Podcasting for Financial Professionals

Hosted by Virginia Elder

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100

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Jun 2026

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About the show

Podcasting for Financial Professionals is for advisors and financial business owners who believe their expertise deserves a bigger stage—but refuse to let content creation run their life. Hosted by Virginia Elder, founder of Podcast Abundance, this show strips away hobby-level podcasting advice and focuses on what actually works for high-trust, regulated industries: clear strategy, compliant messaging, and sustainable production that drives authority and real business growth. If you want a podcast that filters clients, builds trust at scale, and works quietly in the background while you run your firm, you’re in the right place. Find out more at podcastingforfinancialprofessionals.com

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34 recent

October 31, 2024Episode 4640 min

Reclaim Your Time: Strategic Business Management | Katie Brinkley | Ep 38

Time is a precious commodity. If you had more of it, what would you prioritize? Today’s guest is Katie Brinkley, owner of social media agency Next Step Social Communications, host of the Rocky Mountain Marketing Podcast, and author of the Social Shift. Imagine being a social media expert who advocates for spending less time scrolling and more time living—Katie does just that! Katie shares her unique insights on finding abundance in business ownership. Her story is a powerful reminder to grant ourselves permission to step back and reassess our goals for a more fulfilling entrepreneurial journey. Podcasting was a game-changer for Katie, starting as a creative outlet and evolving into a strategic tool for business success. With over 300 episodes under her belt, she covers the trials and triumphs of maintaining a twice-weekly podcast while juggling other responsibilities. Learn how she mastered the art of batching content and outsourcing tasks to maintain quality and consistency, proving that podcasting can be more than just a hobby—it can be a formidable marketing tool. Unlocking Business Productivity (09:34) - Maximizing Business Success through Podcasting (20:14) - Intentional Networking to Grow Your Business (30:12) - Stepping into Self-Confidence (37:19) - Strategies for Efficient Content Creation "I started living my life with abundance when I gave myself the permission to not do all the things. I didn't need to be the business owner that scaled seven figures in three years. I didn't need to post on social media every day…I gave myself the permissions and everything changed." - Katie Brinkley Connect with guest, Katie Brinkley: Website – Katie Brinkley Podcast – Rocky Mountain Marketing Podcast Instagram – Katie Brinkley LinkedIn – Katie Brinkley The Social Shift Book – https://www.katiebrinkley.com/book This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

October 24, 2024Episode 3748 min

A Blueprint for Work-Life Balance | Jenn Drummond | Ep 37

True abundance encompasses much more than just wealth—it's about time, health, and having the freedom to live life on your own terms. Joining the show today is the remarkable Jenn Drummond, author of BreakProof and the first woman to scale the Seven Second Summits. Jenn's journey is a testament to redefining success, balancing career and family, and living a truly vibrant life. Jenn shares candid insights from her early days of cold calling to growing a thriving business to becoming a successful podcast host. We talk about the grit and strategy needed to transition from an employee mindset to a CEO mentality, and how to set and achieve goals for yourself while accepting help from others along the way. A life-threatening car accident and the loss of a friend prompted Jenn to reevaluate her priorities, leading her to focus on mindset, teamwork, and health as key components of success. As a mother of seven, she is dedicated to leading by example, teaching her children the value of living fully and nurturing their mental well-being. To Jenn, abundance is synonymous with freedom—freedom of time, health, and finances. She emphasizes the significance of energy management over time management and pursuing what truly matters most. Redefining Success: Creating a Life of Purpose (11:00) - Entrepreneurship and Work-Life Balance (21:01) - Building a Balanced Life and Legacy (27:51) - Teamwork and Resilience in Pursuing Goals (35:35) - Navigating Media and Marketing Strategies "I came to the conclusion that we don't get to choose when we die, but we sure get to choose how we live." - Jenn Drummond Connect with guest, Jenn Drummond: Website – Jenn Drummond Podcast – Seek Your Summit Podcast Instagram – The Jenn Drummond LinkedIn – Jenn Drummond BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals – https://jenndrummond.com/book/ This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

