Monetization Without Client Confusion
Instead of advisory leads, Shari monetizes through aligned lifestyle sponsors, book sales, and speaking—opening doors many advisors never consider. - The Reality of High-Output Podcasting
Shari produces three episodes per week, largely solo. It’s not for everyone—but her transparency around efficiency, batching, and audience feedback is eye-opening.
A Smart Way To Use Podcasting in a Regulated Industry
Podcasting doesn’t have to fit into one box. If you’re intentional about structure, messaging, and compliance, your show can become a creative outlet, a credibility engine, and a legitimate revenue stream—without ever acting as a client funnel.
If you’ve felt boxed in by the “your podcast must generate leads” narrative, this episode will expand what you believe is possible.
Follow Shari Rash:
LinkedIn: https://www.linkedin.com/in/shari-rash/
Company: https://www.gwawealth.com/
Podcast: https://www.everyonestalkinmoneypodcast.com/
Instagram: https://www.instagram.com/everyonestalkinmoney/
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 Podcast Clarity Call™ call with me. www.talktovirginia.com
Ready to Restart or Rethink Your Show?
If you want to craft engaging intros, outros, and trailers that actually convert listeners into quality leads (no matter your income goals), grab our free Attraction Messaging Blueprint—your plug-and-play guide to making every segment count.
Get it here: podcastabundance.com/attraction-messaging-blueprint
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
Tired of seeing the same listener numbers in your host account? Wondering how to get NEW listeners to tune in?
Most podcast hosts think people discover shows through search, but only 19% do. The truth is, your titles and content need to tap straight into what your audience is worried about—not jargon or textbook answers, but real-life problems and curiosity, especially when it comes to financial content.
"Financial professionals can't rely on algorithmic discovery the way that entertainment podcasters do. Think about it. Most people are not typing in something like ‘Fiduciary Advisor near me’ or ‘how to optimize my tax strategy’ into Spotify. They're searching for what hurts." - Virginia Elder
Get Noticed & Attract New Clients Using Discovery Strategies That Work Focus on catchy, emotional titles, use the language your listeners use, and share your message in short, attention-grabbing videos. And remember, visibility is about being found by the right people, not getting lost chasing vanity metrics. If you want to be discovered, it all starts with strategy.
After working with hundreds of finance professionals, I can tell you: if you’re counting on algorithms to do the heavy lifting, you’re missing out on your best prospects.
The Podcast SEO Blueprint Every Financial Advisor Needs 1. Speak How They Search (Not How You Think): People aren’t typing “Fiduciary Advisor Near Me” into Spotify—they’re searching for solutions to real, everyday problems, like “how to handle pop-up expenses” or “how to manage financial stress.” Make sure your episode titles and hooks mirror these pain points and everyday language. 2. Get Specific, Get Noticed: Broad topics blend into the background. Instead, get hyper-relevant! Look at Joe Curry’s podcast: When he pivoted from general retirement topics to “Retirement for Canadians Only” and zeroed in on issues like brain health or prepaying for a funeral, his engagement skyrocketed. 3. Master Emotionally-Compelling Titles: A great title works like a movie trailer. Try “How to retire without fear when your financial plan falls apart,” or “Why most families never reach financial freedom.” Give listeners the instant “that’s me!” moment. 4. Optimize for Search—Podcast SEO Matters: Use phrases your listeners would type, not just industry jargon. Instead of “Understanding Indexed Universal Life Insurance,” consider “Is life insurance a smart investment or a trap?” This is the language people use in YouTube or Google—and your show will start popping up exactly where you want it. 5. Don’t Sleep on Video: Text is out, video is in. Just a quick clip repurposed from your episode (no Hollywood production needed!) increases reach and authority more than ever.
Podcast Discovery for Financial Pros: How to Get Found When Algorithms Don’t Work Rather than crossing your fingers for your content to be found – EVEN IF you and I know it’s great – and relying on hope, the algorithm, and asking folks to share it, it’s time to take matters into your own hands. By structuring your content based on thoughts (especially the fearful ones) your ideal client already has and titling your episodes using language THEY use, you’re teaching the algorithm to work for you.
Here’s 5 simple steps to execute this beautifully:
- Start with your listener’s thought pattern, not your service offering.
- Create emotionally compelling, curiosity-driven titles.
- Use podcast SEO in your descriptions/show notes—write the way listeners speak.
- Add video, even short-form, for expanded reach and connection.
- Repeat consistently—it’s a long game, but it works.
Discovery is a long game, but it’s about being found by the right people—the ones already primed for your message and ready for your help.
Shows & Financial Professionals mentioned in this episode:
Your Retirement Planning Simplified by Joe Curry
Social Impact Level Up by Wendie Veloz
Loan with Jen by Jennifer Hernandez
Ready to attract more listeners?
Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear).
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 at www.talktoVirginia.com
AI is everywhere and if you’re not currently exploring how to integrate it in your business, you’re panicking about where to start. This episode helps explain how AI can amplify your voice while keeping your client data safe, and how you can turn your podcast content into real business results.
Leveraging AI for Storytelling and Compliance in Financial Podcasting Mike Montague of Avenue 9, host of the Human-First AI Marketing podcast, joined me to dig into the power of storytelling, share behind-the-scenes tools for engaging new leads, and streamline your content creation with AI. If you're ready to build trust faster, boost your authority, and use smart AI tools to help you reach your goals more easily (Write your book? Launch a podcast?) while remaining in compliance, you won't want to miss all of his AI tips!
Here’s a BIG one:
“Don't put any actual numbers, financial information, or client details into any AI system [without first anonymizing it]. Whether it says it's private and secure or not, they all seem to be leaking and training models with them and they are not secure in the way that we would talk about banking secure." - Mike Montague
Turning Listener Trust into Leads: Smart AI and Podcast Marketing for Advisors (00:08:05) Crafting Personalized Buyer Narratives
(00:10:49) Personalized Financial Planning with AI
(00:14:40) Refining AI for Personalized Prompts
(00:26:13) Marketing Strategy and Format Decisions
(00:31:35) Create Content Your Own Way
(00:37:15) Building a Book Through Curation
(00:41:04) Using AI Like Iron Man Rather Than Terminator
(00:43:55) Interviewing Strategic Guests for Business Growth
(00:48:50) Using Quizzes as a Lead Magnet
(00:49:44) Start Conversations from Your Posts Likes
How Financial Advisors Can Amplify Their Podcast Reach with Smart AI Tools * Respect Client Privacy with AI: Never put real client data into AI tools. Instead, use anonymized scenarios and lean into “You might be…” storytelling to create relatable, compliant case studies that build trust—without making compliance nervous. * Efficiency Through Custom AI Set-Up: Set up custom instructions or even a custom GPT to capture your voice, expertise, and style. Upload your website, LinkedIn profile, or outlines once—and let AI produce content in your voice, saving massive time on podcast summaries, LinkedIn posts, and more. * Podcast Content = Lead Generator: Use your episodes and clips on social media, then take an extra step—respond directly to every comment and message on LinkedIn. Or drive listeners to an engaging quiz or toolkit (like our Conference Toolkit for lead follow-up!) to nurture relationships beyond the mic.
Curious how to get started? Pay for the right tools, build your “human-first” strategy, and let your podcast amplify your authority—while AI (and a solid production team 😉) takes care of the heavy lifting.
Follow Mike Montague:
LinkedIn: https://www.linkedin.com/in/mikedmontague/
Company: https://avenue9.com/
Podcast: https://podcast.avenue9.com/2435068/
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 and downloadable templates at www.PodcastAbundance.com. The Conference Toolkit will help you use your existing content to stay top of mind, add value, and build long-term relationships post-event. Download it for FREE at https://podcastabundance.com/conference-toolkit/
Watch everything on YouTube @PodcastingForFinancialPros
Follow Virginia Elder on social media:
LinkedIn
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Podcasting for Financial Professionals isn’t just another show about microphones and editing software. This show is your strategic podcasting resource, made specifically for financial advisors, planners, and professionals who want to use podcasting as a powerful business tool.
Following this podcast means you’ll hear weekly episodes unpacking strategic video and audio podcast moves that work, sometimes through interviews with other financial professionals or successful business owners – all through the lens of how hosting their own podcast helped their business grow. Some episodes will be directly from me as your podcast strategist.
This video podcast sets the stage for you to leverage podcasting as a powerful marketing tool in your business. I’m here, practicing what I preach and “in the arena” alongside you, offering guidance, support, and actionable insights to make your podcasting journey effective, manageable, and a little fun.
What to Expect from the Podcasting for Financial Professionals Show As you tune in to learn about podcasting and improve your approach to online marketing, you’ll find strategic, no-fluff, actionable advice you can implement right away in each episode.
Plus, you’ll hear from financial professionals who have successfully integrated podcasting into their business. - giving you the opportunity to learn about mistakes they made, what’s working well, and what they’d do if they were starting a podcast from scratch today.
Through it all, you'll gain insight about podcast SEO, content repurposing, messaging and branding guidance, and time-saving systems for your podcast audio and video production, plus tips on guesting and growth. Use your time most wisely by using the free downloads, equipment recommendations, and step-by-step guides at podcastabundance.com/resources.
The Podcast Abundance Approach: Values and Support My team at Podcast Abundance is built on five core values:
- Simplicity: We streamline the process so you can focus on your expertise.
- Responsibility: We handle the technical and production details for you.
- Trustworthiness: We ensure your content and reputation are in safe hands.
- Lifelong Learning: We stay ahead of trends and best practices.
- Over-Communication: We keep you informed and supported at every step.
Podcasting is more than a marketing tactic—it’s a business asset that works for you around the clock. For financial professionals, it’s a way to build trust, authority, and a steady stream of leads, all while sharing your expertise in a format that resonates.
Studies show that most podcasters feel like they don’t have a solid strategy, which is bad news from a business perspective – especially since you expect to build your business through podcasting as a marketing arm. Rather than fall into that trap, consider partnering with a specialized strategist (oh, me! 👋 ) and reliable production team (yep, go that too! ✅). This allows you to focus on your business’s growth through rich content, not editing and publishing.
Follow this podcast on your favorite audio platform: https://pod.link/1478414077
Subscribe to this show on YouTube: https://www.youtube.com/@PodcastingForFinancialPros
Connect with me on LinkedIn: https://www.linkedin.com/in/virginiaelder/
Follow me on Instagram: https://www.instagram.com/podcastabundance/
Explore free stuff, tips, and my services at https://podcastabundance.com
If you’ve ever felt unclear about what your podcast should focus on—or wondered how launching a show could actually bring in the right leads for your financial advisory business—this episode’s for you.
Jack Wang, host of the Smart College Buyer podcast, joined me today to share why niching down his podcast topic has created traction in his business, his strategy to repurposing content (he even shared his posting schedule for social media!), and how his show filters potential clients, educates prospects, and ensures only the most serious and qualified folks book a call with him.
From Workshops to Podcasts: Your Guide to Growing a Niche Financial Advisory Business This conversation hits several key points for Financial Professionals who want to launch or improve their own podcast, including:
- Tips for Getting Your Content Approved by Compliance
- How to Structure Your Show as an Educational Funnel
- Benefits to Recording Remotely Versus in a Studio
- Collabs, a Local TV Show, and Other Steppingstones
- Ways To Establish Trust with Compliance AND Your Followers
- Why He No Longer Worries About Finding Guests
- What (Simple Thing) You Can Do at Conferences to Stand Out
Overcoming Hesitations and Standing Out with Your Niche Through intentional niching, a purposeful content funnel, strategic guest sourcing, and relentless authenticity, podcasting can position you as the talent—not the technician—building trust at scale, just like Jack.
And if you feel behind or wish you’d launched sooner, Jack just launched in February of 2025 and has already garnered thousands of views on his YouTube channel and hundreds of listens on the podcast, all by the time episode 14 posted. Jack’s advice is to just get started.
“Just do it…You don’t have to be perfect. I’m still figuring it out—and you can too.” “An educated consumer is your best customer.” - Jack Wang
Turning Educational Episodes into Client-Generating Tools (06:57) Failed Podcast Attempts & Lessons Along the Way
(17:32) Using Podcasting to Filter Potential Clients
(22:38) Becoming THE College Admissions Financial Advisor
(38:12) Navigating Compliance Conversations to Get Your Show Approved
(40:08) Educating Your Compliance Department and How to Build Trust with Them
(49:54) Hosting Lessons from Experience and Tips on Guest Preparation
(54:03) Organic Growth Through Reels and YouTube Shorts
(59:47) Strategic Podcast Design Insights for Business
(01:09:51) Using Advisor Conferences to Stand Out
Repurposing Podcast Content for Lead Generation If social media feels overwhelming to you, tune in to the section about how he does his reels and shorts! Jack doesn’t just record episodes—he’s creating knowledge-based video clips to answer real prospects’ questions. He explained how using these clips as follow-up touchpoints after conferences, client meetings, and networking events keeps him seen as helpful and deepens connections.
Since his podcast content is intentionally structured to be evergreen, his social media clips cover timely reports, law changes, and current events. This “split” strategy is a great way to cover both aspects of content creation.
Follow Jack Wang:
Jack Wang, host of the Smart College Buyer Podcast, helps parents figure out how to pay for college without taking on a truckload of debt The system of merit and financial aid, scholarships, and grants is a game that most people play very poorly. He has strategies to maximize aid, lower the cost of college, and figure out how to pay for it.
Listen to the Smart College Buyer Podcast: https://pod.link/1800378410
Visit his website: https://smartcollegebuyer.com
Follow him on LinkedIn: https://www.linkedin.com/in/thejackwang/
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 at www.talktoVirginia.com
The Conference Toolkit will help you build high-quality collaboration partners and ideal clients for your business. Get your free download at https://podcastabundance.com/conference-toolkit/
Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077
Follow Virginia Elder on social media:
LinkedIn
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Are you a financial professional who feels like compliance is building walls between you and your dream podcast? You’re not alone — but you’re also not stuck.
Compliance guidelines exist to protect consumers—especially in regulated industries like financial advice, accounting, or tax services. Yet, it’s incredibly common for compliance officers, especially those new to podcasting, to approach this format with suspicion. If you happen to be in a firm where you’re the first to host a podcast, expect extra scrutiny—not because you’re breaking rules, but simply because compliance needs education on the medium itself.
Compliance Tips for Financial Podcast Hosts: Education, Storytelling, and Staying True to Your Brand Instead of asking, “Can we do this?” shift to “How can we do this?” That subtle change unlocks possibility, transforming compliance from a creativity-killer to a guide for delivering value within the rules.
- Compliance is Structure, Not a Roadblock: Most compliance reviews are straightforward — in years of submitting podcasts, I’ve never had an episode outright denied. With a collaborative approach, edits are rarely extensive.
- You Can Create Engaging, Compliant Content: Educational episodes, mindset conversations, anonymized client stories, behind-the-scenes insights, and value-driven narratives all help you stand out while staying compliant.
- Authenticity Doesn’t Require Oversharing: Using analogies and relatable stories from everyday life (without revealing private details) allows you to be genuine and approachable — which is exactly what listeners want.
From Compliance Fears to Podcasting Success: Proven Strategies for Financial Experts In this episode, I share several ideas for compliance-approved episode topics, including educational content, mindset, safe storytelling, and behind-the-scenes episodes. Plus, potential clients would love to hear about your values and how they influence the unique ways you run your business!
(00:06:08) Approaching Compliance with a Collaborative Mindset
(00:08:45) Brainstorming Compliant Content
(00:12:24) Educational Episodes and Storytelling to Establish Trust
(00:15:29) Being Relatable without Revealing Personal Details
(00:18:34) Example Topics for Authenticity and Authority
(00:21:33) Podcast Recording & Scheduling with Compliance in the Mix
(00:24:59) Compliance is Not Your Enemy
Behind the Scenes of Compliant Podcast Production for Financial Professionals: Process, Pitfalls, and Possibilities If your firm requires pre-approval for every episode, flexibility is key. I recommend batching: record several episodes monthly to build a buffer. This allows you to stay ahead—even if compliance reviews push back a release. And remember, in six years of podcast production, full episode rejections are virtually nonexistent; minor tweaks are the norm.
Tune in to learn how we keep the lines of communication open with compliance from day one, and the process becomes routine rather than a roadblock.
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
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
Ready to break out of the compliance trap and finally get your content and podcast working FOR your financial business?
Tired of thinking in circles about the type of client you want to attract to your practice?
If you’ve been wanting to host your own podcast, but feel held back by compliance fears or wondering how to attract QUALIFIED leads, listen in to hear how Jeff has done it with multiple shows for different niches of clients he serves.
Jeff Kikel, host of the Freedom Nation Podcast (plus a few others), and owner of Freedom Day Wealth Management, joins me this week to reveal his proven strategies for creating content that builds long-term trust—even if compliance feels intimidating. We busted the myth that compliance has to hold you back, revealed the power of hyper-niching and community-building on LinkedIn, and talked practical ways to streamline your production so your focus stays on client relationships and creating value-driven content.
"For 2,000 episodes, I got up every morning, I recorded a podcast, and I posted that podcast online until I got to 2,000 shows. And I was successful in that process." - Jeff Kikel
Podcasting (or even writing a book) might not deliver clients overnight. But it’s powerful social proof that builds deep trust. Prospects will research you—and if your name turns up with real, valuable content? That’s what sets you apart.
Unlocking Podcast Success for Financial Services: Niching, AI, and Outsourcing Production (00:08:37) Navigating Pushback from Compliance and Gathering Social Proof
(00:11:36) Focus on One Big Goal for a Year
(00:13:57) Copy This Streamlined Content Creation Process
(00:20:41) Marketing Tips for Financial Advisors
(00:23:32) How to Teach AI to Mimics Your Writing Style
(00:29:51) Live Radio Risk vs Having an Edited Podcast
(00:34:42) Building Niche Podcast Audiences
(00:37:39) Using Your Podcast for Leads & Growing Your Business
(00:40:59) Strategies for Creating Business Retirement & Tax Content
The Financial Advisor’s Behind-the-Scenes Blueprint to a Powerful Podcast Presence Podcasting is more than just an audio trend for today’s financial professionals—it’s a foundational tool for trust, authority, and client acquisition. The long game matters most. Expect it to take 70+ episodes (or 1-2 years) before you really see traction. But if you stick with it, batch strategically, and lean on your support team, you’ll find your audience and authority snowball—just as Jeff Kikel has. For any financial pro ready to get serious with podcasting, these are the lessons—and the roadmap—to follow.
