David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services

It is no secret that content is king when it comes to marketing. Advisors looking for ways to reach and engage clients should consider starting a podcast. Podcasting is an intimate medium, providing advisors with the opportunity to connect with existing clients and build relationships with prospective clients. Podcasting is also a great way for advisors to position themselves as thought leaders in the industry. In this episode, Rusty and Robyn talk with David Ledgerwood, B2B Podcast Strategist and Revenue Lead at Turncast, a podcast production company for fintech and financial services. Prior to joining Turncast, David has more than a decade of experience leading companies to 7- and 8-figure revenue growth. David talks with Rusty and Robyn about how podcasting can be a valuable asset in business, why financial advisors should consider launching their own podcast, and how to create a great podcast that listeners will subscribe to and keep listening to. Key Takeaways [03:39] - What David has been up to over the past 20 years. [07:00] - What Turncast offers the fintech and financial services industries. [09:48] - Why the podcast industry is exploding and booming in popularity. [12:05] - David's outlook on the future of podcasting. [14:37] - Why financial advisors should consider having their own podcast. [18:20] - What equipment is needed to start a podcast. [20:16] - David's recommendations for using video on Zoom calls. [22:28] - What makes a good podcast. [26:31] - The ideal length for a podcast. [28:04] - How podcast creators can reach the right audience and market. [32:32] - How David stays physically and mentally fit to perform at his best. Quotes [12:58] - "Podcasting offers an interesting dynamic because it's audio. And we know audio consumption goes up while people are driving, doing chores, doing other things — thus making it very different than video consumption." - David Ledgerwood [24:32] - "What you're really trying to do as a host or creator of a show is develop the habit that a listener will keep coming back because they like the experience of being a listener and they'll subscribe to your thing and they'll keep coming back on a regular basis." - David Ledgerwood [28:31] - "I'm a big fan of content reuse. I love podcasting because it's not just about the podcast. It's forcing you to have conversations." - David Ledgerwood Links  David (Ledge) Ledgerwood on LinkedIn Wild Side by Mötley Crüe PwC | PricewaterhouseCoopers Turncast Darknet Diaries Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0913-OPS-5/24/2022

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024