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Podcasting for Financial Professionals

Podcasting for Financial Professionals

By: Virginia Elder
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About this listen

Podcasting for Financial Professionals is for advisors and financial business owners who believe their expertise deserves a bigger stage—but refuse to let content creation run their life.

Hosted by Virginia Elder, founder of Podcast Abundance, this show strips away hobby-level podcasting advice and focuses on what actually works for high-trust, regulated industries: clear strategy, compliant messaging, and sustainable production that drives authority and real business growth.

If you want a podcast that filters clients, builds trust at scale, and works quietly in the background while you run your firm, you’re in the right place.


Find out more at podcastingforfinancialprofessionals.com

Copyright 2025 All rights reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales Personal Development Personal Success
Episodes
  • Only 1 in 4 Podcasts Use Video — Yet Those That Do Grow Faster | Ep 86

    Only 1 in 4 Podcasts Use Video — Yet Those That Do Grow Faster | Ep 86
    Feb 12 2026
    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 sustainable growth. If you’ve been unsure whether video is worth the time, cost, or learning curve, this conversation will help you decide how to use video strategically — without turning your podcast into a second full-time job. Why Video Accelerates Trust, Visibility, and Authority Video isn’t about chasing algorithms — it’s about human connection. For financial professionals, seeing your expressions, confidence, and credibility builds trust long before someone ever books a call. In this episode, I walk through: Why platforms like YouTube, LinkedIn, and Instagram actively reward video How video shortens the “trust runway” for service-based businesses Why adding video doesn’t require studio lighting or a production team You’ll also hear real examples of how video podcasting has helped financial and insurance professionals attract conversations offline — in offices, gyms, and everyday life. How Video Multiplies Podcast Discoverability Adding video doesn’t just create another format — it creates multiple entry points for your content. One episode becomes many ways for the right listener to find you. Find out: How YouTube, Google, and social platforms scan video titles, captions, and transcripts Why short-form video dramatically expands reach beyond your existing audience How repurposing video clips fuels email, social, and website traffic You’ll hear how shows like The Vital Strategies Podcast and Insurance Agency Success use video clips to drive discovery from external sources like email, social media, and websites — not just podcast apps. Low-Lift Ways to Add Video Without Overwhelm If the idea of being on camera makes you cringe, this episode gives you permission to start small. I cover three beginner-friendly approaches: Recording remote interviews with high-quality audio and video Using audiograms or motion graphics instead of full on-camera clips Creating short, video-only touchpoints between podcast episodes These options allow you to build visibility and trust without changing how you already record. The Real Power of Video: Repurposing Once video exists, your content starts working harder for you. One episode can become: A full YouTube video Multiple short-form clips for LinkedIn and Instagram Website content pulled from show notes Emails that educate and nurture your list I also share how my team at Podcast Abundance supports financial professionals with done-for-you podcast production and strategic social media repurposing — so your content actually stops the scroll instead of announcing, “New episode out today.” Key Moments to Listen For (00:02:18) Why video builds trust faster (00:03:05) YouTube shorts driving discovery (00:04:06) How repurposing affects reach (00:05:07) Discoverability from external sources (00:06:24) 3 Low-lift ways to incorporate video into your workflow (00:08:20) Endless repurposing ideas once you record video (00:09:04) Done-for-you videos for social media Action Steps for Financial Professionals If you want your podcast to grow without adding chaos to your calendar, start here: Add video strategically, not perfectly — clips on social mesia count! Design your workflow first, then choose tools Repurpose intentionally so one recording fuels multiple platforms Focus on trust, not trends — your face matters For help tightening your messaging before adding video, download my free workbook, The Attraction Messaging Blueprint. It walks you through intros, outros, and trailers that pull listeners in and keep them engaged. Resources mentioned in this episode: 2025 Independent Podcaster Report by Alitu
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    12 mins
  • How Small Daily Actions Drive Business Growth for Financial Professionals | Ep 85

