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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
  • 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
  • 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
    Jun 5 2025
    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 hr and 6 mins
  • 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
    May 22 2025

    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 mins
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