Reaching Abundance virginia@reachingabundance.com

If you feel stuck cold calling and hosting multiple coffee meetings per week to get clients, there IS a better way – find out the whole story and what helped Brenton Harrison, a seasoned financial professional, make this shift. 
The Pandemic halted the hustle, and in that space, he began seeking mentorship and prioritizing his lifestyle, which helped him arrive at a fresh way to attract clients (rather than chasing them!).  
 
Podcast-Based Marketing for Client Acquisition 
[00:04:29] Content Creation for Financial Advisor Client Education 
[00:18:46] Podcast Branding and Visibility Enhancement Services 
[00:29:29] Podcast-Based Marketing for Client Acquisition 
[00:38:36] Enhancing Customer Experience Through Upfront Pricing 
 
From Prospecting to Purpose: Transforming Your Marketing Approach 
- Focus on creating informative, reliably posted content for potential clients. 
- Reach out to influential figures and make unexpected requests to increase courage and create opportunities. 
- Explore how you can reduce the time/process it takes to guide a new client from introduction to onboarded and active. 
- Ensure price transparency by clearly stating fees upfront to enhance the buying experience and establish trust with customers. 
 
Creating Value: The Secret to Attracting Ideal Clients 
Consistent distribution of valuable content and effective marketing can help business owners tap into a broader audience, thus minimizing the need for conventional prospecting, coffee dates, and calendar appointments with unqualified applicants. 
"It's not about having a thousand people who are not your ideal customers downloading your podcast every day. It's about, are you reaching the people who are your ideal customers with the right content." - Brenton Harrison 
 
Connect with guest, Brenton Harrison:  
Website – newmoneynewproblems.com 
Instagram - @newmoney.newproblems 
YouTube – @NewMoneyNewProblems 
LinkedIn – Brenton Harrison, CFP®, CLU®, CSLP 
Podcast – New Money New Problems 
Podcast – Escape Student Loan Debt 
 
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

Over 15-16 years, Stefanie and her husband achieved millionaire status through intentional investing, open conversations with her partner, and recognizing her skills and abilities. Overseas relocation is a significant decision influenced by factors like cost of living, tax laws, lifestyle preferences, safety, healthcare, and educational opportunities. 
 
Visionary Strategic Planning System for Businesses 
[00:09:40] Strategic Path to Location Independence through Finance 
[00:23:33] Empowering Women Through Financial Independence Education 
[00:37:38] Sustainable Business Success Through Clear Boundaries 
[00:41:03] Shifting to High-Net-Worth Decision-Making Strategy 
[00:43:37] Personal Branding and Multimedia Content Strategy 
[01:04:40] Harnessing Individual Strengths for Financial Independence 
 
 
Actionable Insights 
- Set clear boundaries and non-negotiables in business to prevent burnout and maintain work-life balance 
- Consider cost of living, tax laws, and lifestyle preferences in deciding where to relocate 
- Create content to build an audience and establish trust before scaling 
- Align financial goals with personal values for a fulfilling path towards financial independence 
 
Are You Ready to Take Control of Your Money? 
Stefanie Gonzales helps career-focused women establish a clear path to financial independence, learn to invest confidently, and explore strategies to minimize their tax burden. Stefanie and her husband slogged through 15+ years of strategic investing, levelling up their businesses/careers, and exploring location opportunities. Now she helps other women become debt-free millionaires too! 
 
 
Connect with guest, Stefanie Gonzales:  
Website – www.womenswealtheffect.com 
Instagram - @womenswealtheffect  
YouTube – Permission To Be Wealthy  
LinkedIn – Stefanie Gonzales 
  
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

Wondering which goal-setting process you should use or what you should be doing in your business right now? Feeling like every other business owner knows where they’re going except you’re flying by the seat of your pants? 
Continuously Improving Your Business Operations 
Joe Curry, a CFP in Canada and the host of the “Your Retirement Planning Simplified” podcast, advocates for the Entrepreneurial Operating System (EOS), and transparently shares how mentors have helped him expand his business vision, brave the online marketing world, and implement structured meetings and goals for each quarter.  
Long-Term Commitment and Growth in Podcasting 
While Joe is looking for his show’s continuous growth, he’s committed to producing 300 episodes before evaluating ROI on podcasting, which will give the show ample time to attract clients and prove its validity as a marketing arm for his business. 
Visionary Strategic Planning System for Businesses 
[00:15:50] Strategic Time Management for Enhanced Productivity 
By utilizing early morning hours before his kids wake up to map out his year, quarters, months, weeks, and days, Joe stays on track with his goals. 
[00:22:48] Podcasting as a Financial Planner  
Joe knows how un-approachable financial planning is, so he began podcasting to demystify and address misconceptions and hesitations people commonly feel when it comes to money.  
[00:28:00] Long-Term Commitment and Growth in Podcasting 
By adopting a mindset focused on longevity and consistently producing valuable content, (try 300 episodes like Joe!) business owners can increase their chances of success and ultimately see a return on their investment in podcasting. 
[00:38:55] The Pursuit of Continuous Improvement and Growth 
By embracing the concept of "a better way," Joe demonstrates a commitment to growth and innovation in both his professional and personal endeavors. 
Actionable Insights 
- Implement continuous improvement in business processes 
- Dedicate time for intentional planning and prioritize tasks 
- Start a podcast for educational and approachable content marketing 
- Commit to long-term podcasting for success 
 
