A Step-by-Step Guide to Launching Your Podcast

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In this webinar, Chief Marketing & Experience Officer, Susan Theder and Co-Founder & Chief Relationship Officer of ProudMouth, Matt Halloran are sharing exactly what it takes to start a podcast plus the top ways to best market it and grow your business.

Education

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.

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

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

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.

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

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.

23. Podcasts Round Out an Overall Content Strategy… 23

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.

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