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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 f…

Your podcast is pack…

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…

For those of us who gag a little at the phrase “consistency is key,” Doug Cunnington joins me this episode to offer strategies in sustainably creating content without succumbing to Burnout. He pro…

For those of us who …

For those of us who gag a little at the phrase “consistency is key,” Doug Cunnington joins me this episode to offer strategies in sustainably creating content without succumbing to burnout. He provides a refreshingly honest take on the potential pitfalls of creating content solely for algorithms and underscores the significance of self-awareness in avoiding unintended content paths.   As Doug discusses his exploration of early Retirement lifestyles, he provides invaluable advice for those planning a fulfilling life beyond work. Join us for this episode, packed with insights for entrepren…

Most of us aren’t like those “I published once and now I’m a millionaire” influencers. Jennifer Loehding shares openly about her 5+ year journey of starting a podcast as a passion project, rea…

Most of us aren’t …

Most of us aren’t like those “I published once and now I’m a millionaire” influencers. Jennifer Loehding shares openly about her 5+ year journey of starting a podcast as a passion project, realizing she needed some products or courses for people to buy, nearly burning out from 1:1 Coaching, creating an ultra-high-ticket course without anything to warm up her audience, to starting a second show, putting her first show on hold, building her email list , and much more in this episode of Podcasting For Financial Professionals.  Although Jennifer is a life coach and her business may be sig…

How are you utilizing your personal story to inspire and connect with your audience? Most financial professionals get wrapped up in what they want to tell or teach and forget the power of a relatable,…

How are you utilizin…

How are you utilizing your personal story to inspire and connect with your audience? Most financial professionals get wrapped up in what they want to tell or teach and forget the power of a relatable, personal story. Leveraging not just news stories or clients’ stories, but your own personal experiences allows listeners to find similarities between you and them.  The connective thread in personal Finance reduces the fear and other perceived barriers someone might feel as they search for a financial service provider.  Take Brittne Halford’s story for example. She’s a remarkable physicia…

As you develop personally and your business matures, you will inevitably come to need a rebrand of your online presence. None of us are the same as we were a few years ago – our interests have broad…

As you develop perso…

As you develop personally and your business matures, you will inevitably come to need a rebrand of your online presence. None of us are the same as we were a few years ago – our interests have broadened, our expertise has deepened, and we’ve matured toward the version of ourselves we WANT to be, which also means the imagery and language we used around our business years ago doesn’t fit today’s version of us.    Evolving Your Brand for Professional Success  (03:32) Benefits of Strategic Rebranding   (09:25) Phased Rebranding Strategy   (14:44) Updating Branding Across Platforms …

You started down the financial path because you wanted to help people. As your business developed, you gained knowledge and skills that would also help those who don’t fit your ideal client profile …

You started down the…

You started down the financial path because you wanted to help people. As your business developed, you gained knowledge and skills that would also help those who don’t fit your ideal client profile because they can’t afford your services. Now, you’re stuck in the great divide between business and passion.  But DJ Olojo knew he could have access to plenty of properties that are already vacant or that people WANT to sell while also helping families who WANT to stay in their home. You CAN have both a helpful, fulfilling personal brand built from your passion to help others AND a thriving b…

What if you niched down so far that you only served a very specific, small sub-set of the population?   That’s exactly what Jay Zigmont and Bri Conn did when they established the Childfree Wealth�…

What if you niched d…

What if you niched down so far that you only served a very specific, small sub-set of the population?   That’s exactly what Jay Zigmont and Bri Conn did when they established the Childfree Wealth® podcast and brand. Both of them saw a gap in the traditional CFP curriculum that left childless couples and singles adrift, and took action to change that.   Now Bri and Jay have more clients than they imagined – all because of their extremely clear brand name. Could you possibly name your brand or your show for the specific group of people you serve?   The magic in doing so is that when t…

From the moment you pass your first Series exam, you’re a Money expert far beyond that of a typical American. Your ability to educate the average Joe about budgeting, Investing, tax strategies, and …

From the moment you …

From the moment you pass your first Series exam, you’re a money expert far beyond that of a typical American. Your ability to educate the average Joe about budgeting, investing, tax strategies, and Legacy has the potential to change thousands of peoples’ lives (and future generations) for the better – you know this, because this is very likely WHY you chose this path.   But sitting on your idea helps no one.   Never pursuing your book, podcast, etc. because you were afraid compliance would say no is a sentence for that idea to die. Did you even ask?   Meet Eric Brotman, CFP®, podc…

Learn the exact SEO strategies we use to help our podcast clients get found. You’ll find out how to tweak the written content around your podcast to make any algorithm display your content to your p…

Learn the exact SEO …

Learn the exact SEO strategies we use to help our podcast clients get found. You’ll find out how to tweak the written content around your podcast to make any algorithm display your content to your potential clients. Listen for tips to create the best titles, include key information in your show notes, and use transcripts to your advantage.  Getting your podcast to appear in your ideal clients’ search results is the goal, but finding out HOW to do so is tough when all the headlines are just hype about why you should have a podcast.   The copywriting components of podcast post-production s…

