Human-First AI Marketing Strategies for Money Experts | Mike Montague | Ep 79
AI is everywhere and if you’re not currently exploring how to integrate it in your business, you’re panicking about where to start. This episode helps explain how AI can amplify your voice while keeping your client data safe, and how you can turn your podcast content...
Podcast Niching Strategy for Financial Advisors | Jack Wang | Ep 78
- If you’ve ever felt unclear about what your podcast should focus on—or wondered how launching a show could actually bring in the right leads for your financial advisory business—this episode’s for you. Jack Wang, host of the Smart College Buyer podcast, joined me...
Discover How to Build Authority and Generate Leads with Podcasting for Financial Professionals
Podcasting for Financial Professionals isn’t just another show about microphones and editing software. This show is your strategic podcasting resource, made specifically for financial advisors, planners, and professionals who want to use podcasting as a powerful...
Creating Your Own Ripple Effect with Podcasting and Infinite Banking | Chris Miles | Ep 73
As you help others with their money, your impact creates a ripple effect through their families, friends, and anyone they’re in contact with, right? Chris Miles had that in mind as he learned the hard way about investing in real estate versus 401K-style traditional...
Getting Your Podcast Episodes Approved by Compliance: The Financial Podcast Challenge | Ep 77
Are you a financial professional who feels like compliance is building walls between you and your dream podcast? You’re not alone — but you’re also not stuck. Compliance guidelines exist to protect consumers—especially in regulated industries like financial advice,...
Compliance Isn’t Your Enemy: Hyper-Niching Podcast Strategy for Advisors | Ep 76 | Jeff Kikel
Ready to break out of the compliance trap and finally get your content and podcast working FOR your financial business? Tired of thinking in circles about the type of client you want to attract to your practice? If you’ve been wanting to host your own podcast, but...
Want More Visibility and Better SEO? Make Your Content Accessible | Maxwell Ivey | Ep 75
Have you ever thought about whether your content is accessible to those with a disability? TRUTH: Up to 4% of the US population (that’s about 8 million people) can’t read the content you work so hard to produce. And what if there’s a direct correlation between your...
Why Podcast Pitches Fail (and What Actually Gets You Booked) | Ep 74
Podcast guesting, whether you’re hosting guests or being the guest yourself, is still one of the BEST ways to grow your audience, build brand traction, and grow your email list. But if you’re sending emails or DMs, you’re getting overlooked. Spray-and-pray messages,...
Podcasting Strategy to Attract Premium Clients, Not Just for Visibility | Ann Carden | Ep 72
If you’ve hesitated to launch or rebrand your show because you’re searching for the strategy that will help you attract your ideal, high-end, client, listen here. Packed full of tips on how to execute two different podcasting strategies, how to think strategically...
Using Pre-Recorded Content to Establish a Sustainability in Your Business | Ep 71 | Minisode
You don’t need to show up live every week to create connection and increase your authority. Stefanie Gonzales of Women’s Wealth Effect shares how she uses pre-recorded video and audio content to grow her audience from Portugal while serving clients across the globe....

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