October 17, 2024Episode 4527 min

Podcast Growth Tactics | Ep 36

It takes more than a few episodes to attract a large audience and more than just posting on social media to get the word out about your podcast. If you’ve been podcasting for a short while and aren’t feeling the love or thought you’d be reading more people by now, this episode is for you. Learn about the three pillars of podcast growth and take the self-audit questionnaire to discover where your biggest gaps are. With that information, you can lean into the specific tactics explained in that category to grow your online presence. Perhaps it won't surprise you to find that growing a podcast is very similar to growing a business. You need to be findable, to provide a product (content) people WANT from you, and you need to be taking intentional steps to expose your business/show to new people multiple times each month. Effective Strategies to Enhance Your Podcast's Visibility A well-optimized website featuring your show Topics your listeners crave with episode titles containing phrases they’d actually search for “Networking” in the podcast world by featuring guests and being a guest Attending online summits, in-person conferences, and similar events where your ideal client/listener is also in attendance Post on social media based on the way your target listener consumes social media Which of the three areas should you focus on first? Content, Visibility, or Networking? Take the self-assessment inside this episode to find out OR book a podcast audit with me here and I’ll provide customized tips toward growth just for your brand. Podcast Audit: https://book.stripe.com/eVa7tkfWq56W7FC6oy My preferred guest matching networks: https://podcastguests.com/join/ https://www.joinpodmatch.com/podcastabundance To ensure your show is REALLY listed everywhere, follow the directions here: https://podnews.net/article/all-the-podcast-directories This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

October 10, 2024Episode 4443 min

Scaling Agencies by Building Relationships and Systems | Audrey Joy Kwan | Ep 35

Want to scale your service-based business? Avoided calling it an agency like I have? Today, you get to meet Audrey Joy Kwan, who’ll change your mind about boldly proclaiming your agency status and/or working with well-built agencies to accomplish your business goals. Audrey shares that her personal definition of abundance is in doing meaningful work, making a positive impact, and balancing earnings with personal time –alluding to why she helps agency owners AND why she’s chosen to podcast to market her business. Her journey into entrepreneurship was inspired by a life-changing event—the sudden passing of her mother, which underscored the importance of work-life balance. Finding the Right Systems and Structure to Scale Your Agency Audrey helps entrepreneurs build a lean agency business model without sacrificing personal freedom. We discuss the prevalent narrative that startup phases require excessive workloads, often leading to burnout. She gives us a sneak peek at her MightyPod ModelTM, where she walks agency owners through creating productized services and lean teams, helps them define their niche, and achieve desired revenue without unnecessary expansion. Scale Your Business: Systems, Productized Services, and Marketing (09:57) Building a Lean Agency Business Model (17:40) What Values have to do with Scaling a Business (28:08) Building Relationships Through Podcasting (40:11) Leveraging Podcasting for Business Growth "Consistency is key in podcasting; it's about making a recurring commitment to show up, which is essential for building a sustainable and impactful channel." - Audrey Joy Kwan Connect with guest, Audrey Joy Kwan: Website – https://audreyjoykwan.com/ Podcast – https://audreyjoykwan.com/podcast/ Instagram – https://www.instagram.com/audreyjoykwan/ LinkedIn – https://www.linkedin.com/in/kwanaudrey/ Your FREE Mighty Pod ModelTM Cheat Sheet – https://audreyjoykwan.com/cheatsheet/ This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

October 3, 2024Episode 4350 min

Create Calm in Your Business by Looking Beyond Margins | Susan Boles | Ep 34

If you’ve experienced burnout, in corporate or in your own business, you know you never want to be there again. But what if you felt stuck in a burnout-bust cycle you didn’t know how to stop? In this episode, meet Susan Boles, who now owns Beyond Margins where she uses her operations and financial reporting experience to help business owners find CALM in their business through automations, operational efficiencies, and metrics beyond the traditional financial statements. Susan knows from experience what the warning signs of burnout are and she can spot them BEFORE they cause a crash in your business, help you make changes in how you measure productivity, and recognize issues before they show up on a financial statement, simply because she’s seen the backend of hundreds of service-based businesses and knows what to look for. Imagine how amazing it would feel to have someone with C-Suite level financial and operational management experience on YOUR side of the table. Aligning Finance with Operations & Podcast Branding with Business Strategy: Discover Susan’s CALM framework Learn where her podcast ‘sits’ in the client acquisition funnel Hear when you might need a Virtual CFO (aka Fractional CFO) Copy her strategy for measuring podcast growth Follow Susan: LinkedIn: https://www.linkedin.com/in/thesusanboles/ Website: https://www.beyondmargins.com/ Instagram: https://www.instagram.com/thesusanboles/ This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

