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Podcasting for Financial Professionals

Podcasting for Financial Professionals

By: Virginia Elder
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 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
  • Simplify Episode Production With Pre-Recorded Elements | Ep 68 | Minisode

    Simplify Episode Production With Pre-Recorded Elements | Ep 68 | Minisode
    Jul 10 2025

    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 host.

    Crafting Professional Intros, Outros, and Commercials for Podcasting
    • Create pre-recorded intros, outros, and commercials for consistent messaging
    • Focus on content creation by using pre-recorded elements in podcasts
    • Maintain a consistent call to action across all podcast episodes

    (00:07:46) "Creating a premixed intro, outro, and commercial set of premixed components for each thing is up to you and your team to just look at the year, look at your content plan, and be strategic about which CTA you're running each quarter and why." - Virginia Elder

    Ensuring Consistency: The Power of Pre-Recorded Podcast Elements

    Learn why and how to create formulaic elements that feature your desired CTA and all 5 of the essential elements. Want to get really creative? Create a few “sets” of intro, outro, and ad elements for your show, with each set featuring a single CTA.

    Listen to the full episode to discover how to map this to your content calendar for your brand for the full year, how to integrate your pre-recorded elements with an episode-specific guest intro, and other creative ideas on how to use pre-mixed components to benefit you, your podcast, and your listeners.

    To listen to Anthony’s full interview from February of 2024, titled “Habitual Steps Toward a Growth Mindset” - it’s packed full of amazing advice for entrepreneurs and aspiring podcast hosts!

    Download your Attraction Messaging Blueprint today at https://podcastabundance.com/attraction-messaging-blueprint/

    Connect with guest, Anthony Weaver:

    Website- https://www

    Facebook - https://www.facebook.com/aboutthatwalletpodcast/

    Twitter/X - https://twitter.com/aboutthatwallet

    Instagram - https://www.instagram.com/aboutthatwallet/

    YouTube - https://www.youtube.com/channel/UCJYY8dSl1JettpH3YZ8VlTw

    Need support with podcast production services or want to increase your authority through podcasting? Book a FREE call at 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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    14 mins
  • Become a Published Author The Easy Way- Use a Ghostwriter | Lynn Smargis | Ep 67

    Become a Published Author The Easy Way- Use a Ghostwriter | Lynn Smargis | Ep 67
    Jul 3 2025
    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 helpful, but you and I both know that AI writes like AI, and a book written using AI might actually diminish your reputation and professionalism in the eyes of a reader. Lynn Smargis of writeforyou.me has been ghostwriting books for professionals of all niches for 6+ years, in addition to publishing several of her own. She’s a well-known writer and editor in the podcasting space because she’s skilled at identifying pieces of content you’ve already created (like podcast interviews!) that can be repurposed into a book. The Power of Professional Editing in Book Publishing (00:10:33) Enhancing Book Quality Through Professional Editing (00:18:18) Financial Book Manuscript Transformation Services (00:20:08) Preserving Author's Voice for Consistent Content (00:28:32) Personalized Book Marketing Techniques for Authors (00:37:13) Strategic Podcasting Guidance for Financial Professionals (00:43:10) Strategic Content Repurposing for Book Success (00:44:56) Multipurpose Content Strategy for Maximum Reach (00:46:01) Platform-Specific Content Creation Using AI Strategic Book Writing and Marketing for Financial Professionals Lynn focuses on minimizing the barriers you feel around becoming a published author and minimizing the time you need to spend writing. Through her book coaching, Lynn guides clients through the writing process, addressing doubts and imposter syndrome, while highlighting the importance of various editing forms, such as line and organizational editing, to create polished and appealing books. Our conversation underscores the significance of effective book marketing strategies, including leveraging personal connections and podcast appearances, and advocates for using AI and virtual assistants to enhance content distribution, ultimately helping financial professionals establish authority and maintain a consistent online presence. In-episode Actionable Insights to Fast-Track Your Financial Content: Utilize professional editing services for a polished final manuscript Ensure your “voice” remains consistent throughout written, spoken, and video content for your brand, even if it’s assisted by AI or written by a ghostwriter Book marketing strategies include guesting on podcasts, email campaigns, workshops, speaking at conferences, hosting webinars, hosting your own podcast, and collaborating with other professionals to host events. Repurpose book content into smaller articles for consistent marketing material Hire a virtual assistant for content distribution and appointment setting Match your business goals to your podcasting strategy for best results Use AI to generate content, but customize it for various platforms and edit it so it sounds like something you’d really say Lynn offered listeners a FREE membership to her book-writing community, Publishing For Professionals. Reach out to her here to join: https://www.writeforyou.me/contact Follow Lynn Smargis, Join her Substack, and explore her podcast or portfolio: https://linktr.ee/writeforyoughostwriter 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 You’ll find equipment & software recommendations and downloadable templates at www.PodcastAbundance.com. The Script Starter Kit will help you establish topics, structure your episodes, and even use AI to help. Get your free download at podcastabundance.com/scriptstarterkit/ 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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    52 mins
  • Creating a Safe Haven for Your Followers’ Money Conversations & Feelings | Linzy Bonham | Ep 66

