You’ve seen “how to podcast” courses before. This one’s different.
This isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." It’s about strategy, promotion, and turning your podcast into real results.
Ready to make your message heard?
We get financial advisors. We’ve worked with firms of all sizes—from solo RIAs to multi-advisor teams—and we know the marketing challenges you’re up against. You’re not looking to become a full-time content creator. You just want to get your podcast in front of the right people, without it taking over your life.
This course was built for financial advisors who:
If you’re done winging it and want a repeatable, strategic way to promote your show, you’re in the right place.
You really understand our business and what our clients want.
You’ll get our "4P's of Podcasting" Checklist—designed specifically for financial advisors. It’s a step-by-step guide that walks you through what to do before, during, and after each episode goes live, so you never wonder what comes next.
Because sometimes it’s easier to see it than imagine it. Inside the course, we show you real examples of what successful podcast promotion looks like—from email alerts to repurposed video clips to behind-the-scenes workflows.
Five quick-hit videos break down the core areas of podcast promotion: planning, producing, publishing, and promoting. Take your podcast from "how-to" to "to-do" with strategies, screen shares, and walk-throughs that help you move fast and market smarter.
This isn’t a group Q&A or a Facebook thread. It’s a full hour of personalized coaching where we focus on your podcast, your goals, and your questions. Whether you’re launching or refining, we’ll map out a strategy together—and you’ll leave with a clear game plan.
For 30 days, you’ll have on-demand access to marketing help. Hit a roadblock? Need feedback on a headline or thumbnail? You’ve got us in your corner. It’s like having a marketing team on standby—without adding anyone to payroll.
We built a fully automated podcast scheduler inside Monday.com to help you and your team stay on track. It’s the exact system we use with our done-for-you clients—now yours to use, edit, and customize. You get free access for 3 months to start.
The kind of partner that can bring your vision to life and make it even better than you imagined.
Smart advisors know podcasting is one of the best ways take your firm from service provider to trusted ally. Savvy advisors know it’s not enough to hit “record”-- you have to make sure your audience sees your podcast and is excited to press play.
Scale your success without increasing your workload by learning how to promote your podcast like a pro.
Learn how to build relationships with your target audience through a strong online presence.
👋 Hi there, as an FYI, we use cookies to optimize your experience with our brand online. See our privacy policy here.
