Podcasting for Financial Professionals

Podcast production costs, podcast ROI, podcasting for financial professionals, podcast marketing budget, done-for-you podcast production — if you’ve ever wondered whether your podcast is worth the time and money you’re putting into it, this episode will give you clarity. In this solo episode of Podcasting for Financial Professionals, I break down how much financial advisors, CPAs, and service-based professionals should realisticall...

Podcast SEO, website optimization, show notes, backlinks, and content strategy for financial professionals who want discoverability, authority, and lead generation—without paid ads or fluff. 

If you’ve ever paid for SEO and wondered what you’re actually paying for, or published podcast episodes only to feel invisible online, this conversation will change how you think about your website and your content. 

In this episode, you’ll le...

Podcasting for financial professionals, trust-based marketing, service-first podcasting, financial literacy, and authority building are at the center of this episode of Podcasting for Financial Professionals. I sit down with Stoy Hall, CFP®, CEO and Founder of Black Mammoth and host of the No BS Wealth podcast, to unpack how podcasting can be used as a tool for education, relationship-building, and real impact—especially when servi...

Video podcasting, financial professionals, podcast growth strategy, podcast discoverability, video marketing for advisors.

Only 25% of podcasters are using video, yet those shows consistently grow faster, build trust sooner, and create stronger audience connection. This episode breaks down why video matters now, how financial professionals can adopt it without overwhelm, and what the data tells us about visibility, authority, and s...

Podcasting for financial professionals, business growth, content strategy, and consistency don’t require hours of work to create momentum. In this episode, I sit down with TEDx speaker and Happy Healthy Hustle podcast host Dr. Christiane Schroeter to unpack her Petite Practice Framework—a method built on small, strategic actions that create sustainable growth without overwhelm. 

“I listen to what people ask me, and I have a binder ...

What if real wealth wasn’t just about numbers, but about making choices that align with your values? In this episode, I sat down with Dr. Nicholas Michels, author of Rich by Choice, to unpack how life’s toughest moments shaped his journey from turning down an $8 million bonus to building a purpose-driven financial firm. Whether you’re a financial professional or just looking for ways to create a more meaningful business, this sessi...

Are ads and sponsors actually helping? Or just distracting listeners from your business?  

Your goal in having a podcast is to build trust, elevate YOUR brand, and generate qualified leads for your business. So, why try to monetize with others’ offers for pennies when running mattress ads only distracts your audience from your core message, values, and purpose? 

Many business owners think podcast sponsors are the key to making mone...

Want to future-proof your business and brand?  Mike Swenson, a crisis management expert unpacks practical ways financial professionals can prepare for the unexpected in this week’s episode. We covered how to build trust, why clear communication is key in a crisis, and how niching down your podcast can attract the right clients. If you're ready to elevate your authority and protect your business, you’ll want to hear this. 

Behind th...

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 a...

Tired of seeing the same listener numbers in your host account? Wondering how to get NEW listeners to tune in?  

Most podcast hosts think people discover shows through search, but only 19% do. The truth is, your titles and content need to tap straight into what your audience is worried about—not jargon or textbook answers, but real-life problems and curiosity, especially when it comes to financial content.  

"Financial professional...

AI is everywhere and if you’re not currently exploring how to integrate it in your business, you’re panicking about where to start. This episode helps explain how AI can amplify your voice while keeping your client data safe, and how you can turn your podcast content into real business results.  

Mike Montague of Avenue 9, host of the Human-First AI Marketing po...

Podcasting for Financial Professionals isn’t just another show about microphones and editing software. This show is your strategic podcasting resource, made specifically for financial advisors, planners, and professionals who want to use podcasting as a powerful business tool.  

Following this podcast means you’ll hear weekly episodes unpacking strategic video and audio podcast moves that work, sometimes through interviews with oth...

If you’ve ever felt unclear about what your podcast should focus on—or wondered how launching a show could actually bring in the right leads for your financial advisory business—this episode’s for you. 

Jack Wang, host of the Smart College Buyer podcast, joined me today to share why niching down his podcast topic has created traction in his business, his strategy to repurposing content (he even shared his posting schedule for socia...

Are you a financial professional who feels like compliance is building walls between you and your dream podcast? You’re not alone — but you’re also not stuck. 

Compliance guidelines exist to protect consumers—especially in regulated industries like financial advice, accounting, or tax services. Yet, it’s incredibly common for compliance officers, especially those new to podcasting, to approach this format with suspicion. If you hap...

Ready to break out of the compliance trap and finally get your content and podcast working FOR your financial business?  

Tired of thinking in circles about the type of client you want to attract to your practice? 

If you’ve been wanting to host your own podcast, but feel held back by compliance fears or wondering how to attract QUALIFIED leads, listen in to hear how Jeff has done it with multiple shows for different niches of clie...

Have you ever thought about whether your content is accessible to those with a disability? 

TRUTH: Up to 4% of the US population (that’s about 8 million people) can’t read the content you work so hard to produce.  

And what if there’s a direct correlation between your content’s accessibility and your site’s SEO rankings? Well, there is! 

If you’ve ever wished for more visibility, more visitors, or higher rankings in search, making ...

Podcast guesting, whether you’re hosting guests or being the guest yourself, is still one of the BEST ways to grow your audience, build brand traction, and grow your email list. But if you’re sending emails or DMs, you’re getting overlooked. 

Spray-and-pray messages, AI-written pitches, and misaligned PR requests are killing your chances, even though you’re (probably) not the culprit. Podcasters of every niche are sending guest ema...

As you help others with their money, your impact creates a ripple effect through their families, friends, and anyone they’re in contact with, right?  

Chris Miles had that in mind as he learned the hard way about investing in real estate versus 401K-style traditional investments, life insurance policies, and building a business. Finally, when he retired the second time at 39 years old, Money Ripples became the passion project he co...

If you’ve hesitated to launch or rebrand your show because you’re searching for the strategy that will help you attract your ideal, high-end, client, listen here. Packed full of tips on how to execute two different podcasting strategies, how to think strategically about where you’re showing up and how often, advice for your content creation process, and how to use LinkedIn properly when seeking the affluent client-level strategic p...