- Why compliance shouldn’t be the end of your podcast dreams. Jeff gets real about the myths that hold most advisors back and shares exactly how he shifted from broker-dealer world to independent RIA for simpler, sane compliance. (Hint: An independent compliance firm costs a fraction of what you think!)
- How to get started – without overwhelm. The secret isn't doing everything—it's picking ONE content format (blog, podcast, YouTube) and doing it consistently for a year. Jeff’s own story is proof that reps, not perfection, build authority (even if episode #1, 20, or 50 all feel like no one’s listening yet).
- Leveraging AI, team, and systems for content you actually enjoy creating. Stop trying to be the editor, producer, and marketer. Outsource what you can and keep your genius focused on client work and authentic storytelling. (You’ll hear how Jeff uses ChatGPT and other tools to accelerate content AND keep it true to his voice.)
- Hyper-niching and LinkedIn strategies to build an audience that’s ready for your services. Jeff’s approach to LinkedIn is all about building a tribe of right-fit prospects, without wasting hours scrolling or spamming.
- Turning content into trust, not just leads. Your podcast or book isn’t just a lead magnet— it’s “social online proof” for the client who Googles you. Jeff gets clients FROM content, but never directly—because it’s their way to know him before trust (and assets) are transferred.
Follow Jeff Kikel:
Freedom Day Wealth Management: https://www.freedomdaywealth.com/
LinkedIn: https://www.linkedin.com/in/jeffkikel/
Sure Horizon Retirement Planning: https://www.surehorizonretirement.com/
Freedom Nation Podcast: https://www.freedomnationpodcast.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 and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at www.podcastabundance.com/scriptstarterkit
Watch everything on YouTube @PodcastingForFinancialPros
Follow Virginia Elder on social media:
LinkedIn
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
Have you ever thought about whether your content is accessible to those with a disability?
TRUTH: Up to 4% of the US population (that’s about 8 million people) can’t read the content you work so hard to produce.
And what if there’s a direct correlation between your content’s accessibility and your site’s SEO rankings? Well, there is!
If you’ve ever wished for more visibility, more visitors, or higher rankings in search, making your website and the content you’ve worked so hard to create accessible is your easiest and best first step.
Your Key to Search Engine Optimization: An Inclusive Website
When you add image alt text, button descriptions, and proper headings throughout your website, you’ll not only provide a better experience to visitors using screen readers or magnification tools, but you’re providing more context to search engines, resulting in higher domain authority for your site’s keywords and topics.
Why Ignoring Accessibility Could Cost You More Than You Think
According to surveys 1 in 6 people have a disability, and many of them use navigation, magnification, or reading assistance technology to search the internet, find service providers (that includes finding financial help!), and shop online. A much larger number of the aging population who don’t identify as disabled do use or will soon be using that same assistance technology to function online as they navigate retirement and old age.
(00:07:21) "When you improve accessibility, you usually will improve the user experience of everybody who doesn't have a disability." - Maxwell Ivey (The Blind Blogger)
Making Your Website Work for Everyone: Essential Tips for Accessibility Success
Accessibility in web design is not just a trend or a buzzword, it's a crucial aspect that can make or break the user experience for many individuals. In today's digital age, ensuring that your website is accessible to all users is not only the right thing to do, but it also makes good business sense.
By working with an accessibility consultant like Max, business owners can ensure that their websites comply with accessibility standards, such as the Web Content Accessibility Guidelines (WCAG). This not only helps to make the website more inclusive for all users but also reduces the risk of potential legal issues related to accessibility compliance.
Accessible Podcasting Software Max Recommends:
Streamyard: For Live-streaming and podcast recording. It integrates well with LinkedIn and YouTube for Live presentations/collaborations
Blubrry: A podcast host platform where your podcast files and show notes are uploaded and distributed to podcast player apps
Less Annoying CRM: A customer relationship management tool where you can track your conversations with potential clients, proposals, and conversions.
Calendly: Make it easy for podcast guests and potential clients to book a call with you, based on your availability.
*the above are NOT affiliate links
PodMatch: A guesting platform where you can be a guest on others’ podcasts or find guests for your own show. *this IS an affiliate link
Follow Maxwell Ivey:
Maxwell Ivey is a prominent advocate in the field of accessibility in web design, leveraging his extensive experience since 2007 to advance the cause of inclusivity online. As the host of The Accessibility Advantage podcast, Ivey emphasizes the significant benefits of accessible websites, such as improved user experience and enhanced search engine rankings. He believes that accessibility is not just about complying with regulations but is a strategic advantage for small and medium-sized businesses, enabling them to tap into a loyal consumer base of individuals with disabilities.
Email Max at maxwell@theaccessibilityadvantage.com
Listen to The Accessibility Advantage Podcast: https://lnns.co/-t0gLsrbuCD
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 and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit
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
Podcast guesting, whether you’re hosting guests or being the guest yourself, is still one of the BEST ways to grow your audience, build brand traction, and grow your email list. But if you’re sending emails or DMs, you’re getting overlooked.
Spray-and-pray messages, AI-written pitches, and misaligned PR requests are killing your chances, even though you’re (probably) not the culprit. Podcasters of every niche are sending guest email pitches straight to Trash and Spam without reading them because deciphering “guest fit” on 15+ AI emails a day isn’t worth the time – especially when 90% of those pitches are so obviously NOT a fit, it’s clear no one even evaluated the match.
So, how do you get those hosts to actually see & read your pitch?
How do you find aligned, perfect-fit guests for your show?
Stop the Spam: How to Land Podcast Guest Spots Without Cold Pitching
- Why cold-pitching podcast hosts by email is a waste of time in today’s inbox climate
- The problem with free “guest lists” and why they don’t solve the real issue
- How PodMatch streamlines the process of finding shows and guests that are truly aligned
- Action steps for both podcast hosts and aspiring guests to define their “perfect fit” before reaching out or signing up for matching
- How attending conferences and podcasting guesting strategies work together to build lasting relationships
(00:03:06) "When you're the guest, you borrow the trust that the host has already built with their audience, and that shortcut is worth millions." - Virginia Elder
How To Stand Out in the Podcast Guest Arena
(00:03:06) Navigating Podcast Guesting Challenges Efficiently
(00:09:10) Streamlining Guesting Process with PodMatch
(00:14:24) Strategic Guest Selection for Podcast Success
From Inbox Overload to Guesting Done Right: The Smarter Way to Get on Podcasts
I found a guest-matching platform that removes email and DMs from the equation, housing all profiles, communication, pitching, scheduling, and even getting your waiver signed INSIDE the account. This has helped me establish barriers around when & how I’m working on guesting, cleared my inbox of random guest pitch emails, and created more traction more quickly than any other podcast guesting program, email list, or platform I’ve tried.
Nurturing Lasting Professional Connections with Strategic Guesting and Follow-Up
Building authority and expanding your reach through guesting doesn’t have to be overwhelming or a waste of energy. With the right strategy and tools, you can turn every guest interview into a powerful growth opportunity. PodMatch has been my go-to platform for making meaningful podcast connections, and the Conference Toolkit will give you the follow-up system you need to nurture those relationships long-term.
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
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
Resources:
Conference Toolkit (Long-Term Relationship-Building Mastery Using Your Podcast): https://podcastabundance.com/conference-toolkit/
PodMatch Guest Placement Platform: https://www.joinpodmatch.com/virginia
As you help others with their money, your impact creates a ripple effect through their families, friends, and anyone they’re in contact with, right?
Chris Miles had that in mind as he learned the hard way about investing in real estate versus 401K-style traditional investments, life insurance policies, and building a business. Finally, when he retired the second time at 39 years old, Money Ripples became the passion project he couldn’t stop talking about.
He’s all about creating true financial freedom through passive income, helping high-income earners crack the code on becoming wealthy, and allowing folks to enjoy life now instead of waiting decades for traditional retirement.
Podcasting and Life Insurance Hacks – Tried and True by Chris Miles (00:06:15) Reevaluating Traditional Financial Planning Advice Through Experience
(00:17:40) Personalized Main Street Consulting Program for Investments
(00:19:28) Client-Centered Transparency for Business Growth
(00:24:59) Building Trust Through Long-Term Podcasting
(00:30:57) Personalized Approach for Client Growth and Engagement
(00:40:48) Effective Lead Generation through Strategic Incentives
(00:51:19) Creating Financial Impact through Money Ripples
Building Trust Through Long-Term Podcasting & Refining His Strategy Along The Way (11 Years!) After being on the radio and creating other successful podcasts starting back in 2008, Chris started the Money Ripples podcast in 2014, growing it to the top 1.5% worldwide. Now, podcasting is the primary marketing arm of his business, pulling in 80-90% of his clients.
“What happened is my business doubled, but my profits octupled. You know, by doing that, I just went all in on podcasting.” - Chris Miles
One primary lesson learned from that much podcasting experience is to demonstrate value through stories and examples to connect with listeners/viewers. While story is the first element, including a call-to-action is the second. Your podcast’s CTA should be to a lead magnet (think video course or calculator) where you’ll collect their name and email address in exchange for access. This helps qualify leads and steer them towards high-ticket offerings, resulting in a more engaged and profitable client base.
Podcasting Advice to Help Grow Your Financial Podcast: * Convert your “lessons” into stories that teach the lesson. Your followers will retain a lesson much more when they’re presented with a story containing a character they identify with in some way. * Integrate AI into your marketing beyond just using the free version of Chat GPT. With technology changing so quickly now, set aside 1 hour weekly to “play” with a new AI platform like Napkin.ai. When you find one that will be helpful to your business, customize your account until it produces in your voice/style. * Create online, evergreen, and one-to-many lead magnets like webinars, podcasts, books, and similar items that attract qualified leads without requiring additional hours of your time. A book or e-book can be a lead magnet through a “just pay shipping” promotion. * If you feel stuck, unmotivated, or unclear take physical action in the form of a walk or workout. Inspiration and answers often come while you’re engaged in activity because while your physical body is moving, your mind opens to creativity and imagination.
Follow Chris Miles:
Learn about Infinite Banking: https://moneyripples.com/
Listen to the Money Ripples Podcast: https://moneyripples.com/podcast-2/
Watch Chris on YouTube: www.youtube.com/@moneyrippleswithchrismiles
LinkedIn: https://www.linkedin.com/in/chriscmiles/
Resources discussed in this episode:
AI Tools -
https://chatgpt.com/
https://askgpt.app/ai/direct-claude
https://www.napkin.ai/
Whiteboard for your shower thoughts: https://www.amazon.com/Whiteboard-Suction-Waterproof-Writing-Bathroom/dp/B09SYS1DDM
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 and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit
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
If you’ve hesitated to launch or rebrand your show because you’re searching for the strategy that will help you attract your ideal, high-end, client, listen here. Packed full of tips on how to execute two different podcasting strategies, how to think strategically about where you’re showing up and how often, advice for your content creation process, and how to use LinkedIn properly when seeking the affluent client-level strategic partnerships, referral partners, and yes, even customers.
Ann Carden is the host of the Expert In You podcast, author of a book by the same name, and entrepreneur of over 40 years with experience starting, selling, and consulting for 6 and 7-figure businesses. Among the 80 industries in which she’s experienced, are financial professionals of all types – CPAs, money coaches, bookkeepers, CFPs, Advisors, and many more. So, she provides some specific examples of service offerings, how to position them in front of 5 and 6-figure buyers, and how to pull those potential customers into your business’ ecosystem.
Creating Meaningful Client Engagement with Tailored Marketing Strategies (00:07:33) Strategic Business Growth through Targeted Engagement
(00:10:00) Strategic Podcasting for Client Conversion Success
(00:13:20) Expertise-based Content Strategy for Financial Professionals
(00:16:08) Becoming a Trusted Strategic Business Partner
(00:25:45) Evolving Business Strategies to Meet Market Needs
(00:32:47) Crafting Professional Branding to Attract Clients
(00:36:19) Premium Client Connections: Leveraging LinkedIn's Tools
Evolving Your Messaging and Actions to Get in Front of the Right Buyers We discuss positioning, mindset, offer tiers, personal growth as a podcast host, rebranding, and some tangible tips like using LinkedIn to prospect. Most often, when you feel like your marketing is “missing something,” that something is the strategy. The behind-the-scenes thought process, perspective, and intention as you create the content, invite guests, reach out to potential power partners, and create social media posts is paramount to WHO you’re attracting and the price-level at which they purchase.
Don’t worry, this isn’t one of those episodes where we just tell you to make more cold calls, email blast strangers, or double your prices. Two key quotes from Ann made me do a double-take:
(00:18:04) "Anybody that's booked up needs to level up. We should never be booked up. We should always have a really high end offer that you can deliver with a leveraged model that does not take away all of your time." - Ann Carden
(00:27:50) "Content is for buyers, it's not for engagers." - Ann Carden
Actionable Steps to Reach High-Profile Clients Effectively: * Leverage podcasting, speaking engagements, and virtual events to attract clients in a one-to-many scenario, creating bigger impact in your business in exchange for your time/energy. * Focus on a clear content production strategy tailored to your specific situation & workload for sustainability * Select podcast hosts (where you’d guest on their show) and podcast guests (you’d have on your show) strategically to attract high-level clients * Create (compliant and) educational content to build relationships and influence buyers * Position yourself as a strategic partner and trusted ally for personalized strategies * Invest in professional branding elements to attract premium clients * Optimize your LinkedIn profile and leverage business-focused tools to reach high-level clients
Follow Ann Carden:
Her website: https://annlcarden.com/
Connect on LinkedIn: https://www.linkedin.com/in/anncarden-business-consultant-coach/
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 and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at https://www.podcastabundance.com/scriptstarterkit/
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
You don’t need to show up live every week to create connection and increase your authority. Stefanie Gonzales of Women’s Wealth Effect shares how she uses pre-recorded video and audio content to grow her audience from Portugal while serving clients across the globe. Learn how to build visibility and trust through recordings that work for you 24/7, reducing the daytime hours you have to show up on camera week after week.
Key takeaways & action steps:
- Use podcasting and pre-recorded video to create “face time” that builds trust
- Repurpose your lead magnet into a short, high-impact video mini course
- Streamline your content strategy to protect your energy and show up sustainably
- Replace weekly live calls with a private podcast or batch-created video series
- Maximize reach with recorded content that serves your audience across time zones
- Leverage podcasting trends and parasocial behavior from the 2025 Digital Media Trends Report
Get your copy of the Podcast ROI Tracker to measure what your content is really doing for your business: https://podcastabundance.com/roi-tracker/
Building Trust Through High-Quality Video Content Creation
Stefanie’s decision to ditch late-night webinars and lean into timeless, pre-recorded content is a smart move for any service-based business owner. Her strategy proves you don’t need to be on camera constantly to deepen relationships and expand your reach. Her approach is especially valuable for remote professionals who want to grow their business on their own terms.
(00:18:51) "I hope this episode helped you breathe a little easier and helped you realize that you don't always have to be live or "on” to be available and to establish connection with the people that you want to attract in your business." - Virginia Elder
Watch Stefanie’s original interview on Reaching Abundance: https://youtu.be/_rYSUkXQNzI
Follow Stefanie: https://www.womenswealtheffect.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
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
Resources:
2025 Digital Media Trends Report by Deloitte (March 2025):
https://www.deloitte.com/us/en/insights/industry/technology/digital-media-trends-consumption-habits-survey/2025.html
Hosting a podcast for your business isn’t just about getting content out there in hopes an ideal potential client will discover it - it’s about using your voice, expressing your perspective, and becoming well-known enough in your niche that you start to get invited onto other people’s stages. This might mean conferences, corporate events, others’ podcasts, or online summits or webinars. These appearances elevate your authority & get you and your brand exposed to new audiences.
Based on a snippet from Tiffany Grant’s 2024 interview, I’m unpacking 6 takeaways to help you use your podcast to get on more stages and acquire 60-70% of your clients through your show like Tiffany does!
The Power of Podcasting in Building Business Relationships(00:01:22) Enhancing Public Speaking Through Podcasting
(00:07:17) Podcasting Drives Client Growth and Business Success
(00:12:48) Strategic Podcasting for Client Pre-Qualification
What You’ll Learn in this Episode:* How podcasting sharpens your speaking and improvisation skills * Why real-time curiosity and connection matter more than a perfect script or pre-planned questions * Ways your podcast builds a strong local and online reputation (and leads to more invitations) * The importance of focusing on the platforms that bring real results for your business * How personal growth as a host leads directly to more aligned clients and opportunities
Podcasting helped transform her into a confident speaker, a better networker, and a true authority in her space. Whether you’re aiming to get on more stages, land guest spots, or build deeper trust with clients, this episode will show you exactly how podcasting becomes the practice ground that skyrockets your personal — and business — growth.
Action Steps for The Studio1. Treat your podcast like your personal “confidence gym” 2. Use your episodes as a portfolio to pitch local panels and conferences 3. Track every speaking gig, inquiry, and partnership back to your podcast 4. Lean into the channel that works — and measure the true ROI
Ready to measure your podcast’s true impact?Download the Podcast ROI Tracker and start logging every opportunity, connection, and client that comes straight from your show. You’ll finally see just how much your voice is working for you.
Follow Tiffany Grant:Her Website: https://moneytalkwitht.com/
Her Podcast: https://moneytalkwitht.com/podcast/
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
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
Based on a powerful snippet from an interview with Rocky Lalvani from 2024, this episode highlights how your personal growth as a podcast host mirrors the growth you need to succeed as a financial professional. Paired with brand-new insights from the 2025 Podcast Marketing Trends Report, we’re diving into what separates average shows from high-impact, client-attracting podcasts — and how to make sure yours is set up for sustainable growth.
The full interview, How Small Habit Anchors Create Profitable Businesses, stands the test of time and is still worth a listen, even a year and a half later. If you have any interest in or curiosity about Profit First, best practices for your business finances, your time, or your energy, I highly recommend you tune in.
Continuous Development: Improving Hosting Abilities and ConfidenceRather than just sharing this at a conceptual level, I’m sharing how to implement the advice gleaned from Rocky and this new marketing trends report, and how the action might look in your business.
