Podcasting for Financial Professionals

What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vision often make the risks worthwhile.

Joining the show today is Patrick Lonergan, founder of financial advisory business Vital Wealth and host of the Vital Strategies podcast. Patrick reveals why he left law school despite a full scholarship and how bold content strategies, strategic outsourcing, and podcasting have driven his business's success.

Unlocking Online Success 

(00:14:07) From Law School to Real Estate Entrepreneurship  

(00:28:33) Harnessing Content to Attract Niche Audience and Partnerships  

(00:53:58) Building Credibility and Engagement through Podcasting 

(01:02:56) Investing in Virtual Assistants and Professional Virtual Environments

"We all are sort of designed to want a drive-through breakthrough, right? I want immediate results, I want the 5 minute abs. And it's like, no, it doesn't happen. It doesn't happen in business, doesn't happen in our fitness, doesn't happen in our relationships. It just takes work and that work is worth it at the end of the day.” - Patrick Lonergan

Connect with guest, Patrick Lonergan:   

Website – Vital Wealth 

Instagram – Vital Strategies

Podcast – Vital Strategies 

Newsletter - VitalStrategies.com/Cornerstones 

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

Aligning your podcast with your business mission expands your brand's reach. This allows you to share compelling content on your own show and effectively market yourself as a guest on other podcasts. 

Consistently delivering engaging content that resonates with your audience and authentically reflects your brand values is crucial for the growth of both your podcast and your business.

Learn how to align your podcast with your brand's mission by defining your ideal listener, establishing content pillars, and continuously refining your content strategy based on listener engagement. 

Optimizing Your Podcast and Your Business

(04:55) - Reinforcing Your Brand’s Mission and Understanding Your Ideal Listener

(06:30) - Benefits of Establishing Content Pillars   

(08:23) - Aligning Your Podcast with Your Business Goals 

(10:38) - Improving Engagement with Strategic Repetition and Refinement   

"Then, as you go in time, your business evolves and so will your content. So go back to those content pillars and refine them. Change them. Allow for that growth. Reestablish what you want to talk about and why. But always go back to the question, does this support my business's goals?" - 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

The constant barrage of online business tips and strategies can be overwhelming and confusing for entrepreneurs. It's hard to know what online business advice to trust amongst a sea of conflicting opinions.

Today’s episode features Katy Miller, host of the podcast Katy Calls BS and founder of Miller Social, a social media strategy and course creation coaching firm. Katy doesn't mince words when describing the misery that can arise in business without clear boundaries, efficient content creation strategies, and knowing when to outsource to avoid burnout. 

Unlocking Online Success 

(00:14:08) Understanding Three Types of Course Creation Clients  

(00:25:33) Power of Quality Content and Product Offerings 

(00:37:59) Prioritizing Market Research to Determine Pricing Options 

(00:47:04) Leveraging Podcast Groups for Strategic Content Batching

"That's what I think is so hard in online businesses that we get so many messages. We get so many double your prices, triple your prices, quadruple your prices tomorrow. But what if that's not my goal? Or what if those are not my clients? Abundance means a different thing for everybody. Success means a different thing for everybody.” - Katy Miller

Connect with guest, Katy Miller:   

Website – The Miller Social 

Instagram – The Miller Social

Podcast – Katy Calls BS 

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

Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences. 

In today’s episode, Hillary Gale, the founder of Moneta Copy, dives into the critical role of lead magnets and email sequences in marketing strategies for financial professionals. Hillary stresses the value of knowing your audience and giving them what they want to keep them coming back for more. 

Crafting Effective Engagement  

(00:11:35) Strategic Lead Magnet Placement for Visibility Boost 

(00:22:55) Content Creation Inspiration for Financial Professionals 

(00:34:01) Strategic Long-Form Content for Business Growth 

(00:49:30) Tailoring Content for Target Audience Success 

"What I wanted to do with my Finance Marketing Podcast was bring on examples of financial advisors and financial coaches and other finance professionals who are doing some really exciting things with their marketing. And just really be able to give those people a voice so that other professionals who are struggling to find what's the unique way that I can create content? What's my unique take? Can get inspiration from people who are really crushing it with their marketing.” - Hillary Gale   

Connect with guest, Hillary Gale:    

Website – Moneta Copy  

Repurpose your Content Guide 

LinkedIn – Hillary Gale Meehan 

Podcast – The Finance Marketing 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

The classic fable "The Tortoise and the Hare" illustrates that slow and steady progress leads to success. This same principle applies to reaching financial contentment: patience and persistence are key; it is a marathon, not a sprint. 

