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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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  • Using Storytelling & Humor to Create a Strong Brand Narrative | Ryan Doolittle | Ep 63

    Using Storytelling & Humor to Create a Strong Brand Narrative | Ryan Doolittle | Ep 63
    2025/05/08
    Financial professionals often rely on their analytical skills to make informed decisions and guide their clients in the right direction. However, when it comes to content creation, they may struggle to infuse creativity into their work. To bridge this gap, financial professionals can: Use storytelling techniques to make complex financial concepts more relatable and engaging Collaborate with creative professionals such as writers, designers, or marketers to bring a fresh perspective to their content Experiment with different formats such as video, infographics, or podcasts to cater to a wider audience and showcase their expertise in a more dynamic way That’s exactly what happened when Wes Moss, now known for his shows, Money Matters and Retire Sooner, was working on his first book, “You Can Retire Sooner Thank You Think” and needed someone to punch it up a little. He met Ryan Doolittle, a comedian and writer, and they hit the collaboration jackpot! Crafting Compelling Content: Balancing Analytics and Creativity 00:24:24 Creating Engaging Podcasts with Unique Themes 00:26:16 Finding Your Niche for Podcast Success 00:41:57 SEO Optimization for Engaging Podcast Production 00:44:50 Optimizing Podcast Content for SEO and Engagement. 00:59:14 Mastering Engaging Conversations in Podcast Interviews 01:07:28 Engaging Retirement Insights Through Video Series "Even if it's like, the right bit of info, if it's not interesting, it's hard to get people to read it." - Ryan Doolittle Ryan emphasizes the importance of starting with topics that genuinely excite the creator, as this enthusiasm resonates with audiences and fosters a strong connection. He further highlights the significance of engaging the audience through concise editing, impactful openings, and clear summaries, which are key to maintaining their interest and ensuring content is both relatable and aspirational. As you listen to this episode, I encourage you to think about how you can infuse storytelling and comedy into your content. Here are some action items directly from this episode: Ensure your podcast has a specific theme or lane that aligns with your target audience's interests, whether it's financial education, lifestyle, news, or a unique angle that sets you apart. Strive to make your financial content funny, relatable, and engaging to connect with listeners on a personal level and keep them interested in what you have to say. If you struggle with creating engaging content, consider bringing in a writer or producer to help bridge the gap between analytical financial expertise and creative storytelling. Provide valuable financial knowledge while also sharing aspirational content that resonates with listeners, such as highlighting exciting retirement possibilities or impactful money management tips. Ensure high-quality interviews by conducting in-depth research on your guests, actively listening during conversations, and crafting engaging questions that spark meaningful discussions and connect with your audience. Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform – what a game-changer! Follow Ryan Doolittle & his work at YourWealth.com: LinkedIn: https://www.linkedin.com/in/ryandoolittle/ Instagram: https://www.instagram.com/retiresoonerteam/ YouTube: www.youtube.com/@RetireSoonerTeam Retire Sooner Podcast: https://tr.ee/xM0B9B51tV Happiest Retirees Podcast: https://tr.ee/_h7c9QujSa Money Matters Podcast: https://tr.ee/dHyH2HFXv2 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, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources 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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    1 時間 10 分
  • How to Grow Your Podcast Audience: Consistency, Strategic Guesting, Authenticity | Shannon Russell | Ep 62

    How to Grow Your Podcast Audience: Consistency, Strategic Guesting, Authenticity | Shannon Russell | Ep 62
    2025/04/24

    Creating content that intentionally showcases your thought leadership and your niche expertise is a great way to stand out as the go-to provider in your industry. In this episode, Shannon Russell, host of the Second Act Success Career podcast, drives business impact doing exactly this.

    She started her show to feature stories of women who have successfully transitioned into their “second act” career with hopes that other women would be inspired and gain insight through the experiences of others.

    By approaching her show through this storytelling lens, Shannon has attracted coaching clients interested in guidance through their career transition. Swap a few details about the premise and business services offered, adjust it to your niche, and you've got a blueprint strategy for your marketing plan!

