As a financial advisor, you’re trying to stand out in a competitive space, but you also want to keep your existing clients appraised of an increasingly complex world. While phone calls and emails each serve a purpose, a podcast gives your current and potential clients and opportunity to learn from you on their own time – when it’s convenient for them.

Jag has been co-hosting podcasts with financial advisors since 2019, and we are familar with everything from subject matter to compliance approval processes. For each 15 or 30 minute podcast, you only need to decide on your topic and “bullet points.” Jag will leverage his 20+ years of hosting experience to keep the conversation flowing and accessible. As the interviewer, he will position you as the subject matter expert, deferring to your expertise in explaining the topics of your choice.

The process is turnkey: following the recording, Jag will edit the audio and/or video, removing flubs and any other issues. You’ll then receive, via secure Google Drive, the audio and/or video files, transcript and show notes to submit to your compliance department. Once approved, Jag will publish the podcast to the web (via Simplecast hosting), Apple Podcasts, Spotify, iHeartRadio, and Amazon Music. You’ll then have access to share across social media, email newsletter, and other platforms.

Questions? Contact info below.