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In this episode, we comment on an article by Michael Kitces that was posted in the kitces.com/blog site that is promoted by Ben Krueger of cashflowmarketing.com. The title of the article is “Launching A compliance-ready podcast to enhance your digital marketing. “
In what is really an executive summary, Michael Kitces delivers the following ideas:
(1) The attraction for intimate-formats like podcasting has risen with the virus crisis recently;
(2) However, advisors in the finance industry do face compliance issues with podcasting. And he describes what the issues may be in the compliance arena.
(3) Michael describes some suggestions by Ben Krueger: “In this guest post, Ben Krueger – Founder of Cashflow Podcasting – discusses steps that advisors can take to work with their compliance teams and to set up their own podcast episodes. The three key steps that can help advisors streamline the approval process of their podcast proposals with their compliance departments include: establishing podcast goals that aim to provide value through educating and supporting a clearly identified target audience; developing a good working relationship with the compliance team members who will be involved in reviewing the podcast and taking measures to be proactive on what they need while keeping communication channels open and clear; and creating content that complies with regulatory requirements (e.g., avoiding testimonials, endorsements, unsubstantiated claims, etc.), and then reviewing and documenting all content produced.”
(4) These suggestions carry with them recommendations for creating audio podcasts, with transcripts, from processes that will be adhering to compliant-ready issues.
(5) The key objective is spelled out in the final part of the executive summary: “compliance requirements should not keep advisors from producing an effective podcast program that will help to educate their clients and grow their business.”
An image of Ben Krueger as the author is delivered in this article, along with his credentials as a guest post author.
AUTHOR: BEN KRUEGER
GUEST POST
Ben Krueger is the founder & CEO of Cashflow Podcasting and he’s dedicated to helping Industry Advocates to start, launch and grow world-class podcasts for their businesses. Ben has had the privilege of collaborating on 100s of podcasts since 2012, applying his Podcast Principles and service systems to help clients easily host shows that make a deep impact while reaching millions. You can reach Ben directly via email at ben@cashflowpodcasting.com and you can learn more about effective business podcasting atThePodcastPrinciples.com.
So if you are in the finance industry, being an advisor can have its moments where podcasting can be compliant, and where your opportunities for growth and success may take advantage of the podosphere.
Thanks to Ben Krueger for his contribution. As you may know, I have known Ben since 2014 when we met in person at the first Podcast Movement conference. And I have cited him and some of his works (including a free pdf document which small businesses should investigate to be successful in podcasting) in earlier podcast shows.
Thank you for your attention.
Copyright (c) 2020, Matrix Solutions Corporation and Ben Krueger and