    Podcasting Success Secrets Revealed

    (00:01:37) Fulfillment-Oriented Business Coaching

    (00:18:18) Refining Podcast Branding for Business Success

    (00:21:07) Podcasting Success Using TV Production Skills

    (00:29:51) Leveraging Multiple Channels for Podcast Growth

    (00:34:54) Strategic Guesting for Podcast Audience Growth

    (00:42:03) Leaning into Podcast Success with Authentic Solo Episodes

    Shannon DIYs her show, so she also highlights cost-effective strategies for starting a podcast, such as using Descript to help her edit. By leveraging platforms like PodMatch for guest spots and engaging in networking opportunities, Shannon has booked 60+ interviews on others’ shows in just 2 months. If you’ve been wondering how to effectively market your financial services through podcasting, expand your audience, and grow your business visibility, take notes during this episode!

    Action-Steps to Implement Immediately in Your Podcast Strategy:

    - Utilize dynamic ads on your podcast to market your own services, programs, courses, or events.

    - Guesting on other podcasts can help expand your reach and attract new audiences to your business.

    - Maintain consistency in your podcast schedule to keep your audience engaged and build a loyal following.

    - Repurpose podcast content for blog posts, social media content, and even as encore episodes to maximize its impact and reach.

    Follow Shannon’s show & business: https://secondactsuccess.co/podcast

    Connect with Shannon Russell on LinkedIn: https://www.linkedin.com/in/shannonRussellcareercoach/

    My affiliate links for the tools & services mentioned:

    Descript: https://www.descript.com?lmref=L3L7jg

    PodMatch: https://www.joinpodmatch.com/podcastabundance

    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, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources

    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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    45 分
  • Podcasting, Paid Ads, and Community are IN; Social Media is OUT | Rachel Duncan | Ep 61

    Podcasting, Paid Ads, and Community are IN; Social Media is OUT | Rachel Duncan | Ep 61
    2025/04/10

    Get a rare look into what’s working behind the scenes of a growing financial therapy practice, complete with a funnel walk-through, how much she’s spending on ads (spoiler alert! It’s very affordable), and what specific steps she’s taken to strengthen the connection her followers feel with her.

    Rachel Duncan opens up about the tools & processes she uses and how she thoughtfully and intentionally designed her marketing strategy for her financial therapy practice to avoid a reliance on social media.

    Redefining Podcasting Through Community Building

    Rather than interviewing guests on her podcast, Rachel opted for the opportunity to answer voicemails on-air, helping listeners feel like active participants rather than passive recipients. Listen in for the strategy, tools, and perspectives that are creating growth at moneyhealingclub.com

    Beyond Social Media: Rachel Duncan's Unique Approach to Podcast Marketing and Audience Engagement

    (00:20) Discusses Podcast Marketing Perspective

    (09:29) Podcast Engagement and Listener Feedback

    (16:35) Building Trust Through Podcast Engagement

    (26:37) Transitioning Away from Social Media Marketing

    (33:43) Building Audience Engagement and Growth

    (47:03) Podcast Production Tools and Processes

    (57:25) Creating Podcast Seasons and Financial Therapy

    (01:04:08) Authentic Marketing Through Client Feedback

    Rachel’s podcast-specific advice you can implement quickly boils down to this:

    • There are much more meaningful ways to interact with listeners than social media
    • Format your podcast episodes so they’re unique (tired of interview shows yet?)
    • Find cool tools to create engagement – Speakpipe is one of them!
    • Funnel folks FROM the podcast into your business with a lead magnet and email sequence
    • Descript is the best editing tool for DIY podcasters who aren’t sound engineers
    • Guesting on other podcasters has helped grow her following

    "By inviting listeners to contribute to content creation, they feel part of a community effort, particularly in sensitive areas like finance, where listeners might feel vulnerable sharing personal details." - Rachel Duncan, Financial Therapist

    Follow my guest, Rachel Duncan:

    Money Healing Club podcast

    Money Healing Club on YouTube

    Join the Money Healing Club

    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, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources

    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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    1 時間 6 分

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