Épisodes

  • Building Trust and Visibility with Your Financial Podcast—No Sponsors Needed | EP 83

    Building Trust and Visibility with Your Financial Podcast—No Sponsors Needed | EP 83
    Jan 22 2026
    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 So, What’s the Smarter Monetization Path? 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 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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    13 min
  • Turning Crises into Opportunities: Communication and Marketing Strategies for Money Experts | EP 82

    Turning Crises into Opportunities: Communication and Marketing Strategies for Money Experts | EP 82
    Jan 15 2026
    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 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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    53 min
  • Using Your Podcast as a Separate, Credible Revenue Stream Outside Your Advisory Firm | EP 81

    Using Your Podcast as a Separate, Credible Revenue Stream Outside Your Advisory Firm | EP 81
    Jan 1 2026
    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 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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    40 min
  • Why Your Podcast Isn’t Growing—and How to Fix It | Ep 80

    Why Your Podcast Isn’t Growing—and How to Fix It | Ep 80
    Dec 18 2025
    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 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. 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. 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. 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. 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
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    10 min
  • 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
  • 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
    Dec 1 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
  • 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
  • Getting Your Episodes Approved by Compliance: The Financial Podcast Challenge | Ep 77

    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