September 27, 2024Episode 4245 min

Differentiating Yourself by Disrupting the System for Equity | Meg K. Wheeler | Ep 33

Wondering how to stand out among the crowd of navy-blue suits? If you’re clear on your core values and passionate about issues that serve your ideal audience, questioning the status quo and speaking out is your ticket. When your actions, words, and how you show up online align with your core beliefs, you’ll become magnetic to those who believe those same things. Constant Adaptation: The Key to Sustainable Entrepreneurship Question the status quo in decision-making for personal and professional aspects Offer accessible education and comprehensive services to those who need it most Align business practices with personal values and adapt to client needs Carefully consider values, purpose, and intentions in business operations, messaging, and marketing Experiment with different content & structure your message to maintain authority and energy "When I think about abundance, the first word that comes to mind is choice. I think abundance is about being able to make choices and not feeling like you have to do something." - Meg K. Wheeler The Equitable Money Project offers accessible financial education and services to support marginalized business owners, aiming to create an equitable wealth-building environment. Who do you know that would benefit from equity? (Everyone. The answer is everyone in your contact list.) Follow Meg K. Wheeler: Website: https://equitablemoneyproject.com/ Podcast: https://podfollow.com/disrupt-your-money/view Instagram: https://www.instagram.com/equitablemoneyproject LinkedIn: https://www.linkedin.com/in/megkwheeler/ This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

September 19, 2024Episode 4152 min

Sustainable Entrepreneurship on Purpose | Andy Hill | Ep 32

Time freedom is at the top of the wishlist for entrepreneurs, and Andy Hill of Marriage Kids and Money is no different. Interestingly enough, however, that desire manifests differently across every business owner’s journey. When Andy left corporate with a number in mind, he knew podcasting was his key to a joyful entrepreneurial journey, but didn’t necessarily have a plan to make money. After a few sponsors floated his direction and he built a solid reputation for great content, he started coaching and established his own products and services for sale. Along the way, he outsourced tasks that felt distracting, tedious, or frustrating, including podcast editing, social media, and graphic design. Andy’s favorite tools are Megaphone (by Spotify) for managing his podcast and ads and Asana for keeping tasks and contractors organized. From Hustle to Harmony: Andy Hill's Business Insights (01:35) Building a Business Around Podcasting (15:26) Growing a Business with Intention (23:51) Outsourcing for Business Success (40:07) Maximizing Podcast Revenue with Dynamic Ads (49:45) Long-Term Wealth Building Through Entrepreneurship Andy is most excited about his course, Make My Kid A Millionaire. Find it, along with his podcast, free resources, and plenty of amazing content on financial freedom, Coast FIRE, and family finances at https://marriagekidsandmoney.com/ Find Andy on YouTube at https://www.youtube.com/MarriageKidsandMoney to learn what it’s like to be mortgage free, what the thought process is around it, and how to do it too! This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

September 13, 2024Episode 3139 min

Personal Confidence with Professional Counsel | Monica Burkoth | Ep 31

She's a successful trial attorney arguing high-stakes cases, but after becoming a mother, the inner tug to redefine herself beyond the courtroom surfaced loudly. Monica Burkoth, our guest, was challenged to look inward to find fulfillment through an authentic expression of herself, service to others, and something she was afraid might damage the way she was perceived in the legal world... a podcast. Balancing Act: How Monica Burkoth Merged Motherhood, Law, and Entrepreneurship Listen in to hear how Monica bravely faced the fear of judgment from her professional peers to pursue her passion for personal development and spirituality. Her story helps illuminate our shared desire to set an empowering example for our children, while noting that often the biggest obstacles are the ones we create in our minds. Key moments include: The significance of maintaining financial stability while growing a business, and the challenges that come with offering services for free. Challenges in building an audience versus creating a product first Fears around how bosses, colleagues, friends, family, and others will judge your work once it goes public Finding the balance between your business being a passion project and making money Personal and Professional Growth through Law, Motherhood, and Coaching Confidence is key, whether in the courtroom or behind a podcast microphone. Monica reveals how her background in law has uniquely equipped her to build confidence in others. We touch on her clever brand, Confidence Counsel, and how she's leveraging her legal expertise to empower others to embrace their voice. Learn practical techniques to manage anxiety and boost confidence, understand the importance of core values, and get inspired by Monica's journey by joining her newsletter. (There’s an easy to spot pop-up on her site!) From there, you’ll have the opportunity to participate in her next Confidence Coaching Program. Connect with Monica Burkoth: Website: Confidence Counsel: www.confidencecounsel.com Instagram: https://www.instagram.com/confidence.counsel/ LinkedIn: https://www.linkedin.com/in/monicaburkoth/ This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

