Unleash Your Inner Podcaster: Becoming a B2B Financial Planning Superstar!

Mind the gap! Better yet, jump right in before everyone else does.

How do you stand out as a Financial Adviser in a crowded market? Yes, I hear you, it’s the age-old question everybody wants the answer to. And the answer? Well, unfortunately, this will continue to change and evolve with the market you’re trying to reach.

Right now, we can say with confidence, that tapping into the world of podcasting is a no-brainer. For starters, it’s absolutely free and secondly, you’ll lose nothing for trying.

Yes, these may be bold statements to make, and you may be thinking it’s easier said than done, so don’t just take it from us. Let’s look at some cold hard proof…

The Cold Hard Proof…

We caught up with Chartered Financial Planner at Jacksons: Meaningful Financial Planning , podcast host and founder of the Meaningful Money YouTube channel Pete Matthew , to discuss the power of Podcasting, the impact it’s had on his business, and how Financial Planners can utilise this untapped marketing channel to skyrocket theirs.

Pete found his niche in the business-to-consumer (B2C) space, offering Financial Coaching and insight into the Financial Planning profession to consumers across the UK, resulting in a profound effect on his new business enquiries. Pete says:

“I put my first video up in April 2010, …by 2014 it was the biggest producer of new enquiries to Jacksons. Now, over 80% of all our enquiries come from Meaningful Money”

But what about the business-to-business (B2B) space? At FPL we’ve harnessed both B2B and B2C podcasting through connecting with business owners and professionals to explore their knowledge and insights. This allows us and our listeners to get a deeper understanding of their business and what they can offer clients.

However, the B2B method is largely untapped! By interviewing business leaders, focusing on their achievements and insights, Financial Planners can; leverage this platform to share their expertise, establish themselves as key persons of influence, and foster cross-referral business opportunities.

Becoming an influential figure

Daniel Priestley's book, "Key Person of Influence," highlights five essential steps to becoming an influential figure within a specific industry. Let's examine how Financial Planners can apply these steps through podcasting:

1. Pitch: A podcast provides an excellent platform to share your vision, values, and expertise with potential guests and listeners. Create a compelling pitch that highlights the unique value you bring to the table as a Financial Planner, and invite business leaders to join you for insightful conversations.
2. Publish: Regularly publishing podcast episodes allows you to consistently showcase your knowledge and build a library of valuable content. Share practical insights, success stories, and lessons learned to establish yourself as a thought leader within the B2B space.
3. Productise: As you build a loyal audience through your podcast, consider developing products or services that align with your expertise. This could include Financial Planning courses, workshops, or consultancy services. Use your podcast as a platform to introduce and promote these offerings.
4. Profile: A podcast helps you elevate your profile by featuring guest interviews with influential business leaders. By associating yourself with successful individuals, you enhance your own reputation and expand your network. Take the opportunity to share your guest's achievements and experiences, building strong relationships along the way.
5. Partnerships: Collaborate with other influential individuals or businesses in your industry through podcast guest appearances or joint episodes. This fosters cross-referral business opportunities and expands your reach to new audiences. Cultivating mutually beneficial relationships helps establish your position as a key person of influence.

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The Power of Podcasting for Financial Planners

A podcast provides Financial Planners with a unique opportunity to share their brand and business while building deeper relationships with clients and industry leaders. But that's not all, recording a podcast opens up a world of content creation possibilities!

Here are five examples of how you can repurpose podcast content recorded in both audio and video formats to create a powerful and manageable social media marketing campaign:

1. Teaser Clips: Extract short, engaging clips from your podcast episodes that highlight key insights or intriguing moments. Share these clips across social media platforms like Instagram, Twitter, and LinkedIn to generate interest and drive traffic to your podcast.
2. Transcripts and Blog Posts: Transcribe each podcast episode and repurpose the content as blog posts on your website. Optimize the text for search engines to increase your online visibility and provide valuable written content to your audience.
3. YouTube Channel: Upload the video recordings of your podcast episodes to YouTube. Create visually appealing thumbnails and include timestamps in the video description for easy navigation. Leverage YouTube's search potential and engage with a broader audience.
4. Expert Roundups: Compile snippets of advice from multiple episodes around a specific topic and create expert roundup videos. This format allows you to provide valuable insights while featuring guest appearances, attracting a wider audience to your podcast.
5. Audiograms and Visual Quotes: Transform memorable quotes or impactful moments from your podcast into visually appealing audiograms or quote graphics. Share these on social media platforms to spark further interest from your audience.

Embarking on the journey of podcasting as a Financial Planner requires dedication and hard work, but the rewards are worth it. By hosting interviews with business leaders, Financial Planners can position themselves as thought leaders in the B2B space. The steps outlined in "Key Person of Influence" provide a roadmap to success, helping Financial Planners create a podcast that showcases their expertise and builds deep relationships with clients and industry peers.

By repurposing podcast content, Financial Planners can extend their reach and engage with a broader audience. Teaser clips, blog posts, YouTube channels, expert roundups, and visually appealing audiograms and quotes are just a few examples of how podcast content can be repurposed to create a powerful and manageable social media marketing campaign.

“Meaningful Money has become a business in itself, from starting in a field in Cornwall with a ￡100 flip video camera, it’s become a bit of a beast!” Pete Matthew

3 2 1, Action!

Are you a Financial Planner looking to take your business to new heights? Take the first step by reaching out to Sam Oakes at Financial Planner Life for an exploratory chat on how we can help you set up and launch your very own podcast. Together, we can unlock the potential of podcasting and position you as a key person of influence within the B2B space. Don't miss out on this opportunity to elevate your brand and establish deeper relationships with clients. Contact us today and let's embark on this exciting podcasting journey together!

Check out Pete Matthew on his episode of the Financial Planner Life podcast, The Power of Podcasting & YouTube below: