Podcasting for Financial Professionals

Virginia Elder
  • 4.9 (15)
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  • UPDATED WEEKLY

Podcasting for Financial Professionals is for advisors and financial business owners who believe their expertise deserves a bigger stage—but refuse to let content creation run their life. Hosted by Virginia Elder, founder of Podcast Abundance, this show strips away hobby-level podcasting advice and focuses on what actually works for high-trust, regulated industries: clear strategy, compliant messaging, and sustainable production that drives authority and real business growth. If you want a podcast that filters clients, builds trust at scale, and works quietly in the background while you run your firm, you’re in the right place. Find out more at podcastingforfinancialprofessionals.com

  1. 35M AGO · VIDEO

    Only 1 in 4 Podcasts Use Video — Yet Those That Do Grow Faster | Ep 86

    Video podcasting, financial professionals, podcast growth strategy, podcast discoverability, video marketing for advisors. Only 25% of podcasters are using video, yet those shows consistently grow faster, build trust sooner, and create stronger audience connection. This episode breaks down why video matters now, how financial professionals can adopt it without overwhelm, and what the data tells us about visibility, authority, and sustainable growth.  If you’ve been unsure whether video is worth the time, cost, or learning curve, this conversation will help you decide how to use video strategically — without turning your podcast into a second full-time job.    Why Video Accelerates Trust, Visibility, and Authority  Video isn’t about chasing algorithms — it’s about human connection. For financial professionals, seeing your expressions, confidence, and credibility builds trust long before someone ever books a call.  In this episode, I walk through:  Why platforms like YouTube, LinkedIn, and Instagram actively reward video  How video shortens the “trust runway” for service-based businesses  Why adding video doesn’t require studio lighting or a production team  You’ll also hear real examples of how video podcasting has helped financial and insurance professionals attract conversations offline — in offices, gyms, and everyday life.    How Video Multiplies Podcast Discoverability  Adding video doesn’t just create another format — it creates multiple entry points for your content. One episode becomes many ways for the right listener to find you.  Find out:  How YouTube, Google, and social platforms scan video titles, captions, and transcripts  Why short-form video dramatically expands reach beyond your existing audience  How repurposing video clips fuels email, social, and website traffic  You’ll hear how shows like The Vital Strategies Podcast and Insurance Agency Success use video clips to drive discovery from external sources like email, social media, and websites — not just podcast apps.    Low-Lift Ways to Add Video Without Overwhelm  If the idea of being on camera makes you cringe, this episode gives you permission to start small.  I cover three beginner-friendly approaches:  Recording remote interviews with high-quality audio and video  Using audiograms or motion graphics instead of full on-camera clips  Creating short, video-only touchpoints between podcast episodes  These options allow you to build visibility and trust without changing how you already record.    The Real Power of Video: Repurposing  Once video exists, your content starts working harder for you.  One episode can become:  A full YouTube video  Multiple short-form clips for LinkedIn and Instagram  Website content pulled from show notes  Emails that educate and nurture your list  I also share how my team at Podcast Abundance supports financial professionals with done-for-you podcast production and strategic social media repurposing — so your content actually stops the scroll instead of announcing, “New episode out today.”    Key Moments to Listen For  (00:02:18) Why video builds trust faster   (00:03:05) YouTube shorts driving discovery   (00:04:06) How repurposing affects reach  (00:05:07) Discoverability from external sources   (00:06:24) 3 Low-lift ways to incorporate video into your workflow   (00:08:20) Endless repurposing ideas once you record video  (00:09:04) Done-for-you videos for social media    Action Steps for Financial Professionals  If you want your podcast to grow without adding chaos to your calendar, start here:  Add video strategically, not perfectly — clips on social mesia count!  Design your workflow first, then choose tools  Repurpose intentionally so one recording fuels multiple platforms  Focus on trust, not trends — your face matters  For help tightening your messaging before adding video, download my free workbook, The Attraction Messaging Blueprint. It walks you through intros, outros, and trailers that pull listeners in and keep them engaged.    Resources mentioned in this episode:   2025 Independent Podcaster Report by Alitu

    12 min

  2. FEB 5 · VIDEO

    How Small Daily Actions Drive Business Growth for Financial Professionals | Ep 85

