Podcasting for Financial Professionals

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 serving underrepresented communities—without turning your show into a sales pitch machine.  Podcasting for Advisors Building Influence, Not Just Downloads  If you’ve ever felt pressure to make your podcast “convert” faster, louder, or more aggressively, this episode offers a powerful reframe. Stoy shares how he intentionally built No BS Wealth as a service-driven platform—designed to educate, build trust, and meet people at their real financial pain points—while allowing business growth to happen naturally.  Want to leap ahead by applying the principles in this episode to your situation with custom guidance? Just answer these 3 questions. You'll receive an email with personalized recommendations based on your answers.    In this conversation, you’ll hear how podcasting can:  Build authority without sacrificing authenticity  Create long-term trust in communities historically underserved by financial services  Support your advisory practice without becoming a direct sales funnel  Position you as a credible educator first and a business owner second  This episode is especially valuable if you work with minority, women-owned, or LGBTQIA businesses—or if you want your content to stand for something deeper than lead generation alone.  The Long-Game Podcast Strategy for Financial Professionals  (00:04:41) From Single Parent Income to Becoming a Wealth Manager  (00:11:25) Balancing Values vs Chasing Bigger AUM Clients  (00:14:08) Breaking Barriers in the Community Through Trust and Education  (00:21:55) Organically Building Relationships with a Collective  (00:27:44) A Sports Podcast as an Experiment in Podcasting   (00:34:27) Using AI Tools for Better Communication  (00:36:02) Podcast Guest Management Tips  (00:39:36) First-Hand experience: Podcast Editing and Guesting Advice   (00:41:48) Getting Clients by Meeting People Where They Are    Podcasting as a Relationship-Building Tool for Financial Advisors  If you’re considering launching a podcast—or rethinking how your current show supports your business—start here:  Design Your Podcast Around Service, Not Sales Shift your mindset from “How do I convert listeners?” to “How do I genuinely help them?” Trust accelerates when education and empathy lead the conversation.  Create Depth Through Collaboration, Not Random Guests Consider a vetted circle or collective of professionals you trust. Repeated voices allow for deeper conversations, richer storytelling, and stronger credibility.  Let Authenticity Replace Perfection Leave the polished scripts behind. Honest dialogue, lived experience, and real stories connect far more than flawless delivery.  Batch Content to Support Sustainability Record in seasons or batches so your podcast supports your life—not the other way around. Consistency should feel sustainable, not exhausting.  Meet Your Audience Where They Already Are Distribute your podcast across platforms your audience actually uses—audio, video, social clips, and email—so your message travels farther without more effort.  How Service-First Podcasting Builds Trust in Financial Services  Stoy Hall’s approach is a reminder that podcasting in financial services doesn’t have to follow a rigid, transactional formula. When your show is rooted in service, community, and honest conversation, trust becomes your greatest asset—and business growth becomes a natural byproduct, not the sole objective.  If you’re ready to design a podcast that reflects your values, supports your clients, and builds authority without compromising authenticity, this

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 listen

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 

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/    Thi

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 money, but that’s a myth. The real value comes from using your podcast to build authority, nurture trust, and guide your ideal listeners straight into your world.   Forget chasing ads—focus on crafting content that turns listeners into warm leads and loyal clients. Your expertise is the asset, not ad space. If you’re ready to transform your podcast into a lead-generating machine, this episode will help you start thinking like a CEO and make every episode work for your business.  Why Sponsorships Are Overrated for Financial Podcasts and What Actually Generates Client Leads  Setting your podcast up for sustainable monetization isn’t about the sponsor hunt—it’s about smart strategy, clear messaging, and building deeper relationships with the right listeners. Here’s what you should know:  Your Audience Is Too Valuable for Pennies Selling ad space to sponsors means sacrificing the depth of connection you’ve built. Advertisers pay by volume, not by trust, which means niche audiences like yours get undervalued. Sponsorships Distract—Not Convert Ads break up your message and send listeners in too many directions. When your call to action competes with a sponsor’s product, you lose focus. Listen in for a case study where 98% of revenue came from their signature course—not “perfect-fit” sponsors. Your Podcast Is a Relationship Engine You’re not running an entertainment show. You’re building authority, expanding reach, and nurturing leads—all without needing millions of downloads or influencer status. The Smarter Path to Monetize Your Podcast for Financial Professionals   So, What’s the Smarter Monetization Path?  Here are three ways you can actually make money with your podcast:  Referrals: Listeners confidently recommend you because they know your expertise and values from your episodes.  Intentional Email List Growth: Offer helpful downloads (think calculators, checklists, mini-trainings) as lead magnets so you can nurture contacts—no algorithms required.  Selling Financial Services: Your episodes build trust and shorten your sales cycle. By the time listeners get in touch, they’re already primed to work with you.  Sponsorship Isn’t the Golden Ticket—Here’s What Truly Makes Podcasts Profitable  You don’t need to sound salesy to create traction. A simple, clear call to action—like “Grab my free guide” or “Book a call if you want help applying this”—goes a long way when your value is front and center.  Ready to Upgrade Your Podcast Strategy? Stop thinking like a content creator chasing ad dollars. Start treating your show as the business asset it is. Your authority, visibility, and client pipeline will thank you.  Shows & Financial Professionals mentioned in this episode:  Money Skills for Therapists: https://moneynutsandbolts.com/podcast/  Smart College Buyer:  https://www.youtube.com/@smartcollegebuyer  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