    Creating a Safe Haven for Your Followers’ Money Conversations & Feelings | Linzy Bonham | Ep 66
    Jun 19 2025
    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 ‘safe space’ for them, build trust so they’ll take advantage of the help available, and then guide them toward the best products, strategies, and financial decisions while maintaining that trust throughout the process? Podcasting and Webinar Funnels for Financial Service Professionals (00:09:49) Pricing Dilemma Faced by Therapists, Coaches, and many Service-Based Business Owners (00:16:24) Creating Urgency in Evergreen Webinar Funnel Marketing (00:20:46) Engaging Avoidant Clients for Service Success (00:26:44) Navigating Money Shame with Potential Clients (00:40:10) Audio-First Approach Podcast Strategy (00:45:26) Content Creation Strategy for Sustainability as a Busy Business Owner (00:47:17) Value-driven Course Sales Using Podcasting as Part of The Sales Funnel (00:51:59) Positioning Your Podcast to Establish Connection and Trust By recognizing and accommodating the unique needs of clients who may be hesitant or resistant, you'll get the opportunity to provide tailored solutions that ultimately lead to their financial success. That’s what Linzy Bonham did as she realized that many therapists needed help managing their practice’s business finances. Therapists want to help people navigate insecurity, fears, and trauma, but so often face an internal dilemma of what to charge, how much to save for taxes, and what to pay themselves, among other business financial challenges. Enter: “Money Skills for Therapists” by Linzy Bonham, a private practice therapist turned money coach. Once Linzy realized that by helping therapists maintain a financially stable practice and create financial security for themselves, she’d be helping to support thousands of their clients get the guidance they need, she began sharing her business finance best practices and teaching private practice therapists and health practitioners how to run the backend of their businesses. She offers a webinar funnel that directs viewers down one of two separate paths, depending on whether they are a solo-practitioners or a business owners with a team. Having her podcast as a top-of-funnel attraction and nurture tool has streamlined the Money Nuts & Bolts sales process, filled Linzy’s courses, and created an interactive email subscriber list where her followers know it’s safe to reach out with financial questions so they can develop peace of mind about their money. Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform...just like Linzy has done! And through webinars, freebies, the podcast, like, these are all additional layers and steps where they can find us. Follow us, see our face. Hear our voice. That's going to be a super important way to establish trust for mass majority of the audience these days." - Linzy Bonham Follow Linzy Bonham & her work at Money Nuts & Bolts: LinkedIn: https://www.linkedin.com/in/linzybonham/ Instagram: https://www.instagram.com/moneynutsandbolts/ Free Gifts from Linzy: https://moneynutsandbolts.com/resources/ Money Skills for Therapists Podcast: https://moneynutsandbolts.com/podcast/ Free Masterclass- Money Skills for Therapists: https://moneynutsandbolts.com/masterclass-signup/ 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 You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources 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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    55 mins
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