『Podcasting for Financial Professionals』のカバーアート

Podcasting for Financial Professionals

Podcasting for Financial Professionals

著者： 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. マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 個人的成功 経済学 自己啓発
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  • Getting Your Episodes Approved by Compliance: The Financial Podcast Challenge | Ep 77

    Getting Your Episodes Approved by Compliance: The Financial Podcast Challenge | Ep 77
    2025/10/30

    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 分
  • Compliance Isn’t Your Enemy: Hyper-Niching Podcast Strategy for Financial Advisors | Ep 76 | Jeff Kikel

    Compliance Isn’t Your Enemy: Hyper-Niching Podcast Strategy for Financial Advisors | Ep 76 | Jeff Kikel
    2025/10/17
    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 分
  • Want More Visibility and Better SEO? Make Your Content Accessible | Maxwell Ivey | Ep 75

    Want More Visibility and Better SEO? Make Your Content Accessible | Maxwell Ivey | Ep 75
    2025/10/03
    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 分
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