Podcasting for Financial Professionals
The go-to resource for financial advisors, CPAs, wealth managers, and financial consultants who want to elevate their authority, expand their reach, and attract high-value clients through podcasting.
- Indexed episodes, last 90 days
- 14
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
How Financial Professionals Can Use Podcasting to Support Workshops, Referrals, and Client Trust | Ep 122 | Dr. Severine Bryan (opens the original)
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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 educator helping women rebuild financially after divorce, job loss, and other major life transitions. Dr. Sev serves both individuals and organizations through financial coaching, group education, corporate workshops, and speaking. He
Should Financial Advisors Start with YouTube, Podcast Guesting, or Social Media? | Ep 121| Danica Cicmil (opens the original)
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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 and women better understand how investing works in the German system. Professionally, she has experience in institutional finance, but her personal education work has pushed her into a very practical question many financial professi
How to Grow a Video-First Podcast with YouTube SEO | Ep 120 | Scherrie Prince (opens the original)
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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 into a stronger video-first content asset. Scherrie started her show during Covid after a business coach encouraged her to speak, write, and podcast. At first, she recorded audio-only because being on camera felt uncomfortable. Now, af
How to Script a Podcast Episode Without Sounding Robotic | Ep 119 (opens the original)
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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, or they write every word so tightly that the recording sounds more like a compliance memo than a helpful conversation. In this solo episode, I’m breaking down how to
How to Attract and Serve Female Clients: Podcast Strategy and Real-World Results with Dr. Barb Provost | Ep 118 (opens the original)
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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 Women and Money: The Shit We Don’t Talk About, for a conversation about serving women with more intention, empathy, and practical education. Dr. Barb created Purs
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