In this episode:
- How building confidence and better interview skills directly helps you serve clients better
- Why generic, repetitive podcast formats lose audience trust (and what to do instead)
- The 2025 Podcast Marketing Trends Report findings that prove interviews still work — and longer episodes are thriving
- Why consistency is your biggest credibility marker (and how to maintain it sustainably)
- Encouragement for business owners worried about “crowded” business and finance categories
The Art of Guiding Conversations: Elevating Guest ExperienceHow you structure and prepare for interviews is a window into how you’ll approach client work, so ensure your show reflects the level of professionalism you want portrayed to a potential client base.
- Thoroughly prepare questions and research guests before interviews
- Guide conversations to meet audience needs rather than following a formula
- Consistently develop hosting skills and build confidence to attract high-profile guests
To take a fresh stab at what you WANT your show to be, download the free Podcast Launch Workbook from here: https://podcastabundance.com/launch-workbook/
Follow Rocky:
His Website: https://profitcomesfirst.com/
Profit Comes First Podcast: https://profitcomesfirst.com/podcasts/
Richer Soul Podcast: https://richersoul.com/
Here’s the link to the 2025 Podcast Marketing Trends Report: https://podcastmarketingacademy.com/podcast-marketing-trends-report-2025/
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
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
Examine the advice given on episode 4 of this show by Anthony Weaver of About That Wallet:
Create pre-recorded elements for your show
Even today, in July of 2025, this advice stands reliable. When listeners hear a familiar set of words, cadence, music, and message, they subconsciously develop trust for you and your show. Plus, pre-recorded podcast intros, outros, and commercials for your episodes make your life easier as the host.
Crafting Professional Intros, Outros, and Commercials for Podcasting* Create pre-recorded intros, outros, and commercials for consistent messaging * Focus on content creation by using pre-recorded elements in podcasts * Maintain a consistent call to action across all podcast episodes
(00:07:46) "Creating a premixed intro, outro, and commercial set of premixed components for each thing is up to you and your team to just look at the year, look at your content plan, and be strategic about which CTA you're running each quarter and why." - Virginia Elder
Ensuring Consistency: The Power of Pre-Recorded Podcast ElementsLearn why and how to create formulaic elements that feature your desired CTA and all 5 of the essential elements. Want to get really creative? Create a few “sets” of intro, outro, and ad elements for your show, with each set featuring a single CTA.
Listen to the full episode to discover how to map this to your content calendar for your brand for the full year, how to integrate your pre-recorded elements with an episode-specific guest intro, and other creative ideas on how to use pre-mixed components to benefit you, your podcast, and your listeners.
To listen to Anthony’s full interview from February of 2024, titled “Habitual Steps Toward a Growth Mindset” - it’s packed full of amazing advice for entrepreneurs and aspiring podcast hosts!
Download your Attraction Messaging Blueprint today at https://podcastabundance.com/attraction-messaging-blueprint/
Connect with guest, Anthony Weaver:
Website- https://www
Facebook - https://www.facebook.com/aboutthatwalletpodcast/
Twitter/X - https://twitter.com/aboutthatwallet
Instagram - https://www.instagram.com/aboutthatwallet/
YouTube - https://www.youtube.com/channel/UCJYY8dSl1JettpH3YZ8VlTw
Need support with podcast production services or want to increase your authority through podcasting? Book a FREE call at www.talktovirginia.com
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
By publishing a well-written, professionally edited book that helps your current or potential clients, your authority and notoriety are automatically elevated in your niche.
Plus, your blog or podcast content can easily be repurposed into a book, with the help of a professional ghostwriter and editor. This is truly the lowest-lift way to get your personality, experience, and perspective into a written format.
Sure, AI can be helpful, but you and I both know that AI writes like AI, and a book written using AI might actually diminish your reputation and professionalism in the eyes of a reader.
Lynn Smargis of writeforyou.me has been ghostwriting books for professionals of all niches for 6+ years, in addition to publishing several of her own. She’s a well-known writer and editor in the podcasting space because she’s skilled at identifying pieces of content you’ve already created (like podcast interviews!) that can be repurposed into a book.
The Power of Professional Editing in Book Publishing (00:10:33) Enhancing Book Quality Through Professional Editing
(00:18:18) Financial Book Manuscript Transformation Services
(00:20:08) Preserving Author's Voice for Consistent Content
(00:28:32) Personalized Book Marketing Techniques for Authors
(00:37:13) Strategic Podcasting Guidance for Financial Professionals
(00:43:10) Strategic Content Repurposing for Book Success
(00:44:56) Multipurpose Content Strategy for Maximum Reach
(00:46:01) Platform-Specific Content Creation Using AI
Strategic Book Writing and Marketing for Financial Professionals Lynn focuses on minimizing the barriers you feel around becoming a published author and minimizing the time you need to spend writing. Through her book coaching, Lynn guides clients through the writing process, addressing doubts and imposter syndrome, while highlighting the importance of various editing forms, such as line and organizational editing, to create polished and appealing books.
Our conversation underscores the significance of effective book marketing strategies, including leveraging personal connections and podcast appearances, and advocates for using AI and virtual assistants to enhance content distribution, ultimately helping financial professionals establish authority and maintain a consistent online presence.
In-episode Actionable Insights to Fast-Track Your Financial Content: * Utilize professional editing services for a polished final manuscript * Ensure your “voice” remains consistent throughout written, spoken, and video content for your brand, even if it’s assisted by AI or written by a ghostwriter * Book marketing strategies include guesting on podcasts, email campaigns, workshops, speaking at conferences, hosting webinars, hosting your own podcast, and collaborating with other professionals to host events. * Repurpose book content into smaller articles for consistent marketing material * Hire a virtual assistant for content distribution and appointment setting * Match your business goals to your podcasting strategy for best results * Use AI to generate content, but customize it for various platforms and edit it so it sounds like something you’d really say
Lynn offered listeners a FREE membership to her book-writing community, Publishing For Professionals. Reach out to her here to join: https://www.writeforyou.me/contact
Follow Lynn Smargis, Join her Substack, and explore her podcast or portfolio:
https://linktr.ee/writeforyoughostwriter
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 and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit/
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
Your financial service business’ success hinges on understanding and addressing clients' emotional needs, hosting a safe space for them to express their hopes and fears, and, of course, helping them implement the financial strategies that will best move them toward their goals.
But the topic of money itself is a guarded subject and there’s often reluctance to discuss one’s personal finances with others. So, how do you create a ‘safe space’ for them, build trust so they’ll take advantage of the help available, and then guide them toward the best products, strategies, and financial decisions while maintaining that trust throughout the process?
Podcasting and Webinar Funnels for Financial Service Professionals (00:09:49) Pricing Dilemma Faced by Therapists, Coaches, and many Service-Based Business Owners
(00:16:24) Creating Urgency in Evergreen Webinar Funnel Marketing
(00:20:46) Engaging Avoidant Clients for Service Success
(00:26:44) Navigating Money Shame with Potential Clients
(00:40:10) Audio-First Approach Podcast Strategy
(00:45:26) Content Creation Strategy for Sustainability as a Busy Business Owner
(00:47:17) Value-driven Course Sales Using Podcasting as Part of The Sales Funnel
(00:51:59) Positioning Your Podcast to Establish Connection and Trust
By recognizing and accommodating the unique needs of clients who may be hesitant or resistant, you'll get the opportunity to provide tailored solutions that ultimately lead to their financial success.
That’s what Linzy Bonham did as she realized that many therapists needed help managing their practice’s business finances. Therapists want to help people navigate insecurity, fears, and trauma, but so often face an internal dilemma of what to charge, how much to save for taxes, and what to pay themselves, among other business financial challenges.
Enter: “Money Skills for Therapists” by Linzy Bonham, a private practice therapist turned money coach.
Once Linzy realized that by helping therapists maintain a financially stable practice and create financial security for themselves, she’d be helping to support thousands of their clients get the guidance they need, she began sharing her business finance best practices and teaching private practice therapists and health practitioners how to run the backend of their businesses.
She offers a webinar funnel that directs viewers down one of two separate paths, depending on whether they are a solo-practitioners or a business owners with a team.
Having her podcast as a top-of-funnel attraction and nurture tool has streamlined the Money Nuts & Bolts sales process, filled Linzy’s courses, and created an interactive email subscriber list where her followers know it’s safe to reach out with financial questions so they can develop peace of mind about their money.
Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform...just like Linzy has done!
And through webinars, freebies, the podcast, like, these are all additional layers and steps where they can find us. Follow us, see our face. Hear our voice. That's going to be a super important way to establish trust for mass majority of the audience these days." - Linzy Bonham
Follow Linzy Bonham & her work at Money Nuts & Bolts: LinkedIn: https://www.linkedin.com/in/linzybonham/
Instagram: https://www.instagram.com/moneynutsandbolts/
Free Gifts from Linzy: https://moneynutsandbolts.com/resources/
Money Skills for Therapists Podcast: https://moneynutsandbolts.com/podcast/
Free Masterclass- Money Skills for Therapists: https://moneynutsandbolts.com/masterclass-signup/
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
Your email welcome sequence is like the Swiss Army knife of digital marketing- versatile, effective, and 100% automated once it’s set up. In fact, having an active email subscriber platform and nurture sequence is KEY for business owners with a podcast.
Since there’s no direct link between your followers being podcast listeners and actually being able to sign up for your services, email marketing is the bridge between the content you’re creating and the service you want to sell. This episode is your one-stop shop to solving your content-to-sale gap! Here’s what she says about your choice to outsource:
"I know that I can and I'm choosing not to. So, who can I find that I can trust? That becomes the question." - Allea Grummert
Listen in to learn about Allea’s experience in becoming the expert copywriter she is today, how she trains and manages her team, how her packages and services have helped clients make sales, and about her recent podcast launch. Find out how she launched her podcast in just 6 months, determined that it was a “worth-it” long-term strategy, and how she’s navigating this season of new team roles and new podcast workflows.
Crafting Compelling Email Sequences: The Key to Engagement
(00:11:07) Efficient Task and Team Management System with Asana
(00:17:17) How Productized Services Provide Peace of Mind
(00:21:49) Building Brand Loyalty Through Email Marketing
(00:22:24) Segmenting Your Subscribers by Interests and Engagement
(00:30:48) Automated Email Sequences to Welcome New Subscribers
(00:35:31) Snippets and Other Cool Email Automation Tools
(00:45:50) Crafting Solo Podcast Episodes by Asking Yourself These 5 Questions
(00:53:02) Building Genuine Connections and Trust with Email
(00:58:02) Evaluating Podcast Statistics for a New Show
Thanks to her brand-new podcast, Happy Subscribers, Allea’s experienced more-than-expected personal growth over the past several months. While she decided on a pattern of 3 interviews to one solo show, the intention to present her knowledge as a concept rather than a how-to or instructional episode has been the biggest challenge. Here are a few questions she asks herself when creating solo episodes:
- What’s your strong opinion on a commonly-held belief in your niche?
- What are your clients asking about?
- What’s something you’ve observed?
- What is a problem you’re seeing in the industry?
These questions will help you create content that establishes you as an expert and thought leader, rather than the how-to content that’s seemingly default for service providers.
Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform – a perfect exercise to prepare you to work with Allea!
Follow Allea Grummert & her work at Duett:
LinkedIn: https://www.linkedin.com/in/alleagrummert/
Instagram: https://www.instagram.com/alleagrummert/
Happy Subscribers Podcast: https://duett.co/blog/new-podcast-welcome-to-happy-subscribers/
Email Marketing Done-For-You: https://duett.co/
Free Call: www.duett.co/free
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
Do you ever hit Record and immediately forget what you were going to say? Or maybe you freeze up and sound robotic the minute the camera turns on? This episode is your solution.
I'm walking you through how to script your episodes in a way that feels authentic, confident, and completely natural—whether you’re reading word-for-word or using bullet points. I also break down how I personally use ChatGPT and AI to help outline and write episodes that still sound like me and connect deeply with your audience.
[01:55] "Creating a script or working from a script isn't about artificially prompting yourself because you don't know what to say. You have a ton of niche knowledge that can change people's lives." - Virginia Elder
If you want to streamline your content creation process, reduce editing time, and increase your authority through podcasting, copy my scripting method and start practicing your first podcast episode script tonight!
Natural and Engaging AI Podcast Scripting
[03:40] Why “winging it” isn’t always efficient—or effective
[05:21] How to write like you talk: The conversational script method
[07:29] Sounding unscripted while reading
[09:15] Real talk: Why bullet points aren’t enough for most business owners
[11:17] Free Resource: Get your hands on the Script Starter Kit
Building Trust and Connection with Scripted Podcasts
- Reading from a script does not make you sound less authentic—if you write like you talk.
- Scripting helps busy professionals feel more prepared and reduces on-camera awkwardness.
- Using AI tools like ChatGPT is smart—but you need the right prompts to make it sound human.
- With a strong script, your podcast becomes a lead-generating machine for your business.
Download the free Script Starter Kit resource – A quick and powerful guide to brainstorming and scripting your next 6 podcast episodes (+ tips on how to script an episode that sounds like YOU using AI): www.podcastabundance.com/scriptstarterkit/
Need support with podcast production services or want to increase your authority through podcasting? Book a FREE call at 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
Financial professionals often rely on their analytical skills to make informed decisions and guide their clients in the right direction. However, when it comes to content creation, they may struggle to infuse creativity into their work. To bridge this gap, financial professionals can:
- Use storytelling techniques to make complex financial concepts more relatable and engaging
- Collaborate with creative professionals such as writers, designers, or marketers to bring a fresh perspective to their content
- Experiment with different formats such as video, infographics, or podcasts to cater to a wider audience and showcase their expertise in a more dynamic way
That’s exactly what happened when Wes Moss, now known for his shows, Money Matters and Retire Sooner, was working on his first book, “You Can Retire Sooner Thank You Think” and needed someone to punch it up a little. He met Ryan Doolittle, a comedian and writer, and they hit the collaboration jackpot!
Crafting Compelling Content: Balancing Analytics and Creativity 00:24:24 Creating Engaging Podcasts with Unique Themes
00:26:16 Finding Your Niche for Podcast Success
00:41:57 SEO Optimization for Engaging Podcast Production
00:44:50 Optimizing Podcast Content for SEO and Engagement.
00:59:14 Mastering Engaging Conversations in Podcast Interviews
01:07:28 Engaging Retirement Insights Through Video Series
"Even if it's like, the right bit of info, if it's not interesting, it's hard to get people to read it." - Ryan Doolittle
Ryan emphasizes the importance of starting with topics that genuinely excite the creator, as this enthusiasm resonates with audiences and fosters a strong connection. He further highlights the significance of engaging the audience through concise editing, impactful openings, and clear summaries, which are key to maintaining their interest and ensuring content is both relatable and aspirational.
As you listen to this episode, I encourage you to think about how you can infuse storytelling and comedy into your content. Here are some action items directly from this episode:
- Ensure your podcast has a specific theme or lane that aligns with your target audience's interests, whether it's financial education, lifestyle, news, or a unique angle that sets you apart.
- Strive to make your financial content funny, relatable, and engaging to connect with listeners on a personal level and keep them interested in what you have to say.
- If you struggle with creating engaging content, consider bringing in a writer or producer to help bridge the gap between analytical financial expertise and creative storytelling.
- Provide valuable financial knowledge while also sharing aspirational content that resonates with listeners, such as highlighting exciting retirement possibilities or impactful money management tips.
- Ensure high-quality interviews by conducting in-depth research on your guests, actively listening during conversations, and crafting engaging questions that spark meaningful discussions and connect with your audience.
Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform – what a game-changer!
Follow Ryan Doolittle & his work at YourWealth.com:
LinkedIn: https://www.linkedin.com/in/ryandoolittle/
Instagram: https://www.instagram.com/retiresoonerteam/
YouTube: www.youtube.com/@RetireSoonerTeam
Retire Sooner Podcast: https://tr.ee/xM0B9B51tV
Happiest Retirees Podcast: https://tr.ee/_h7c9QujSa
Money Matters Podcast: https://tr.ee/dHyH2HFXv2
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
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.
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Guesting on other podcasts can help expand your reach and attract new audiences to your business.
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Maintain consistency in your podcast schedule to keep your audience engaged and build a loyal following.
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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
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:
Money Healing Club podcast
Money Healing Club on YouTube
Join the Money Healing Club
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
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
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:
https://dougcunnington.com/
Mile High FI
The Doug Show
YouTube @DougCunnington
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
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:
www.jenniferloehding.com
Starter Girlz Podcast
Behind The Dreamers Podcast
Instagram @JenniferLoedhing
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
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:
www.morejoymorewealth.com
https://www.youtube.com/@brittnehalford-joyfulwealth
Podcast: Wealth Minded MD
IG @brittnehalford
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
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
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:
Riverside.fm
Samson Q2U mic
Logitech 4k webcam
Connect with guest, DJ Olojo:
The Foreclosure Fix book & website
YouTube
Instagram @DJ Olojo
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
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:
Riverside.fm
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
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
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:
Opus Clip
My favorite remote recording platform:
Riverside.fm
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
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
Time Audit in a Perfect World
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
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
True abundance is about having the money, health, and time for a fulfilling life.
Virginia talks with Jen Smith, a leading voice in financial education and co-host of the Frugal Friends Podcast. Jen helps people manage their money better so they can have the freedom to pursue their passions and strongly believes business owners must use their time and energy wisely to achieve success.
Her decision to prioritize publishing her book “Buy What You Love Without Going Broke” over launching a YouTube channel speaks to the power of making intentional decisions that honor your current life stage and personal values.
Redefining Abundance
(00:14:41) Intentional Resource Management and Stewardship
(00:25:44) Tips for SEO Podcasting and Video Content
(00:37:06) Releasing Perfection to Make Room for Authenticity
(00:43:35) Creating Alignment by Spending with Discernment
"We will always spend money. We will always spend time. So to think of frugality as just wanting less, consuming less, less, less, less is a lie. It's a good spending of it. That's why we shifted away from how do I spend as little as possible to how do I spend as intentionally as possible?” - Jen Smith
Connect with guest, Jen Smith:
Podcast – Frugal Friends Podcast
Book – Buy What You Love Without Going Broke
Instagram – Frugal Friends Podcast
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
Podcasts & YouTube are booming but creating them can take a ton of time...if you don’t have systems or help or both. To succeed, business owners must maximize efficiency in every production stage, from planning to recording to publishing.
