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Podcasting for Financial Professionals

Podcasting for Financial Professionals

著者： Virginia Elder
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 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.comCopyright 2025 All rights reserved. マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 個人的成功 経済学 自己啓発
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  • Podcasting Strategy to Attract Premium Clients, Not Just for Visibility | Ann Carden | Ep 72

    Podcasting Strategy to Attract Premium Clients, Not Just for Visibility | Ann Carden | Ep 72
    2025/08/21
    If you’ve hesitated to launch or rebrand your show because you’re searching for the strategy that will help you attract your ideal, high-end, client, listen here. Packed full of tips on how to execute two different podcasting strategies, how to think strategically about where you’re showing up and how often, advice for your content creation process, and how to use LinkedIn properly when seeking the affluent client-level strategic partnerships, referral partners, and yes, even customers. Ann Carden is the host of the Expert In You podcast, author of a book by the same name, and entrepreneur of over 40 years with experience starting, selling, and consulting for 6 and 7-figure businesses. Among the 80 industries in which she’s experienced, are financial professionals of all types – CPAs, money coaches, bookkeepers, CFPs, Advisors, and many more. So, she provides some specific examples of service offerings, how to position them in front of 5 and 6-figure buyers, and how to pull those potential customers into your business’ ecosystem. Creating Meaningful Client Engagement with Tailored Marketing Strategies (00:07:33) Strategic Business Growth through Targeted Engagement (00:10:00) Strategic Podcasting for Client Conversion Success (00:13:20) Expertise-based Content Strategy for Financial Professionals (00:16:08) Becoming a Trusted Strategic Business Partner (00:25:45) Evolving Business Strategies to Meet Market Needs (00:32:47) Crafting Professional Branding to Attract Clients (00:36:19) Premium Client Connections: Leveraging LinkedIn's Tools Evolving Your Messaging and Actions to Get in Front of the Right Buyers We discuss positioning, mindset, offer tiers, personal growth as a podcast host, rebranding, and some tangible tips like using LinkedIn to prospect. Most often, when you feel like your marketing is “missing something,” that something is the strategy. The behind-the-scenes thought process, perspective, and intention as you create the content, invite guests, reach out to potential power partners, and create social media posts is paramount to WHO you’re attracting and the price-level at which they purchase. Don’t worry, this isn’t one of those episodes where we just tell you to make more cold calls, email blast strangers, or double your prices. Two key quotes from Ann made me do a double-take: (00:18:04) "Anybody that's booked up needs to level up. We should never be booked up. We should always have a really high end offer that you can deliver with a leveraged model that does not take away all of your time." - Ann Carden (00:27:50) "Content is for buyers, it's not for engagers." - Ann Carden Actionable Steps to Reach High-Profile Clients Effectively: Leverage podcasting, speaking engagements, and virtual events to attract clients in a one-to-many scenario, creating bigger impact in your business in exchange for your time/energy. Focus on a clear content production strategy tailored to your specific situation & workload for sustainability Select podcast hosts (where you’d guest on their show) and podcast guests (you’d have on your show) strategically to attract high-level clients Create (compliant and) educational content to build relationships and influence buyers Position yourself as a strategic partner and trusted ally for personalized strategies Invest in professional branding elements to attract premium clients Optimize your LinkedIn profile and leverage business-focused tools to reach high-level clients Follow Ann Carden: Her website: https://annlcarden.com/ Connect on LinkedIn: https://www.linkedin.com/in/anncarden-business-consultant-coach/ 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 and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at https://www.podcastabundance.com/scriptstarterkit/ 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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    42 分
  • Using Pre-Recorded Content to Establish a Sustainability in Your Business | Ep 71 | Minisode

    Using Pre-Recorded Content to Establish a Sustainability in Your Business | Ep 71 | Minisode
    2025/07/31

    You don’t need to show up live every week to create connection and increase your authority. Stefanie Gonzales of Women’s Wealth Effect shares how she uses pre-recorded video and audio content to grow her audience from Portugal while serving clients across the globe. Learn how to build visibility and trust through recordings that work for you 24/7, reducing the daytime hours you have to show up on camera week after week.

