• Podcasting for Financial Professionals

  • Auteur(s): Virginia Elder
  • Podcast

Podcasting for Financial Professionals

Auteur(s): Virginia Elder
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  • Résumé

  • 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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Développement personnel Gestion et leadership Marketing et ventes Réussite Économie
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Épisodes
  • 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 min
  • Creating Online Content Beyond Algorithms – Maintaining Authenticity Over Time | Doug Cunnington | Ep 59

    Creating Online Content Beyond Algorithms – Maintaining Authenticity Over Time | Doug Cunnington | Ep 59
    Mar 27 2025

    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 entrepreneurs, content creators, and anyone interested in financial independence.

    He candidly discusses the challenges of updating content while stepping away from course creation after a decade-long run, sharing the pivotal moments that led to a strategic business pivot. With a PMP-certified project management background, Doug reveals the art of continuous improvement in course launches, drawing parallels to podcasting through experimentation and creative integrity. His experience highlights the balance between data-driven decisions and preventing burnout by staying true to personal interests.

    (00:01) Creating and Marketing Online Courses

    (11:48) Building Trust Through Podcasting

    (16:53) Developing Trust and Authenticity in Content

    (31:45) Navigating Business Evolution and Failure

    (42:00) Sustainable Growth Through Iteration and Experimentation

    (51:13) Avoiding Burnout and Maintaining Consistency

    (54:47) Exploring Retirement Lifestyle and Activities

    Podcast-specific advice, direct from the host of Mile High FI and The Doug Show, followed by action steps to help you implement:

    Being genuine helps filter your audience naturally, attracting those who resonate with your personality.

    • Be yourself in your content and share personal anecdotes.
    • Embrace your quirks and unique traits as strengths.

    Don’t treat content too preciously and be open to testing different podcast formats, as it allows for creativity and adaptation to audience preferences.

    • Test different episode structures, such as solo episodes, interviews, panel discussions, or live recordings to find what resonates best with your audience.
    • Consider using AI tools to brainstorm catchy, results-driven titles.

    Find ways to maintain consistency while avoiding burnout.

    • Develop a content schedule that aligns with your energy levels and interests.
    • Use live streams to reduce the pressure of editing and increase audience interaction.

    Long-form content and the power of storytelling are underscored as effective methods to build trust and engagement with listeners.

    • Create long-form content that allows for deeper exploration of topics.
    • Use personal stories and experiences to engage your audience.
    • Foster a sense of community by interacting with listeners and incorporating their feedback.

    Follow Doug Cunnington:

    https://dougcunnington.com/

    Mile High FI

    The Doug Show

    YouTube @DougCunnington

    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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    57 min
  • Strategic Business Growth Starts with Relationships and a Structured Foundation | Jennifer Loehding | Ep 58

    Strategic Business Growth Starts with Relationships and a Structured Foundation | Jennifer Loehding | Ep 58
    Mar 20 2025
    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 significantly different from yours, don’t sleep on the opportunity to learn from her. She feels like her journey to having a successfully sponsored show that drives sales into all 3 of her offer tiers could have been shortened if she’d gotten the right advice earlier in her journey...which is why she’s sharing it with you! Key points from this episode: Create a structured “ladder” of offers that are easy click-to-buy options, graduating buyers through a bigger/deeper transformative process with each purchase. When something gets you down, give yourself an “allowed” pouting period. Set a timer and make a pact with yourself that when your pouting allowance is up, you’ll take action. No matter how many followers you have on which platform, ensure you’re building an email subscriber list. Countless business owners and entrepreneurs praise their email list for their revenue – Jennifer is one of them! The more content you create, episodes you record, and videos you publish, the more your unique selling proposition develops. This journey to learning who you really are is what life is about. Expect personal development and insights to yourself to surface. (00:15) Entrepreneurial Journey Through Pivots (09:12) Navigating Business Pivots and Podcast Growth (17:05) Building an Offer Suite Strategy (23:04) Building Relationships to Grow Business (27:02) Navigating Podcast Partnerships and Growth (32:27) Overcoming Podcasting Challenges and Growth (43:24) Marketing Strategies for Business Growth "Building a business isn't about having everything perfect from the start; it's about starting with what you have and evolving as you learn." - Jennifer Loehding Tips to apply to your podcast-production process today: Embrace the Learning Experience: Things that don’t work aren’t “fails,” rather they redirect while teaching you a lesson. Having a learning experience vs failure mindset is crucial for both new and experienced podcasters in the ever-changing audio/video online marketing space. Focus on Relationship-Building Above All Else: When you engage beyond the interview with your guests, you cultivate a professional network that will help grow your business in the long run. This applies when you engage thoughtfully with listeners/followers too, creating a community of dedicated supporters around your show. Adapt with New Technology: Tech challenges can be overcome. Whether you turn to a friend, industry professional, or a YouTube video for instructions, keep an open mind to new user-friendly and AI-improved tools available rather than sticking to a difficult or drawn-out workflow. Leverage Podcasting for Business Growth: When you integrate your podcast into broader business strategies, such as sponsorship packages or funnels leading to course sales, it becomes a powerful marketing arm that can drive revenue. What are offers or products you aren’t talking about enough on your show? Embrace Authenticity Over Perfection: Nobody wants perfect – it's a complete turn-off. We all struggle with self-criticism and we all have verbal crutches and weird habits. When you focus on delivering genuine, helpful content despite those quirks, people are drawn to you and even come to love your flaws. Follow Jennifer Loehding: www.jenniferloehding.com Starter Girlz Podcast Behind The Dreamers Podcast LinkedIn Instagram @JenniferLoedhing 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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    49 min

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