E16 | Podcasting for Financial Planners

a couple of months ago

Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what?  Hannah’s podcast is based on a project that started in Dallas, Texas that she’s taken on and taken to the next level by bringing it to the podcasting world.  What started as a local gathering is now available world-wide to share with the greater planning community.

You're a financial planner, now whatThis podcast is just one of the ways that she contributes to the profession.  Podcasting is rooted in entertainment, education and helping others.  It is typically free, so you have to use a 21st century orientation to understand how she is using this innovative approach to build her practice.  In short, the show is designed to help further other financial planners and their practices more than for her clients but still helps her build her company.

There isn’t direct ROI with her podcasting model, so this is a great example on how to broaden context and perspective to provide a bigger picture about how being of service helps build a firm.  Even though her podcast is oriented to you and other planners, it still creates indirect ROI for her and her firm because it establishes her as an authority as a CFP® trainer and an authority because she is an expert.

Hannah works out of her home and I use a co-working space.  Besides that though, there are a lot of similarities between how I produce this show and she produces hers.

We share the tricks that we’ve each found that help us and how we each setup our environment to create a smooth recording.  We talk about how we prepare for our interviews and why we’ve decided to have most of our free content be audio.

We also share some of the tools we use to create our podcasts, some high level design decisions that led us both to use podcasting rather than another channel.  We explain why we create content for you and how this benefits my firm (hint: You can check out my digital marketing services here).

Jake Wagner

About the Author

Jake Wagner

Jake is trained as a Certified Digital Marketing Professional. He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing. He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.

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