    How Small Daily Actions Drive Business Growth for Financial Professionals | Ep 85
    Feb 5 2026
    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 next to me during client conversations where I write down the frequently asked questions and then make a podcast episode out of it.” - Dr. Christiane Schroeter If you’ve ever felt stuck, behind, or unsure how to move your podcast or marketing forward without burning yourself out, this conversation will reframe how you think about consistency, funnels, and authority-building. Why Small Actions Matter More Than Big Plans Most high-achieving professionals don’t struggle with ideas—they struggle with execution that fits real life. Christiane shares how just 1–5 minutes of focused action can compound into meaningful business growth, especially for financial professionals balancing clients, compliance, and content creation. You’ll hear how to: Build momentum without perfection Create content that actually connects with listeners Turn podcast conversations into leads and long-term relationships This episode gives you permission to start small—and stay strategic. Podcast Growth & Funnel Strategy in Action (00:02:16) Academic to Entrepreneur (00:07:21) Petite Practice Explained (00:09:10) Repurposing to Launch (00:13:33) Funnel Integration (00:17:04) Custom Coaching Approach (00:21:45) Turning Listeners into Leads (00:26:13) Ignoring Vanity Metrics (00:37:01) Consistency Without Burnout Action Steps to Strengthen Client Attraction via Your Content If you want your podcast (or content idea) to support your business instead of draining it, start here: Shrink the Commitment: Stop waiting for perfect conditions. Commit to short, repeatable actions that fit into your real schedule. Build One Clear Funnel: Every episode should guide listeners toward one next step—an email list, resource, or conversation. Create from Real Questions: Let client questions and conversations dictate your episode topics. Relevance beats creativity. Measure Impact, Not Downloads: Focus on engagement, replies, and client conversations—not rankings or vanity metrics. Design for Sustainability: Consistency should feel doable. If it doesn’t, your system—not your discipline—is the problem. Designing a Podcast That Supports Your Business This conversation is a reminder that growth doesn’t come from doing more—it comes from doing the right things consistently. Whether you’re launching a podcast, refining your message, or rebuilding momentum, small strategic moves can unlock clarity, confidence, and traction faster than you think. Follow Dr. Christiane Schroeter: https://doctorchristiane.com/ https://www.linkedin.com/in/christianeschroeter/ https://www.youtube.com/@doctor.christiane Ready to attract more listeners? Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear). Free Download: https://podcastabundance.com/attraction-messaging-blueprint/ 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 at www.talktoVirginia.com Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077 Follow Virginia Elder on social media: LinkedIn Instagram Facebook
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    46 mins
  • Book Writing, Brand Building, and the Power of Paying It Forward in Finance | Ep 84

    Book Writing, Brand Building, and the Power of Paying It Forward in Finance | Ep 84
    Jan 29 2026
    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 session is packed with insights on trusting your path, redefining success, and leaving a legacy. Navigating Pivotal Moments: Turn Life Lessons into Your Professional Superpower Learn how childhood upheaval shaped Dr. Nick’s perspective on money, and why he's focused on the impact money can make - on family, stability, and future choices. From washing golf carts at 16 to learning the power of compounding, he discovered that financial empowerment comes from small, consistent actions, not privilege or hustle. Whether mentoring kids, writing his next book, leading a nonprofit, or guiding clients, Dr. Nicholas is focused on building a lasting legacy where wealth is defined by values, relationships, and meaningful impact. Beyond Numbers: Building a Values-Driven Financial Firm That Attracts Loyalty (00:06:11) Golf Course Lessons in the Power of Saving Early and Consistently (00:11:41) Wealth Transfer and Legacy Planning Specialties (00:17:24) The Entrepreneur’s Journey: Adapt, Learn, Persevere (00:20:54) Converting Content from Academia to Actionable Advice (00:24:49) Spousal Money Disagreements and Seeking Help from Mentors (00:29:25) Chances of Them Reading Your Book and Instant Authority (00:32:55) Discovering and Leveraging Your Unique Ability (00:34:10) The Concept of “Compounding” Impacts Every Area – Finances and Habits Action Steps for Financial Professionals: Marketing, Legacy, and Making Your Next Bold Move Find out how to lean into really fuels growth, trust, and fulfillment for financial professionals—not just the numbers, but people, choices, and legacy. Your Next 7 Bold, Authority-Building Moves: Find mentors and model what works: Don’t reinvent the wheel. Interview those who’ve succeeded in your field and get expert coaching from day one. Prioritize character when hiring: Build your team around integrity and passion, rather than just financial expertise; you can always teach the technical parts. Delegate and focus on your strengths: Make your calendar reflect what you do best and enjoy most—delegate everything else to unlock exponential growth. Lead with storytelling: Share your real-life financial wins and losses. Use your story (via podcast or book) as your marketing card; transparency builds trust. Consider writing a book: A book clarifies your core values, attracts ideal clients, and doubles as a legacy tool for future generations. Teach money skills to younger generations: Pay it forward through teaching, mentoring, or nonprofit work—you’ll enrich your brand and community impact. Grow through genuine client relationships: Start with outstanding service and connection—your happiest clients will naturally refer others. Creating a financial business and brand that stands out starts with relationships, purpose, and sharing your story. Take a cue from Dr. Nicholas Michels: begin with mentorship, build a strong values-driven team, tell your unique story, and always look for ways to pay it forward. Each small, intentional action can yield massive results for your firm and the people you serve. Follow Dr. Nicholas Michels: www.richbychoicebook.com https://michelsfamilyfinancial.com/ https://www.linkedin.com/in/nicholas-e-michels/ Ready to attract more listeners? Download my free Attraction Messaging Blueprint—it’ll help you nail intros, outros, and trailers so every episode speaks right to what your audience is searching for (and desperate to hear). Free Download: https://podcastabundance.com/attraction-messaging-blueprint/ 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 at www.talktoVirginia.com Watch everything on YouTube @PodcastingForFinancialPros or listen on any podcast app here: https://pod.link/1478414077 Follow Virginia Elder on social media: LinkedIn Instagram Facebook
    Show More Show Less
    37 mins
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