Optimizing Your Podcast Production ProcessAdvance preparation and efficient recording practices such as setting up recording space, minimizing distractions, and testing tech can help simplify the process and improve your audience’s experience.
Discover how to streamline your workflow with techniques like batch recording, time blocking, and outsourcing editing, and how these strategies can save you time, reduce stress, and elevate your podcast’s quality.
Sustainable Podcast Production Strategies (01:36) - Establishing a Consistent Podcast Production Schedule
(02:55) - Scheduled Recording Days, Outlines, and Scripting
(05:32) - Mastering Recording Logistics to Increase Productivity
(10:32) - Efficiency and Quality Improvements through Outsourcing
"You can host and record great episodes without them consuming hours of your week or already jam-packed month. With the right systems in place, you can consistently release high-quality content without spending your nights editing or stressing over what to say." - Virginia Elder
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
Burnout, hustle, and grind – these words often define entrepreneurship. But it's time to rethink our strategy for success. Launching a new project or business should fuel your energy, not drain it.
Virginia welcomes Pete McPherson, founder of Do You Even Blog, and creator of many YouTube channels, blogs, and SAAS products for entrepreneurs. Forging a career path outside traditional norms, Pete shares the highs and lows of tackling projects, the benefits of starting a podcast, how he’s navigated several pivots, his intentionally unfocused business strategy, and why he champions methodically removing friction from your life based on your personality and what drives you.
Pete mentions his Enneagram number. Find yours using this free resource: https://www.truity.com/test/enneagram-personality-test
Have you ever taken the time to rank and rate the tasks you do each day based on the amount of energy required of you, the amount of time you spend, the benefit of the task, and whether the task moves you closer to the person you want to be?
2 Rules Pete lives by:
- Don’t start projects that don’t have an end date.
- Don’t do things that don’t meet an “acceptable” weighted score (up to discretion) of 3 criteria - money-making potential, energy requirement, love for the process
Finding Focus
(00:29:55) Living Your Best Life Now
(00:40:16) Creating Balance in Content Creation and Productivity
(00:47:26) Understanding Three Levels of Focus
(00:55:16) Three Big Reasons Everyone Needs a Podcast
"I can actually be like 90% of my dream person. Who do I want to be? I could be that person now. I don't have to wait until I make millions. I don't have to wait until my kids are out of the house, in college. I don't have to wait for a bunch of these things. I can do it now.” - Pete McPherson
That Podcast ROI Tracker we mentioned? It's here: https://podcastabundance.com/roi-tracker/
Connect with guest, Pete McPherson:
Website – Do You Even Blog
Website – Pete McPherson
Podcast – Do You Even Blog
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
What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vision often make the risks worthwhile.
Joining the show today is Patrick Lonergan, founder of financial advisory business Vital Wealth and host of the Vital Strategies podcast. Patrick reveals why he left law school despite a full scholarship and how bold content strategies, strategic outsourcing, and podcasting have driven his business's success.
Unlocking Online Success
(00:14:07) From Law School to Real Estate Entrepreneurship
(00:28:33) Harnessing Content to Attract Niche Audience and Partnerships
(00:53:58) Building Credibility and Engagement through Podcasting
(01:02:56) Investing in Virtual Assistants and Professional Virtual Environments
"We all are sort of designed to want a drive-through breakthrough, right? I want immediate results, I want the 5 minute abs. And it's like, no, it doesn't happen. It doesn't happen in business, doesn't happen in our fitness, doesn't happen in our relationships. It just takes work and that work is worth it at the end of the day.” - Patrick Lonergan
Connect with guest, Patrick Lonergan:
Website – Vital Wealth
Instagram – Vital Strategies
Podcast – Vital Strategies
Newsletter - VitalStrategies.com/Cornerstones
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
Aligning your podcast with your business mission expands your brand's reach. This allows you to share compelling content on your own show and effectively market yourself as a guest on other podcasts.
Consistently delivering engaging content that resonates with your audience and authentically reflects your brand values is crucial for the growth of both your podcast and your business.
Learn how to align your podcast with your brand's mission by defining your ideal listener, establishing content pillars, and continuously refining your content strategy based on listener engagement.
Optimizing Your Podcast and Your Business
(04:55) - Reinforcing Your Brand’s Mission and Understanding Your Ideal Listener
(06:30) - Benefits of Establishing Content Pillars
(08:23) - Aligning Your Podcast with Your Business Goals
(10:38) - Improving Engagement with Strategic Repetition and Refinement
"Then, as you go in time, your business evolves and so will your content. So go back to those content pillars and refine them. Change them. Allow for that growth. Reestablish what you want to talk about and why. But always go back to the question, does this support my business's goals?" - Virginia Elder
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
The constant barrage of online business tips and strategies can be overwhelming and confusing for entrepreneurs. It's hard to know what online business advice to trust amongst a sea of conflicting opinions.
Today’s episode features Katy Miller, host of the podcast Katy Calls BS and founder of Miller Social, a social media strategy and course creation coaching firm. Katy doesn't mince words when describing the misery that can arise in business without clear boundaries, efficient content creation strategies, and knowing when to outsource to avoid burnout.
Unlocking Online Success
(00:14:08) Understanding Three Types of Course Creation Clients
(00:25:33) Power of Quality Content and Product Offerings
(00:37:59) Prioritizing Market Research to Determine Pricing Options
(00:47:04) Leveraging Podcast Groups for Strategic Content Batching
"That's what I think is so hard in online businesses that we get so many messages. We get so many double your prices, triple your prices, quadruple your prices tomorrow. But what if that's not my goal? Or what if those are not my clients? Abundance means a different thing for everybody. Success means a different thing for everybody.” - Katy Miller
Connect with guest, Katy Miller:
Website – The Miller Social
Instagram – The Miller Social
Podcast – Katy Calls BS
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
Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences.
In today’s episode, Hillary Gale, the founder of Moneta Copy, dives into the critical role of lead magnets and email sequences in marketing strategies for financial professionals. Hillary stresses the value of knowing your audience and giving them what they want to keep them coming back for more.
Crafting Effective Engagement
(00:11:35) Strategic Lead Magnet Placement for Visibility Boost
(00:22:55) Content Creation Inspiration for Financial Professionals
(00:34:01) Strategic Long-Form Content for Business Growth
(00:49:30) Tailoring Content for Target Audience Success
"What I wanted to do with my Finance Marketing Podcast was bring on examples of financial advisors and financial coaches and other finance professionals who are doing some really exciting things with their marketing. And just really be able to give those people a voice so that other professionals who are struggling to find what's the unique way that I can create content? What's my unique take? Can get inspiration from people who are really crushing it with their marketing.” - Hillary Gale
Connect with guest, Hillary Gale:
Website – Moneta Copy
Repurpose your Content Guide
LinkedIn – Hillary Gale Meehan
Podcast – The Finance Marketing Podcast
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
The classic fable "The Tortoise and the Hare" illustrates that slow and steady progress leads to success. This same principle applies to reaching financial contentment: patience and persistence are key; it is a marathon, not a sprint.
Today you’ll hear from Tae Kim, the creative mind behind the Financial Tortoise YouTube Channel. Through his unique content and minimalist philosophy, Tay teaches us that having "enough" is powerful. He shares how a simple, intentional approach to money can lead to a fulfilling financial life.
Building Wealth with Intention
(12:24) - Exploring Creative Income Opportunities
(24:13) - Creating Niche Content for Business Owners
(28:12) - Seeking Balance and Having Enough
(29:46) - Overcoming Challenges and Embracing Possibilities
"It's very important and for me the idea of enough, what is your enough, because there’s a lot of people within the space now who don't have a good definition of enough, and they're just constantly seeking more and more and more. You become unbalanced in your life and that's not healthy. So for me that's a very important component to balance, knowing my enough.” - Tae Kim
Connect with guest, Tae Kim:
Website – Financial Tortoise
YouTube – @TaeKimFinancialTortoise
Newsletter – Financial Tortoise
Community – Financial Tortoise Community
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
Why are some people better with money than others? It's simple: financial literacy. From budgeting and saving to investing and retirement planning, financial education is essential for long-term financial success.
Joining the show today is Hassan Thomas, a former student athlete turned entrepreneur dedicated to helping college students navigate financial challenges and build wealth. Hassan aims to change lives one person at a time and empowers young people with financial knowledge through his speaking, online resources, and his podcast FYI FLI-For Your Information, Financial Literacy Investing.
Breaking Financial Barriers
(16:59) - Addressing Lack of Financial Education for College Students
(22:46) - Building Transformational Value
(25:03) - Financial Empowerment for Gen Z and Gen Alpha
(26:10) - Power of Communication, Building Relationships, and Career Readiness
"When I got to college, I looked around at my peers and realized we're not getting this education at home. We’re not getting this education in college. I was a business management major with a minor in accounting and marketing. Okay, so what about the communication majors? What about the art majors? What about the science majors, the medical majors? They're not getting this information. And I really realized, okay, this is where I want to make my mark." - Hassan Thomas
Connect with guest, Hassan Thomas:
Website – Hassan Thomas
Podcast – FYI FLI
Instagram – Hassan Thomas
LinkedIn – Hassan Thomas
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
Podcasts have become a powerful tool for networking and connecting with industry experts, thought leaders, and influencers. But the real magic happens when you go beyond just having them on your show and actually nurture those relationships for the long haul.
Discover the secrets to turning conference acquaintances into valued collaborators. Understand how to leverage ICE, CUE and ART—strategic approaches to content creation, resource utilization, and increased engagement.
By harnessing the power of podcasting to share valuable content, engage with conference connections, and stay current with trending topics, you can nurture long-term relationships and solidify your position as a go-to resource in your industry.
Cultivating Podcast Guest Relationships with ICE, CUE, ART
(5:00) - ICE: Identifying High Potential Guests, Crafting a Compelling Invitation, Engaging with Guests
(17:48) - CUE: Creating Content, Utilizing Resources, Engaging with Short Clips
(29:09) - ART: Anchoring the Connection, Relevancy, and Trending Topics
(38:44) - Suggestions for Outreach Implementation
"By inviting conference contacts to be podcast guests, you're creating valuable content and laying the groundwork for meaningful professional relationships. It's a win-win. They get exposure and you build a richer, more collaborative network." - Virginia Elder
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
In a world where negativity and online trolls are just a tweet away, Anna DeShawn’s approach to business and compassion is a breath of fresh air.
In today’s episode, you’ll learn more about Anna’s mission to uplift underrepresented voices and redefine media for Black and Brown LGBTQIA+ communities. The landscape of podcasting and radio is constantly evolving, and her dedication to building relationships and authentic engagement emphasizes the importance of meeting your audience where they are.
Inspired by the Three E’s—Educate, Empower, and Entertain—Anna provides powerful perspectives into how these values can shape a vision that resonates with listeners.
Balancing Entrepreneurship and Empathy
(04:46) - Building Community through Sharing Stories
(26:35) - Adapting to Industry Changes and Trends
(37:37) - Power of Finding Your Voice
(45:17) - Importance of Finding Mentors and Advisors
"When I quit corporate three years ago to go out here full time, it was because I also had an idea for the podcasting space, which was to create a platform where we could discover, listen and support the best Black and Brown podcasts out here, because discoverability in that way was really hard." - Anna DeShawn
Connect with guest, Anna DeShawn:
Website – Anna DeShawn
Podcast – Queer News
Instagram – Anna DeShawn
LinkedIn – Anna DeShawn
The Qube App - The Qube
Connect with host, Virginia Elder:
Website –Reaching Abundance
Facebook –Podcast Abundance Business Page
Instagram –Podcast Abundance
LinkedIn –Virginia Elder
YouTube –@ReachingAbundance
This podcast is edited and managed by the team atPodcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Time is a precious commodity. If you had more of it, what would you prioritize?
Today’s guest is Katie Brinkley, owner of social media agency Next Step Social Communications, host of the Rocky Mountain Marketing Podcast, and author of the Social Shift. Imagine being a social media expert who advocates for spending less time scrolling and more time living—Katie does just that!
Katie shares her unique insights on finding abundance in business ownership. Her story is a powerful reminder to grant ourselves permission to step back and reassess our goals for a more fulfilling entrepreneurial journey.
Podcasting was a game-changer for Katie, starting as a creative outlet and evolving into a strategic tool for business success. With over 300 episodes under her belt, she covers the trials and triumphs of maintaining a twice-weekly podcast while juggling other responsibilities. Learn how she mastered the art of batching content and outsourcing tasks to maintain quality and consistency, proving that podcasting can be more than just a hobby—it can be a formidable marketing tool.
Unlocking Business Productivity
(09:34) - Maximizing Business Success through Podcasting
(20:14) - Intentional Networking to Grow Your Business
(30:12) - Stepping into Self-Confidence
(37:19) - Strategies for Efficient Content Creation
"I started living my life with abundance when I gave myself the permission to not do all the things. I didn't need to be the business owner that scaled seven figures in three years. I didn't need to post on social media every day…I gave myself the permissions and everything changed." - Katie Brinkley
Connect with guest, Katie Brinkley:
Website – Katie Brinkley
Podcast – Rocky Mountain Marketing Podcast
Instagram – Katie Brinkley
LinkedIn – Katie Brinkley
The Social Shift Book – https://www.katiebrinkley.com/book
Connect with host, Virginia Elder:
Website –Reaching Abundance
Facebook –Podcast Abundance Business Page
Instagram –Podcast Abundance
LinkedIn –Virginia Elder
YouTube –@ReachingAbundance
This podcast is edited and managed by the team atPodcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
True abundance encompasses much more than just wealth—it's about time, health, and having the freedom to live life on your own terms.
Joining the show today is the remarkable Jenn Drummond, author of BreakProof and the first woman to scale the Seven Second Summits. Jenn's journey is a testament to redefining success, balancing career and family, and living a truly vibrant life.
Jenn shares candid insights from her early days of cold calling to growing a thriving business to becoming a successful podcast host. We talk about the grit and strategy needed to transition from an employee mindset to a CEO mentality, and how to set and achieve goals for yourself while accepting help from others along the way.
A life-threatening car accident and the loss of a friend prompted Jenn to reevaluate her priorities, leading her to focus on mindset, teamwork, and health as key components of success. As a mother of seven, she is dedicated to leading by example, teaching her children the value of living fully and nurturing their mental well-being.
To Jenn, abundance is synonymous with freedom—freedom of time, health, and finances. She emphasizes the significance of energy management over time management and pursuing what truly matters most.
Redefining Success: Creating a Life of Purpose
(11:00) - Entrepreneurship and Work-Life Balance
(21:01) - Building a Balanced Life and Legacy
(27:51) - Teamwork and Resilience in Pursuing Goals
(35:35) - Navigating Media and Marketing Strategies
"I came to the conclusion that we don't get to choose when we die, but we sure get to choose how we live." - Jenn Drummond
Connect with guest, Jenn Drummond:
Website – Jenn Drummond
Podcast – Seek Your Summit Podcast
Instagram – The Jenn Drummond
LinkedIn – Jenn Drummond
BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals – https://jenndrummond.com/book/
Connect with host, Virginia Elder:
Website –Reaching Abundance
Facebook –Podcast Abundance Business Page
Instagram –Podcast Abundance
LinkedIn –Virginia Elder
YouTube –@ReachingAbundance
This podcast is edited and managed by the team atPodcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
It takes more than a few episodes to attract a large audience and more than just posting on social media to get the word out about your podcast. If you’ve been podcasting for a short while and aren’t feeling the love or thought you’d be reading more people by now, this episode is for you.
Learn about the three pillars of podcast growth and take the self-audit questionnaire to discover where your biggest gaps are. With that information, you can lean into the specific tactics explained in that category to grow your online presence.
Perhaps it wont surprise you to find that growing a podcast is very similar to growing a business. You need to be findable, to provide a product (content) people WANT from you, and you need to be taking intentional steps to expose your business/show to new people multiple times each month.
Effective Strategies to Enhance Your Podcast's Visibility
- A well-optimized website featuring your show
- Topics your listeners crave with episode titles containing phrases they’d actually search for
- “Networking” in the podcast world by featuring guests and being a guest
- Attending online summits, in-person conferences, and similar events where your ideal client/listener is also in attendance
- Post on social media based on the way your target listener consumes social media
Which of the three areas should you focus on first? Content, Visibility, or Networking?
Take the self-assessment inside this episode to find out OR book a podcast audit with me here and I’ll provide customized tips toward growth just for your brand.
Podcast Audit: https://book.stripe.com/eVa7tkfWq56W7FC6oy
My preferred guest matching networks:
https://podcastguests.com/join/
https://www.joinpodmatch.com/podcastabundance
To ensure your show is REALLY listed everywhere, follow the directions here:
https://podnews.net/article/all-the-podcast-directories
Connect with Virginia Elder:
Instagram: https://www.instagram.com/podcastabundance
LinkedIn: Virginia Elder - https://www.linkedin.com/in/virginiaelder/
YouTube: https://www.youtube.com/@ReachingAbundance
Are you getting the Podcast Abundance Weekly Newsletter? If not, you’re missing out on podcasting guidance, online marketing tips, and free resources to help grow your business. Join at podcastabundance.com
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with me. (https://podcastabundance.zohobookings.com/#/Discovery)
If you run a 6 or 7-figure business and use your podcast as a marketing arm for your business, apply to be a guest on the show! (https://reachingabundance.com/guest/)
Want to scale your service-based business? Avoided calling it an agency like I have?
Today, you get to meet Audrey Joy Kwan, who’ll change your mind about boldly proclaiming your agency status and/or working with well-built agencies to accomplish your business goals.
Audrey shares that her personal definition of abundance is in doing meaningful work, making a positive impact, and balancing earnings with personal time –alluding to why she helps agency owners AND why she’s chosen to podcast to market her business.
Her journey into entrepreneurship was inspired by a life-changing event—the sudden passing of her mother, which underscored the importance of work-life balance.
