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Podcasting for Financial Professionals

Podcasting for Financial Professionals

De : Virginia Elder
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 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. Direction Développement personnel Economie Management et direction Marketing et ventes Réussite personnelle
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    • Creating Your Own Ripple Effect with Podcasting and Infinite Banking | Chris Miles | Ep 73

      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
    • Podcasting Strategy to Attract Premium Clients, Not Just for Visibility | Ann Carden | Ep 72

      Podcasting Strategy to Attract Premium Clients, Not Just for Visibility | Ann Carden | Ep 72
      Aug 21 2025
      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
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      42 min
    • Using Pre-Recorded Content to Establish a Sustainability in Your Business | Ep 71 | Minisode

      Using Pre-Recorded Content to Establish a Sustainability in Your Business | Ep 71 | Minisode
      Jul 31 2025

      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

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      22 min
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