    Key takeaways & action steps:

    • Use podcasting and pre-recorded video to create “face time” that builds trust
    • Repurpose your lead magnet into a short, high-impact video mini course
    • Streamline your content strategy to protect your energy and show up sustainably
    • Replace weekly live calls with a private podcast or batch-created video series
    • Maximize reach with recorded content that serves your audience across time zones
    • Leverage podcasting trends and parasocial behavior from the 2025 Digital Media Trends Report

    Get your copy of the Podcast ROI Tracker to measure what your content is really doing for your business: https://podcastabundance.com/roi-tracker/

    Building Trust Through High-Quality Video Content Creation

    Stefanie’s decision to ditch late-night webinars and lean into timeless, pre-recorded content is a smart move for any service-based business owner. Her strategy proves you don’t need to be on camera constantly to deepen relationships and expand your reach. Her approach is especially valuable for remote professionals who want to grow their business on their own terms.

    (00:18:51) "I hope this episode helped you breathe a little easier and helped you realize that you don't always have to be live or "on” to be available and to establish connection with the people that you want to attract in your business." - Virginia Elder

    Watch Stefanie’s original interview on Reaching Abundance: https://youtu.be/_rYSUkXQNzI

    Follow Stefanie: https://www.womenswealtheffect.com/

    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

    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

    Resources:

    2025 Digital Media Trends Report by Deloitte (March 2025):

    https://www.deloitte.com/us/en/insights/industry/technology/digital-media-trends-consumption-habits-survey/2025.html

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    22 分
  • How Podcasting Unlocks Speaking Gigs and Pre-Qualified Clients | Ep 70 | Minisode

    How Podcasting Unlocks Speaking Gigs and Pre-Qualified Clients | Ep 70 | Minisode
    2025/07/24

    Hosting a podcast for your business isn’t just about getting content out there in hopes an ideal potential client will discover it - it’s about using your voice, expressing your perspective, and becoming well-known enough in your niche that you start to get invited onto other people’s stages. This might mean conferences, corporate events, others’ podcasts, or online summits or webinars. These appearances elevate your authority & get you and your brand exposed to new audiences.

    Based on a snippet from Tiffany Grant’s 2024 interview, I’m unpacking 6 takeaways to help you use your podcast to get on more stages and acquire 60-70% of your clients through your show like Tiffany does!

    The Power of Podcasting in Building Business Relationships

    (00:01:22) Enhancing Public Speaking Through Podcasting

    (00:07:17) Podcasting Drives Client Growth and Business Success

    (00:12:48) Strategic Podcasting for Client Pre-Qualification

    What You’ll Learn in this Episode:
    • How podcasting sharpens your speaking and improvisation skills
    • Why real-time curiosity and connection matter more than a perfect script or pre-planned questions
    • Ways your podcast builds a strong local and online reputation (and leads to more invitations)
    • The importance of focusing on the platforms that bring real results for your business
    • How personal growth as a host leads directly to more aligned clients and opportunities

    Podcasting helped transform her into a confident speaker, a better networker, and a true authority in her space. Whether you’re aiming to get on more stages, land guest spots, or build deeper trust with clients, this episode will show you exactly how podcasting becomes the practice ground that skyrockets your personal — and business — growth.

    Action Steps for The Studio
    1. Treat your podcast like your personal “confidence gym”
    2. Use your episodes as a portfolio to pitch local panels and conferences
    3. Track every speaking gig, inquiry, and partnership back to your podcast
    4. Lean into the channel that works — and measure the true ROI

    Ready to measure your podcast’s true impact?

    Download the Podcast ROI Tracker and start logging every opportunity, connection, and client that comes straight from your show. You’ll finally see just how much your voice is working for you.

    Follow Tiffany Grant:

    Her Website: https://moneytalkwitht.com/

    Her Podcast: https://moneytalkwitht.com/podcast/

    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

    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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    20 分
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