『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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  • 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
    2025/12/18
    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 分
  • Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79

    Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79
    2025/12/04
    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 分
  • 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
    2025/11/10

    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 分
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