What if your podcast wasn’t meant to bring clients into your advisory firm at all?
This episode explores a different, highly intentional approach—using podcasting as a standalone business asset that builds credibility, supports compliance, and creates diversified income outside your firm.
Meet Shari Rash, host of Everyone’s Talkin’ Money, and listen to us unpack a very different podcast strategy. Her podcast is not designed to attract advisory clients. Instead, it operates as an Outside Business Activity (OBA)—a separate brand that generates income through sponsorships, book sales, and speaking engagements.
Shari launched her show during the early days of the pandemic after purchasing a client list and needing a scalable way to stay connected. What started as private client communication evolved into a public platform—one that allowed her to establish credibility as a money expert without crossing compliance lines tied to her advisory firm.
“I’m not trying to give financial advice. I’m trying to cut through the junk and help people understand why they’re stuck.” — Shari Rash
This episode is especially valuable if you’ve ever wondered whether podcasting has to be about lead generation—or if there’s another, equally strategic path available.
Diversifying Income as a Financial Advisor: Creating an OBA, Navigating Compliance, & Attracting Sponsors
(00:05:50) Taking Your Financial Advisory Practice Online
(00:09:38) Your Show’s Natural Evolution from Attractor to Nurturer
(00:11:28) Reevaluating Your Podcast’s Purpose
(00:15:29) Engineering Trust-Building Content
(00:20:41) Finding Forward-Thinking Mentors in Financial Services
(00:25:56) Structuring Content to Guide, Not Advise
(00:30:44) Solo versus Guest Interview Frequency
(00:32:22) The Early Struggles of Recording Solo Episodes
(00:37:10) Maintaining Efficiency with Podcasting through Repurposing Content
A Behind-the-Scenes Look at Podcasting as an Outside Business Activity
Shari’s podcast began as a way to communicate with clients but evolved into a separate income stream. If you’re creative and strategic, your show can serve purposes beyond lead generation.
Clear Separation Reduces Compliance Friction
By keeping her podcast and advisory firm completely separate—no cross-selling, no financial product promotion—Shari protects trust and avoids regulatory headaches.
Structuring a Podcast as an OBA
Shari’s approach includes:
A separate LLC for the podcast No advisory services promoted on the show Content focused on behavior, mindset, and real-life money conversations Monetization Without Client Confusion
Instead of advisory leads, Shari monetizes through aligned lifestyle sponsors, book sales, and speaking—opening doors many advisors never consider.
The Reality of High-Output Podcasting
Shari produces three episodes per week, largely solo. It’s not for everyone—but her transparency around efficiency, batching, and audience feedback is eye-opening.
A Smart Way To Use Podcasting in a Regulated Industry
Podcasting doesn’t have to fit into one box. If you’re intentional about structure, messaging, and compliance, your show can become a creative outlet, a credibility engine, and a legitimate revenue stream—without ever acting as a client funnel.
If you’ve felt boxed in by the “your podcast must generate leads” narrative, this episode will expand what you believe is possible.
LinkedIn: https://www.linkedin.com/in/shari-rash/
Company: https://www.gwawealth.com/
Podcast: https://www.everyonestalkinmoneypodcast.com/
Instagram: https://www.instagram.com/everyonestalkinmoney/
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 Podcast Clarity Call™ call with me. www.talktovirginia.com
Ready to Restart or Rethink Your Show?
If you want to craft engaging intros, outros, and trailers that actually convert listeners into quality leads (no matter your income goals), grab our free Attraction Messaging Blueprint—your plug-and-play guide to making every segment count.
Get it here: podcastabundance.com/attraction-messaging-blueprint
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To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