Finding the Right Systems and Structure to Scale Your AgencyAudrey helps entrepreneurs build a lean agency business model without sacrificing personal freedom. We discuss the prevalent narrative that startup phases require excessive workloads, often leading to burnout. She gives us a sneak peek at her MightyPod ModelTM, where she walks agency owners through creating productized services and lean teams, helps them define their niche, and achieve desired revenue without unnecessary expansion.
Scale Your Business: Systems, Productized Services, and Marketing (09:57) Building a Lean Agency Business Model
(17:40) What Values have to do with Scaling a Business
(28:08) Building Relationships Through Podcasting
(40:11) Leveraging Podcasting for Business Growth
"Consistency is key in podcasting; it's about making a recurring commitment to show up, which is essential for building a sustainable and impactful channel." - Audrey Joy Kwan
Connect with guest, Audrey Joy Kwan:
Website – https://audreyjoykwan.com/
Podcast – https://audreyjoykwan.com/podcast/
Instagram – https://www.instagram.com/audreyjoykwan/
LinkedIn – https://www.linkedin.com/in/kwanaudrey/
Your FREE Mighty Pod ModelTM Cheat Sheet – https://audreyjoykwan.com/cheatsheet/
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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/
Connect with Virginia Elder:
Instagram: https://www.instagram.com/podcastabundance
LinkedIn: Virginia Elder - https://www.linkedin.com/in/virginiaelder/
YouTube: https://www.youtube.com/@ReachingAbundance
Are you getting the Podcast Abundance Weekly Newsletter? If not, you’re missing out on podcasting guidance, online marketing tips, and free resources to help grow your business. Join at podcastabundance.com
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with me. (https://podcastabundance.zohobookings.com/#/Discovery)
If you run a 6 or 7 figure business and use your podcast as a marketing arm for your business, apply to be a guest on the show! (https://reachingabundance.com/guest/)
Wondering how to stand out among the crowd of navy-blue suits? If you’re clear on your core values and passionate about issues that serve your ideal audience, questioning the status quo and speaking out is your ticket. When your actions, words, and how you show up online align with your core beliefs, you’ll become magnetic to those who believe those same things.
Constant Adaptation: The Key to Sustainable Entrepreneurship * Question the status quo in decision-making for personal and professional aspects * Offer accessible education and comprehensive services to those who need it most * Align business practices with personal values and adapt to client needs * Carefully consider values, purpose, and intentions in business operations, messaging, and marketing * Experiment with different content & structure your message to maintain authority and energy
"When I think about abundance, the first word that comes to mind is choice. I think abundance is about being able to make choices and not feeling like you have to do something." - Meg K. Wheeler
The Equitable Money Project offers accessible financial education and services to support marginalized business owners, aiming to create an equitable wealth-building environment. Who do you know that would benefit from equity? (Everyone. The answer is everyone in your contact list.)
Follow Meg K. Wheeler:
Website: https://equitablemoneyproject.com/
Podcast: https://podfollow.com/disrupt-your-money/view
Instagram: https://www.instagram.com/equitablemoneyproject
LinkedIn: https://www.linkedin.com/in/megkwheeler/
Connect with Virginia Elder:
-
Instagram: [@podcastabundance] (https://www.instagram.com/podcastabundance)
-
LinkedIn: Virginia Elder - https://www.linkedin.com/in/virginiaelder/
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YouTube: [Reaching Abundance] https://www.youtube.com/@ReachingAbundance
Are you getting the Podcast Abundance Weekly Newsletter? If not, you’re missing out on podcasting guidance, online marketing tips, and free resources to help grow your business. Join at podcastabundance.com
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with me. (https://podcastabundance.zohobookings.com/#/Discovery)
If you run a 6 or 7-figure business and use your podcast as a marketing arm for your business, apply to be a guest on the show! (https://reachingabundance.com/guest/)
Time freedom is at the top of the wishlist for entrepreneurs, and Andy Hill of Marriage Kids and Money is no different. Interestingly enough, however, that desire manifests differently across every business owner’s journey.
When Andy left corporate with a number in mind, he knew podcasting was his key to a joyful entrepreneurial journey, but didn’t necessarily have a plan to make money. After a few sponsors floated his direction and he built a solid reputation for great content, he started coaching and established his own products and services for sale.
Along the way, he outsourced tasks that felt distracting, tedious, or frustrating, including podcast editing, social media, and graphic design. Andy’s favorite tools are Megaphone (by Spotify) for managing his podcast and ads and Asana for keeping tasks and contractors organized.
From Hustle to Harmony: Andy Hill's Business Insights
(01:35) Building a Business Around Podcasting
(15:26) Growing a Business with Intention
(23:51) Outsourcing for Business Success
(40:07) Maximizing Podcast Revenue with Dynamic Ads
(49:45) Long-Term Wealth Building Through Entrepreneurship
Andy is most excited about his course, Make My Kid A Millionaire. Find it, along with his podcast, free resources, and plenty of amazing content on financial freedom, Coast FIRE, and family finances at https://marriagekidsandmoney.com/
Find Andy on YouTube at https://www.youtube.com/MarriageKidsandMoney to learn what it’s like to be mortgage free, what the thought process is around it, and how to do it too!
Connect with Virginia Elder:
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Instagram: [@podcastabundance] (https://www.instagram.com/podcastabundance)
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LinkedIn: Virginia Elder - https://www.linkedin.com/in/virginiaelder/
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YouTube: [Reaching Abundance] https://www.youtube.com/@ReachingAbundance
Are you getting the Podcast Abundance Weekly Newsletter? If not, you’re missing out on podcasting guidance, online marketing tips, and free resources to help grow your business. Join at podcastabundance.com
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with me. (https://calendly.com/podcastabundance/30min)
If you run a 6 or 7 figure business and use your podcast as a marketing arm for your business, apply to be a guest on the show! (https://reachingabundance.com/guest/)
She's a successful trial attorney arguing high-stakes cases, but after becoming a mother, the inner tug to redefine herself beyond the courtroom surfaced loudly. Monica Burkoth, our guest, was challenged to look inward to find fulfillment through an authentic expression of herself, service to others, and something she was afraid might damage the way she was perceived in the legal world... a podcast.
Balancing Act: How Monica Burkoth Merged Motherhood, Law, and Entrepreneurship
Listen in to hear how Monica bravely faced the fear of judgment from her professional peers to pursue her passion for personal development and spirituality. Her story helps illuminate our shared desire to set an empowering example for our children, while noting that often the biggest obstacles are the ones we create in our minds.
Key moments include:
- The significance of maintaining financial stability while growing a business, and the challenges that come with offering services for free.
- Challenges in building an audience versus creating a product first
- Fears around how bosses, colleagues, friends, family, and others will judge your work once it goes public
- Finding the balance between your business being a passion project and making money
Personal and Professional Growth through Law, Motherhood, and Coaching
Confidence is key, whether in the courtroom or behind a podcast microphone. Monica reveals how her background in law has uniquely equipped her to build confidence in others. We touch on her clever brand, Confidence Counsel, and how she's leveraging her legal expertise to empower others to embrace their voice.
Learn practical techniques to manage anxiety and boost confidence, understand the importance of core values, and get inspired by Monica's journey by joining her newsletter. (There’s an easy to spot pop-up on her site!) From there, you’ll have the opportunity to participate in her next Confidence Coaching Program.
Connect with Virginia Elder:
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Instagram: @podcastabundance
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LinkedIn: Virginia Elder
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YouTube: Reaching Abundance
Are you getting the Podcast Abundance Weekly Newsletter? If not, you’re missing out on podcasting guidance, online marketing tips, and free resources to help grow your business. Join at podcastabundance.com
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with me. (https://www.podcastabundance.com/book-a-call)
If you run a 6 or 7 figure business and use your podcast as a marketing arm for your business, apply to be a guest on the show! (https://reachingabundance.com/guest/)
Connect with Monica Burkoth:
Website: Confidence Counsel: www.confidencecounsel.com
Instagram: https://www.instagram.com/confidence.counsel/
LinkedIn: https://www.linkedin.com/in/monicaburkoth/
Unlock the hidden potential of your podcast with insights that go beyond the traditional metrics of direct sales. Discover how to measure your podcast's ROI using eight innovative metrics from your brand authority, client engagement, and much more. Learn how to quantify mentions, backlinks, and speaking opportunities into tangible dollars, all thanks to your podcast.
Secrets to Elevating Your Podcast's Value:
(03:30 - 05:27) Boosting your Brand Authority
(12:55 - 14:42) Repurposing Your Podcast Content
(20:31 - 22:27) Team Morale & Recruitment
(28:19 - 29:45) Amplifying Brand Affinity
(33:37 - 34:58) Summarizing Each of the 8 Ways You’ll Find Non-Traditional ROI
The 8 non-traditional ways you can measure Return on Investment from your podcast
- Brand Authority
- Client Engagement
- Content Repurposing Value
- Networking Opportunities
- Team Morale and Recruitment
- Lead Nurturing
- Brand Affinity
- Market Research
Podcasting as a Tool for Business Growth
Most business owners get stuck in tunnel-vision mode, expecting podcast ROI to surface from direct sales. However, there are 8 less obvious and more valuable ways your podcast creates return on investment, you just have to know to look for them and how to measure them.
Emphasis is added throughout the episode to establish starting metrics and periodic measurement periods, because without a starting point, how can you know if you’ve grown?
Savings from your repurposing efforts, connections and referrals made from networking in the podcast “world,” and recommendations or sales made because of the emotional connection potential customers feel toward your brand are all measurable. Are you measuring them?
Connect with me:
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Website: https://www.podcastabundance.com
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Instagram: https://www.instagram.com/podcastabundance
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LinkedIn: https://www.linkedin.com/in/virginiaelder
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YouTube: https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. https://calendly.com/podcastabundance/30min
I got a mic, now what? Where's the best spot for my camera? Is my lighting okay?
Questions about proper set up of equipment are common, and usually DIYers miss something.
Follow the instructions in this episode and you can’t get it wrong. From mic technique, camera positioning, recommended recording platforms, and preventing mic bleed, this guide is intended to provide you confidence in knowing you’ve checked off everything on the list.
Whether you plan on recording interviews or with a co-host, in person or online, this episode contains instructions for camera positioning, software, microphone accessories, and your positioning and posture.
Nobody wants to look unprofessional or come across as unprepared, so a clutter-free, distraction-free podcast recording zone is a must! Learn all of my pre-recording checklist items and confidence building techniques so you can hit record and KNOW you’re well prepared in every way.
Transform Your Podcast with These Essential Setup Tips
(02:34) Setting Up Your Mic and Headphones
(07:42) Camera Positioning
(08:49) Lighting for Your Studio
(11:43) Posture, Facial Expressions, and Engagement Techniques
(15:53) What to Do When You Make A Mistake
(17:45) Reducing Potential Background Noise and Interruptions
Mastering Your Podcast Setup: Essential Tips for Professional Quality Audio and Video
"Your laptop or phone mic just won't cut it for a professional podcast. You need a dedicated microphone that captures your voice clearly and crisply."
"Mic bleed happens when your microphone picks up the sound coming from your computer speakers out loud, which creates an echo or other audio issues that actually degrade the quality of your recording."
"Making eye contact with the lens, not with the preview screen or your computer monitor, creates a connection with your audience and makes them feel like you're speaking directly to them."
Connect with Virginia Elder:
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Website: https://www.podcastabundance.com/
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Instagram: https://www.instagram.com/podcastabundance
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LinkedIn: https://www.linkedin.com/in/coachvirginiaelder/
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YouTube: https://www.youtube.com/@ReachingAbundance
Episode Resources:
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Book a Call: https://www.podcastabundance.com/book-a-call
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Podcast Host Options:
Podbean: https://www.podbean.com
Buzzsprout: https://www.buzzsprout.com
Libsyn: https://www.libsyn.com
Captivate: https://www.captivate.fm
Castos: www.castos.com
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Ever wondered how much you should spend to produce your podcast?
From hiring a videographer to understanding the expertise required of an audio or video editor, and the often-forgotten importance of a knowledgeable SEO copywriter for your podcast, this episode will clear up any fog around how much you can expect to invest as you launch and grow your own podcast.
Elevating Your Podcast with Smart Budget Choices
Listen up for the numbers – high and low budget ranges! We'll explore why balancing these costs is crucial for creating and maintaining exceptional content over the long-haul. Understanding the various post-production services will help you decide when outsourcing each component makes sense and allow you to plan your marketing budget.
Expert Tips for Budgeting Your Podcast like a Pro
- Don’t invest $500 or more in equipment unless you’re also going to invest in coaching, SEO-copywriting, and professional post-production editing services for your podcast.
- Post-production costs include editing, copywriting, creating social media assets, and scheduling all of the components to go live on time. Consider your personal hourly rate and the opportunity cost you face before deciding to “just take care of this one thing” yourself
- Consider the length, frequency, and number of participants in your podcast to tailor your budget accordingly. Longer episodes with more participants require a greater investment than shorter solo episodes.
- By aligning your spending with the Small Business Administration's recommendation of allocating 5-10% of revenue to marketing, business owners can ensure a balanced and effective approach to growing their podcast and overall business.
Turning Your Podcast into a Business Asset
I’ve included few examples of how you can arrive at your own preferred investment amount based on your revenue, client value per month, and business structure. Whether your business model is high-ticket, low-volume, or low-ticket, high-volume, we discuss strategies to optimize your marketing investment for growth.
If you haven’t already, it’s a great exercise to discover the monthly value of your average client according to the method discussed here.
Next week, I’ll share my best pre-recording tips for behind the mic and on camera, suggestions for lighting, and several other details to help you feel confident and ready to record.
Connect with me:
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Website: Podcast Abundance
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Instagram: @podcastabundance
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LinkedIn: Virginia Elder
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YouTube: Reaching Abundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. https://calendly.com/podcastabundance/30min
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:
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Every episode should solve a specific pain point and use action-oriented language
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Create your pillar content ONCE and repurpose efficiently
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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!
Connect with me:
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Website: https://www.podcastabundance.com/
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Instagram: https://www.instagram.com/podcastabundance
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LinkedIn: https://www.linkedin.com/in/virginiaelder/
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YouTube: https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. https://calendly.com/podcastabundance/30min
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:
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Introduction to Podcasting: Understanding the basics of what podcasting really is and what you need to create a proper show.
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Why Choose Podcasting: Exploring why podcasting is an effective marketing method and how it can drive client acquisition.
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Budgeting for Podcasting: Discussing how much money you should plan on spending on this marketing endeavor and for how long.
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Content Creation: Tips on what to say, how to structure your show, and how to use batch recording to your advantage.
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Repurposing Content: Strategies for repurposing your podcast content for social media, blogs, newsletters, and more.
Key Takeaways:
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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.
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Video in Podcasting: Adding video to your podcast can complicate production but also offers additional opportunities for reaching different audiences.
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Podcast Host Accounts: Options include Podbean, Buzzsprout, Libsyn, Captivate, and Castos, with prices ranging from $5 to $30 per month.
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Distribution: Properly setting up your podcast host account ensures your episodes are automatically fed to all podcast platforms via the RSS feed.
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Video vs. Audio: Understanding the difference between audio-only podcast listeners and video consumers on platforms like YouTube.
Quotes:
"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
Connect with Virginia Elder:
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Website: Podcast Abundance
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Instagram: @podcastabundance
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LinkedIn: Virginia Elder
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YouTube: Reaching Abundance
Episode Resources:
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Book a Call: Schedule a Discovery Call
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Podcast Host Options: Podbean, Buzzsprout, Libsyn, Captivate, Kastos
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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 visting https://www.amytraugh.com/freebook
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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:
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Enhances SEO for your website.
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Builds trust and authority.
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Fosters long-term relationships with your audience.
Why Create Short-form Content for Your Business:
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Expands reach and builds credibility.
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Engages audience with bite-sized, easily digestible information.
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Utilizes trending audio and music for higher engagement.
4 Simple Steps to Adjust Your Content Creation Strategy to Align with Your Business Goals:
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Evaluate how you allocate your content creation time between long form and short form content, aiming for an 80/20 split favoring long form.
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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
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
In today’s world, success is often defined by your bank account and your job title. For years, Jerry Dugan equated abundance with a seven-figure corporate career, but grappled with exhaustion and unfulfillment. After taking his wife’s advice to leave his job, Jerry embraced a life that prioritizes flexibility, family, and personal well-being.
Jerry discusses the challenges of redefining success, the importance of work-life balance, and the concept of abundance beyond financial wealth. Jerry offers valuable insights on effectively leveraging networking groups, fostering genuine connections, and creative ways to sustain a business during tough times.
Forging a New Life After Burnout
[00:09:01] The Impact of a Toxic Work Environment
[00:16:16] Starting a Business and Initial Challenges
[00:35:53] Networking Strategies and Building Connections
[00:57:51] Creative Solutions for Financial Stability
Strategies to for Personal Growth - Getting out of a rut
– Reflect on what abundance means to you. Consider how your current goals align with this definition.
– Identify and reach out to people in your existing network who can support your business or career goals. Offer value and assistance, and opportunities will follow.
– Make use of tools and platforms that can help streamline your work and leverage what you have to keep moving forward.
– If you’re facing financial constraints, consider flexible work options that provide immediate income while you work on your long-term goals.
Reevaluating Measurements of Success
Jerry Dugan's journey teaches us that true abundance isn't measured by income or financial milestones, but by the fulfillment and balance we find in our lives. Success should be defined not by society’s standards of wealth, but by our own values and the quality of our relationships.
"I had to earn a seven-figure income. And it didn't matter what I did, I just had to earn a seven-figure income. I had to have a net worth. And I at least knew enough that my family wasn't worth sacrificing for the money, but I still had this goal that I was chasing. Seven figures, seven figures, seven figures. Never quite reaching it. And finally I just realized, wait, what if that's not the thing?" – Jerry Dugan
Connect with guest, Jerry Dugan:
Website – BeyondtheRut.com
Instagram – @BeyondtheRut
Linkedin - Jerry Dugan
Podcast – Beyond the Rut
Get Jerry’s Book - Beyond the Rut: Create a Life Worth Living in Your Faith, Family, and Career
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Aligning your business with your values can lead to a more fulfilling career, but what happens when your values shift? “Feminist Founders” host Becky Mollenkamp opens up about how pivotal life events, including the profound impact of her brother's death and the murder of Michael Brown in Ferguson, significantly altered her understanding of social justice and equity.
