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...
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...
Women Control the Wealth Transfer. Is Your Firm Ready? | Dr. Barb Provost
Women are gaining more financial influence, inheriting more wealth, buying homes, leading households, and making more major money decisions than ever before, yet many financial brands still miss the mark in how they speak to, serve, and support women. In this episode,...
How a Fractional COO Helps Financial Professionals Scale | Derek Frederickson | Ep 117
If your business has grown, but every decision, process, client issue, and marketing task still runs through you, the problem may not be your work ethic. It may be your operating structure. In this episode, I’m joined by Derek Frederickson, owner of a fractional COO...
Rapid-Response Podcasting: How Advisors Can Calm Clients During Market Volatility | Ep 116
What if your podcast could calm client anxiety before your inbox fills with panicked questions? This episode breaks down the “flash episode” strategy: a short, timely podcast or YouTube update you can release when an external event creates confusion, concern, or...
If You Don’t Believe in Your Own Wealth, Your Clients Won’t Either | Randy Gage
What if the next level of your business is not being held back by your tactics, your content, or your credentials—but by the beliefs you have not questioned in years? In this episode, I’m joined by Randy Gage for a direct conversation about money mindset, prosperity...
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