Tag Archive for: podcast

Get more mileage out of your financial webinar or podcast

Webinars, videos, and podcasts about investments and other financial topics are a great way to highlight the expertise of your firm’s subject-matter experts. But are you getting the most out of your financial webinar or podcast? Probably not.

Some members of your clients, prospects, and referral sources will never watch a financial webinar, video, or podcast. That’s true no matter how professionally you produce it. Even if your topic is central to the problems they’d like to solve.

What can you do?

If your time is limited, use the techniques I describe in “Videos: 3 ways to make them palatable for video-haters like me.”

If you have the time and resources to do more, consider the techniques I list below.

1. Create an infographic

The visual learners among your target audience will appreciate an infographic of tips or a key process from your financial webinar or other presentation. For a sample, see my “Infographic: 5 Ways to Add Personality to Your Financial Writing.” After they look at your infographic, they may be more willing to sign up for your presentation.

Your webinar, video, or podcast audience may also enjoy your infographic as a review of your presentation. You could offer it as a “thank you” present for audience members who join your email list or respond to a survey that follows your presentation.

An infographic can also do double duty as a blog post.

2. Create a worksheet

Repackaging your tips or process into a worksheet makes it easier for readers to act on your information. They love worksheets.

I’ve created worksheets using Adobe Acrobat Pro that are nicely formatted, but can be filled and saved by the reader. The combination of nice formatting and the ability to save is a winner. A one-time effort by you gets big results for your readers.

Like an infographic, a worksheet can be a reward for people who participate in your presentation or join your email list. It’s less appropriate as a blog post because worksheets typically don’t fit in the available space. Still, you could offer it as a free download from your blog.

3. Write blog posts

A typical webinar or other presentation holds the seeds of multiple blog posts.  Plant those seeds by writing the blog posts.

Of course, your presentation may have its roots in earlier blog posts or other written pieces. If so, congratulate yourself for having learned “A top technique of financial advisors who blog successfully.”

4. Create an e-book

For the die-hard readers in your audience, you can turn your financial webinar or other presentation into an e-book. Your notes—or a transcript of your live presentation—is a great starting point. The fact that you’ve attracted people to attend your presentation confirms that there is a market for your book. My book, Financial Blogging: How to Write Powerful Posts That Attract Clients, grew out of my blogging class for financial advisors.

5. Use the audiovisual format that you skipped earlier

If you produced a great webinar, consider converting part of it into a podcast to attract people who listen when they can’t watch educational materials. You can also see about being a guest about your webinar topic on somebody else’s podcast.

On the flip side, perhaps your podcast contains an idea that would benefit from engaging your audience’s eyes in a webinar or video.

6. Turn compelling statistics or one-liners into social media status updates

If you’re active on social media, you know how hard it can be to keep your status updates flowing. Use your presentation’s compelling statistics or one-liners as social media status updates.

If you identify these updates before your presentation, you can use them to promote your event.

7. Put a clip on your website

A clip from your financial webinar, video, or podcast can spice up your website. Try it and see.

8. Try something else

The possibilities for reusing your content are vast. Please leave a comment about opportunities that I haven’t mentioned. I’d also like to hear about how recycling your presentations has earned results for you.

How to prepare for your podcast interview

You’ve been invited to be a guest on a podcast. How exciting! This could help you reach more members of your target audience. But, if you’re like me, excitement quickly turns to fear. In this post, I share what I learned when I prepared to be interviewed for a podcast.

1. Ask for the questions in advance

Some people can handle any questions gracefully without advance preparation. However, most of us do better with time to reflect.

Ask your interviewer to share questions in advance. It’s often not practical for interviewers to share a complete list. After all, your live interaction should inspire new questions. However, an initial list will help you to prepare.

2. Decide on your main messages

A big-picture strategy will focus your preparation and the comments you make during your live interview. That makes it easier on you. I like the tips in “Creating Your Message: A Seven-Part Series” by Brad Phillips on the Mr. Media Training blog.

Your listeners benefit, too. Your narrow focus makes it easier for them to learn from your interview, as you repeat and deepen their understanding of your message.

Have stories ready

Stories will make your message memorable. “A story can be your personal story, an anecdote, a case study, a historical example” or something else that makes your message more concrete. Mr. Media Training explains this in more detail in “Telling Powerful Stories.”

Prepare sound bites, not soliloquies

Sound bites—catchy phrases—make it easier for your listeners to absorb your message. I like how Mr. Media Training explains them in “Sizzling Sound Bites.” Also see “Ten Ways To Create Memorable Media Sound Bites.”

Another advantage of sound bites: They’re easier for you to remember. That’s helpful if you’re trying to speak without looking at notes.

Use statistics

Numbers that resonate with your listeners will increase your impact on your listeners. They’ll make you more memorable. Mr. Media Training’s “Don’t Use Numbers—Use Social Statistics” explains this.

Know your goals

Sure, you want to educate and maybe even entertain your podcast listeners. But you also have a bigger goal. Perhaps it’s to promote your book or interest people in your investment or wealth management services. Make sure you work that into your conversation.

If possible, ask your interviewer to mention your services or products in her or his introduction. If you have a freebie or other special offering, it’s good to mention that in the closing.

3. Prepare and test your technology

If podcasts aren’t a regular part of your routine, get comfortable with the technology before you’re interviewed.

At a minimum, test your technology in advance. For example, ahead of recording a podcast via Skype, I installed the latest version of Skype, tested and fixed the settings for the microphone that plugs into my PC, and had a friend call me via Skype. If I hadn’t done that, my interview might have been cancelled by my microphone problems.

4. Practice

Practice helps. At least, it helps if you’re a slow-thinking introvert like me. When I speak my answers out loud, I develop new ideas. Also, my words flow better in live interviews if I’ve mulled them over in advance.

However, I’ve learned to avoid memorizing answers word for word. That saps their energy. I do, however, type up some bullet points. Their availability calms me, even though I try not to look at them during live interviews.

As part of my preparation, I collected some techniques for gaining time to think about questions for which I wasn’t prepared:

  1. Say “That’s a great question.”
  2. Paraphrase or clarify the question.
  3. Say “I don’t know about that, but what I do know…”—this is a way to sidestep difficult questions or to get your interview back on your message.

5. Prepare your environment

On your interview day, do whatever you can to ensure you’re speaking in a calm, quiet environment. For example, turn off or mute any sources of disruptive noises. For my most recent podcast, I put my landline phone in “Do not disturb” mode and shut down Microsoft Outlook so a task reminder wouldn’t beep at a bad time.

6. Have fun!

Approach your podcast with good preparation and a positive attitude. With a good interviewer, you’re bound to have fun.


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