Mollenkamp also challenges the traditional notion of "imposter syndrome," advocating instead for a more compassionate understanding of self-doubt and its role in our lives. She offers practical advice on how to navigate these difficult feelings and make meaningful changes in our businesses and personal lives.
Learning to Build an Inclusive Business
[00:04:46] The Hedonic Treadmill and Capitalist Conditioning
[00:29:36] Impact of Systemic Issues on Business Practices
[00:46:43] Creating a Podcast and Community with Intention
[00:51:10] Integrating Values and Abundance in Your Business
Embracing Reflection, Rest, and Alignment
– Ask yourself what “enough” looks like in different areas of your life.
– Recognize that you deserve rest and that slowing down can be a form of resistance against the relentless push for more.
– Ensure that your marketing and communications reflect your commitment to inclusivity and equity.
– Understand that this is an ongoing journey. Continuously seek to learn, grow, and evolve in your business practices.
Books for Unlearning Racist, Capitalist, and Sexist Idealls
Women, Race, & Class by Angela Y. Davis Bookshop.org
Rest is Resistance by Tricia Hersey Bookshop.org
White Feminism by Koa Beck Bookshop.org
**move ALL of your book purchasing power (even audiobooks!) over to libro.fm and bookshop.org to support Black, Female, and other marginalized identity authors!
Evolving Business Practices
Business owners must listen and learn from diverse voices, particularly those of marginalized communities. This ongoing process of education and self-reflection is not just about changing your services, but about ensuring your business reflects your commitment to your values.
"And I think that's normal. You just start revisiting everything as you start to feel more comfortable…you will probably start to feel called to do that, because as you start to listen and learn, you will start to notice where, oh, I've been doing that, or, oh, I hadn't thought about the way I talk about that, or, oh, golly, what is my pricing saying to people? Or, you know, all of it, and slowly you just start to change." – Becky Mollenkamp
Connect with guest, Becky Mollenkamp:
Website – BeckyMollenkamp.com
Instagram – @BeckyMollenkamp
Threads – @beckymollenkamp
Podcast – Feminist Founders
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Clearly communicating your bandwidth with clients is a crucial aspect of a healthy work-life balance. As a business owner or freelancer, it can be tempting to constantly say yes to every client request in order to please them and secure future business. However, this can quickly lead to burnout, decreased productivity, and overall dissatisfaction with your work.
Kendra Swalls is a dedicated advocate for establishing boundaries with clients. Drawing from her own experiences of navigating a more insular lifestyle during COVID, Kendra learned the importance of protecting her values and saying no to distractions.
Prioritizing Personal Values: Key to Efficient Time Management
[00:02:35] Creating Abundance Through Personal Boundary Setting
[00:28:23] The Transformative Power of Stepping Away
[00:38:27] Prioritizing Self-Care to Prevent Burnout
[00:51:09] Authentic Engagement in Marketing Strategies
Maximizing Productivity While Protecting Your Time
– Implementing calendar blocking techniques can optimize time management and workflow efficiency.
– Recognizing internal cues of frustration and fatigue is important to avoid burnout and improve productivity.
– Balancing intention and authenticity in marketing strategies is key for success.
– Taking breaks to reset and prioritize self-care can shift individuals from survival mode to success mode.
Boundaries for Success: Client Management Tips
Transparent communication, self-awareness, and a commitment to authenticity are key pillars in maintaining healthy boundaries with clients, and fostering a fulfilling and sustainable work-life balance.
“The ultimate purpose of this is to connect with people. And if I'm not able to do that because I'm not in this 110%, then I need to take that break. .” – Kendra Swalls
Connect with guest, Kendra Swalls:
Website – girlmeansbusiness.com
Instagram – @girlmeansbusiness
YouTube – @girlmeansbusiness
Podcast – Girl Means Business
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Hiring strategy is a pivotal aspect for businesses aiming to optimize their operations and grow their teams. It's not just about finding candidates with the right skills and experience, but also about finding team members whose values and visions align with the company’s.
You can avoid potential mis-hires and save money with the implementation of a structured hiring process, including comprehensive role descriptions, pre-hire checklists, and virtual interviews to assess expertise and communication style.
Building a Team for Business Growth [00:07:46] Responsibilities and Tax Obligations in Hiring
[00:14:48] Streamlining Task Delegation Through SOPs
[00:19:11] Detailed Expectations and Responsibilities for Hiring Success
[00:26:47] Role Alignment for Effective Hiring Practices
Unlocking Efficiency through Outsourcing and Strategic Hiring- Outsourcing tasks allows business owners to focus on core operations and supports business growth and scalability.
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Clear procedures and detailed role descriptions are crucial for attracting candidates who share values and vision, facilitating a smoother hiring process.
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Creating detailed standard operating procedures streamlines the onboarding process, ensures task completion as desired, and sets a standard for quality and consistency.
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A comprehensive role description helps attract qualified applicants, prevents hiring the wrong person, and aligns values and responsibilities.
Transform Your Hiring and Find Top Talent Hiring strategy is a complex and multifaceted process that requires careful consideration and planning. By outsourcing non-core functions, creating detailed standard operating procedures, and aligning candidate values with the company, businesses can set themselves up for success in the long run.
"A wrong person in a right seat or a right person in a wrong seat causes headache." – Virginia Elder
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
As a business owner, worrying about sales and finances often results in decisions made from a scarcity mindset. CFO and Profit Coach Heather Zeitzwolfe and I shed light on what it takes to cultivate an abundance mindset, along with the personal and financial leaps necessary for growth.
Abundance is not a one-size-fits-all concept and is as much about recognizing joy in the small things as it is about achieving financial success.
Journey Beyond Scarcity Towards Authentic Prosperity
[00:04:52] Investing in Business and Self
[00:13:58] Exploring Abundance and Financial Mindset
[00:38:40] Multifaceted Marketing and Evergreen Content
[00:44:42] Expanding Your Network with Authenticity
From Fear to Fulfillment in Business and Life
– Take time to evaluate where your money is going and if it’s working for you or not.
– Maintain authentic human connections in your business; people need people.
– Repurpose your content with intention and use it to build your credibility.
– Lead with authenticity: Be who you want, do what you want, attract the clients you want.
Sowing Seeds of Success through Connection and Podcasting
Podcasting offers free networking and opportunities to expand one's network and business reach, all while remaining authentic to oneself.
“Podcasting comes in different flavors. We can do a video podcast, we can do audio, we can go on social media together and then turn that into a podcast…it's such a great excuse to talk to somebody. I've made clients from it, I've made friends from it, I've made referral partners…and speaking engagements.” – Heather Zeitzwolfe
Connect with guest, Heather Zeitzwolfe:
Website – getradbiz.com
Instagram – @getradbiz
LinkedIn – Heather Zeitzwolfe, CPA, CFO, Profit Coach
Podcast – Get the Balance Right
TikTok – @getradbiz
Connect with host, Virginia Elder:
Website – Reaching Abundance
Facebook – Podcast Abundance Business Page
Instagram – Podcast Abundance
LinkedIn – Virginia Elder
YouTube – @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
If you feel stuck cold calling and hosting multiple coffee meetings per week to get clients, there IS a better way – find out the whole story and what helped Brenton Harrison, a seasoned financial professional, make this shift.
The Pandemic halted the hustle, and in that space, he began seeking mentorship and prioritizing his lifestyle, which helped him arrive at a fresh way to attract clients (rather than chasing them!).
Podcast-Based Marketing for Client Acquisition
[00:04:29] Content Creation for Financial Advisor Client Education
[00:18:46] Podcast Branding and Visibility Enhancement Services
[00:29:29] Podcast-Based Marketing for Client Acquisition
[00:38:36] Enhancing Customer Experience Through Upfront Pricing
From Prospecting to Purpose: Transforming Your Marketing Approach
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Focus on creating informative, reliably posted content for potential clients.
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Reach out to influential figures and make unexpected requests to increase courage and create opportunities.
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Explore how you can reduce the time/process it takes to guide a new client from introduction to onboarded and active.
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Ensure price transparency by clearly stating fees upfront to enhance the buying experience and establish trust with customers.
Creating Value: The Secret to Attracting Ideal Clients
Consistent distribution of valuable content and effective marketing can help business owners tap into a broader audience, thus minimizing the need for conventional prospecting, coffee dates, and calendar appointments with unqualified applicants.
"It's not about having a thousand people who are not your ideal customers downloading your podcast every day. It's about, are you reaching the people who are your ideal customers with the right content." - Brenton Harrison
Connect with guest, Brenton Harrison:
Website – newmoneynewproblems.com
Instagram - @newmoney.newproblems
YouTube – @NewMoneyNewProblems
LinkedIn – Brenton Harrison, CFP®, CLU®, CSLP
Podcast – New Money New Problems
Podcast – Escape Student Loan Debt
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Over 15-16 years, Stefanie and her husband achieved millionaire status through intentional investing, open conversations with her partner, and recognizing her skills and abilities. Overseas relocation is a significant decision influenced by factors like cost of living, tax laws, lifestyle preferences, safety, healthcare, and educational opportunities.
Visionary Strategic Planning System for Businesses
[00:09:40] Strategic Path to Location Independence through Finance
[00:23:33] Empowering Women Through Financial Independence Education
[00:37:38] Sustainable Business Success Through Clear Boundaries
[00:41:03] Shifting to High-Net-Worth Decision-Making Strategy
[00:43:37] Personal Branding and Multimedia Content Strategy
[01:04:40] Harnessing Individual Strengths for Financial Independence
Actionable Insights
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Set clear boundaries and non-negotiables in business to prevent burnout and maintain work-life balance
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Consider cost of living, tax laws, and lifestyle preferences in deciding where to relocate
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Create content to build an audience and establish trust before scaling
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Align financial goals with personal values for a fulfilling path towards financial independence
Are You Ready to Take Control of Your Money?
Stefanie Gonzales helps career-focused women establish a clear path to financial independence, learn to invest confidently, and explore strategies to minimize their tax burden. Stefanie and her husband slogged through 15+ years of strategic investing, levelling up their businesses/careers, and exploring location opportunities. Now she helps other women become debt-free millionaires too!
Connect with guest, Stefanie Gonzales:
Website – www.womenswealtheffect.com
Instagram - @womenswealtheffect
YouTube – Permission To Be Wealthy
LinkedIn – Stefanie Gonzales
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
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
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Implement continuous improvement in business processes
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Dedicate time for intentional planning and prioritize tasks
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Start a podcast for educational and approachable content marketing
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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!
The Gap & The Gain
Traction
Get A Grip
Playing Big
Profit First
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
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Allison Baggerly, owner of Inspired Budget and author of "Money Made Easy," brings light to mental health preservation as a business owner. She stresses the importance of honoring personal boundaries and making conscious choices to maintain mental well-being throughout your business activities.
Overcoming Mental Health Hurdles as a CEO As an extrovert, conferences, podcasting, and meetings with other business owners have become her support system.
Allison’s experiences with depression and anxiety throughout her business growth journey have shaped her perspective that combating isolation, prioritizing self-care, and seeking professional help when necessary are crucial components of maintaining mental health as a business owner.
Resources mentioned: Books by Byron Katie: “Loving What Is” and mini dry-erase boards https://amzn.to/3vJfMZ7
How to Prioritize Self-care While Running a Business 00:04:35 - Maintaining Mental Health as a Business Owner
Implementing daily routines that prioritize mental well-being, such as journaling, devotional time, and listening to a specific playlist, can shift your mindset towards abundance and productivity. By understanding personal triggers and incorporating self-care practices, business owners can show up more abundantly in their work.
00:21:36 - Impact of Podcasting on Mental Health and Business Growth
Starting her podcast to serve her extroverted personality, Allison unintentionally created a platform that reaches a broad audience, ultimately boosting her business success and personal well-being.
00:38:47 - Separating Work and Personal Life
Allison emphasizes the importance of boundaries between work and personal life by establishing strict working hours and shutting down work at a designated time to prevent burnout. She also highlights her appreciation for other business owners in her masterminds & via daily chat as they discuss challenges, share advice, and maintain connections while working from home.
Learning to Recognize Growth, Even When You Miss a Target "Just because you didn't hit it or accomplish it or, like, really, truly get there halfway there is better than nothing." - Virginia Elder
Sometimes we set high expectations for ourselves, but progress is progress no matter how small. It's important to celebrate the little victories along the way towards our bigger goals. Keep pushing forward, even if you're only halfway there.
Connect with guest, Allison Baggerly:
Website - Inspired Budget
Podcast - Inspired Budget
Instagram - @inspiredbudget
Book - Money Made Easy
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Are you being efficient or effective? If you’re doing unimportant busy work super efficiently, you’re just really great at spinning your wheels, but if you’re executing the most important, revenue-generating, initiative-accomplishing, meaningful tasks in your business – then we’re getting somewhere!
When it comes to running a business, time is a precious commodity. By prioritizing revenue-generating tasks, you ensure that your time and resources are allocated to activities that directly contribute to the growth and profitability of your company. This can include focusing on high-impact projects, nurturing key client relationships, and optimizing your sales and marketing strategies.
Top Time-Management Techniques for Entrepreneurs: By identifying and prioritizing tasks that have the potential to generate revenue, you not only increase your efficiency but also maximize the return on your investment of time and effort. Use the matrix mentioned to categorize tasks by urgency and importance and the 4Ds to ensure you Delegate, Defer, and Delete the majority of your tasks, preserving the few that absolutely require your personal expertise to Do.
Struggling with procrastination? There are two time-bound rules I use often in combination with a desktop timer. There are growth-oriented, productivity focused tips in this episode for high-achievers AND even the most type-B leaders.
Powerful Productivity Tips for CEOs: - Efficiency and effectiveness are different and require prioritization, delegation, and setting boundaries for productivity.
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Implementing time-bound rules like the five-second rule and two-minute rule can prevent procrastination and increase productivity.
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Delegating tasks, categorizing based on urgency and importance, and using decision matrices can make room for bigger-picture goals.
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Prioritizing revenue-generating tasks can enhance business efficiency and profitability by focusing on impactful activities.
Caution: Only read ONE book or implement ONE productivity hack at a time to prevent overwhelm!
9 Best Books for Business Owners: The Effective Executive by Peter Drucker
The 7 Habits of Highly Effective People by Stephen Covey
Getting Things Done by David Allen
The 5-Second Rule by Mel Robbins
In Search of Excellence: Lessons from America’s Best-Run Companies
The 4-Hour Workweek by Tim Ferris
We Should All Be Millionaires by Rachel Rodgers
Eat That Frog by Brian Tracy
Traction by Gino Wickman
Productivity Methods & Tools for the Efficient CEO:
Time Management Matrix
Asana (Online Project Management Software)
Loom (Online Video Software)
Two-Minute Rule
Decision Matrix (4Ds of Productivity)
Cube Desktop Timer
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
What does it look like to be a full-time freelance writer, build your own online brand, and be an active parent to 4 teenagers? Different from your business, for sure, but the lessons on time management, long-term initiatives, and distraction elimination are highly applicable.
Kevin Payne's transition from a traditional job to freelancing while managing a family of six and coping with ADHD reveals that anything’s possible when you prioritize self-awareness, mental health, and family values.
Through strategies like setting goals, minimizing distractions, and setting specific work hours, he has navigated the complexities of entrepreneurship, ADHD, and big family life.
Are You Prioritizing Work Over Life?
Kevin's journey to finding the right balance in work commitments and personal life underscores the importance of knowing when to set limits, taking time off to recharge, and continual self-improvement.
Our conversation highlights the importance of diversifying revenue sources for a successful business, from immediate income from freelance work to long-term passive income from personal projects.
Managing Your Time Effectively with Competing Priorities | The Highlights:
[00:10:44] Freelance Writing: Balancing Life and Work
[00:13:16] Optimizing Productivity with ADHD
[00:24:30] Navigating Time Management Challenges Working From Home
[00:35:43] Diversifying Income Streams
[00:44:02] Outsourcing to Avoid Overwhelm
[00:49:44] Big Family Budget Travel
Surviving the Hustle as a Solopreneur and Content Creator
Kevin leaves you with this gem, "The only way to have a bad launch is to not have one at all." as he strongly recommends outsourcing tasks such as podcast editing so you can remain focused on serving clients and growing your brand (I swear I didn’t tell him to say that!).
It all comes down to knowing what you’re good at, also known as your Zone of Genius from the book, The Big Leap by Gay Hendricks. Anything that feels like a distraction or doesn’t directly fuel your gift should likely be delegated. What is 1 thing you can delegate today?
Strategies to Refine Your Focus:
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Develop routines (especially if you’re faced with ADHD tendencies), including taking time off to recharge and reflect
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Set your schedule with flex space between activities so you can adapt to changes in your family’s schedule while maintaining productivity when working from home
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Set limits in both personal and professional aspects to avoid burnout
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Diversify revenue sources inside each business and across sources
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Outsource tasks outside of your expertise to save time and mental energy
Thriving in the Delicate Equilibrium Between Immediate and Passive Income
Kevin knew he didn’t want to learn a completely fresh skill set to produce his show, but would rather hone his writing skills instead since that would benefit both his freelancing career and his own brand, Family Money Adventure.
After resisting becoming a “content creator” for a long time, Kevin’s big family, budget, and love for travel created an opportunity to share practical advice to help large families create meaningful travel memories without breaking the bank.
Connect with guest, Kevin Payne:
Website - Family Money Adventure
Podcast - Family Money Adventure
Instagram - @familymoneyadventure
LinkedIn - Kevin Payne FMA
Connect with host, Virginia Elder:
Website - Reaching Abundance
Facebook - Podcast Abundance Business Page
Instagram - Podcast Abundance
LinkedIn - Virginia Elder
YouTube - @ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
The toughest parts of entrepreneurship are at the intersection of personal and business growth. Self-awareness, structured routines, and maintaining a positive mindset in overcoming obstacles are must-have skills for business owners. By embracing these coping strategies, you (and I) can navigate business challenges with grace and resilience, ultimately paving the way for success and abundance.
Be honest; How often do you allow business challenges to consume you? Lacey calls it out in this episode, saying "There's no blank check for being miserable." Our conversation perfectly encapsulates the need to set boundaries and time limits for processing setbacks (or wins!), allowing room for growth and resilience. Find out and emulate her superb techniques for coping with news, maintaining mental health, taking care of herself, and ensuring productivity in her business.
