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 episode and end up rambling, repeating themselves, or losing the point, […]
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Women Control the Wealth Transfer. Is Your Firm Ready?
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, I’m joined by Dr. Barb Provost, founder of Purse Strings and host of […]
How a Fractional COO Helps Financial Professionals Scale | Derek Frederickson
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 company, for a conversation about what it really takes to […]
Rapid-Response Podcasting: How Advisors Can Calm Clients During Market Volatility
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 decision pressure for your audience. This might be a sudden market drop, a major […]
If You Don’t Believe in Your Own Wealth, Your Clients Won’t Either
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 principles, personal transformation, and what it really takes to […]
How Podcasting Grows Your Financial Practice: Real Strategies from a 5X Growth Advisor
What if the real ROI of podcasting is not downloads, but a shorter path from prospect to client? In this episode, I’m joined by Larry Sprung, founder of Mitlin Financial and host of the Mitlin Money Mindset Podcast, for a conversation about podcasting, book publishing, YouTube, media visibility, and building a financial services brand people […]
Unlock New Revenue Streams With AI: Monetize Activities You Already Do | Ep 113
What if your next business opportunity is already hiding inside the work you do every day? In this episode, I’m joined by Bart Merrell, the Side Hustle Samurai and author of Monetize Your Mindset, for a conversation about spotting overlooked revenue opportunities, pressure testing ideas before you waste time or money, and using AI as […]
Podcast Ads Strategy Under $1,000: Paid Growth Ideas for Niche Financial Shows
Organic podcast growth matters, but it is slow. Podcast SEO, referral relationships, YouTube search, LinkedIn visibility, and a strong episode library all help your show become easier to find over time. But if your podcast is already clear, consistent, and strategically built, it may be worth asking: should you put a little money behind it? […]
Collaborative, Community-Based YouTube Strategy to Build Local Authority
What if your podcast did not need to become a weekly production machine to support your business? In this episode, I’m joined by Kristen Goss, Esq., Florida family law attorney and creator of Civility Wins, a YouTube-based show housed under her KWG Family Law brand. Kristen uses her channel as a creative outlet, a local […]
Podcast Production for Multi-Platform Financial Planning Show | Ep 110
If compliance pushed back on your podcast for two years, would you keep going? Regina McCann Hess, CFP®, CDFA®, founder of Forge Wealth Management and host of Women & Wealth, saw it through. After years of conversations with LPL Financial, she received approval to launch her show and has since built a library of 150+ […]