Podcasting for Financial Professionals

Hosting a podcast for your business isn’t just about getting content out there in hopes an ideal potential client will discover it - it’s about using your voice, expressing your perspective, and becoming well-known enough in your niche that you start to get invited onto other people’s stages. This might mean conferences, corporate events, others’ podcasts, or online summits or webinars. These appearances elevate your authority &...

Based on a powerful snippet from an interview with Rocky Lalvani from 2024, this episode highlights how your personal growth as a podcast host mirrors the growth you need to succeed as a financial professional. Paired with brand-new insights from the 2025 Podcast Marketing Trends Report, we’re diving into what separates average shows from high-impact, client-attracting podcasts — and how to make sure yours is set up for sustainable...

Examine the advice given on episode 4 of this show by Anthony Weaver of About That Wallet: 

Create pre-recorded elements for your show

Even today, in July of 2025, this advice stands reliable. When listeners hear a familiar set of words, cadence, music, and message, they subconsciously develop trust for you and your show. Plus, pre-recorded podcast intros, outros, and commercials for your episodes make your life easier as the hos...

By publishing a well-written, professionally edited book that helps your current or potential clients, your authority and notoriety are automatically elevated in your niche.  

Plus, your blog or podcast content can easily be repurposed into a book, with the help of a professional ghostwriter and editor. This is truly the lowest-lift way to get your personality, experience, and perspective into a written format.  

Sure, AI can be he...

Your financial service business’ success hinges on understanding and addressing clients' emotional needs, hosting a safe space for them to express their hopes and fears, and, of course, helping them implement the financial strategies that will best move them toward their goals.  

But the topic of money itself is a guarded subject and there’s often reluctance to discuss one’s personal finances with others. So, how do you create a ‘s...

Your email welcome sequence is like the Swiss Army knife of digital marketing- versatile, effective, and 100% automated once it’s set up. In fact, having an active email subscriber platform and nurture sequence is KEY for business owners with a podcast.  

Since there’s no direct link between your followers being podcast listeners and actually being able to sign up for your services, email marketing is the bridge between the content...

Do you ever hit Record and immediately forget what you were going to say? Or maybe you freeze up and sound robotic the minute the camera turns on? This episode is your solution. 

I'm walking you through how to script your episodes in a way that feels authentic, confident, and completely natural—whether you’re reading word-for-word or using bullet points. I also break down how I personally use ChatGPT and AI to help outline and writ...

Financial professionals often rely on their analytical skills to make informed decisions and guide their clients in the right direction. However, when it comes to content creation, they may struggle to infuse creativity into their work. To bridge this gap, financial professionals can: 

• Use storytelling techniques to make complex financial concepts more relatable and engaging 
• Collaborate with creative professionals such as wri...

Creating content that intentionally showcases your thought leadership and your niche expertise is a great way to stand out as the go-to provider in your industry. In this episode, Shannon Russell, host of the Second Act Success Career podcast, drives business impact doing exactly this.

She started her show to feature stories of women who have successfully transitioned into their “second act” career with hopes that other women woul...

Get a rare look into what’s working behind the scenes of a growing financial therapy practice, complete with a funnel walk-through, how much she’s spending on ads (spoiler alert! It’s very affordable), and what specific steps she’s taken to strengthen the connection her followers feel with her.  

Rachel Duncan opens up about the tools & processes she uses and how she thoughtfully and intentionally designed her marketing strateg...

Your podcast is packed with value, but is it actually turning listeners into paying clients? If you're sharing great content but not seeing business growth from it, it’s time to optimize your show for conversions. 

In this episode, I’m breaking down advanced, actionable strategies to help financial professionals and business owners move their audience from casual listeners to engaged, loyal clients. These aren’t surface-level tips—...

For those of us who gag a little at the phrase “consistency is key,” Doug Cunnington joins me this episode to offer strategies in sustainably creating content without succumbing to burnout. He provides a refreshingly honest take on the potential pitfalls of creating content solely for algorithms and underscores the significance of self-awareness in avoiding unintended content paths.  

As Doug discusses his exploration of early reti...

Most of us aren’t like those “I published once and now I’m a millionaire” influencers. Jennifer Loehding shares openly about her 5+ year journey of starting a podcast as a passion project, realizing she needed some products or courses for people to buy, nearly burning out from 1:1 coaching, creating an ultra-high-ticket course without anything to warm up her audience, to starting a second show, putting her first show on hold, build...

How are you utilizing your personal story to inspire and connect with your audience?

Most financial professionals get wrapped up in what they want to tell or teach and forget the power of a relatable, personal story. Leveraging not just news stories or clients’ stories, but your own personal experiences allows listeners to find similarities between you and them. 

The connective thread in personal finance reduces the fear and other ...

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 ...

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 h...

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 extr...

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 b...

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 findin...