Latest / Podcasting for Financial Professionals

Podcast Production for Multi-Platform Financial Planning Show: Team Structure, Compliance, and Outsourcing | Regina McCann Hess | Ep 110
If compliance pushed back on your podcast for two years, would you keep going?
Regina McCann Hess, CFP®, CDFA®, founder of Forge Wealth Management and host of Women & Wealth, saw it through.
After years of conversations with LPL Financial, she received approval to launch her show and has since built a library of 150+ podcast episodes and 350+ YouTube videos.
In this conversation, Regina shares how to build a sustainable podcast inside a compliance-heavy industry: how to keep approval moving, why topics should come from real client questions, and why outsourcing production is often the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.