    Podcasting for financial professionals, business growth, content strategy, and consistency don’t require hours of work to create momentum. In this episode, I sit down with TEDx speaker and Happy Healthy Hustle podcast host Dr. Christiane Schroeter to unpack her Petite Practice Framework—a method built on small, strategic actions that create sustainable growth without overwhelm.  “I listen to what people ask me, and I have a binder next to me during client conversations where I write down the frequently asked questions and then make a podcast episode out of it.” - Dr. Christiane Schroeter  If you’ve ever felt stuck, behind, or unsure how to move your podcast or marketing forward without burning yourself out, this conversation will reframe how you think about consistency, funnels, and authority-building.    Why Small Actions Matter More Than Big Plans  Most high-achieving professionals don’t struggle with ideas—they struggle with execution that fits real life. Christiane shares how just 1–5 minutes of focused action can compound into meaningful business growth, especially for financial professionals balancing clients, compliance, and content creation.  You’ll hear how to:  Build momentum without perfection  Create content that actually connects with listeners  Turn podcast conversations into leads and long-term relationships  This episode gives you permission to start small—and stay strategic.    Podcast Growth & Funnel Strategy in Action  (00:02:16) Academic to Entrepreneur  (00:07:21) Petite Practice Explained  (00:09:10) Repurposing to Launch  (00:13:33) Funnel Integration  (00:17:04) Custom Coaching Approach  (00:21:45) Turning Listeners into Leads  (00:26:13) Ignoring Vanity Metrics  (00:37:01) Consistency Without Burnout    Action Steps to Strengthen Client Attraction via Your Content  If you want your podcast (or content idea) to support your business instead of draining it, start here:  Shrink the Commitment: Stop waiting for perfect conditions. Commit to short, repeatable actions that fit into your real schedule.  Build One Clear Funnel: Every episode should guide listeners toward one next step—an email list, resource, or conversation.  Create from Real Questions: Let client questions and conversations dictate your episode topics. Relevance beats creativity.  Measure Impact, Not Downloads: Focus on engagement, replies, and client conversations—not rankings or vanity metrics.  Design for Sustainability: Consistency should feel doable. If it doesn’t, your system—not your discipline—is the problem.  Designing a Podcast That Supports Your Business  This conversation is a reminder that growth doesn’t come from doing more—it comes from doing the right things consistently. Whether you’re launching a podcast, refining your message, or rebuilding momentum, small strategic moves can unlock clarity, confidence, and traction faster than you think.    Follow Dr. Christiane Schroeter:   https://doctorchristiane.com/  https://www.linkedin.com/in/christianeschroeter/  https://www.youtube.com/@doctor.christiane      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).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/    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   Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077    Follow Virginia Elder on social media:   LinkedIn   Instagram   Facebook

    46 min

  3. JAN 29 · VIDEO

    Book Writing, Brand Building, and the Power of Paying It Forward in Finance | Ep 84