Lacey Langford, widely recognized as the military money expert, has developed a unique perspective on overcoming business challenges through her own experiences and personal growth. Lacey's approach to dealing with business challenges emphasizes the importance of setting boundaries, prioritizing mental and physical health, and maintaining authenticity.
As the owner of MILMO and the Military Money Conference, she highlights the risks of overworking and burning out, suggesting that making space for personal needs can lead to increased creativity and improved business outcomes. With a strong belief in the power of individuality, Lacey encourages entrepreneurs to refrain from conforming to societal expectations, instead focusing on being their best selves. She values reflection on personal growth and accomplishments, no matter how small, as a continuous learning process to navigate and thrive in the business world.
Key Takeaways:
- Setting strong boundaries (using your calendar as a tool to help!) with your time reduces stress when you create intentional deep work blocks, breaks, and family/personal time.
- Getting a small dose of sunshine and fresh air helps “calm my crazy” so the next time you’re feeling scattered, aimless, stressed, lost, or unmotivated, step outside.
- If you find yourself on either end of the emotional spectrum for long periods (you define how long is too long), it might help to create rules for processing emotions within a designated time frame
- My best ideas, biggest ah-has, and most solid problem-solving hacks come to me when I’m out running, and apparently, that works for Lacey too.
- If you often feel intimidated at networking events or conferences, work toward approaching those you feel “smaller than” by offering value to their brand/business and boldly introducing yourself. That introduction might spur a beautiful business relationship and open the door for additional opportunities.
Tools/Resources Mentioned:
- Calendly: https://calendly.com/
- The Pomodoro Technique: https://www.reachingabundance.com/pomodoro-technique/
- Free Desktop Pomodoro Timer: https://pomofocus.io/
Must-Listen Moments:
00:05:25 - Coping Strategies
Lacey Langford shares coping strategies for dealing with stress and challenges in business, such as setting strong boundaries, taking time for mental health, creating rules for processing emotions within a designated time frame, and making space for personal reflection through activities like walking and running. She acknowledges the commonality of facing unexpected challenges in business and the need to navigate them without letting setbacks define the entire journey, showcasing a proactive approach to maintaining a balance between work and personal well-being. Lacey's insights shed light on the significance of coping strategies in managing stress and challenges, ultimately contributing to business success and overall growth.
00:09:22 - Productivity Methods
Lacey emphasizes the significance of setting strong boundaries and making time for mental health to enhance productivity and creativity. By incorporating activities like outdoor walks and utilizing productivity methods such as the Pomodoro technique, Lacey highlights the value of taking breaks and creating space for personal well-being. Lacey's practice of time blocking and adjusting schedules based on weather conditions is a great example of how we can all be more strategic about creating a harmonious work-life balance.
00:18:50 - Work-Life Balance
Work-life balance is crucial for productivity and well-being. According to Lacey’s experience, emphasizing the importance of mental health, physical health, and setting boundaries to avoid burnout is key. By making time for personal well-being, such as setting aside time for physical activity, you can enhance your creativity and overall performance in your professional endeavors. Implementing routines, like scheduling time for self-care and creating space for flexibility, can ultimately prevent stress and exhaustion, leading to a healthier work-life balance.
00:21:47 - Setting Boundaries in Coaching
Recognizing the intimate nature of financial coaching, Lacey made it her purpose to create a comfortable environment by setting boundaries to establish trust and ensure clients feel safe discussing personal matters. She’s found that more effective client outcomes are the result of establishing a coaching relationship around guiding because supportive environments (as opposed to judgemental ones) cultivate a space where individuals can openly address their financial challenges and goals without fear of criticism, leading to more effective coaching outcomes. This proactive approach to setting boundaries serves as a foundation for building trust and rapport, enabling both coach and client to work towards financial success collaboratively.
00:25:30 - Flexibility Through Boundaries
Setting boundaries in business and life allows for adaptability to unexpected events and opportunities. Lacey's experiences with staying true to her purpose amidst challenges and being open to opportunities showcase the importance of establishing boundaries to maintain flexibility and focus in achieving goals.
00:27:08 - Networking and Building Relationships
Networking and building relationships are crucial in seizing opportunities. Lacey recounts how attending a conference led to a significant opportunity, showcasing the value of networking and introducing oneself to industry influencers. Setting goals and boundaries, while remaining flexible, is key in navigating professional development and being ready to capitalize on unexpected opportunities that arise.
00:43:38 - Courage to Network and Put Yourself Out There
Having the courage to introduce yourself, pitch ideas, and network with successful people is essential for creating opportunities. By taking bold steps, you can attract the attention of individuals who can support and elevate your journey. It's not about being perfect, but about being proactive and showcasing your value to others, ultimately leading to beneficial collaborations and growth.
00:46:58 - Value in Providing Solutions
Presenting solutions to problems adds value to your business relationships and fosters positive opportunities. By offering solutions instead of just identifying issues, you’re intentionally building trust, positioning yourself for referrals, and establishing a reputation for reliability and credibility in their respective fields. This approach benefits clients and contributes to your personal growth and professional development by showcasing your problem-solving skills and a proactive mindset in various situations.
Lacey Langford, AFC® is the founder of MILMO a personal finance company specializing in the unique world of the U.S. military. Lacey is the creator and host of the MILMO Show, a podcast dedicated to helping the military community with personal finance. She's also the founder of MilMoneyCon, a national conference focused on bringing together military and financial professionals.
She’s a U.S. Air Force veteran, military spouse, and a financial coach who changes people’s lives from being fearful of money to having control and confidence with it. Lacey is an Accredited Financial Counselor® with over 15 years of experience in financial planning, counseling, and coaching.
Connect with guest, Lacey Langford:
Website & Podcast -https://milmo.co
MilMoney Conference- https://milmoneycon.com
Facebook -https://www.facebook.com/ItsMILMO
Twitter/X -https://twitter.com/ItsMILMO
Instagram -https://www.instagram.com/itsmilmo/
Connect with host, Virginia Elder:
Website - https://www.reachingabundance.com
Facebook - https://www.facebook.com/podcastabundance
Instagram - https://www.instagram.com/podcastabundance
LinkedIn - https://www.linkedin.com/in/coachvirginiaelder/
YouTube - https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Surprisingly, most entrepreneurs aren’t exactly sure what milestones they want to reach when it comes to their business. Of course, they want to be successful and make money, but rarely can they pinpoint what they believe is enough to live life on their own schedule.
Some might measure success as having time to do whatever you please while others consider success to be the amount of profit your business makes. Creating the life you desire requires clearly defining what you want and knowing what numbers make the most sense financially both in life and in business.
In this episode, Rocky Lalvani, host of the “Profit Answer Man” podcast, reveals the trick to designing life with the end in mind, why knowing your numbers is critical to success, and how starting small lets you keep moving forward.
In this episode, you’ll also hear:
- Reverse engineering business around your lifestyle
- Implementing a Profit-First approach
- Creating reasonable goals and planning to get ahead
Mentioned in this episode:
Book: Profit First
The Profit First method can benefit businesses in a variety of ways. By prioritizing profit, businesses are forced to operate more efficiently and make strategic decisions that prioritize long-term financial health.
Additionally, setting aside profit before anything else ensures that businesses have a cushion for unexpected expenses or economic downturns. Ultimately, the Profit First method can help businesses achieve sustainable growth and financial stability.
For more information on Profit First and how it can turn your business into a profit-making machine read these articles:
The Profit-First Method vs Traditional Accounting
How to Implement Profit First in Your Business
Benefits of Using Profit First in Your Business’s Finances
Must-listen moments:
[00:04:59] If you haven't defined the end, you can't technically reverse engineer it. Most people don't know what they want, don't define the end, or haven't taken the time to do that. When you take the time to do that, now you can start to say, is this taking me towards or away from what I want.
[00:11:24] It's how you build your business model and the intention you put into it, and learning not to listen or do what everyone else does. I think that's where people if they don't understand the numbers, they can't make the wisest decisions.
[00:29:56] Start small and let it build. Because when you start winning, you're going to continue to win.
Connect with guest, Rocky Lalvani:
Website- https://profitcomesfirst.com/
Podcast - https://profitanswerman.libsyn.com/
Facebook - https://www.facebook.com/ProfitComesFirst/
Instagram - https://www.instagram.com/profit_answer_man/
LinkedIn - https://www.linkedin.com/company/profit-comes-first/
Connect with host, Virginia Elder:
Website - https://www.reachingabundance.com
Facebook - https://www.facebook.com/podcastabundance
Instagram - https://www.instagram.com/podcastabundance
LinkedIn - https://www.linkedin.com/in/coachvirginiaelder/
YouTube - https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Just because you hit rock bottom doesn’t mean you’re doomed to stay there forever. Instead, taking action and creating a new reality for yourself is entirely possible.
To change your lifestyle, consider what habits will support the shift you want to experience. It can be as small as setting a budget to climb out of debt or as big as starting your own business to be your own boss.
Most importantly, think big and get specific about what an abundant life would feel like and look like. Embody those qualities by dressing and speaking the part, and watch what opportunities unfold when you embrace this new way of being.
In this episode, Anthony Weaver, host of the “About That Wallet” podcast, talks with me about what inspired him to change his life drastically, how small habit shifts add up to big changes, and why you must always go for what you want.
In this episode, you’ll also hear:
- Adopting a new persona from an abundance mindset
- Redesigning habits and boundaries
- Lessons from behind the mic
Resources mentioned:
Journal: Anthony’s Habit Journal Notebook: Build Habits with Each Page
Book: 7 Habits of Highly Effective People by Steven R Covey
Book: The Power of Habit by Charles Duhig
Book: Start with Why by Simon Sinek
Book: The 4-Hour Workweek by Timothy Ferris
Book: Never Split the Difference by Chriss Voss
Must-listen moments:
[00:10:50] For me to do that, I had actually to think about it. Okay, well, what does somebody who is happy in their life look like? What do they wear? What do they eat? What are their exercise routines? What type of habits do they have?
[00:36:00] I was shifting everything to be more convenient to me. And it wasn't convenient for the audience, but I'm finding new people in the new space, and it's almost like starting over again. I enjoy it a little bit more because it protects and sets more boundaries for my time.
[00:37:42] You will always beat yourself up over regrets…Don't shoot yourself first before you shoot your shot to somebody else.
Connect with guest, Anthony Weaver:
Website- https://www.aboutthatwallet.com/
Facebook - https://www.facebook.com/aboutthatwalletpodcast/
Twitter/X - https://twitter.com/aboutthatwallet
Instagram - https://www.instagram.com/aboutthatwallet/
YouTube - https://www.youtube.com/channel/UCJYY8dSl1JettpH3YZ8VlTw
Connect with host, Virginia Elder:
Website - https://www.reachingabundance.com
Facebook - https://www.facebook.com/podcastabundance
Instagram - https://www.instagram.com/podcastabundance
LinkedIn - https://www.linkedin.com/in/coachvirginiaelder/
YouTube - https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
When people think of abundance, they often associate it with finances, wealth, and money. But business owners who embrace an abundance mindset know it’s so much more than that.
Abundance can be in the form of being grateful you have the opportunity to create the business of your dreams, of being healthy enough to market yourself and network with clients. It can also be the acknowledgment that you can and should hire a team because you’re capable of producing more but need help to make it happen. Of course, many business owners struggle with the flip side of abundance, with imposter syndrome and the belief they’re not worthy of a life where they call the shots.
In this episode, Tiffany Grant, host of the successful podcast “Money Talk with Tiff” joins me to share how allowing herself to acknowledge her emotions and step into her worthiness has bolstered her business journey, the benefits of a CEO mindset, and how podcasting can level up an entrepreneur’s speaking and networking game.
In this episode, you’ll also hear:
- Moving forward with gratefulness and affirmations
- Permission to do less and stepping aside to scale
- Impact of podcasting on business growth and networking
Tools mentioned:
Notion helps keep Tiffany organized. (That’s her affiliate link, btw)
Must-listen moments:
[00:11:22] You need to figure out what you need to work on as a person and then build affirmations around that.
[00:31:07] We give ourselves all of the negative self-talk, and so, another thing that I kind of focus on is talking to myself like I'm a good friend versus talking to myself like I'm myself.
[00:44:40] Yes, I could do them, and I enjoy doing them, but I need to start thinking about what's the overall strategy for the business. What are the things that only the CEO could do or only the CEO knows how to do? And then all the other stuff that's teachable to start giving it up.
Connect with guest, Tiffany Grant:
Website- https://moneytalkwitht.com/
Facebook - https://www.facebook.com/moneytalkwithT/
Instagram - https://www.instagram.com/moneytalkwitht/
LinkedIn - https://www.linkedin.com/in/tiffanygrant1
YouTube - https://www.youtube.com/c/MoneyTalkWithTiff
Podcast - https://moneytalkwitht.com/podcast/
Connect with host, Virginia Elder:
Website - https://www.reachingabundance.com
Facebook - https://www.facebook.com/podcastabundance
Instagram - https://www.instagram.com/podcastabundance
LinkedIn - https://www.linkedin.com/in/coachvirginiaelder/
YouTube - https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Podcasts have completely shaped my career path and who I am over the past 10 years. While that might strike you as a strong statement at first, you're invited to consider who and what most influences you and whether those are influences you choose and like or if they're haphazard and unintentional.
In this episode, I reveal that I actually launched a show under this name and feed back in 2018 as a financial coach. Now, I own a podcast production company, so what made me leap from financial coaching to podcast management?
Years ago, personal finance podcasts turned my life around, saving me and my family from a life of financial stress, creditor calls, and neverending money management woes. To say I was inspired is an understatement - so I began coaching other moms to pay down debt, open high-yeild savings account, and learn the basics of investing sothey could better their home and family finances like I'd learned from these amazing mentors who had been in my earbuds each week.
My journey showcases the transformative power of podcasts and highlights the importance of sharing free educational information about your services and products. Podcasts really do attract your ideal client and change lives.
Soon after launching my own show in 2019, clients' podcasts took priority, and Podcast Abundance was founded. Since then, I've had the honor of being behind the-scenes of other personal finance, medical, investing, and business podcastsand I have overcome plenty of entrepreneurial challenges on my own. But I've learned first-hand how important it is to lean on and learn from your community.
So, I'm bringing some of the smartest, most successful entrepreneurs I know to your ears each week in an effort to help you skip past obstacles faster, implement systems or pivot more quickly, and feel less alone as you grow your business.
Listening to podcasts enabled me to take extreme action because of the educational content I suddenly had access to. How might you change peoples' lives with your podcast?
Connect with host, Virginia Elder:
Website - https://www.reachingabundance.com
Facebook - https://www.facebook.com/podcastabundance
Instagram - https://www.instagram.com/podcastabundance
LinkedIn - https://www.linkedin.com/in/coachvirginiaelder/
YouTube - https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Networking, delegation, and self-care are key to success as a business owner.
Early on, I operated in a silo – head down and very achievement-focused. However, as I great professionally and personally, I learned that by building a network of achievement-oriented business owners, you can tap into a wealth of knowledge and experience. These individuals can provide valuable advice, support, and even potential collaborations or partnerships that can help you skip ahead.
My other big lesson over the past 4 years is one I’ve had to learn over and over – delegation. It's easy to fall into the trap of trying to do everything yourself. However, by delegating tasks to capable team members or outsourcing to experts, you can free up your time to focus on strategic planning and business development. If you’re too busy performing operations inside your business, you won’t have capacity for the BIG work like seeking feedback, analyzing data, and adapting strategies.
Last, but not least, roll your eyes if you want, but I’ve suffered the consequences for NOT leaning into self-care enough. So, taking care of my physical and mental condition is back at the top of my list. One more hour or one more checked-off task isn’t going to change things, but a level-headed, open-minded, peaceful CEO who can look at the big picture critically will.
Key Takeaways:
- The importance of self-care and daily habits to respond to tough situations, delegate tasks, and constantly improve
- The value of building a network of achievement-oriented business owners for advice, accountability, and support
- The significance of delegation, systems, and constant improvement to grow as a business owner
(00:03:18) "That decision to pivot and the acceptance of the rhinoceros size push the universe was giving me toward the podcast editing space would launch me on a personal development journey wrapped up in a quest for leadership and business operations knowledge with sprinkles of mindset, self-worth, and growth-oriented habits on top."
(00:08:15) "The important things, though, are what I've learned to do when things get tough. There are simple, small daily habits that when I do them consistently, no matter whether I'm up or down that day, I respond in a more level headed manner. I'm more discerning as to what really matters and what doesn't and I'm clearer on the actions I need to take to move forward."
(00:12:46) "Reaching abundance isn't just a woo woo show about higher power and meditating and manifesting money. Although I practice a bit of woo myself, reaching abundance is about pulling collective wisdom from an open-minded circle of entrepreneurs, learning to trust your instincts and growing into the person you want to become."
I shared a few of my mistakes as a business owner in this episode. There are definitely more to come! Did you make the same mistakes? Or perhaps different ones? I’d love to know your past and present challenges so I can address them in an episode.
Connect with host, Virginia Elder:
Website - https://www.reachingabundance.com
Facebook - https://www.facebook.com/podcastabundance
Instagram - https://www.instagram.com/podcastabundance
LinkedIn - https://www.linkedin.com/in/coachvirginiaelder/
YouTube - https://www.youtube.com/@ReachingAbundance
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.
Balancing business demands and personal life can be a tricky tightrope to walk for entrepreneurs. The constant juggling act of managing a business, meeting deadlines, and still finding time for family and self-care can be overwhelming. However, finding the right balance is crucial for long-term success and overall well-being.
This podcast explores entrepreneurs' challenges in balancing business demands, personal life, and client needs. Guests share their experiences and insights on overcoming obstacles and growing a successful business.
My guests and I emphasize the importance of mindset and habit shifts, maintaining a healthy work-life balance, and building a supportive community. Listeners are encouraged to apply the practical strategies and tools shared by successful entrepreneurs to achieve their own success and abundance.
(00:00:36) "The shift, however, is in realizing that everyone else is actually cheering you on. You think they want you to fail, and if they do, they aren't your people."