As Joe aptly puts it, "Understanding what's a reasonable expectation is crucial; maybe you still measure the ROI but consider the timeline for measuring it." By setting realistic expectations and consistently refining strategies based on data-driven insights, businesses can harness the power of podcasting as a valuable marketing tool. 
Joe and I are both obsessed with business books, so this episode is full of our recommendations! 
The Gap & The Gain  
Traction  
Get A Grip  
Playing Big  
Profit First  
 
Your Retirement Planning Simplified Episodes discussing charitable contributions:  
Episode 25: Charitable Planned Giving  
Episode 28: Charitable Giving in Your Community with Lesley Heighway 
 
Connect with guest, Joe Curry:  
Website - RetirementPlanningSimplified.ca 
Podcast – Your Retirement Planning Simplified 
LinkedIn - Joseph Curry B.Sc., CFP, CEPA, CHS 
  
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

Allison Baggerly, owner of Inspired Budget and author of "Money Made Easy," brings light to mental health preservation as a business owner. She stresses the importance of honoring personal boundaries and making conscious choices to maintain mental well-being throughout your business activities. 
  
Overcoming Mental Health Hurdles as a CEO 
As an extrovert, conferences, podcasting, and meetings with other business owners have become her support system.  
Allison’s experiences with depression and anxiety throughout her business growth journey have shaped her perspective that combating isolation, prioritizing self-care, and seeking professional help when necessary are crucial components of maintaining mental health as a business owner. 
Resources mentioned: Books by Byron Katie: “Loving What Is” and mini dry-erase boards https://amzn.to/3vJfMZ7 
 
How to Prioritize Self-care While Running a Business 
00:04:35 - Maintaining Mental Health as a Business Owner 
Implementing daily routines that prioritize mental well-being, such as journaling, devotional time, and listening to a specific playlist, can shift your mindset towards abundance and productivity. By understanding personal triggers and incorporating self-care practices, business owners can show up more abundantly in their work. 
 
00:21:36 - Impact of Podcasting on Mental Health and Business Growth 
Starting her podcast to serve her extroverted personality, Allison unintentionally created a platform that reaches a broad audience, ultimately boosting her business success and personal well-being.  
 
00:38:47 - Separating Work and Personal Life 
Allison emphasizes the importance of boundaries between work and personal life by establishing strict working hours and shutting down work at a designated time to prevent burnout. She also highlights her appreciation for other business owners in her masterminds & via daily chat as they discuss challenges, share advice, and maintain connections while working from home. 
 
Learning to Recognize Growth, Even When You Miss a Target 
 
"Just because you didn't hit it or accomplish it or, like, really, truly get there halfway there is better than nothing." - Virginia Elder 
Sometimes we set high expectations for ourselves, but progress is progress no matter how small. It's important to celebrate the little victories along the way towards our bigger goals. Keep pushing forward, even if you're only halfway there. 
 
Connect with guest, Allison Baggerly:  
Website - Inspired Budget 
Podcast - Inspired Budget 
Instagram - @inspiredbudget 
Book - Money Made Easy 
  
