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Podcasting for Financial ProfessionalsAuthor: Virginia Elder
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. Hosted by Virginia Elder, founder of Podcast Abundance, this show delivers expert strategies on high-end podcast production, effortless content repurposing, and sustainable growth. Whether youre launching, optimizing, or scaling your show, youll learn proven tactics to refine your message, enhance client engagement, and position yourself as a trusted industry leader.Find out more at podcastingforfinancialprofessionals.com Language: en Genres: Business, Entrepreneurship, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Podcast Niching Strategy for Financial Advisors | Jack Wang | Ep 78
Episode 78
Thursday, 20 November, 2025
If you’ve ever felt unclear about what your podcast should focus on—or wondered how launching a show could actually bring in the right leads for your financial advisory business—this episode’s for you. Jack Wang, host of the Smart College Buyer podcast, joined me today to share why niching down his podcast topic has created traction in his business, his strategy to repurposing content (he even shared his posting schedule for social media!), and how his show filters potential clients, educates prospects, and ensures only the most serious and qualified folks book a call with him. From Workshops to Podcasts: Your Guide to Growing a Niche Financial Advisory Business This conversation hits several key points for Financial Professionals who want to launch or improve their own podcast, including: Tips for Getting Your Content Approved by Compliance How to Structure Your Show as an Educational Funnel Benefits to Recording Remotely Versus in a Studio Collabs, a Local TV Show, and Other Steppingstones Ways To Establish Trust with Compliance AND Your Followers Why He No Longer Worries About Finding Guests What (Simple Thing) You Can Do at Conferences to Stand Out Overcoming Hesitations and Standing Out with Your Niche Through intentional niching, a purposeful content funnel, strategic guest sourcing, and relentless authenticity, podcasting can position you as the talent—not the technician—building trust at scale, just like Jack. And if you feel behind or wish you’d launched sooner, Jack just launched in February of 2025 and has already garnered thousands of views on his YouTube channel and hundreds of listens on the podcast, all by the time episode 14 posted. Jack’s advice is to just get started. “Just do it…You don’t have to be perfect. I’m still figuring it out—and you can too.” “An educated consumer is your best customer.” - Jack Wang Turning Educational Episodes into Client-Generating Tools (06:57) Failed Podcast Attempts & Lessons Along the Way (17:32) Using Podcasting to Filter Potential Clients (22:38) Becoming THE College Admissions Financial Advisor (38:12) Navigating Compliance Conversations to Get Your Show Approved (40:08) Educating Your Compliance Department and How to Build Trust with Them (49:54) Hosting Lessons from Experience and Tips on Guest Preparation (54:03) Organic Growth Through Reels and YouTube Shorts (59:47) Strategic Podcast Design Insights for Business (01:09:51) Using Advisor Conferences to Stand Out Repurposing Podcast Content for Lead Generation If social media feels overwhelming to you, tune in to the section about how he does his reels and shorts! Jack doesn’t just record episodes—he’s creating knowledge-based video clips to answer real prospects’ questions. He explained how using these clips as follow-up touchpoints after conferences, client meetings, and networking events keeps him seen as helpful and deepens connections. Since his podcast content is intentionally structured to be evergreen, his social media clips cover timely reports, law changes, and current events. This “split” strategy is a great way to cover both aspects of content creation. Follow Jack Wang: Jack Wang, host of the Smart College Buyer Podcast, helps parents figure out how to pay for college without taking on a truckload of debt The system of merit and financial aid, scholarships, and grants is a game that most people play very poorly. He has strategies to maximize aid, lower the cost of college, and figure out how to pay for it. Listen to the Smart College Buyer Podcast: https://pod.link/1800378410 Visit his website: https://smartcollegebuyer.com Follow him on LinkedIn: https://www.linkedin.com/in/thejackwang/ 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 at www.talktoVirginia.com The Conference Toolkit will help you build high-quality collaboration partners and ideal clients for your business. Get your free download at https://podcastabundance.com/conference-toolkit/ Watch everything on YouTube @PodcastingForFinancialPros or Listen on any podcast app here: https://pod.link/1478414077 Follow Virginia Elder on social media: LinkedIn Instagram Facebook To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
