Podcasting for Financial Professionals

As you develop personally and your business matures, you will inevitably come to need a rebrand of your online presence. None of us are the same as we were a few years ago – our interests have broadened, our expertise has deepened, and we’ve matured toward the version of ourselves we WANT to be, which also means the imagery and language we used around our business years ago doesn’t fit today’s version of us. 

Evolving Your Brand for Professional Success 

(03:32) Benefits of Strategic Rebranding  

(09:25) Phased Rebranding Strategy  

(14:44) Updating Branding Across Platforms  

(19:27) Creating a Clear Brand Identity 

Rebranding your online presence can be intimidating, simply because there are so many social platforms, plus your website, YouTube, and, of course, the podcast platforms.  

 5 steps to a successful podcast rebrand:  

 This podcast is being rebranded from Reaching Abundance and the broader concept that all of us business owners are working toward our own definition of abundance to the much more specific, Podcasting for Financial Professionals. The new name of the show requires no explanation – the clarity is instant for anyone who listens, guests, or might be searching for guidance in the podcast space.  

This is the level of clarity we all need, and I hope that by inviting you behind the scenes of my podcast rebrand, you’re encouraged as to what’s possible, relieved that you can execute a rebrand in phases, and excited to move forward with today’s version of you since you’re probably going to have to change a few things down the road anyway.  

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 

You started down the financial path because you wanted to help people. As your business developed, you gained knowledge and skills that would also help those who don’t fit your ideal client profile because they can’t afford your services. Now, you’re stuck in the great divide between business and passion. 

But DJ Olojo knew he could have access to plenty of properties that are already vacant or that people WANT to sell while also helping families who WANT to stay in their home. You CAN have both a helpful, fulfilling personal brand built from your passion to help others AND a thriving business where you serve those at an elevated economic status. 

There are a few golden nuggets he shared about his authority-building journey: 

(00:34) Balancing Business and Personal Brand 

(10:43) Strategic Planning for Personal Brand 

(16:01) Calculating Budget for Brand Building 

(27:19) Overcoming Challenges in Podcasting 

(33:01) Outsourcing Content for Brand Sustainability 

(46:03) Embracing Purpose in Business Journey 

DJ’s abundance mindset is obvious when he says, “By helping those folks, I'm doing them, or their generation, a good deed that inevitably will come back to me in some way, shape, or form." 

Faced with the lack of immediate audience feedback in podcasting and dealing with online criticism, there is a candid discussion on overcoming insecurities and the importance of genuine passion in creative pursuits. We also explore the practicalities of sustaining a podcast, including the decision to reduce episode frequency to maintain quality and personal balance. The episode encourages listeners to embrace their current life season, seek out opportunities that align with their passions, and live a life rich with purpose and without regrets. 

Equipment & software used to record & produce this episode: 

Riverside.fm  

Samson Q2U mic 

Logitech 4k webcam 

Connect with guest, DJ Olojo: 

The Foreclosure Fix book & website

YouTube

Instagram @DJ Olojo

LinkedIn 

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 

What if you niched down so far that you only served a very specific, small sub-set of the population?  

That’s exactly what Jay Zigmont and Bri Conn did when they established the Childfree Wealth® podcast and brand. Both of them saw a gap in the traditional CFP curriculum that left childless couples and singles adrift, and took action to change that.  

Now Bri and Jay have more clients than they imagined – all because of their extremely clear brand name. Could you possibly name your brand or your show for the specific group of people you serve?  

The magic in doing so is that when those people find you, they’re ALL IN, thanks to the specificity of your branding.  

Bri Conn takes us behind the scenes of niching down, establishing a co-hosted podcast, their recording workflow, and choosing to outsource post-production. You’ll also hear:  

Building a Big Brand by Serving a Small Niche 

(00:34) The Power of Niching Down 

(13:18) Embracing Authenticity for Success 

(19:53) Navigating Privacy in Personal Branding 

(25:11) Effective Communication in Podcasting Workflow 

(30:55) Streamlining Podcast Workflow and Lead Generation 

(35:54) Building a Financial Planning Podcast 

Effective communication is a recurring theme as we dive into the operational aspects of podcasting and financial planning. Bri shares insights into the streamlined workflow of the Childfree Wealth® Podcast, now boasting over 120 episodes, and the critical role of adaptability in content creation.  

Learn about their innovative Childfree Wealth® Checkup service, designed as a low-cost entry point for clients to engage with their unique financial planning approach. This episode is a must-listen for anyone looking to harness the power of niching down, maintain authenticity, and streamline their workflow, whether in podcasting or any other entrepreneurial endeavor. 

Equipment & software used to record & produce this episode: 

Riverside.fm  

Samson Q2U mic 

Logitech 4k webcam 

Connect with guest, Bri Conn:  

Childfree Wealth® www.childfreewealth.com 

YouTube: https://www.youtube.com/@ChildfreeWealth 

LinkedIn: https://www.linkedin.com/company/childfree-wealth/ 

Facebook: https://www.facebook.com/ChildfreeWealth 

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

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 

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:  

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.” 

