『Podcasting for Financial Professionals』のカバーアート

Podcasting for Financial Professionals

Podcasting for Financial Professionals

著者： 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. マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 個人的成功 経済学 自己啓発
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  • Email Marketing That Builds a Deeper Connection With Your Ideal Clients | Allea Grummert | Ep 65

    Email Marketing That Builds a Deeper Connection With Your Ideal Clients | Allea Grummert | Ep 65
    2025/06/05
    Your email welcome sequence is like the Swiss Army knife of digital marketing- versatile, effective, and 100% automated once it’s set up. In fact, having an active email subscriber platform and nurture sequence is KEY for business owners with a podcast. Since there’s no direct link between your followers being podcast listeners and actually being able to sign up for your services, email marketing is the bridge between the content you’re creating and the service you want to sell. This episode is your one-stop shop to solving your content-to-sale gap! Here’s what she says about your choice to outsource: "I know that I can and I'm choosing not to. So, who can I find that I can trust? That becomes the question." - Allea Grummert Listen in to learn about Allea’s experience in becoming the expert copywriter she is today, how she trains and manages her team, how her packages and services have helped clients make sales, and about her recent podcast launch. Find out how she launched her podcast in just 6 months, determined that it was a “worth-it” long-term strategy, and how she’s navigating this season of new team roles and new podcast workflows. Crafting Compelling Email Sequences: The Key to Engagement (00:11:07) Efficient Task and Team Management System with Asana (00:17:17) How Productized Services Provide Peace of Mind (00:21:49) Building Brand Loyalty Through Email Marketing (00:22:24) Segmenting Your Subscribers by Interests and Engagement (00:30:48) Automated Email Sequences to Welcome New Subscribers (00:35:31) Snippets and Other Cool Email Automation Tools (00:45:50) Crafting Solo Podcast Episodes by Asking Yourself These 5 Questions (00:53:02) Building Genuine Connections and Trust with Email (00:58:02) Evaluating Podcast Statistics for a New Show Thanks to her brand-new podcast, Happy Subscribers, Allea’s experienced more-than-expected personal growth over the past several months. While she decided on a pattern of 3 interviews to one solo show, the intention to present her knowledge as a concept rather than a how-to or instructional episode has been the biggest challenge. Here are a few questions she asks herself when creating solo episodes: What’s your strong opinion on a commonly-held belief in your niche? What are your clients asking about? What’s something you’ve observed? What is a problem you’re seeing in the industry? These questions will help you create content that establishes you as an expert and thought leader, rather than the how-to content that’s seemingly default for service providers. 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 – a perfect exercise to prepare you to work with Allea! Follow Allea Grummert & her work at Duett: LinkedIn: https://www.linkedin.com/in/alleagrummert/ Instagram: https://www.instagram.com/alleagrummert/ Happy Subscribers Podcast: https://duett.co/blog/new-podcast-welcome-to-happy-subscribers/ Email Marketing Done-For-You: https://duett.co/ Free Call: www.duett.co/free 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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    1 時間 6 分
  • Scripting Your Podcast Episodes: My Method + AI Tips to Make It Sound Natural | Ep 64

    Scripting Your Podcast Episodes: My Method + AI Tips to Make It Sound Natural | Ep 64
    2025/05/22

    Do you ever hit Record and immediately forget what you were going to say? Or maybe you freeze up and sound robotic the minute the camera turns on? This episode is your solution.

    I'm walking you through how to script your episodes in a way that feels authentic, confident, and completely natural—whether you’re reading word-for-word or using bullet points. I also break down how I personally use ChatGPT and AI to help outline and write episodes that still sound like me and connect deeply with your audience.

    [01:55] "Creating a script or working from a script isn't about artificially prompting yourself because you don't know what to say. You have a ton of niche knowledge that can change people's lives." - Virginia Elder

    If you want to streamline your content creation process, reduce editing time, and increase your authority through podcasting, copy my scripting method and start practicing your first podcast episode script tonight!