    What if real wealth wasn’t just about numbers, but about making choices that align with your values? In this episode, I sat down with Dr. Nicholas Michels, author of Rich by Choice, to unpack how life’s toughest moments shaped his journey from turning down an $8 million bonus to building a purpose-driven financial firm. Whether you’re a financial professional or just looking for ways to create a more meaningful business, this session is packed with insights on trusting your path, redefining success, and leaving a legacy.    Navigating Pivotal Moments: Turn Life Lessons into Your Professional Superpower  Learn how childhood upheaval shaped Dr. Nick’s perspective on money, and why he's focused on the impact money can make - on family, stability, and future choices. From washing golf carts at 16 to learning the power of compounding, he discovered that financial empowerment comes from small, consistent actions, not privilege or hustle. Whether mentoring kids, writing his next book, leading a nonprofit, or guiding clients, Dr. Nicholas is focused on building a lasting legacy where wealth is defined by values, relationships, and meaningful impact.    Beyond Numbers: Building a Values-Driven Financial Firm That Attracts Loyalty  (00:06:11) Golf Course Lessons in the Power of Saving Early and Consistently  (00:11:41) Wealth Transfer and Legacy Planning Specialties  (00:17:24) The Entrepreneur’s Journey: Adapt, Learn, Persevere  (00:20:54) Converting Content from Academia to Actionable Advice  (00:24:49) Spousal Money Disagreements and Seeking Help from Mentors  (00:29:25) Chances of Them Reading Your Book and Instant Authority   (00:32:55) Discovering and Leveraging Your Unique Ability  (00:34:10) The Concept of “Compounding” Impacts Every Area – Finances and Habits    Action Steps for Financial Professionals: Marketing, Legacy, and Making Your Next Bold Move  Find out how to lean into really fuels growth, trust, and fulfillment for financial professionals—not just the numbers, but people, choices, and legacy.   Your Next 7 Bold, Authority-Building Moves:   Find mentors and model what works: Don’t reinvent the wheel. Interview those who’ve succeeded in your field and get expert coaching from day one.  Prioritize character when hiring: Build your team around integrity and passion, rather than just financial expertise; you can always teach the technical parts.  Delegate and focus on your strengths: Make your calendar reflect what you do best and enjoy most—delegate everything else to unlock exponential growth.  Lead with storytelling: Share your real-life financial wins and losses. Use your story (via podcast or book) as your marketing card; transparency builds trust.  Consider writing a book: A book clarifies your core values, attracts ideal clients, and doubles as a legacy tool for future generations.  Teach money skills to younger generations: Pay it forward through teaching, mentoring, or nonprofit work—you’ll enrich your brand and community impact.  Grow through genuine client relationships: Start with outstanding service and connection—your happiest clients will naturally refer others.  Creating a financial business and brand that stands out starts with relationships, purpose, and sharing your story. Take a cue from Dr. Nicholas Michels: begin with mentorship, build a strong values-driven team, tell your unique story, and always look for ways to pay it forward. Each small, intentional action can yield massive results for your firm and the people you serve.    Follow Dr. Nicholas Michels:   www.richbychoicebook.com https://michelsfamilyfinancial.com/  https://www.linkedin.com/in/nicholas-e-michels/      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).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/    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   Watch everything on YouTube @PodcastingForFinancialPros or listen on any podcast app here: https://pod.link/1478414077  Follow Virginia Elder on social media:   LinkedIn  Instagram  Facebook

    37 min

  4. JAN 22 · VIDEO

    Building Trust and Visibility with Your Financial Podcast—No Sponsors Needed | EP 83

    Are ads and sponsors actually helping? Or just distracting listeners from your business?   Your goal in having a podcast is to build trust, elevate YOUR brand, and generate qualified leads for your business. So, why try to monetize with others’ offers for pennies when running mattress ads only distracts your audience from your core message, values, and purpose?  Many business owners think podcast sponsors are the key to making money, but that’s a myth. The real value comes from using your podcast to build authority, nurture trust, and guide your ideal listeners straight into your world.   Forget chasing ads—focus on crafting content that turns listeners into warm leads and loyal clients. Your expertise is the asset, not ad space. If you’re ready to transform your podcast into a lead-generating machine, this episode will help you start thinking like a CEO and make every episode work for your business.  Why Sponsorships Are Overrated for Financial Podcasts and What Actually Generates Client Leads  Setting your podcast up for sustainable monetization isn’t about the sponsor hunt—it’s about smart strategy, clear messaging, and building deeper relationships with the right listeners. Here’s what you should know:  Your Audience Is Too Valuable for Pennies Selling ad space to sponsors means sacrificing the depth of connection you’ve built. Advertisers pay by volume, not by trust, which means niche audiences like yours get undervalued. Sponsorships Distract—Not Convert Ads break up your message and send listeners in too many directions. When your call to action competes with a sponsor’s product, you lose focus. Listen in for a case study where 98% of revenue came from their signature course—not “perfect-fit” sponsors. Your Podcast Is a Relationship Engine You’re not running an entertainment show. You’re building authority, expanding reach, and nurturing leads—all without needing millions of downloads or influencer status. The Smarter Path to Monetize Your Podcast for Financial Professionals   So, What’s the Smarter Monetization Path?  Here are three ways you can actually make money with your podcast:  Referrals: Listeners confidently recommend you because they know your expertise and values from your episodes.  Intentional Email List Growth: Offer helpful downloads (think calculators, checklists, mini-trainings) as lead magnets so you can nurture contacts—no algorithms required.  Selling Financial Services: Your episodes build trust and shorten your sales cycle. By the time listeners get in touch, they’re already primed to work with you.  Sponsorship Isn’t the Golden Ticket—Here’s What Truly Makes Podcasts Profitable  You don’t need to sound salesy to create traction. A simple, clear call to action—like “Grab my free guide” or “Book a call if you want help applying this”—goes a long way when your value is front and center.  Ready to Upgrade Your Podcast Strategy? Stop thinking like a content creator chasing ad dollars. Start treating your show as the business asset it is. Your authority, visibility, and client pipeline will thank you.  Shows & Financial Professionals mentioned in this episode:   Money Skills for Therapists: https://moneynutsandbolts.com/podcast/  Smart College Buyer:  https://www.youtube.com/@smartcollegebuyer  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).  Free Download: https://podcastabundance.com/attraction-messaging-blueprint/  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   Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077  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

