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Podcasting for Financial Professionals

Podcasting for Financial Professionals

By: Virginia Elder
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About this listen

The go-to resource for financial advisors, CPAs, wealth managers, and financial consultants who want to elevate their authority, expand their reach, and attract high-value clients through podcasting. Hosted by Virginia Elder, founder of Podcast Abundance, this show delivers expert strategies on high-end podcast production, effortless content repurposing, and sustainable growth. Whether you’re launching, optimizing, or scaling your show, you’ll learn proven tactics to refine your message, enhance client engagement, and position yourself as a trusted industry leader. Find out more at podcastingforfinancialprofessionals.comCopyright 2025 All rights reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales Personal Development Personal Success
Episodes
  • Using Pre-Recorded Content to Establish a Sustainability in Your Business | Ep 71 | Minisode
    Jul 31 2025

    You don’t need to show up live every week to create connection and increase your authority. Stefanie Gonzales of Women’s Wealth Effect shares how she uses pre-recorded video and audio content to grow her audience from Portugal while serving clients across the globe. Learn how to build visibility and trust through recordings that work for you 24/7, reducing the daytime hours you have to show up on camera week after week.

    Key takeaways & action steps:

    • Use podcasting and pre-recorded video to create “face time” that builds trust
    • Repurpose your lead magnet into a short, high-impact video mini course
    • Streamline your content strategy to protect your energy and show up sustainably
    • Replace weekly live calls with a private podcast or batch-created video series
    • Maximize reach with recorded content that serves your audience across time zones
    • Leverage podcasting trends and parasocial behavior from the 2025 Digital Media Trends Report

    Get your copy of the Podcast ROI Tracker to measure what your content is really doing for your business: https://podcastabundance.com/roi-tracker/

    Building Trust Through High-Quality Video Content Creation

    Stefanie’s decision to ditch late-night webinars and lean into timeless, pre-recorded content is a smart move for any service-based business owner. Her strategy proves you don’t need to be on camera constantly to deepen relationships and expand your reach. Her approach is especially valuable for remote professionals who want to grow their business on their own terms.

    (00:18:51) "I hope this episode helped you breathe a little easier and helped you realize that you don't always have to be live or "on” to be available and to establish connection with the people that you want to attract in your business." - Virginia Elder

    Watch Stefanie’s original interview on Reaching Abundance: https://youtu.be/_rYSUkXQNzI

    Follow Stefanie: https://www.womenswealtheffect.com/

    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

    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

    Resources:

    2025 Digital Media Trends Report by Deloitte (March 2025):

    https://www.deloitte.com/us/en/insights/industry/technology/digital-media-trends-consumption-habits-survey/2025.html

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    22 mins
  • How Podcasting Unlocks Speaking Gigs and Pre-Qualified Clients | Ep 70 | Minisode
    Jul 24 2025

    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 & get you and your brand exposed to new audiences.

    Based on a snippet from Tiffany Grant’s 2024 interview, I’m unpacking 6 takeaways to help you use your podcast to get on more stages and acquire 60-70% of your clients through your show like Tiffany does!

    The Power of Podcasting in Building Business Relationships

    (00:01:22) Enhancing Public Speaking Through Podcasting

    (00:07:17) Podcasting Drives Client Growth and Business Success

    (00:12:48) Strategic Podcasting for Client Pre-Qualification

    What You’ll Learn in this Episode:
    • How podcasting sharpens your speaking and improvisation skills
    • Why real-time curiosity and connection matter more than a perfect script or pre-planned questions
    • Ways your podcast builds a strong local and online reputation (and leads to more invitations)
    • The importance of focusing on the platforms that bring real results for your business
    • How personal growth as a host leads directly to more aligned clients and opportunities

    Podcasting helped transform her into a confident speaker, a better networker, and a true authority in her space. Whether you’re aiming to get on more stages, land guest spots, or build deeper trust with clients, this episode will show you exactly how podcasting becomes the practice ground that skyrockets your personal — and business — growth.

    Action Steps for The Studio
    1. Treat your podcast like your personal “confidence gym”
    2. Use your episodes as a portfolio to pitch local panels and conferences
    3. Track every speaking gig, inquiry, and partnership back to your podcast
    4. Lean into the channel that works — and measure the true ROI

    Ready to measure your podcast’s true impact?

    Download the Podcast ROI Tracker and start logging every opportunity, connection, and client that comes straight from your show. You’ll finally see just how much your voice is working for you.

    Follow Tiffany Grant:

    Her Website: https://moneytalkwitht.com/

    Her Podcast: https://moneytalkwitht.com/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

    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

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    20 mins
  • Growing as a Host to Meet Listener Expectations in 2025 | Ep 69 | Minisode
    Jul 17 2025

    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 growth.

    The full interview, How Small Habit Anchors Create Profitable Businesses, stands the test of time and is still worth a listen, even a year and a half later. If you have any interest in or curiosity about Profit First, best practices for your business finances, your time, or your energy, I highly recommend you tune in.

    Continuous Development: Improving Hosting Abilities and Confidence

    Rather than just sharing this at a conceptual level, I’m sharing how to implement the advice gleaned from Rocky and this new marketing trends report, and how the action might look in your business.

    In this episode:

    • How building confidence and better interview skills directly helps you serve clients better
    • Why generic, repetitive podcast formats lose audience trust (and what to do instead)
    • The 2025 Podcast Marketing Trends Report findings that prove interviews still work — and longer episodes are thriving
    • Why consistency is your biggest credibility marker (and how to maintain it sustainably)
    • Encouragement for business owners worried about “crowded” business and finance categories
    The Art of Guiding Conversations: Elevating Guest Experience

    How you structure and prepare for interviews is a window into how you’ll approach client work, so ensure your show reflects the level of professionalism you want portrayed to a potential client base.

    • Thoroughly prepare questions and research guests before interviews
    • Guide conversations to meet audience needs rather than following a formula
    • Consistently develop hosting skills and build confidence to attract high-profile guests

    To take a fresh stab at what you WANT your show to be, download the free Podcast Launch Workbook from here: https://podcastabundance.com/launch-workbook/

    Follow Rocky: His Website: https://profitcomesfirst.com/

    Profit Comes First Podcast: https://profitcomesfirst.com/podcasts/

    Richer Soul Podcast: https://richersoul.com/

    Here’s the link to the 2025 Podcast Marketing Trends Report: https://podcastmarketingacademy.com/podcast-marketing-trends-report-2025/

    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

    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

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    17 mins
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