Today you’ll hear from Tae Kim, the creative mind behind the Financial Tortoise YouTube Channel. Through his unique content and minimalist philosophy, Tay teaches us that having "enough" is powerful. He shares how a simple, intentional approach to money can lead to a fulfilling financial life. 

Building Wealth with Intention 

(12:24) - Exploring Creative Income Opportunities 

(24:13) - Creating Niche Content for Business Owners 

(28:12) - Seeking Balance and Having Enough  

(29:46) - Overcoming Challenges and Embracing Possibilities 

"It's very important and for me the idea of enough, what is your enough, because there’s a lot of people within the space now who don't have a good definition of enough, and they're just constantly seeking more and more and more. You become unbalanced in your life and that's not healthy. So for me that's a very important component to balance, knowing my enough.” - Tae Kim     

Connect with guest, Tae Kim:    

Website – Financial Tortoise  

YouTube – @TaeKimFinancialTortoise 

Newsletter – Financial Tortoise 

Community – Financial Tortoise Community  

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

Why are some people better with money than others? It's simple: financial literacy. From budgeting and saving to investing and retirement planning, financial education is essential for long-term financial success. 

Joining the show today is Hassan Thomas, a former student athlete turned entrepreneur dedicated to helping college students navigate financial challenges and build wealth. Hassan aims to change lives one person at a time and empowers young people with financial knowledge through his speaking, online resources, and his podcast FYI FLI-For Your Information, Financial Literacy Investing. 

Breaking Financial Barriers  

(16:59) - Addressing Lack of Financial Education for College Students 

(22:46) - Building Transformational Value  

(25:03) - Financial Empowerment for Gen Z and Gen Alpha 

(26:10) - Power of Communication, Building Relationships, and Career Readiness 

"When I got to college, I looked around at my peers and realized we're not getting this education at home. We’re not getting this education in college. I was a business management major with a minor in accounting and marketing. Okay, so what about the communication majors? What about the art majors? What about the science majors, the medical majors? They're not getting this information. And I really realized, okay, this is where I want to make my mark." - Hassan Thomas 

Connect with guest, Hassan Thomas:    

Website – Hassan Thomas  

Podcast – FYI FLI 

Instagram – Hassan Thomas 

LinkedIn – Hassan Thomas 

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 have become a powerful tool for networking and connecting with industry experts, thought leaders, and influencers. But the real magic happens when you go beyond just having them on your show and actually nurture those relationships for the long haul.

Discover the secrets to turning conference acquaintances into valued collaborators. Understand how to leverage ICE, CUE and ART—strategic approaches to content creation, resource utilization, and increased engagement.

By harnessing the power of podcasting to share valuable content, engage with conference connections, and stay current with trending topics, you can nurture long-term relationships and solidify your position as a go-to resource in your industry. 

Cultivating Podcast Guest Relationships with ICE, CUE, ART  

(5:00) - ICE: Identifying High Potential Guests, Crafting a Compelling Invitation, Engaging with Guests   

(17:48) - CUE: Creating Content, Utilizing Resources, Engaging with Short Clips 

(29:09) - ART: Anchoring the Connection, Relevancy, and Trending Topics 

(38:44) - Suggestions for Outreach Implementation 

"By inviting conference contacts to be podcast guests, you're creating valuable content and laying the groundwork for meaningful professional relationships. It's a win-win. They get exposure and you build a richer, more collaborative network." - Virginia Elder

Download the Conference Toolkit (Free PDF workbook to guide you through each of the 3 methods) 

For more on this topic, read these blog posts:

Keeping Conference Connections Alive 

Podcasting as a Powerful Post-Conference Follow-Up Tool 

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

In a world where negativity and online trolls are just a tweet away, Anna DeShawn’s approach to business and compassion is a breath of fresh air.  

In today’s episode, you’ll learn more about Anna’s mission to uplift underrepresented voices and redefine media for Black and Brown LGBTQIA+ communities. The landscape of podcasting and radio is constantly evolving, and her dedication to building relationships and authentic engagement emphasizes the importance of meeting your audience where they are.    