Moms already juggle countless roles. Adding entrepreneurship to the mix can feel like a recipe for burnout.  Virginia welcomes Camille Walker, inspiring business coach and host of the Call Me CEO Pod…

Moms already juggle …

Moms already juggle countless roles. Adding entrepreneurship to the mix can feel like a recipe for burnout.  Virginia welcomes Camille Walker, inspiring business coach and host of the Call Me CEO Podcast. Camille empowers women to embrace their roles as the leaders of their lives and businesses, offering time audits to help them pursue their passions with greater intention, focus, and energy.  Camille prioritizes mental and physical well-being and stresses the importance of recognizing when it’s time to delegate and ask for support when needed.    Business Exit Planning   (00:10:39) To…

Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference.   Joining us today is David Barnet…

Owning a small busin…

Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference.   Joining us today is David Barnett, former finance broker turned business broker and then consultant. As a finance broker, he witnessed firsthand the struggles small business owners encounter when buying or selling a business. Now through his consulting, he provides unbiased advice, prioritizing client needs without the conflicts of interest often associated with commission-based brokerage.   David emphasizes the value of strong…

True abundance is about having the money, health, and time for a fulfilling life.  Virginia talks with Jen Smith, a leading voice in financial Education and co-host of the Frugal Friends Podcast. Jen…

True abundance is ab…

True abundance is about having the money, health, and time for a fulfilling life.  Virginia talks with Jen Smith, a leading voice in financial education and co-host of the Frugal Friends Podcast. Jen helps people manage their money better so they can have the freedom to pursue their passions and strongly believes business owners must use their time and energy wisely to achieve success.   Her decision to prioritize publishing her book “Buy What You Love Without Going Broke” over launching a YouTube channel speaks to the power of making intentional decisions that honor your current life s…

Podcasts & YouTube are booming, but creating them can take a ton of time...if you don’t have systems or help or both. To succeed, business owners must maximize efficiency in every production sta…

Podcasts & YouTu…

Podcasts & YouTube are booming, but creating them can take a ton of time...if you don’t have systems or help or both. To succeed, business owners must maximize efficiency in every production stage, from planning to recording to publishing.    Optimizing Your Podcast Production Process Advance preparation and efficient recording practices such as setting up recording space, minimizing distractions, and testing tech can help simplify the process and improve your audience’s experience.  Discover how to streamline your workflow with techniques like batch recording, time blocking, and ou…

Burnout, hustle, and grind – these words often define entrepreneurship. But it's time to rethink our strategy for success. Launching a new project or business should fuel your energy, not drain it.�…

Burnout, hustle, and…

Burnout, hustle, and grind – these words often define entrepreneurship. But it's time to rethink our strategy for success. Launching a new project or business should fuel your energy, not drain it.  Virginia welcomes Pete McPherson, founder of Do You Even Blog, and creator of many YouTube channels, blogs, and SAAS products for entrepreneurs. Forging a career path outside traditional norms, Pete shares the highs and lows of tackling projects, the benefits of starting a podcast, how he’s navigated several pivots, his intentionally unfocused business strategy, and why he champions methodical…

What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vi…

What if achieving fi…

What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vision often make the risks worthwhile. Joining the show today is Patrick Lonergan, founder of financial advisory business Vital Wealth and host of the Vital Strategies podcast. Patrick reveals why he left law school despite a full scholarship and how bold content strategies, strategic outsourcing, and podcasting have driven his business's success. Unlocking Online Success  (00:14:07) From Law Scho…

Aligning your podcast with your business mission expands your brand's reach. This allows you to share compelling content on your own show and effectively market yourself as a guest on other podcasts.�…

Aligning your podcas…

Aligning your podcast with your business mission expands your brand's reach. This allows you to share compelling content on your own show and effectively market yourself as a guest on other podcasts.  Consistently delivering engaging content that resonates with your audience and authentically reflects your brand values is crucial for the growth of both your podcast and your business. Learn how to align your podcast with your brand's mission by defining your ideal listener, establishing content pillars, and continuously refining your content strategy based on listener engagement.  Optimizing …

The constant barrage of online business tips and strategies can be overwhelming and confusing for entrepreneurs. It's hard to know what online business advice to trust amongst a sea of conflicting opi…

The constant barrage…

The constant barrage of online business tips and strategies can be overwhelming and confusing for entrepreneurs. It's hard to know what online business advice to trust amongst a sea of conflicting opinions. Today’s episode features Katy Miller, host of the podcast Katy Calls BS and founder of Miller Social, a social media strategy and course creation coaching firm. Katy doesn't mince words when describing the misery that can arise in business without clear boundaries, efficient content creation strategies, and knowing when to outsource to avoid burnout.  Unlocking Online Success  (00:14:08…

Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences.  In today’s …

Are you effectively …

Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences.  In today’s episode, Hillary Gale, the founder of Moneta Copy, dives into the critical role of lead magnets and email sequences in marketing strategies for financial professionals. Hillary stresses the value of knowing your audience and giving them what they want to keep them coming back for more.  Crafting Effective Engagement   (00:11:35) Strategic Lead Magnet Placement for Visibility Boost  (00:22:55) …