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The Finance Geeks Podcast · Sep 24, 2025 · 49 min

Episode 02: The Art of Being Seen – Should Every Planner Become a Content Creator

In this episode, Paul and Warren step into creative territory, asking a big question that’s facing more and more financial planners: should content creation be part of your role in 2025? With digital platforms becoming the first place clients look for credibility and connection, planners are increasingly expected to show up — not just with technical knowledge, but with a voice, a message, and a way to share it. But does that mean every planner needs to launch a podcast or start posting daily on LinkedIn? Not necessarily. Like any great piece of work, effective content comes in many forms — and Paul and Warren explore the full spectrum. From short-form videos and insightful blogs to client updates, case studies, and quiet-but-consistent newsletters, they lay out the creative options and help you figure out what fits. It’s not about being loud — it’s about being intentional. Whether you’re full of ideas or just starting to find your style, this episode is about using creativity to build trust, express your thinking, and add value long before the first meeting. And yes, sometimes that starts with picking up the brush — but you get to choose the canvas. ========================== Chapters: 0:00 - Intro 9:50 - Should Every Planner Become a Content Creator? Marketing in 2025 ========================== Show Notes: Headshots https://strikingplaces.com/ Paul's Night & Day Supplement https://www.ainslieainslie.com/ Folding treadmill https://www.fitness-superstore.co.uk/sole-f85-folding-treadmill-2.html ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================

0:00-49:21

transcript

No transcript — this publisher did not publish one.

show notes

In this episode, Paul and Warren step into creative territory, asking a big question that’s facing more and more financial planners: should content creation be part of your role in 2025? With digital platforms becoming the first place clients look for credibility and connection, planners are increasingly expected to show up — not just with technical knowledge, but with a voice, a message, and a way to share it.

But does that mean every planner needs to launch a podcast or start posting daily on LinkedIn? Not necessarily. Like any great piece of work, effective content comes in many forms — and Paul and Warren explore the full spectrum. From short-form videos and insightful blogs to client updates, case studies, and quiet-but-consistent newsletters, they lay out the creative options and help you figure out what fits.

It’s not about being loud — it’s about being intentional. Whether you’re full of ideas or just starting to find your style, this episode is about using creativity to build trust, express your thinking, and add value long before the first meeting. And yes, sometimes that starts with picking up the brush — but you get to choose the canvas.

==========================

Chapters:

0:00 - Intro

9:50 - Should Every Planner Become a Content Creator? Marketing in 2025

==========================

Show Notes:

Headshots

https://strikingplaces.com/

Paul's Night & Day Supplement

https://www.ainslieainslie.com/

Folding treadmill

https://www.fitness-superstore.co.uk/sole-f85-folding-treadmill-2.html

==========================

Follow us our our social media channels:

Instagram: https://www.instagram.com/thefinancegeekspodcast/

X: https://twitter.com/TheFinanceGeeks

YouTube: https://www.youtube.com/@thefinancegeeks

==========================

This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

==========================

 

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