Automating Emails for Increased Client Engagement
Learn how to automate an email series by setting triggers based on different actions. Connect a MailChimp form to your website and create an automated welcome series with different parameters.
The financial industry is ever-changing and fast-paced – both as an advisor within the industry and a consumer outside of it. Educating ourselves, our children, and anyone else important in our lives about financial literacy is always top of mind for us here at Xtiva.
Podcasts are a great way to absorb valuable information while multitasking, including commuting to work, finishing up some emails, or, for the lucky ones, relaxing by the pool while on vacation. The key is finding the right podcast to listen to – that’s why we’ve put together this list of some of the podcasts that we think are the best in getting your clients up to date with financial trends, news, and strategies all while they’re on the go. From personal finance tips, entrepreneurial insight, retirement plans, and investment expertise – we’ve researched some of the best options for financial podcasts and all you have to do is pass this list along.
Listen Money Matters is an American personal finance website and weekly podcast hosted by Andrew Fiebert and co-hosted by Thomas Frank. This podcast offers the host’s honest and blunt opinions on many different topics in finance that aim to help people learn to use their money in smart ways. The idea is that anyone can have control over their personal finances, all they have to do is be smart. The Listen Money Matters website also provides resources and lessons including ways to reach your career goals, make extra cash, free yourself of debt, and create budgets.
Financial expert David Stein hosts Money For the Rest of Us where he speaks about being smart with your investments and having enough to retire. This weekly podcast aims to teach people how to live their lives without having to worry about money. David Stein references how people can improve their “retirement IQ” and teaches lessons on wealth building and investing. There are also resources available on the Money For the Rest of Us website for 7 steps to financial freedom.
3. So Money
Author and host, Farnoosh Torabi, shares her insight of finance and entrepreneurship in her podcast, So Money. Her background, being 22 years old and in over $30,000 of debt after graduating from Penn State and living in New York City, inspired the podcast. So Money features different guest hosts on almost every episode from investment experts, Fortune 500 managers, and even actors. Farnoosh is also an inspiration for women in business and shares her ideas on how women in the workplace make the world a better place. So Money features Farnoosh’s books, blog, and more.
4. Planet Money
National Public Radio’s (NPR) Planet Money was launched in the midst of the 2008 financial crisis and has grown in popularity since, as it makes sense of the economy in simple and creative ways. The goal is to entertain while getting into the nitty-gritty of the forces that move our economic world. Planet Money is hosted twice weekly by a rotation of NPR journalists including, Ailsa Chang, Cardiff Garcia, Jacob Goldstein, Noel King, Kenny Malone, Robert Smith, and Stacey Vanek Smith. The journalists also launched The Indicator, which is a smaller more frequently released podcast on NPR.
While this podcast aims to provide helpful tips and insights for financial advisors, it also shares many business success stories from which to draw inspiration. Financial planner and host Michael Kitces began his podcast in January of this year and now has over 75 episodes. Kitces shares his passion for lifelong education and teaches advisors how they can continue to practice better ways to inform their clients. Financial Advisor Success plays weekly on Tuesday and features many other successful guest hosts in the finance industry. The website, A Nerd’s Eye View at Kitces.com offers a variety of different services such as Michael’s consulting services, public speaking, and blog.
The Investor’s Field Guide is a website that features Invest Like the Best, a podcast founded in September 2006 airing weekly on Tuesdays. The podcast offers an ongoing investigation and several different angles to succeed in the stock market. Host Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management, speaks with interesting guests on his show each week, including investors, authors, portfolio managers, and even people outside of the investing business who can share their stories and insight.
Joe Saul-Sehy the founder and of Stacking Benjamins hosts this comical, yet informative, podcast from his mother’s basement. Before Stacking Benjamins, Joe spent 16 years as a financial advisor and was known as the “Money Man” on Detroit’s WXYZ-TV where he appeared twice a week. The show is known for its entertaining and informative interviews about various topics in the finance industry.
In the podcast Smart Passive Income, founder Pat Flynn shares his story of his career plan B and aims to inspire and teach people how they can build their own online businesses. As the name suggests, Pat believes in working the ‘smart way’ and developing a strategy to let the money flow through automation. Along with the weekly podcasts that feature interviews, strategy, and many other topics, Smart Passive Income is home to an online community and an abundance of resources and lessons for people to start and grow their own business.
Entrepreneurs on Fire, founded and hosted by John Lee Dumas (JLD), is a podcast that inspires people to do more of the things they love and teaches them how to be successful in their own business. JLD hosts the podcast twice weekly. Entrepreneurs on Fire will explain how you can meet your business goals, make your new ideas happen, and excel financially.
Marriage, Kids and Money offers insight into family financial goals and tactics to pay off debt, mortgages, and create budgets. Andy Hill, family-man, founder and host, spends his time interviewing millionaire entrepreneurs, experts in the finance industry, and early retirees, and shares his learnings on his podcast every Monday. This podcast offers more than just financial advice, it delves into the mix of things with marriage and children as well.