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A Step-by-Step Guide to
Launching Your Podcast
+
Susan Theder
Chief Marketing and Experience Officer, FMG
@stheder
/susantheder
stheder@fmgsuite.com
2
3
Matt Halloran
Co-Founder & Chief Relationship Officer
at ProudMouth
@MattHalloran_
/matthalloranpm/
matt@proudmouth.com
Agenda:
✅ Top 10 must-haves to start a podcast
🎙 How to promote it
💡Coming up with great topic ideas for guests
📚 Real-life stories of advisors who have
successfully incorporated podcasting into their
marketing strategy
4
4
WHY LISTEN TO US?
© 2023 ProudMouth. All rights reserved.
1. The right success metrics
2. Who are you talking to?
3. List of 12 topics
4. Check name availability
5. Perfect Podcast formula
6. Description & cover art
7. Mindset
8. Post-production
9. Promotion
10. Some help!
© 2023 ProudMouth. All rights reserved.
TOP 10 MUST-HAVES
#1: SET THE RIGHT
SUCCESS METRICS
• Move leads to relationships
• Convert skeptics to fans
• Vanity metrics
© 2023 ProudMouth. All rights reserved.
#2: WHO ARE
YOU TALKING TO?
© 2023 ProudMouth. All rights reserved.
#3: CREATE A LIST
OF 12 TOPICS
(Psst...What makes you unique & different?)
© 2023 ProudMouth. All rights reserved.
• Who I am personally and professionally
• My process and what it's like to work with me
• My focus and who I provide expertise for
Episodes 1, 2 & 3
Intro to you and your expertise
© 2023 ProudMouth. All rights reserved.
© 2023 ProudMouth. All rights reserved.
Think about the top 3-5 questions you always answer for
clients
Episodes 4, 5 & 6
Your thought leadership
Episodes 7, 8 & 9
What life is like for clients after they
work with you
© 2023 ProudMouth. All rights reserved.
E.g., The 3 Phases of
Retirement
© 2023 ProudMouth. All rights reserved.
Episodes 10, 11 & 12
Centers of Influence (COI) Podcasts
Pick 2 or 3 of the best COIs that will come on your show and
share their guest appearance with their network
© 2023 ProudMouth. All rights reserved.
#4: SEE IF THE NAME YOU
WANT IS AVAILABLE
AvaiIabiIity Check
Check for conflicts:
• Complete a Google Search for the podcast name
• Check main podcast communities for the name (Apple
Podcast/Spotify )
• Check Trademark database
Use a thesaurus to wordsmith and fine-tune if needed
#5: PERFECT PODCAST
FORMULA
© 2023 ProudMouth. All rights reserved.
• Storytelling
• Education
• Entertainment
• Call-to-action
© 2023 ProudMouth. All rights reserved.
#6: CREATE THE SHOW
DESCRIPTION AND COVER ART
• Cover Art examples next
• What are the questions your Ideal clients want to know?
Infuse the show description with that language.
#7: MINDSET
Prepare, WARM UP, and hit record!
© 2023 ProudMouth. All rights reserved.
© 2023 ProudMouth. All rights reserved.
#8: POST-PRODUCTION
© 2023 ProudMouth. All rights reserved.
#9: PROMOTION
Podcasts Round Out an
Overall Content Strategy…
23
#10: YOU DON’T HAVE TO DO
IT BY YOURSELF!
WE CAN HELP!
© 2023 ProudMouth. All rights reserved.
A Custom Marketing plan each
month
Executed for you
Exclusive Content by our marketing
thought leaders only available for
DIFM customers
Your own dedicated Marketing
Strategist
BRAND NEW!! Adding a podcast
idea and outline with ProudMouth
Do It For Me
Marketing Program
25
Want to learn
more? Book a
demo with our
team →
Meet With Us:
https://fmgsuite.com/get-a-
demo
Questions?
Marketing@fmgsuite.com
We’re here to
help.
© 2023 ProudMouth. All rights reserved.
© 2023 ProudMouth. All rights reserved.
Take the next step on your
content creation journey,
chat with Mark today!

