Your financial service business’ success hinges on understanding and addressing clients' emotional needs, hosting a safe space for them to express their hopes and fears, and, of course, helping them implement the financial strategies that will best move them toward their goals.  

But the topic of money itself is a guarded subject and there’s often reluctance to discuss one’s personal finances with others. So, how do you create a ‘safe space’ for them, build trust so they’ll take advantage of the help available, and then guide them toward the best products, strategies, and financial decisions while maintaining that trust throughout the process?  

Podcasting and Webinar Funnels for Financial Service Professionals 

(00:09:49) Pricing Dilemma Faced by Therapists, Coaches, and many Service-Based Business Owners 

(00:16:24) Creating Urgency in Evergreen Webinar Funnel Marketing 

(00:20:46) Engaging Avoidant Clients for Service Success 

(00:26:44) Navigating Money Shame with Potential Clients 

(00:40:10) Audio-First Approach Podcast Strategy 

(00:45:26) Content Creation Strategy for Sustainability as a Busy Business Owner 

(00:47:17) Value-driven Course Sales Using Podcasting as Part of The Sales Funnel 

(00:51:59) Positioning Your Podcast to Establish Connection and Trust 

 

 

By recognizing and accommodating the unique needs of clients who may be hesitant or resistant, you'll get the opportunity to provide tailored solutions that ultimately lead to their financial success. 

That’s what Linzy Bonham did as she realized that many therapists needed help managing their practice’s business finances. Therapists want to help people navigate insecurity, fears, and trauma, but so often face an internal dilemma of what to charge, how much to save for taxes, and what to pay themselves, among other business financial challenges.  

Enter: “Money Skills for Therapists” by Linzy Bonham, a private practice therapist turned money coach. 

Once Linzy realized that by helping therapists maintain a financially stable practice and create financial security for themselves, she’d be helping to support thousands of their clients get the guidance they need, she began sharing her business finance best practices and teaching private practice therapists and health practitioners how to run the backend of their businesses.  

She offers a webinar funnel that directs viewers down one of two separate paths, depending on whether they are a solo-practitioners or a business owners with a team.  

Having her podcast as a top-of-funnel attraction and nurture tool has streamlined the Money Nuts & Bolts sales process, filled Linzy’s courses, and created an interactive email subscriber list where her followers know it’s safe to reach out with financial questions so they can develop peace of mind about their money.  

Need help creating a podcast that converts listeners into clients? Get the Podcast Conversion Blueprint today! This free download gives you the keys to designing episodes that drive engagement, creating CTA’s that convert, and building a funnel that nurtures leads separate from your podcast platform...just like Linzy has done! 

 

And through webinars, freebies, the podcast, like, these are all additional layers and steps where they can find us. Follow us, see our face. Hear our voice. That's going to be a super important way to establish trust for mass majority of the audience these days." - Linzy Bonham 

 

Follow Linzy Bonham & her work at Money Nuts & Bolts:  

LinkedIn: https://www.linkedin.com/in/linzybonham/ 
Instagram: https://www.instagram.com/moneynutsandbolts/ 

Free Gifts from Linzy: https://moneynutsandbolts.com/resources/ 

Money Skills for Therapists Podcast: https://moneynutsandbolts.com/podcast/ 

Free Masterclass- Money Skills for Therapists: https://moneynutsandbolts.com/masterclass-signup/ 

 

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. www.talktovirginia.com  

 

You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources  

 

Watch everything on YouTube @PodcastingForFinancialPros 

 

Follow Virginia Elder on social media:  
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To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com