Podcasting For Financial Advisors | Eric Brotman | Ep 53

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:  

• Working with compliance to establish an OBA (Outside Business Activity) 
• Growing your financial practice by adding advisors to your team 
• Content strategy and structure as a Financial Advisor  
• Whether a consistent TV spot, local radio, podcasting, or guesting might work best for you 

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.” 

Building Influence through Financial Storytelling 

(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

 

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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