    13 min

  5. JAN 15 · VIDEO

    Turning Crises into Opportunities: Communication and Marketing Strategies for Money Experts | EP 82

    Want to future-proof your business and brand?  Mike Swenson, a crisis management expert unpacks practical ways financial professionals can prepare for the unexpected in this week’s episode. We covered how to build trust, why clear communication is key in a crisis, and how niching down your podcast can attract the right clients. If you're ready to elevate your authority and protect your business, you’ll want to hear this.  Behind the Scenes: Branding, Podcast Production, and Crisis Messaging for Financial Advisors  Ever wondered how you can proactively protect your business reputation AND strengthen client trust? We went deep into practical crisis planning, standing out in a saturated market, and how podcasting can nurture communities and authority.  Takeaways for Financial Professionals & Podcasters:  Build simple, repeatable crisis response frameworks—don’t let your plan gather dust.  Keep your messaging genuine and ready: “The real mistake is responding too slowly, or saying nothing.”  Use industry headlines as an opportunity for transparent conversations with your audience.  Don’t underestimate the power of a niche podcast and authentic, behind-the-scenes content.  Lean on your team’s strengths—especially your next-gen employees—to stay agile as marketing channels evolve.  Growing Your Financial Practice: Podcasting Strategies and Crisis Communication Best Practices  (00:03:33) A Simplicity Strategy to Handle Impending Crisis  (00:09:10) Protecting Trust and Accountability in Business  (00:13:02) Reputation Impact in Competitive Markets  (00:14:30) Opportunistic Marketing Through Competitor Crises  (00:22:40) Podcasting for Niche Audience Growth  (00:28:35) Leveraging LinkedIn for Marketing  (00:34:40) Growing Community Through In-Person Events  (00:37:06) Creating a Concept the Public is Excited to Get Behind  (00:46:34) Why You’ll Attract Unexpected Listeners Outside Your Niche  Crisis Trak for Financial Firms: Essential Planning Advice from PR Veteran Mike Swenson  Crisis, especially in finance, isn’t always caused by you. A partner’s scandal or a client’s negative publicity by association can affect your reputation. Mike Swenson provided some real-world examples, underscoring that the damage often comes not from the event, but from mishandling the response.  "If something happens to a financial advising company or someone in our space, that also happens to us because now customers are reading or hearing about that, seeing it on social media platforms. And so naturally, as a customer, I'm going to go, well, I know that's company A over here and I'm with company B, but it plants a slight seed of doubt. Could that happen to my advisor?" - Mike Swenson  If your communication is slow or tone-deaf, you'll lose trust, which hits your bottom line more than the crisis itself. That's why proactive outreach, especially when competitors stumble, can be a powerful brand-building moment. No one is immune, but everyone can choose how they respond.  Follow Mike Swenson:  LinkedIn: https://www.linkedin.com/in/mikeswenson1/  Company: https://crisistrak.com/  Podcast: https://www.kcmarketinglegends.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 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

    53 min

  6. JAN 1 · VIDEO

    Using Your Podcast as a Separate, Credible Revenue Stream Outside Your Advisory Firm | EP 81

