Podcasting for Financial Professionals

Compliance Isn’t Your Enemy: Hyper-Niching Podcast Strategy for Financial Advisors | Ep 76 | Jeff Kikel

Listen Later

Ready to break out of the compliance trap and finally get your content and podcast working FOR your financial business?  

Tired of thinking in circles about the type of client you want to attract to your practice? 

If you’ve been wanting to host your own podcast, but feel held back by compliance fears or wondering how to attract QUALIFIED leads, listen in to hear how Jeff has done it with multiple shows for different niches of clients he serves.  

Jeff Kikel, host of the Freedom Nation Podcast (plus a few others), and owner of Freedom Day Wealth Management, joins me this week to reveal his proven strategies for creating content that builds long-term trust—even if compliance feels intimidating. We busted the myth that compliance has to hold you back, revealed the power of hyper-niching and community-building on LinkedIn, and talked practical ways to streamline your production so your focus stays on client relationships and creating value-driven content. 

"For 2,000 episodes, I got up every morning, I recorded a podcast, and I posted that podcast online until I got to 2,000 shows. And I was successful in that process." - Jeff Kikel 

Podcasting (or even writing a book) might not deliver clients overnight. But it’s powerful social proof that builds deep trust. Prospects will research you—and if your name turns up with real, valuable content? That’s what sets you apart. 

 

Unlocking Podcast Success for Financial Services: Niching, AI, and Outsourcing Production 

(00:08:37) Navigating Pushback from Compliance and Gathering Social Proof 

(00:11:36) Focus on One Big Goal for a Year 

(00:13:57) Copy This Streamlined Content Creation Process 

(00:20:41) Marketing Tips for Financial Advisors 

(00:23:32) How to Teach AI to Mimics Your Writing Style 

(00:29:51) Live Radio Risk vs Having an Edited Podcast 

(00:34:42) Building Niche Podcast Audiences 

(00:37:39) Using Your Podcast for Leads & Growing Your Business 

(00:40:59) Strategies for Creating Business Retirement & Tax Content 

 

 

The Financial Advisor’s Behind-the-Scenes Blueprint to a Powerful Podcast Presence 

Podcasting is more than just an audio trend for today’s financial professionals—it’s a foundational tool for trust, authority, and client acquisition. The long game matters most. Expect it to take 70+ episodes (or 1-2 years) before you really see traction. But if you stick with it, batch strategically, and lean on your support team, you’ll find your audience and authority snowball—just as Jeff Kikel has. For any financial pro ready to get serious with podcasting, these are the lessons—and the roadmap—to follow. 

  • Why compliance shouldn’t be the end of your podcast dreams. Jeff gets real about the myths that hold most advisors back and shares exactly how he shifted from broker-dealer world to independent RIA for simpler, sane compliance. (Hint: An independent compliance firm costs a fraction of what you think!) 
    • How to get started – without overwhelm. The secret isn't doing everything—it's picking ONE content format (blog, podcast, YouTube) and doing it consistently for a year. Jeff’s own story is proof that reps, not perfection, build authority (even if episode #1, 20, or 50 all feel like no one’s listening yet). 
      • Leveraging AI, team, and systems for content you actually enjoy creating. Stop trying to be the editor, producer, and marketer. Outsource what you can and keep your genius focused on client work and authentic storytelling. (You’ll hear how Jeff uses ChatGPT and other tools to accelerate content AND keep it true to his voice.) 
        • Hyper-niching and LinkedIn strategies to build an audience that’s ready for your services. Jeff’s approach to LinkedIn is all about building a tribe of right-fit prospects, without wasting hours scrolling or spamming. 
          • Turning content into trust, not just leads. Your podcast or book isn’t just a lead magnet— it’s “social online proof” for the client who Googles you. Jeff gets clients FROM content, but never directly—because it’s their way to know him before trust (and assets) are transferred. 

            •  

            Follow Jeff Kikel:  

            Freedom Day Wealth Management: https://www.freedomdaywealth.com/ 

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

            Sure Horizon Retirement Planning: https://www.surehorizonretirement.com/ 

            Freedom Nation Podcast: https://www.freedomnationpodcast.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  

             

            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 www.podcastabundance.com/scriptstarterkit

             

             

            Watch everything on YouTube @PodcastingForFinancialPros 

             

            Follow Virginia Elder on social media:  

            LinkedIn  

            Instagram  

            Facebook 

             

            To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com 

            ...more
            View all episodesView all episodes
            Download on the App Store
            Podcasting for Financial ProfessionalsBy Virginia Elder
            • 4.9
            • 4.9
            • 4.9
            • 4.9
            • 4.9

            4.9

            14 ratings