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A Step-by-Step Guide to Launching Your Podcast

  • 1. A Step-by-Step Guide to Launching Your Podcast +
  • 2. Susan Theder Chief Marketing and Experience Officer, FMG @stheder /susantheder stheder@fmgsuite.com 2
  • 3. 3 Matt Halloran Co-Founder & Chief Relationship Officer at ProudMouth @MattHalloran_ /matthalloranpm/ matt@proudmouth.com
  • 4. Agenda: ✅ Top 10 must-haves to start a podcast 🎙 How to promote it 💡Coming up with great topic ideas for guests 📚 Real-life stories of advisors who have successfully incorporated podcasting into their marketing strategy 4 4
  • 5. WHY LISTEN TO US? © 2023 ProudMouth. All rights reserved.
  • 6. 1. The right success metrics 2. Who are you talking to? 3. List of 12 topics 4. Check name availability 5. Perfect Podcast formula 6. Description & cover art 7. Mindset 8. Post-production 9. Promotion 10. Some help! © 2023 ProudMouth. All rights reserved. TOP 10 MUST-HAVES
  • 7. #1: SET THE RIGHT SUCCESS METRICS • Move leads to relationships • Convert skeptics to fans • Vanity metrics © 2023 ProudMouth. All rights reserved.
  • 8. #2: WHO ARE YOU TALKING TO? © 2023 ProudMouth. All rights reserved.
  • 9. #3: CREATE A LIST OF 12 TOPICS (Psst...What makes you unique & different?) © 2023 ProudMouth. All rights reserved.
  • 10. • Who I am personally and professionally • My process and what it's like to work with me • My focus and who I provide expertise for Episodes 1, 2 & 3 Intro to you and your expertise © 2023 ProudMouth. All rights reserved.
  • 11. © 2023 ProudMouth. All rights reserved. Think about the top 3-5 questions you always answer for clients Episodes 4, 5 & 6 Your thought leadership
  • 12. Episodes 7, 8 & 9 What life is like for clients after they work with you © 2023 ProudMouth. All rights reserved. E.g., The 3 Phases of Retirement
  • 13. © 2023 ProudMouth. All rights reserved. Episodes 10, 11 & 12 Centers of Influence (COI) Podcasts Pick 2 or 3 of the best COIs that will come on your show and share their guest appearance with their network
  • 14. © 2023 ProudMouth. All rights reserved. #4: SEE IF THE NAME YOU WANT IS AVAILABLE AvaiIabiIity Check Check for conflicts: • Complete a Google Search for the podcast name • Check main podcast communities for the name (Apple Podcast/Spotify ) • Check Trademark database Use a thesaurus to wordsmith and fine-tune if needed
  • 15. #5: PERFECT PODCAST FORMULA © 2023 ProudMouth. All rights reserved. • Storytelling • Education • Entertainment • Call-to-action
  • 16. © 2023 ProudMouth. All rights reserved. #6: CREATE THE SHOW DESCRIPTION AND COVER ART • Cover Art examples next • What are the questions your Ideal clients want to know? Infuse the show description with that language.
  • 17.
  • 18.
  • 19.
  • 20. #7: MINDSET Prepare, WARM UP, and hit record! © 2023 ProudMouth. All rights reserved.
  • 21. © 2023 ProudMouth. All rights reserved. #8: POST-PRODUCTION
  • 22. © 2023 ProudMouth. All rights reserved. #9: PROMOTION
  • 23. Podcasts Round Out an Overall Content Strategy… 23
  • 24. #10: YOU DON’T HAVE TO DO IT BY YOURSELF! WE CAN HELP! © 2023 ProudMouth. All rights reserved.
  • 25. A Custom Marketing plan each month Executed for you Exclusive Content by our marketing thought leaders only available for DIFM customers Your own dedicated Marketing Strategist BRAND NEW!! Adding a podcast idea and outline with ProudMouth Do It For Me Marketing Program 25
  • 26. Want to learn more? Book a demo with our team → Meet With Us: https://fmgsuite.com/get-a- demo Questions? Marketing@fmgsuite.com We’re here to help.
  • 27. © 2023 ProudMouth. All rights reserved. © 2023 ProudMouth. All rights reserved. Take the next step on your content creation journey, chat with Mark today!