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Podcasting for Financial Professionals

Podcasting for Financial Professionals

Auteur(s): Virginia Elder
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À propos de cet audio

 The go-to resource for financial advisors, CPAs, wealth managers, and financial consultants who want to elevate their authority, expand their reach, and attract high-value clients through podcasting. Hosted by Virginia Elder, founder of Podcast Abundance, this show delivers expert strategies on high-end podcast production, effortless content repurposing, and sustainable growth. Whether you’re launching, optimizing, or scaling your show, you’ll learn proven tactics to refine your message, enhance client engagement, and position yourself as a trusted industry leader.
Find out more at podcastingforfinancialprofessionals.comCopyright 2025 All rights reserved. Développement personnel Gestion et leadership Marketing Marketing et ventes Réussite Économie
Épisodes
  • Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79

    Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79
    Dec 4 2025
    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 Instagram Facebook To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
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    55 min
  • Podcast Niching Strategy for Financial Advisors | Jack Wang | Ep 78

    Podcast Niching Strategy for Financial Advisors | Jack Wang | Ep 78
    Nov 20 2025
    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 Instagram Facebook To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
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    1 h et 13 min
  • Discover the Secrets to Building Authority and Generating Leads Through Podcasting for Financial Professionals

    Discover the Secrets to Building Authority and Generating Leads Through Podcasting for Financial Professionals
    Nov 10 2025

    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

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    6 min
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