(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/ 

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

Learn the exact SEO strategies we use to help our podcast clients get found. You’ll find out how to tweak the written content around your podcast to make any algorithm display your content to your potential clients. Listen for tips to create the best titles, include key information in your show notes, and use transcripts to your advantage. 

Getting your podcast to appear in your ideal clients’ search results is the goal, but finding out HOW to do so is tough when all the headlines are just hype about why you should have a podcast.  

The copywriting components of podcast post-production shouldn’t be an afterthought! I break down the essentials of SEO for your podcast and provide tips on how to do each of the three levels effectively.  

Any search engine (Google, Apple podcasts, Safari, Bing, Spotify, YouTube, etc.) explores the copywriting components of your podcast in this order: 

Learn my tips on strategic keyword research, use of AI tools, cross-promotion, and how to ditch industry jargon and, instead, use everyday language that your potential clients are actually searching for. 

(0:06:49) Three Tips on How to Optimize Your Podcast Episode Titles 

(0:09:34) How to Infuse Keywords into Your Podcast Show Notes and YouTube Descriptions 

(0:14:54) Ways to Use Transcripts Effectively, Rather Than Copy/Pasting a Wall of Text 

(0:22:06) Three High-Impact Strategies to Grow Your Podcast Audience Organically 

(0:23:23) How to Implement a Keyword Strategy and Perform SEO Research for Your Topics 

(0:28:00) What Backlinks Are and How to Get More of Them 

(0:32:27) Repurposing Options to Look Like You’re Everywhere All The Time 

As the world moves into this content-heavy, all-video, new normal, you must embrace the platforms, workflows, and opportunities that work for you, and ignore the ones that don’t. If you’re already strapped for time, don’t try to adopt a new platform or add video into your workflow – you should be exploring outsourcing or deciding what to cut from your already-full plate.  

Alternatively, if you’re working hard to establish a personal brand, have been wanting to “get out there” for a long time, and are interested in being strategic with your content creation to grow your business, then go all-in on ONE of the action items in this episode at a time.  

If you can take action on only one thing in this episode, optimize your episode titles to reflect the phrases and questions your ideal clients are already typing into the search bar.

Resources mentioned in this episode:  

AI Reels/Shorts cut from your long-term content:

Opus Clip 

My favorite remote recording platform: 

Riverside.fm 

Equipment used to record & produce this episode: 

DJI Osmo Pocket 3 with lapel mic 

Sony ZV1  

Samson Q2U mic (used to record the audio-only version) 

Find a VA through Camille Walker: https://camille-walker.mykajabi.com/coaching-programs 

Listen to Camille on Episode 51 of Reaching Abundance:  

YT: https://youtu.be/NT_2l2rEvZ8 

Spotify: https://open.spotify.com/episode/66xZiJxwOFeiiWimwahyff?si=d0rpZ7R6Rtm4UQsR8jIZVg 

Any podcast app: https://lnns.co/U8f2iyjBTwQ 

Related Episodes:  

Episode #20: Long-form vs Short-form Content Creation Using the 80/20 Rule 

YT: https://youtu.be/28YV693MaXs 

Spotify: https://open.spotify.com/episode/70Ci8SfKiMUvrXMymuv3ed?si=IQ5nXOeNRgmKS01bltw4og 

Any podcast app: https://lnns.co/MCaH5PeolXV 

Episode #28: How Much Does It Cost to Produce a Podcast? 

YT: https://youtu.be/XYeBH2ZwF_4 

Spotify: https://open.spotify.com/episode/4NWnXTlkmuJIko49lzucTQ?si=1502e73aaa944c7d 

Any podcast app: https://lnns.co/dGmU7Zp1uX9 

Episode #36: Podcast Growth Strategies 

YT: https://youtu.be/oPh328Nq1No 

Spotify: https://open.spotify.com/episode/2Aexe5sSTlkIMabJfH3Cjb?si=8kkqZfPNTi6w8uTZHJ8ujw 

Any podcast app: https://lnns.co/QU4vqmn0VKb 

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

Moms already juggle countless roles. Adding entrepreneurship to the mix can feel like a recipe for burnout. 

Virginia welcomes Camille Walker, inspiring business coach and host of the Call Me CEO Podcast. Camille empowers women to embrace their roles as the leaders of their lives and businesses, offering time audits to help them pursue their passions with greater intention, focus, and energy. 

Camille prioritizes mental and physical well-being and stresses the importance of recognizing when it’s time to delegate and ask for support when needed.   

Business Exit Planning  

(00:10:39) Top 3 Time Wasters for Business Owners 

(00:27:46) Streamlining Operations with Multiple Virtual Assistants    

(00:34:49) Equipping Moms for Business Success  

(00:48:39) The Power of Investing in Yourself  

"I really love the idea of allowing women to stand into the power that they have. Whether it's $10,000 a year or a million a year, who cares? You are the CEO of your life and your business, and I want you to share that and have a platform to share that and to inspire others.” - Camille Walker  

Connect with guest, Camille Walker:    

Website – Camille Walker  

Instagram – @CallMeCEOPodcast 

Podcast – Call Me CEO Podcast 

Website – My Mommy Style 

Time Audit in a Perfect World 

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

Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference.  

