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Podcasting for Financial Professionals

Podcasting for Financial Professionals

Di: Virginia Elder
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A proposito di questo titolo

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

Copyright 2025 All rights reserved. Economia Gestione e leadership Leadership Marketing Marketing e vendite Successo personale Sviluppo personale
Episodi
  • Why Service-First Podcasting Builds Trust, Authority, and Long-Term Growth for Financial Professionals | EP 87

    Why Service-First Podcasting Builds Trust, Authority, and Long-Term Growth for Financial Professionals | EP 87
    Feb 19 2026
    Podcasting for financial professionals, trust-based marketing, service-first podcasting, financial literacy, and authority building are at the center of this episode of Podcasting for Financial Professionals. I sit down with Stoy Hall, CFP®, CEO and Founder of Black Mammoth and host of the No BS Wealth podcast, to unpack how podcasting can be used as a tool for education, relationship-building, and real impact—especially when serving underrepresented communities—without turning your show into a sales pitch machine. Podcasting for Advisors Building Influence, Not Just Downloads If you’ve ever felt pressure to make your podcast “convert” faster, louder, or more aggressively, this episode offers a powerful reframe. Stoy shares how he intentionally built No BS Wealth as a service-driven platform—designed to educate, build trust, and meet people at their real financial pain points—while allowing business growth to happen naturally. Want to leap ahead by applying the principles in this episode to your situation with custom guidance? Just answer these 3 questions. You'll receive an email with personalized recommendations based on your answers. In this conversation, you’ll hear how podcasting can: Build authority without sacrificing authenticity Create long-term trust in communities historically underserved by financial services Support your advisory practice without becoming a direct sales funnel Position you as a credible educator first and a business owner second This episode is especially valuable if you work with minority, women-owned, or LGBTQIA businesses—or if you want your content to stand for something deeper than lead generation alone. The Long-Game Podcast Strategy for Financial Professionals (00:04:41) From Single Parent Income to Becoming a Wealth Manager (00:11:25) Balancing Values vs Chasing Bigger AUM Clients (00:14:08) Breaking Barriers in the Community Through Trust and Education (00:21:55) Organically Building Relationships with a Collective (00:27:44) A Sports Podcast as an Experiment in Podcasting (00:34:27) Using AI Tools for Better Communication (00:36:02) Podcast Guest Management Tips (00:39:36) First-Hand experience: Podcast Editing and Guesting Advice (00:41:48) Getting Clients by Meeting People Where They Are Podcasting as a Relationship-Building Tool for Financial Advisors If you’re considering launching a podcast—or rethinking how your current show supports your business—start here: Design Your Podcast Around Service, Not Sales Shift your mindset from “How do I convert listeners?” to “How do I genuinely help them?” Trust accelerates when education and empathy lead the conversation. Create Depth Through Collaboration, Not Random Guests Consider a vetted circle or collective of professionals you trust. Repeated voices allow for deeper conversations, richer storytelling, and stronger credibility. Let Authenticity Replace Perfection Leave the polished scripts behind. Honest dialogue, lived experience, and real stories connect far more than flawless delivery. Batch Content to Support Sustainability Record in seasons or batches so your podcast supports your life—not the other way around. Consistency should feel sustainable, not exhausting. Meet Your Audience Where They Already Are Distribute your podcast across platforms your audience actually uses—audio, video, social clips, and email—so your message travels farther without more effort. How Service-First Podcasting Builds Trust in Financial Services Stoy Hall’s approach is a reminder that podcasting in financial services doesn’t have to follow a rigid, transactional formula. When your show is rooted in service, community, and honest conversation, trust becomes your greatest asset—and business growth becomes a natural byproduct, not the sole objective. If you’re ready to design a podcast that reflects your values, supports your clients, and builds authority without compromising authenticity, this episode will expand what you believe is possible behind the mic. Follow Stoy Hall: https://www.blackmammoth.com/ https://www.linkedin.com/in/stoyhall/ https://nobswealth.com/ 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
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    45 min
  • Only 1 in 4 Podcasts Use Video — Yet Those That Do Grow Faster | Ep 86

    Only 1 in 4 Podcasts Use Video — Yet Those That Do Grow Faster | Ep 86
    Feb 12 2026
    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
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    12 min
  • How Small Daily Actions Drive Business Growth for Financial Professionals | Ep 85

    How Small Daily Actions Drive Business Growth for Financial Professionals | Ep 85
    Feb 5 2026
    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
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    46 min
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