Inspired by the Three E’s—Educate, Empower, and Entertain—Anna provides powerful perspectives into how these values can shape a vision that resonates with listeners. 

Balancing Entrepreneurship and Empathy  

(04:46) - Building Community through Sharing Stories 

(26:35) - Adapting to Industry Changes and Trends 

(37:37) - Power of Finding Your Voice 

(45:17) - Importance of Finding Mentors and Advisors 

"When I quit corporate three years ago to go out here full time, it was because I also had an idea for the podcasting space, which was to create a platform where we could discover, listen and support the best Black and Brown podcasts out here, because discoverability in that way was really hard." - Anna DeShawn 

Connect with guest, Anna DeShawn:    

Website – Anna DeShawn  

Podcast – Queer News 

Instagram – Anna DeShawn 

LinkedIn – Anna DeShawn 

The Qube App - The Qube  

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

Time is a precious commodity. If you had more of it, what would you prioritize? 

Today’s guest is Katie Brinkley, owner of social media agency Next Step Social Communications, host of the Rocky Mountain Marketing Podcast, and author of the Social Shift. Imagine being a social media expert who advocates for spending less time scrolling and more time living—Katie does just that! 

Katie shares her unique insights on finding abundance in business ownership. Her story is a powerful reminder to grant ourselves permission to step back and reassess our goals for a more fulfilling entrepreneurial journey. 

Podcasting was a game-changer for Katie, starting as a creative outlet and evolving into a strategic tool for business success. With over 300 episodes under her belt, she covers the trials and triumphs of maintaining a twice-weekly podcast while juggling other responsibilities. Learn how she mastered the art of batching content and outsourcing tasks to maintain quality and consistency, proving that podcasting can be more than just a hobby—it can be a formidable marketing tool. 

Unlocking Business Productivity  

(09:34) - Maximizing Business Success through Podcasting 

(20:14) - Intentional Networking to Grow Your Business 

(30:12) - Stepping into Self-Confidence 

(37:19) - Strategies for Efficient Content Creation 

"I started living my life with abundance when I gave myself the permission to not do all the things. I didn't need to be the business owner that scaled seven figures in three years. I didn't need to post on social media every day…I gave myself the permissions and everything changed." - Katie Brinkley 

Connect with guest, Katie Brinkley:    

Website – Katie Brinkley  

Podcast – Rocky Mountain Marketing Podcast 

Instagram – Katie Brinkley 

LinkedIn – Katie Brinkley 

The Social Shift Book – https://www.katiebrinkley.com/book 

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 encompasses much more than just wealth—it's about time, health, and having the freedom to live life on your own terms. 

Joining the show today is the remarkable Jenn Drummond, author of BreakProof and the first woman to scale the Seven Second Summits. Jenn's journey is a testament to redefining success, balancing career and family, and living a truly vibrant life.  

Jenn shares candid insights from her early days of cold calling to growing a thriving business to becoming a successful podcast host. We talk about the grit and strategy needed to transition from an employee mindset to a CEO mentality, and how to set and achieve goals for yourself while accepting help from others along the way.  

A life-threatening car accident and the loss of a friend prompted Jenn to reevaluate her priorities, leading her to focus on mindset, teamwork, and health as key components of success. As a mother of seven, she is dedicated to leading by example, teaching her children the value of living fully and nurturing their mental well-being. 

To Jenn, abundance is synonymous with freedom—freedom of time, health, and finances. She emphasizes the significance of energy management over time management and pursuing what truly matters most.  

Redefining Success: Creating a Life of Purpose  

(11:00) - Entrepreneurship and Work-Life Balance 

(21:01) - Building a Balanced Life and Legacy 

(27:51) - Teamwork and Resilience in Pursuing Goals 

(35:35) - Navigating Media and Marketing Strategies 

"I came to the conclusion that we don't get to choose when we die, but we sure get to choose how we live." - Jenn Drummond 

Connect with guest, Jenn Drummond:    

Website – Jenn Drummond  

Podcast – Seek Your Summit Podcast 

Instagram – The Jenn Drummond 

LinkedIn – Jenn Drummond 

BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals – https://jenndrummond.com/book/ 

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