Épisodes

  • 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
    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
    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
  • Getting Your Episodes Approved by Compliance: The Financial Podcast Challenge | Ep 77
    Oct 30 2025

    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

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    28 min
  • Compliance Isn’t Your Enemy: Hyper-Niching Podcast Strategy for Financial Advisors | Ep 76 | Jeff Kikel
    Oct 17 2025
    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 ...
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    42 min
  • Want More Visibility and Better SEO? Make Your Content Accessible | Maxwell Ivey | Ep 75
    Oct 3 2025
    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 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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    57 min
  • Why Podcast Pitches Fail (and What Actually Gets You Booked) | Ep 74
    Sep 19 2025

    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

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    20 min
  • Creating Your Own Ripple Effect with Podcasting and Infinite Banking | Chris Miles | Ep 73
    Sep 4 2025
    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 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