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Podcasting for Financial Service ProfessionalsPodcasting For Financial Advisors | Eric Brotman | Ep 53

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1. Podcasting For Financial Advisors | Eric Brotman | Ep 53 Podcasting for Financial Service Professionals 43:40

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®, podcast host, author, speaker, and consultant – get inspired by the proof he’s created for you – that you CAN publish that book, create that YouTube channel, launch that podcast, and much more. It may take some prodding, patience, and persistence with a dash of collaboration with your friendly compliance office, but where there is a will, there is a way.  

Get advice on:  

• Working with compliance to establish an OBA (Outside Business Activity) 
• Growing your financial practice by adding advisors to your team 
• Content strategy and structure as a Financial Advisor  
• Whether a consistent TV spot, local radio, podcasting, or guesting might work best for you 

Eric speaks openly about the structure of his business today and why new clients don’t work directly with him, and instead work with an advisor on his team. His advice around not quitting your day job hits too. He says, “I am not a podcaster, I am not an author, I am not an influencer. I’m a financial advisor. I’m a financial advisor who happens to have a podcast and write books and do public speaking, but I am not changing my day job. …You don’t have to be a professional at this.” 

Building Influence through Financial Storytelling 

(00:35) Financial Advisor’s Content Creation and Influence 

(13:36) Navigating Compliance for Financial Content 

(24:21) Effective Content Creation for Financial Advisors 

(32:55) Maximizing Abundance Through Collaboration 

Equipment & software used to record & produce this episode: 

Riverside.fm https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=virginia 

Samson Q2U mic 

Logitec 4k webcam 

Connect with guest, Eric Brotman:  

Brotman Financial Group: www.bfgfa.com 

“Don’t Retire, Graduate!” Podcast & Eric’s books: www.brotmanmedia.com 

Amplify Your Financial Planning Practice: www.brotmanconsultinggroup.com 

4 Accounts where your $$ is never taxed again: www.lowtaxbook.com 

Instagram: https://www.instagram.com/dontretiregraduate/ 

LinkedIn: https://www.linkedin.com/in/ebrotman/ 

Connect with host, Virginia Elder:     

Podcast Production Services Website – https://www.podcastabundance.com/ 

Instagram – https://www.instagram.com/podcastabundance    

LinkedIn – https://www.linkedin.com/in/coachvirginiaelder/    

YouTube – https://www.youtube.com/@ReachingAbundance    

This Show’s Website – https://www.reachingabundance.com/ 

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Virginia Elder Founder | Podcast Editor & Manager

With a robust foundation of 15+ years in project management, client service, and strategic organization, I make things happen. I shine brightest in the behind-the-scenes support role, aiding entrepreneurs in becoming visible through content marketing. Podcasting is just one avenue; my expertise lies in helping you expand your reach, attract leads, and boost revenue, all while you focus on what you do best.

My journey into podcast editing began with a simple 'yes' to a friend's podcast project in 2019. This led to a whirlwind of copywriting and audio editing endeavors, eventually liberating me from my 9-5 job and empowering me to forge my own business path. Moreover, it enabled me to live my dream of walking my kids to and from school daily.

When you entrust your raw audio and video recordings, web copy dreams, weekly newsletter musings, and blog post aspirations to me, you're gifting yourself the freedom to concentrate on serving your clients, nurturing leads, and envisioning your business's next big leap. I handle the content creation, editing, and publishing process, allowing you to breathe easy and concentrate on your passion.