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

Are you being efficient or effective? If you’re doing unimportant busy work super efficiently, you’re just really great at spinning your wheels, but if you’re executing the most important, revenue-generating, initiative-accomplishing, meaningful tasks in your business – then we’re getting somewhere! 
When it comes to running a business, time is a precious commodity. By prioritizing revenue-generating tasks, you ensure that your time and resources are allocated to activities that directly contribute to the growth and profitability of your company. This can include focusing on high-impact projects, nurturing key client relationships, and optimizing your sales and marketing strategies.  
Top Time-Management Techniques for Entrepreneurs: 
By identifying and prioritizing tasks that have the potential to generate revenue, you not only increase your efficiency but also maximize the return on your investment of time and effort. Use the matrix mentioned to categorize tasks by urgency and importance and the 4Ds to ensure you Delegate, Defer, and Delete the majority of your tasks, preserving the few that absolutely require your personal expertise to Do. 
Struggling with procrastination? There are two time-bound rules I use often in combination with a desktop timer. There are growth-oriented, productivity focused tips in this episode for high-achievers AND even the most type-B leaders. 
Powerful Productivity Tips for CEOs: 
- Efficiency and effectiveness are different and require prioritization, delegation, and setting boundaries for productivity. 
- Implementing time-bound rules like the five-second rule and two-minute rule can prevent procrastination and increase productivity. 
- Delegating tasks, categorizing based on urgency and importance, and using decision matrices can make room for bigger-picture goals. 
- Prioritizing revenue-generating tasks can enhance business efficiency and profitability by focusing on impactful activities. 
 
Caution: Only read ONE book or implement ONE productivity hack at a time to prevent overwhelm! 
 
9 Best Books for Business Owners: 
The Effective Executive by Peter Drucker 
The 7 Habits of Highly Effective People by Stephen Covey 
Getting Things Done by David Allen  
The 5-Second Rule by Mel Robbins 
In Search of Excellence: Lessons from America’s Best-Run Companies 
The 4-Hour Workweek by Tim Ferris 
We Should All Be Millionaires by Rachel Rodgers 
Eat That Frog by Brian Tracy 
Traction by Gino Wickman 
 
Productivity Methods & Tools for the Efficient CEO: 
Time Management Matrix  
Asana (Online Project Management Software) 
Loom (Online Video Software) 
Two-Minute Rule 
Decision Matrix (4Ds of Productivity) 
Cube Desktop Timer 
 
 
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

What does it look like to be a full-time freelance writer, build your own online brand, and be an active parent to 4 teenagers? Different from your business, for sure, but the lessons on time management, long-term initiatives, and distraction elimination are highly applicable. 
Kevin Payne's transition from a traditional job to freelancing while managing a family of six and coping with ADHD reveals that anything’s possible when you prioritize self-awareness, mental health, and family values.  
Through strategies like setting goals, minimizing distractions, and setting specific work hours, he has navigated the complexities of entrepreneurship, ADHD, and big family life.  
 
Are You Prioritizing Work Over Life? 
Kevin's journey to finding the right balance in work commitments and personal life underscores the importance of knowing when to set limits, taking time off to recharge, and continual self-improvement.  
Our conversation highlights the importance of diversifying revenue sources for a successful business, from immediate income from freelance work to long-term passive income from personal projects. 
 
Managing Your Time Effectively with Competing Priorities | The Highlights: 
[00:10:44] Freelance Writing: Balancing Life and Work 
[00:13:16] Optimizing Productivity with ADHD 
[00:24:30] Navigating Time Management Challenges Working From Home 
[00:35:43] Diversifying Income Streams 
[00:44:02] Outsourcing to Avoid Overwhelm 
[00:49:44] Big Family Budget Travel 
 
Surviving the Hustle as a Solopreneur and Content Creator 
Kevin leaves you with this gem,  "The only way to have a bad launch is to not have one at all." as he strongly recommends outsourcing tasks such as podcast editing so you can remain focused on serving clients and growing your brand (I swear I didn’t tell him to say that!).  
It all comes down to knowing what you’re good at, also known as your Zone of Genius from the book, The Big Leap by Gay Hendricks. Anything that feels like a distraction or doesn’t directly fuel your gift should likely be delegated. What is 1 thing you can delegate today? 
 
Strategies to Refine Your Focus: 
- Develop routines (especially if you’re faced with ADHD tendencies), including taking time off to recharge and reflect 
- Set your schedule with flex space between activities so you can adapt to changes in your family’s schedule while maintaining productivity when working from home 
- Set limits in both personal and professional aspects to avoid burnout 
- Diversify revenue sources inside each business and across sources 
- Outsource tasks outside of your expertise to save time and mental energy 
 
Thriving in the Delicate Equilibrium Between Immediate and Passive Income 
Kevin knew he didn’t want to learn a completely fresh skill set to produce his show, but would rather hone his writing skills instead since that would benefit both his freelancing career and his own brand, Family Money Adventure.  
After resisting becoming a “content creator” for a long time, Kevin’s big family, budget, and love for travel created an opportunity to share practical advice to help large families create meaningful travel memories without breaking the bank. 
 
Connect with guest, Kevin Payne:  
Website - Family Money Adventure 
Podcast - Family Money Adventure 
Instagram - @familymoneyadventure 
LinkedIn - Kevin Payne FMA 
  
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
   
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.