    Natural and Engaging AI Podcast Scripting

    [03:40] Why “winging it” isn’t always efficient—or effective [05:21] How to write like you talk: The conversational script method [07:29] Sounding unscripted while reading

    [09:15] Real talk: Why bullet points aren’t enough for most business owners [11:17] Free Resource: Get your hands on the Script Starter Kit

    Building Trust and Connection with Scripted Podcasts

    • Reading from a script does not make you sound less authentic—if you write like you talk.
    • Scripting helps busy professionals feel more prepared and reduces on-camera awkwardness.
    • Using AI tools like ChatGPT is smart—but you need the right prompts to make it sound human.
    • With a strong script, your podcast becomes a lead-generating machine for your business.

    Download the free Script Starter Kit resource – A quick and powerful guide to brainstorming and scripting your next 6 podcast episodes (+ tips on how to script an episode that sounds like YOU using AI): www.podcastabundance.com/scriptstarterkit/

    Need support with podcast production services or want to increase your authority through podcasting? Book a FREE call at 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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    13 分
  • Using Storytelling & Humor to Create a Strong Brand Narrative | Ryan Doolittle | Ep 63

    Using Storytelling & Humor to Create a Strong Brand Narrative | Ryan Doolittle | Ep 63
    2025/05/08
    Financial professionals often rely on their analytical skills to make informed decisions and guide their clients in the right direction. However, when it comes to content creation, they may struggle to infuse creativity into their work. To bridge this gap, financial professionals can: Use storytelling techniques to make complex financial concepts more relatable and engaging Collaborate with creative professionals such as writers, designers, or marketers to bring a fresh perspective to their content Experiment with different formats such as video, infographics, or podcasts to cater to a wider audience and showcase their expertise in a more dynamic way That’s exactly what happened when Wes Moss, now known for his shows, Money Matters and Retire Sooner, was working on his first book, “You Can Retire Sooner Thank You Think” and needed someone to punch it up a little. He met Ryan Doolittle, a comedian and writer, and they hit the collaboration jackpot! Crafting Compelling Content: Balancing Analytics and Creativity 00:24:24 Creating Engaging Podcasts with Unique Themes 00:26:16 Finding Your Niche for Podcast Success 00:41:57 SEO Optimization for Engaging Podcast Production 00:44:50 Optimizing Podcast Content for SEO and Engagement. 00:59:14 Mastering Engaging Conversations in Podcast Interviews 01:07:28 Engaging Retirement Insights Through Video Series "Even if it's like, the right bit of info, if it's not interesting, it's hard to get people to read it." - Ryan Doolittle Ryan emphasizes the importance of starting with topics that genuinely excite the creator, as this enthusiasm resonates with audiences and fosters a strong connection. He further highlights the significance of engaging the audience through concise editing, impactful openings, and clear summaries, which are key to maintaining their interest and ensuring content is both relatable and aspirational. As you listen to this episode, I encourage you to think about how you can infuse storytelling and comedy into your content. Here are some action items directly from this episode: Ensure your podcast has a specific theme or lane that aligns with your target audience's interests, whether it's financial education, lifestyle, news, or a unique angle that sets you apart. Strive to make your financial content funny, relatable, and engaging to connect with listeners on a personal level and keep them interested in what you have to say. If you struggle with creating engaging content, consider bringing in a writer or producer to help bridge the gap between analytical financial expertise and creative storytelling. Provide valuable financial knowledge while also sharing aspirational content that resonates with listeners, such as highlighting exciting retirement possibilities or impactful money management tips. Ensure high-quality interviews by conducting in-depth research on your guests, actively listening during conversations, and crafting engaging questions that spark meaningful discussions and connect with your audience. 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 – what a game-changer! Follow Ryan Doolittle & his work at YourWealth.com: LinkedIn: https://www.linkedin.com/in/ryandoolittle/ Instagram: https://www.instagram.com/retiresoonerteam/ YouTube: www.youtube.com/@RetireSoonerTeam Retire Sooner Podcast: https://tr.ee/xM0B9B51tV Happiest Retirees Podcast: https://tr.ee/_h7c9QujSa Money Matters Podcast: https://tr.ee/dHyH2HFXv2 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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    1 時間 10 分

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