(00:06:39) "We are all on the journey toward abundance. Together, we're making decisions, dealing with obstacles, and growing daily."
You're invited to tag along with me, Virginia Elder, host, and owner of Podcast Abundance, as I learn what's working for other 6-7-figure business owners who use podcasting as their business' primary marketing arm. Here, we get to learn how they navigate challenges, get tips to implement in our own businesses, and feel reassured that we aren't the only ones experiencing imposter syndrome, wondering where the next client will come from, and trying new systems to move us closer to our goals.
I launched a show under this same name in 2019, but much has changed since then and I no longer want to talk about personal finances. I believe this show can make a much bigger impact on a larger scale as we tackle entrepreneurial challenges, build a supportive business-minded community, and choose to grow personally as much as we do professionally.
Find out more at the completely re-branded reachingabundance.com
This entire production is edited and managed by podcastabundance.com
What worked for you in your 20s isn’t going to work in your 30s, and what works in your 30s isn’t going to work in your 40s. This week’s guest, a COPE certified health coach shares about healthy habits, but this applies to your money too! We talk goal setting, micro habits, self-sabotage & self-care, integrating healthy fats and carbs into your overall diet, how to avoid falling apart on your cheat day, and all the ways health journeys often parallel with financial journeys. Set the best example for your children by learning to love yourself and caring for your health well with positive, nutritious habits that have the power to change your family’s trajectory.
Find out more at www.reachingabundance.com and on Instagram @reachingabundance
We’ve all experienced the stress and headaches of an unplanned yet necessary expense popping up and destroying our well-intentioned monthly budget. If you’re getting frustrated with budgeting because some unexpected expense comes up each month to sabotage all your grand plans, you need sinking funds. Learn everything you need to know about sinking funds, how to set them up, the categories to consider, how to calculate sinking funds, and how much to put toward them each month. Remove the shock-factor from the surprise expenses and avoid accumulating debt to cover them by creating mini savings accounts and making irregular costs an expected part of your budget.
Show notes at www.reachingabundace.com
Connect on IG @reachingabundance
Book a free 15 minute consult for 1:1 coaching toward your financial freedom at http://bit.ly/FFCoachConsult
We tend to lunge directly toward budgeting, saving, and investing when the topic of money comes up, but what about the income side? A major driving factor of how well your budget math is working or how fast you might reach your money goals relies on your income. As we start 2021, maybe you’ll return to the office, seek a new job, or raise your hand for a promotion. Kristi Meenan, Career Coach and Certified Resume Writer (and mom!) knows what it’s like to get back “out there” after being a SAHM. She shares about mindset shifts during the job search, what hiring managers are looking for this year, how to reinvent yourself at any age, and how to prepare in simple steps NOW, even if you aren’t ready to dive into the job market yet, but will later this year.
Find out more at www.reachingabundance.com and on Instagram @reachingabundance
Your family’s health - reduced allergies, minimal chemical exposure, and decreased ingestion and absorption of irritants and fumes - is important to you. But you need a strategic, research-backed method that won’t bust the budget to make the switch to organic, non-toxic household cleaning products. You may think that healthy household cleaning products are more expensive, but listen up for my comparison shopping methods, the apps I use, and tips on how to select budget-friendly, safe replacement products. Reaching abundance is about more than financial coaching for moms, it’s about how every aspect of your life works in tandem, affecting and being affected by your money, creating the life you’ve dreamed of for yourself and your family. Health is wealth, from every angle, and protecting your loved ones from chemicals in household products is one way you as the Household CEO can positively alter your family’s trajectory.
More at www.reachingabundance.com
Follow me on Insta @happyhealthyabundance and @reachingabundance
When things get shaken up, it’s an opportunity to explore and get creative about the life we want to live. It’s time to look inward for the answers and lean on our intuition instead of relying on outside sources for all the answers. Productivity & alignment coach Tabitha Cee of themamamatters.com shares how to do less with more joy by trusting ourselves, our natural cycles of energy, and doing what matters with the time we have. She hones in on procrastination & the fears behind it, whether we’re making decisions for ourselves or to impress others, and the benefits of a (15 minute!) morning routine. Read the show notes at www.reachingabundance.com and follow along on Insta @reachingabundance
Creating awareness around your true financial position, the real numbers (all of them), and which accounts you have is the first step you must take to create money goals for the year ahead. Whether you’re already on a path toward paying off debt and need to check-in on your progress or if you’re ready to embark upon the journey toward financial freedom, this information-gathering exercise (accompanied by the free download) will provide you a complete, clear picture from which to craft your strategy. Welcome to the first step along the path of absolute confidence with your money.
Find out more at www.reachingabundance.com and on Instagram @reachingabundance and @happyhealthyabundance
Meet the co-founder of madmealsco.com, Brittney Finley as she shares her health journey toward veganism and what she discovered about her own relationship with food and money along the way. She shares how meal prepping for her own health needs opened her eyes to how she could make a difference in others’ lives and continues down the path toward breaking the cycle of negative thoughts, subconscious habits, and generational behavior patterns. This mama is making big health and money moves and I’m so honored to cheer her on and share her story here.
Find out more at www.reachingabundance.com and on Instagram @reachingabundance and @happyhealthyabundance
We aren’t born a certain way and stuck there. We all have the power to learn, grow, think, and try throughout our lifetime. Seeing and believing in the positive potential outcomes of any situation is valuable beyond measure and can positively impact not only your child’s outlook, but their career, relationships, success, and every facet of their future. Learn and practice these 10 techniques with your child to reinforce positive beliefs, nurture a growth mindset, and give them the tools to battle that mean internal voice.
Show notes at reachingabundance.com
Follow on Instagram @reachingabundance
Cultivating and nurturing a growth mindset in your child takes consistent actions and conversations with them over time. There are 3 key beliefs one must have to see positivity and a shortlist of Do’s and Don’ts for parents when it comes to discipline and intense situations.
In this episode, I share about the detrimental self-beliefs I’m discovering in my son, the research I’ve done toward battling that negativity, and what we’ve been working on as a family to improve his self-esteem, instill positive beliefs about himself, and explore how we can parent toward supporting a positive outlook.
Show notes at www.reachingabundance.com
Many of the “journeys” we take in life can feel isolating, and feelings of shame and guilt can creep up any time you’re in judgment of how you think you should feel about your particular stage of life. This is true of the financial journey, and motherhood is no exception. It’s completely normal to feel alone and lost while simultaneously feeling guilty about any desire for more fulfillment in life. Like, isn't my beautiful baby enough to make me happy? While motherhood is awesome in many ways, there’s no denying that you’re capable, called, and deserving of more. April Sky and I chat today about answering that call for fulfillment outside of motherhood and why it’s important to lean into our intuition.
More at www.reachingabundance.com and on Instagram @reachingabundance
Money management is much less intimidating when your personal finances are organized and you have easy-to-maintain systems in place. By setting up physical and digital organization methods that reduce distraction and worry, motherhood can be less stressful and more focused on the kids, like you want it to be. In just 5 simple steps, your accounts and all the related emails and paperwork will be organized. Make being the household CEO easier, see your overall financial picture more clearly, and be able to confidently decide where you want to go next.
Need more guidance with this? Book a free 15 min coaching call with me.
More on Instagram @happyhealthyabundance and at www.reachingabundance.com
Instead of trimming lattes, what happens when we focus on the big stuff, like the mortgage? Today we talk with Realtor, Rachel Wester, and she shares her recent experience with a personal move, tips on how to reduce expenses on things you’re going to pay for no matter what, and how she’s piecing together her own abundant life over the past couple years by first prioritizing finances, then her business growth, and now her own health. A positive adjustment in any area requires something fundamental to change. What’s that for you?
Find more at www.reachingabundance.com
When I’m in a bad mood, feeling low, or in a funk, even if I want a jolt back to positivity, I’m usually so deep in the fog that I can’t fathom how to do so. This list of happiness-generating activities is available for when we need something to help us snap out of it. With 4 simple categories, you might be surprised to find that some activities might already be in your morning routine. When we take care of ourselves to the best of our ability, even if that means purposely infusing our lives with happiness-creating activities, we’re modeling self-care and aligned intuition for those around us. Each of us is in control of the way we show up to our day, which affects the way we influence our family. Here’s how to ward off those winter blues and bad moods, mama!
More at www.reachingabundance.com
Affiliate/Sponsor: bit.ly/RATeaDrops
Freebie Gumball Coloring Download: www.happyhealthyabundance.net/color
Insta: https://www.instagram.com/happyhealthyabundance
Facebook Page: https://www.facebook.com/happyhealthyabundance.net/
YouTube: https://www.youtube.com/channel/UCu372CjaNEX4KPQf3Rl9Hsw
No more tripping over toys, being embarrassed to have people over, or arriving 5 minutes late because you couldn’t find something. Kiera guides moms toward a more peaceful motherhood, where the focus is on what matters with her decluttering, organization, and simplification skills. Simplify your family life and increase the peace at home as she guides you through mindset shifts, supports your decisions on what should stay and what should go, and how to properly sell, donate, or toss those once-loved items. More on Insta @happyhealthyabundance and at www.reachingabundance.com
I’m sharing my behind-the-scenes financial journey, from rock bottom with 80K in debt to becoming debt free in just 3 years, with you today. As we started our own family, my parent’s marriage imploded, I started over on the payscale, and a multitude of emotionally charged large financial decisions were made in a short period of time that negatively affected our finances. Our journey toward debt freedom while raising 2 under 2 was the most emotional, desperate, frightening, and lonely thing I’ve ever been through. It formed the woman / mom / financial coach I am today and fueled my passion for helping moms navigate the process faster, easier, and better than I did on my own.
More at www.reachingabundance.com
The show notes are at: http://happyhealthyabundance.net/myjourney
Follow me on Insta: https://www.instagram.com/happyhealthyabundance
Shame, conflict, and alternate perspectives about how money should be managed in the home can cause arguments, assumptions about how each other feels, and begin to drive a wedge between partners. Intimacy and connection might decrease during times of financial tension if thoughts about conflict, finances, and intimacy are intertwined. Intimacy Life Coach Deise Clements shares how to recognize patterns and separate thoughts for what they are… just thoughts. Creating happiness and abundance in our lives also includes nurturing romantic relationships, even when money is a tense topic. You might be surprised when intimacy and communication in one area resolve issues in another area of the relationship.
My personal fitness journey has been riddled with a yo-yo cycle of excitement, excuses, goal-setting, and falling off the bandwagon. In pursuit of excuse elimination, I’ve discovered a deeper self-awareness, uncovered patterns, discovered the number one reason we don’t meet our goals, and experimented with lifestyle changes for the entire family. This episode will help moms stick to their goals in all areas of life and infuse commitment, self-love, and positivity into the goal-setting process.
I actually believed if I worked from home, life would be so much easier. Hang out with me while I share how I’m learning to manage myself better so I can be more present and truly create the abundant life I want. It’s all about intention, prioritizing, and flexibility. I’ve been time blocking, I have a fabulous book rec for moms, and I can’t wait to share my take on scheduling. You can do it too and skip all the drama and mistakes I made. Full show notes and freebies at www.reachignabundance.com
Not being able to cover the bills sucks. It creates fear in even the bravest mamas’ souls. I know because I’ve been there. In this episode, you’ll learn who to call first, what to say, and what to ask for. I share about how my creditors helped us through and beyond rock-bottom and offer encouragement and free resources for those who are there now. If you don’t call, no one can help you. If you do, the possibilities are limitless!
Shownotes & freebies at www.reachingabundance.com
On Instagram @happyhealthyabundance
I know I’m not the only one annoyed by the recent uptick in spammy emails and those awful robocalls. Add the never-ending phone and app notifications and junk mail to the mix, and it’s easy to understand why we all feel overwhelmed most days.
Calls, bings, beeps, and the feeling that something is happening online without us is constantly interrupting our train of thought, our family time, our day, and our attention. This episode walks you through the steps to reduce the mental and paper clutter, distractions, and unneeded input we receive daily to help you be a more present, peaceful woman.
Listen to find out how to ditch robocalls, get your name and address removed from national brokers’ mailing lists, and opt-out of those annoying financial and insurance advertisements, sales calls, and spammy emails. You don’t have to live with the distractions and interruptions any longer!
The full show notes, links, and recommendations are at www.reachingabundance.com
Mental health was already a concern for us mothers, but now that we’ve all been home with the entire family for weeks on end, it’s front-and-center on our must-do list. In this episode, I dive deep into a simple, 6 step process us mamas can practice to alleviate feelings of overwhelm and fear. Boost mental health, even during times of distress, when you feel surrounded by negative news stories, or at any moment when things are getting to you. Show notes and links at www.reachingabundance.com
The Coronavirus Pandemic has suddenly shut down schools & restaurants, canceled playdates & birthday parties, and left us trying to homeschool our kids. On top of that, we adults are attempting to work from home while managing the family dynamic.
Here are links to free homeschool resources, an article about how to talk to your kids about Covid19, a link to 30 meals with 5 or less ingredients, and more to help mamas cope with the quarantine recommendations and manage the family with an abundant mindset through it all.
www.reachingabundance.com
REAL self-care isn't about false eyelashes, manicures, bubble baths, or lavish treats although that's what seems to get attention on social media. But what's REALLY self-care? And how can we, as mothers, set a positive example for our children to love themselves? Self-care is something that calms the nervous system, provides clarity, creates peace, or improves your life (or the lives of those around you), with long-lasting results. Read more & find affiliate links at www.reachingabundance.com
A large part of teaching your children about money is understanding their brain development by age and learning what concepts they can comprehend at that stage. Inside this episode, I break down cognitive development by age group and discuss what you can teach them based on their ability.
Want to make sure you set your kid on the path to managing their money well? This is the episode you’ve been waiting for! I share educational activities you can try, when to establish chores, when to open a bank account, how to teach them when to spend and when to save, and even when to introduce investing.
I provide suggestions for conversation, phrases to use to encourage a positive money mindset, and even “money” book recommendations for your budding readers at all ages.!
Enjoy conversing with your kiddo, ask them questions, and, most importantly, make money an openly discussed topic in your household. Check out the full show notes, download the list of recommended books, and even swipe the positive money mindset mantras at www.reachingabundance.com
7 Commonly heard pieces of financial advice that I completely disagree with, what’s wrong with it, and what I think we should do instead. By noticing assumptions we have about what we should be doing with our finances, or worse, what we think everyone else is doing with their money, we can evaluate what effect those assumptions are having on our lives.
Though this little action, we’re being present with our money and our decisions around our finances. Often, the rhetoric prior generations passed on to us isn’t necessarily beneficial, and it’s up to us to recognize that and take action on what we think will create positive change.
Along these same lines, let’s take notice of stories we tell ourselves about what “everyone” does or doesn’t do. Not everyone has a car payment, people won’t look at you weird if you use cash, and you don’t need to become a homeowner as a first step toward exhibiting financial stability.
Check out the full show notes and the links to everything talked about at www.reachingabundance.com
In this episode, I’m sharing with you some of my thoughts and the inner work I’ve been doing around parenting.
Yep! This one is more of a Motherhood Episode! As I share with you what I’m learning about Conscious Parenting, and why it’s so interesting to me, I think you’ll be able to see the connection between financial behavior and the reactions we sometimes have as parents.
The root of these reactions and behaviors are the same, and the action we can take to resolve issues in these areas is the same. It’s not complicated either, which is why I’m super duper happy to be creating this episode right now - I think it can really help us mamas.
Through this exercise (I'll be doing this right along-side you too!) you’ll find more joy, less anxiety, and greater connection to the things and people who are important to you, which, I think, is something worth fighting for.
Check out the full show notes and get links to everything we talk about at www.reachingabundance.com
In this episode, I share with you 12 habits that changed the way we operate with and view our money and our time. If you can just implement one or two of these habits and begin to feel the positive effects in a day or two, just imagine what that can do over the course of your life!
I encourage you to think critically as you listen today and choose which of these would make the biggest difference in your life. You can create a less chaotic, more abundant life by picking just one or two changes you desire to make, and then working on that piece until it runs like a well-oiled machine.
You’ll hear all our deets, how we manage this crazy-busy life, what we talk about when, learn that we DON’T have weekly money meetings, and learn how we stick to our budget. Cheers, mama! Because I know you’re going to get some gold outta this one!
Check out the full show notes and get links to everything talked about at www.reachingabundance.com
In this episode, I'll share with you 3 online money apps that created momentum in our financial lives and that have carried us from drowning in debt, all the way to debt freedom and beyond. You'll hear how I used these tools differently back then versus now, and which habits helped me be consistent along the journey. Just as motherhood is a journey, so is money management, and your needs and goals morph and change over time.
Quite honestly, diving into any financial app is quite the endeavor. You've got to link accounts and import transactions, and don't you wish that someone would just spill the beans and tell you which ones are really worth it?
Well, cheers mama, because, in this episode, I share exactly that. Plus you'll find out some of the nitty-gritty details from our crazy financial journey. If I can dig my family out of debt, you can too!
Check out the full show notes and get links to everything we talk about at www.reachingabundance.com
What does it mean to have an abundant life?
Abundance may mean different things to different people. Many definitions of abundance have to do with religion / God. My perspective has to do with the combination of happiness with your health, money, and those around you.
We can't possibly expect to have an abundant life if we're unconsciously perpetuating unhealthy habits, living in debt, and aimlessly "barely surviving" through life.
Money isn't everything, but it does buy us the experiences, pay for medical bills, and allow us to, if managed well, have a low-stress, happy retirement.
Check out the complete show notes at www.reachingabundance.com
This episode brought to you by Cozi, the calendar scheduling app I use to keep my family's busy schedules straight!
Today's episode is an introduction and an invitation for you to join me here each week. New episodes will show up often and will never be short of actionable guidance for all the busy mothers out there. We'll talk mindset, money, consistency, and parenting.
Come hang out with me more and read the complete show notes at www.reachingabundance.com
Right now, I encourage you to stop trying to catch up. We're constantly (accidentally) perpetuating the idea of running behind, not getting enough done, not sleeping enough... not being enough. It's hard for us to celebrate progress because we've been trained to only recognize perfection and completion.
Let's rally together and support each other's progress because, mama, we NEED that. We're in the middle of our stories and we've got to quit comparing our middle to someone else's end.