What to Do When a Podcast Guest Hijacks the Interview | EP 126
What do you do when a podcast guest will not stop talking, barely answers your questions, turns every response into a sales pitch, or shows up without the equipment you specifically requested? You do not have to smile through it and hope your editor can fix everything...
How Financial Advisors Can Get Recommended by AI Without Posting Every Day | EP 127
Potential clients are no longer only Googling your name or asking a friend for a referral. They may also be asking ChatGPT, Gemini, Perplexity, or another AI tool who they should work with. So the question becomes: does the internet contain enough meaningful evidence...
How This CPA Uses Content to Convert Prospects Before the Sales Call | EP 125
How does a traditional CPA practice become a nationwide virtual firm with books, speaking engagements, a podcast, YouTube content, and prospects who already understand the value of the firm before the first sales conversation? In this episode, I’m joined by Salim...
You Don’t Need to Become an Influencer | EP 124
“I don’t want to become an influencer.” I hear some version of that regularly from financial advisors, CPAs, and other financial professionals who are considering launching a podcast or YouTube channel. The good news is that becoming a lifestyle influencer is not the...
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How to Get on More Stages, Build Your Brand, & Stop Waiting for Perfect | Kelly Lynn Adams | EP 123
What if the next level of your business is waiting on you to pitch the thing, show up imperfectly, and stop hiding behind preparation? In this episode, I’m joined by Kelly Lynn Adams, host of Perfectly Imperfect, business growth strategist, advisor, international...
How Dr. Sev Uses Podcasting to Grow Her Financial Education Business | EP 122
What if your podcast is not only meant to attract new clients, but to deepen trust with the right people already entering your world? In this episode, I’m joined by Dr. Severine Bryan, host of Sev Talks Money, Accredited Financial Counselor®, speaker, and financial...
How to Grow a Video-First Podcast with YouTube SEO | Ep 120 | Scherrie Prince
What if your podcast is strong, but the way you publish it on YouTube is holding back its reach? In this episode, I’m joined by Scherrie Prince, attorney, business coach, and host of the Play Big Faster podcast, for a practical conversation about turning a podcast...
YouTube vs. Instagram for Financial Advisors: Where Should You Create Content First? | EP 121
If you are podcast curious but wondering whether you should start with YouTube, social media, or podcast guesting first, this bonus-style episode will help you think through that decision more clearly. Danica Cicmil is a financial educator in Germany who helps expats...
How to Script Your Podcast So You Still Sound Natural | EP 119
If you have ever tried to script a podcast episode and immediately worried that you sounded stiff, overly polished, or completely unlike yourself, this episode is for you. Many financial professionals fall into one of two traps. They either try to wing the whole...

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