    What if your podcast wasn’t meant to bring clients into your advisory firm at all?  This episode explores a different, highly intentional approach—using podcasting as a standalone business asset that builds credibility, supports compliance, and creates diversified income outside your firm.  Meet Shari Rash, host of Everyone’s Talkin’ Money, and listen to us unpack a very different podcast strategy. Her podcast is not designed to attract advisory clients. Instead, it operates as an Outside Business Activity (OBA)—a separate brand that generates income through sponsorships, book sales, and speaking engagements.  Shari launched her show during the early days of the pandemic after purchasing a client list and needing a scalable way to stay connected. What started as private client communication evolved into a public platform—one that allowed her to establish credibility as a money expert without crossing compliance lines tied to her advisory firm.  “I’m not trying to give financial advice. I’m trying to cut through the junk and help people understand why they’re stuck.” — Shari Rash  This episode is especially valuable if you’ve ever wondered whether podcasting has to be about lead generation—or if there’s another, equally strategic path available.  Diversifying Income as a Financial Advisor: Creating an OBA, Navigating Compliance, & Attracting Sponsors  (00:05:50) Taking Your Financial Advisory Practice Online  (00:09:38) Your Show’s Natural Evolution from Attractor to Nurturer  (00:11:28) Reevaluating Your Podcast’s Purpose  (00:15:29) Engineering Trust-Building Content  (00:20:41) Finding Forward-Thinking Mentors in Financial Services  (00:25:56) Structuring Content to Guide, Not Advise  (00:30:44) Solo versus Guest Interview Frequency  (00:32:22) The Early Struggles of Recording Solo Episodes  (00:37:10) Maintaining Efficiency with Podcasting through Repurposing Content  A Behind-the-Scenes Look at Podcasting as an Outside Business Activity  A Podcast Can Be a Business Asset—Not Just Marketing Shari’s podcast began as a way to communicate with clients but evolved into a separate income stream. If you’re creative and strategic, your show can serve purposes beyond lead generation. Clear Separation Reduces Compliance Friction By keeping her podcast and advisory firm completely separate—no cross-selling, no financial product promotion—Shari protects trust and avoids regulatory headaches. Structuring a Podcast as an OBA Shari’s approach includes: A separate LLC for the podcast  No advisory services promoted on the show  Content focused on behavior, mindset, and real-life money conversations  Monetization Without Client Confusion Instead of advisory leads, Shari monetizes through aligned lifestyle sponsors, book sales, and speaking—opening doors many advisors never consider. The Reality of High-Output Podcasting Shari produces three episodes per week, largely solo. It’s not for everyone—but her transparency around efficiency, batching, and audience feedback is eye-opening. A Smart Way To Use Podcasting in a Regulated Industry  Podcasting doesn’t have to fit into one box. If you’re intentional about structure, messaging, and compliance, your show can become a creative outlet, a credibility engine, and a legitimate revenue stream—without ever acting as a client funnel.  If you’ve felt boxed in by the “your podcast must generate leads” narrative, this episode will expand what you believe is possible.  Follow Shari Rash:  LinkedIn: https://www.linkedin.com/in/shari-rash/  Company: https://www.gwawealth.com/  Podcast: https://www.everyonestalkinmoneypodcast.com/  Instagram: https://www.instagram.com/everyonestalkinmoney/  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 Podcast Clarity Call™ call with me. www.talktovirginia.com   Ready to Restart or Rethink Your Show?  If you want to craft engaging intros, outros, and trailers that actually convert listeners into quality leads (no matter your income goals), grab our free Attraction Messaging Blueprint—your plug-and-play guide to making every segment count.  Get it here: podcastabundance.com/attraction-messaging-blueprint  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

    40 min

  7. 12/18/2025 · VIDEO

    Why Your Podcast Isn’t Growing—and How to Fix It | Ep 80

    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

    10 min

  8. 12/04/2025 · VIDEO

    Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79

    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

    55 min
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Podcasting for Financial Professionals is for advisors and financial business owners who believe their expertise deserves a bigger stage—but refuse to let content creation run their life. Hosted by Virginia Elder, founder of Podcast Abundance, this show strips away hobby-level podcasting advice and focuses on what actually works for high-trust, regulated industries: clear strategy, compliant messaging, and sustainable production that drives authority and real business growth. If you want a podcast that filters clients, builds trust at scale, and works quietly in the background while you run your firm, you’re in the right place. Find out more at podcastingforfinancialprofessionals.com

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