September 6, 2024Episode 3041 min

Podcasting ROI for Your Business | Ep 30

Unlock the hidden potential of your podcast with insights that go beyond the traditional metrics of direct sales. Discover how to measure your podcast's ROI using eight innovative metrics from your brand authority, client engagement, and much more. Learn how to quantify mentions, backlinks, and speaking opportunities into tangible dollars, all thanks to your podcast. Secrets to Elevating Your Podcast's Value: (03:30 - 05:27) Boosting your Brand Authority (12:55 - 14:42) Repurposing Your Podcast Content (20:31 - 22:27) Team Morale & Recruitment (28:19 - 29:45) Amplifying Brand Affinity (33:37 - 34:58) Summarizing Each of the 8 Ways You’ll Find Non-Traditional ROI The 8 non-traditional ways you can measure Return on Investment from your podcast Brand Authority Client Engagement Content Repurposing Value Networking Opportunities Team Morale and Recruitment Lead Nurturing Brand Affinity Market Research Podcasting as a Tool for Business Growth Most business owners get stuck in tunnel-vision mode, expecting podcast ROI to surface from direct sales. However, there are 8 less obvious and more valuable ways your podcast creates return on investment, you just have to know to look for them and how to measure them. Emphasis is added throughout the episode to establish starting metrics and periodic measurement periods, because without a starting point, how can you know if you’ve grown? Savings from your repurposing efforts, connections and referrals made from networking in the podcast “world,” and recommendations or sales made because of the emotional connection potential customers feel toward your brand are all measurable. Are you measuring them? This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com

August 30, 2024Episode 2924 min

Podcast Mic and Camera Tips and Pre-Recording Coaching | Ep 29

I got a mic, now what? Where's the best spot for my camera? Is my lighting okay? Questions about proper set up of equipment are common, and usually DIYers miss something. Follow the instructions in this episode and you can’t get it wrong. From mic technique, camera positioning, recommended recording platforms, and preventing mic bleed, this guide is intended to provide you confidence in knowing you’ve checked off everything on the list. Whether you plan on recording interviews or with a co-host, in person or online, this episode contains instructions for camera positioning, software, microphone accessories, and your positioning and posture. Nobody wants to look unprofessional or come across as unprepared, so a clutter-free, distraction-free podcast recording zone is a must! Learn all of my pre-recording checklist items and confidence building techniques so you can hit record and KNOW you’re well prepared in every way. Transform Your Podcast with These Essential Setup Tips (02:34) Setting Up Your Mic and Headphones (07:42) Camera Positioning (08:49) Lighting for Your Studio (11:43) Posture, Facial Expressions, and Engagement Techniques (15:53) What to Do When You Make A Mistake (17:45) Reducing Potential Background Noise and Interruptions Mastering Your Podcast Setup: Essential Tips for Professional Quality Audio and Video "Your laptop or phone mic just won't cut it for a professional podcast. You need a dedicated microphone that captures your voice clearly and crisply." "Mic bleed happens when your microphone picks up the sound coming from your computer speakers out loud, which creates an echo or other audio issues that actually degrade the quality of your recording." "Making eye contact with the lens, not with the preview screen or your computer monitor, creates a connection with your audience and makes them feel like you're speaking directly to them." This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources Watch everything on YouTube @PodcastingForFinancialPros Follow Virginia Elder on social media: LinkedIn Instagram To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com