From the moment you pass your first Series exam, you’re a money expert far beyond that of a typical American. Your ability to educate the average Joe about budgeting, investing, tax strategies, and legacy has the potential to change thousands of peoples’ lives (and future generations) for the better – you know this, because this is very likely WHY you chose this path.
But sitting on your idea helps no one.
Never pursuing your book, podcast, etc. because you were afraid compliance would say no is a sentence for that idea to die. Did you even ask?
Meet Eric Brotman, CFP®, podcast host, author, speaker, and consultant – get inspired by the proof he’s created for you – that you CAN publish that book, create that YouTube channel, launch that podcast, and much more. It may take some prodding, patience, and persistence with a dash of collaboration with your friendly compliance office, but where there is a will, there is a way.
Get advice on:
Working with compliance to establish an OBA (Outside Business Activity)
Growing your financial practice by adding advisors to your team
Content strategy and structure as a Financial Advisor
Whether a consistent TV spot, local radio, podcasting, or guesting might work best for you
Eric speaks openly about the structure of his business today and why new clients don’t work directly with him, and instead work with an advisor on his team. His advice around not quitting your day job hits too. He says, “I am not a podcaster, I am not an author, I am not an influencer. I’m a financial advisor. I’m a financial advisor who happens to have a podcast and write books and do public speaking, but I am not changing my day job. …You don’t have to be a professional at this.”
Building Influence through Financial Storytelling
(00:35) Financial Advisor’s Content Creation and Influence
(13:36) Navigating Compliance for Financial Content
(24:21) Effective Content Creation for Financial Advisors
(32:55) Maximizing Abundance Through Collaboration
Equipment & software used to record & produce this episode:
Riverside.fm https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=virginia
Samson Q2U mic
Logitec 4k webcam
Connect with guest, Eric Brotman:
Brotman Financial Group: www.bfgfa.com
“Don’t Retire, Graduate!” Podcast & Eric’s books: www.brotmanmedia.com
Amplify Your Financial Planning Practice: www.brotmanconsultinggroup.com
4 Accounts where your $$ is never taxed again: www.lowtaxbook.com
Instagram: https://www.instagram.com/dontretiregraduate/
LinkedIn: https://www.linkedin.com/in/ebrotman/
____________
Free Downloads:
After you attend conferences, are you following up or fizzling out? Master relationship-building using your existing content. Get the Conference Toolkit: https://podcastabundance.com/conferencetoolkit/
Discover thousands of dollars of “hidden” non-traditional ROI from your podcast using this Podcast ROI tracker: https://podcastabundance.com/roi-tracker/
More than half of all podcasts use less than 6% of the space allowed for their show notes. Need to boost your show’s SEO with better-structured episode descriptions? Use this Show Notes Template: https://podcastabundance.com/shownotestemplate/
For more helpful tips on podcasting, check out podcastingforfinancialprofessionals.com
Connect with Virginia Elder:
Instagram: https://www.instagram.com/podcastabundance
LinkedIn: Virginia Elder – https://www.linkedin.com/in/virginiaelder/
This podcast is edited and managed by the team at www.Podcast Abundance.com
We want to produce your show too! Book a call at www.TalkToVirginia.com
If you run a 6 or 7 figure business and use your podcast as a marketing arm for your business, apply to be a guest on the show! podcastingforfinancialprofessionals.com
Recent Comments