Joining us today is David Barnett, former finance broker turned business broker and then consultant. As a finance broker, he witnessed firsthand the struggles small business owners encounter when buying or selling a business. Now through his consulting, he provides unbiased advice, prioritizing client needs without the conflicts of interest often associated with commission-based brokerage.  

David emphasizes the value of strong business connections and highlights the critical factors in a successful business sale: robust cash flow and well-defined, transferable processes that enable a smooth transition for a new owner.  

(00:17:41) Maximizing Advertising Content for Successful Sales 

(00:22:10) Understanding Business Valuation   

(00:33:03) Identifying Transferable and Skill Gaps in Acquisition Strategy  

(00:42:11) Systemizing Your Business for Sale 

"The minute you decide to sell your business, the business itself becomes a piece of inventory. And you have to make this attractive for somebody to want to pick it up off the shelf and buy it.” - David Barnett 

Connect with guest, David Barnett:    

Website – David Barnett  

YouTube  – @DavidCBarnett 

Podcast – David C. Barnett Small Business and Deal-Making Podcast 

Book – Buying vs. Starting a Small Business: A Guide to Keep You from Going Broke 

Book – 21 Stupid Things People Do When Trying to Buy a Business 

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

True abundance is about having the money, health, and time for a fulfilling life. 

Virginia talks with Jen Smith, a leading voice in financial education and co-host of the Frugal Friends Podcast. Jen helps people manage their money better so they can have the freedom to pursue their passions and strongly believes business owners must use their time and energy wisely to achieve success.  

Her decision to prioritize publishing her book “Buy What You Love Without Going Broke” over launching a YouTube channel speaks to the power of making intentional decisions that honor your current life stage and personal values. 

Redefining Abundance  

(00:14:41) Intentional Resource Management and Stewardship 

(00:25:44) Tips for SEO Podcasting and Video Content  

(00:37:06) Releasing Perfection to Make Room for Authenticity  

(00:43:35) Creating Alignment by Spending with Discernment  

"We will always spend money. We will always spend time. So to think of frugality as just wanting less, consuming less, less, less, less is a lie. It's a good spending of it. That's why we shifted away from how do I spend as little as possible to how do I spend as intentionally as possible?” - Jen Smith 

Connect with guest, Jen Smith:    

Podcast – Frugal Friends Podcast  

Book – Buy What You Love Without Going Broke  

Instagram – Frugal Friends 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

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

Podcasts & YouTube are booming but creating them can take a ton of time...if you don’t have systems or help or both. To succeed, business owners must maximize efficiency in every production stage, from planning to recording to publishing. 

Advance preparation and efficient recording practices such as setting up recording space, minimizing distractions, and testing tech can help simplify the process and improve your audience’s experience. 

Discover how to streamline your workflow with techniques like batch recording, time blocking, and outsourcing editing, and how these strategies can save you time, reduce stress, and elevate your podcast’s quality.  

(01:36) - Establishing a Consistent Podcast Production Schedule 

(02:55) - Scheduled Recording Days, Outlines, and Scripting     

(05:32) - Mastering Recording Logistics to Increase Productivity 

(10:32) - Efficiency and Quality Improvements through Outsourcing    

"You can host and record great episodes without them consuming hours of your week or already jam-packed month. With the right systems in place, you can consistently release high-quality content without spending your nights editing or stressing over what to say." - Virginia Elder 

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

Burnout, hustle, and grind – these words often define entrepreneurship. But it's time to rethink our strategy for success. Launching a new project or business should fuel your energy, not drain it. 

Virginia welcomes Pete McPherson, founder of Do You Even Blog, and creator of many YouTube channels, blogs, and SAAS products for entrepreneurs. Forging a career path outside traditional norms, Pete shares the highs and lows of tackling projects, the benefits of starting a podcast, how he’s navigated several pivots, his intentionally unfocused business strategy, and why he champions methodically removing friction from your life based on your personality and what drives you.

Pete mentions his Enneagram number. Find yours using this free resource: https://www.truity.com/test/enneagram-personality-test

Have you ever taken the time to rank and rate the tasks you do each day based on the amount of energy required of you, the amount of time you spend, the benefit of the task, and whether the task moves you closer to the person you want to be? 

2 Rules Pete lives by:

Finding Focus 

(00:29:55) Living Your Best Life Now  

(00:40:16) Creating Balance in Content Creation and Productivity  

(00:47:26) Understanding Three Levels of Focus  

(00:55:16) Three Big Reasons Everyone Needs a Podcast 

"I can actually be like 90% of my dream person. Who do I want to be? I could be that person now. I don't have to wait until I make millions. I don't have to wait until my kids are out of the house, in college. I don't have to wait for a bunch of these things. I can do it now.” - Pete McPherson

That Podcast ROI Tracker we mentioned? It's here: https://podcastabundance.com/roi-tracker/

Connect with guest, Pete McPherson:   

Website – Do You Even Blog 

Website – Pete McPherson

Podcast – Do You Even Blog

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