Podcasting for Financial Professionals

De: Virginia Elder
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  • Resumen

  • 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.com
    Copyright 2025 All rights reserved.
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Desarrollo Personal Economía Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas Éxito Personal
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Episodios
  • 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
    Apr 24 2025

    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 m
  • 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
    Apr 10 2025

    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 h y 6 m
  • Creating a Podcast That Converts: Turning Listeners into Loyal Clients | Ep 60

    Creating a Podcast That Converts: Turning Listeners into Loyal Clients | Ep 60
    Apr 3 2025
    Your podcast is packed with value, but is it actually turning listeners into paying clients? If you're sharing great content but not seeing business growth from it, it’s time to optimize your show for conversions. In this episode, I’m breaking down advanced, actionable strategies to help financial professionals and business owners move their audience from casual listeners to engaged, loyal clients. These aren’t surface-level tips—these are high-impact techniques you can implement immediately. What you’ll learn in this episode to convert listeners into clients: How to structure your podcast episodes to guide listeners toward working with you The secret to creating compelling calls-to-action that drive real conversions Why your off-podcast engagement strategy is just as important as your content How to track and tweak your approach to improve results over time If you want a podcast that not only educates but also generates business, this episode is your roadmap. Monetize Your Podcast: The Step-by-Step Guide to Client Conversions The Power of a Podcast That Converts A podcast is more than just content—it should be a strategic client attraction tool. Quick reference to episode #27, where I shared the CRAFT framework (Content, Repurpose, Ask, Feature, Track). Today’s episode builds on that with next-level, tactical steps for turning listeners into clients. [00:01:39] Mapping Out the Listener’s Journey Every listener is at a different stage: Awareness → Consideration → Decision. Your content should speak to each stage and naturally move people forward. Action Step: Review a recent episode—does it guide listeners through these stages? [00:05:33] Structuring Episodes for Conversion A high-converting episode isn’t just informative—it’s intentionally designed to drive action. Key elements of an effective episode: Strong Hook – Call out a problem and make them feel understood. Storytelling – Facts inform, but stories sell. Micro-Commitments – Get listeners to engage before asking for a sale. Action Step: Add one micro-commitment to your next episode (DM, quiz, freebie). [00:14:53] Crafting CTAs That Actually Work The #1 mistake: A weak, generic CTA. How to create a CTA that converts: Make it time-sensitive → “I’m taking on 5 new clients this month.” Use a stepping stone → Offer a valuable freebie before a sales call. Be ultra-specific → Instead of “Book a call,” try “Let’s analyze your portfolio together.” Action Step: Update your CTA in your next three episodes. [00:20:51] Building an Off-Podcast Conversion Funnel Podcasts don’t convert on their own—you need follow-up touchpoints. Ways to nurture and convert listeners: Automated Email Sequences – Guide them after they download a lead magnet. Private Community or Newsletter – Keep them engaged beyond the podcast. 1:1 Touchpoints – Personally message engaged listeners. Action Step: Implement at least one off-podcast follow-up system this week. [00:26:27] – Tracking & Tweaking for Higher Conversions If your podcast isn’t converting, it’s time to analyze and optimize. Check your podcast host’s stats, Apple Podcasts, and charts.mowpod.com What to track: Where do listeners drop off? Which CTAs perform best? What topics get the most engagement? Action Step: Review your last 5 episodes and identify one tweak to test. The Podcast Conversion Blueprint: Grow Your Audience & Your Business A podcast can be your most powerful client attraction tool, but only if it’s designed for conversions. Guide listeners through a clear journey from awareness to action. Structure your episodes to engage and move them forward. Craft strong, specific CTAs that make taking the next step irresistible. Build off-podcast touchpoints to nurture and close leads. Track, test, and refine to improve your results over time. Your Challenge: Pick one of today’s action steps and implement it this week. Small shifts create massive results. Want expert help optimizing your podcast for conversions? DM me on LinkedIn DOWNLOAD the free Podcast Conversion Blueprint so you’ll have a guide to help you implement the steps to turning listeners into clients. 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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    34 m
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