Social Media Made Easy: Build Your Email List with Facebook Groups | Tracy Beavers | Ep 98
Ready to make your social media work for you? Tired of feeling like you've got to post “everywhere” to grow your business? If you’re over social media—or have stepped back like I did—this episode is for you. Tracy Beavers uses Facebook strategically (groups, hosting,...
How to Engineer a Bingeable Podcast | EP 97
If you’re tired of publishing podcast episodes that attract random one-off listeners and never generate real leads, it’s time to rethink your strategy. Most financial professionals create their podcasts week-by-week, always scrambling for a topic—resulting in...
Behind the Scenes of Buying a CFO Firm and Inheriting Its Podcast | EP 96
If you think acquiring a financial services firm (instead of starting one) is just a swap of paperwork and a handshake, think again. When you buy a business with an established podcast, audience, and brand voice, it’s a true behind-the-scenes transition—especially if...
Running Your Podcast Like a Business Asset (Not a Creative Project) | Ep 95
Podcasting for financial professionals, podcast ROI, podcast strategy, lead generation, authority building, email list growth. Most podcasts don’t fail because the content is bad—they fail because the show is treated like a creative outlet instead of a business asset....
Are You Actually Robbing Your Clients? What Fear Really Does Inside Your Business | EP 94
Most financial professionals have been trained to see business as a numbers game—measurable inputs, predictable outcomes, and a constant quest for higher metrics. But as you’ll hear, “business isn’t a numbers game, it’s a people game.” The most meaningful metric...
Implementing a Layered Marketing Strategy to Double Down on Joy Today | Eddie Price | Ep 93
The pursuit of Growth has you distracted from the real goal – stacking experiences and experiments across your entire journey. Rather than hustling toward the next tactic or growth hack, this interview reveals how a lifetime of solving problems for others, absorbing...
Should You Even Start a Podcast? (Or Is It the Wrong Tool for You?) | EP 92
Podcasting for financial professionals, podcast strategy, financial advisor marketing, podcast ROI, authority building, lead generation, sustainable content strategy. Podcasting can accelerate trust, visibility, and client conversion—but only when your business is...
When Scaling Hurts Your Business | EP 91
Scaling a business, AI in business, talent acquisition, hiring peak performers, YouTube strategy, authority building for financial advisors, niche marketing, lead generation, content consistency. If you’ve been told to automate everything, scale fast, and remove...
Podcast Marketing & Monetization: Maximizing ROI Through Strategic Podcast Production | EP 90
Podcast production, podcast marketing, and podcast monetization for financial professionals isn’t about getting the most downloads — it's about trust, lead generation, and measurable ROI. In this episode, Ralph Estep Jr. and I break down how to treat your podcast like...
Is Your Podcast Investment Paying Off? How Much Financial Pros Should Spend on Production | EP 89
Podcast production costs, podcast ROI, podcasting for financial professionals, podcast marketing budget, done-for-you podcast production — if you’ve ever wondered whether your podcast is worth the time and money you’re putting into it, this episode will give you...

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