Eric D. Brotman, CFP®, AEP®, CPWA® is passionate about providing investment, retirement, estate, insurance, and comprehensive financial planning services to families, professionals, executives, and business owners. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. Eric is a champion for financial literacy education and volunteers for Junior Achievement of Central Maryland and the Eastern Shore.
Eric’s most recent book, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, was published in 2014 by AuthorHouse.
He appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and was interviewed by WMAR Baltimore / ABC2 News on a segment regarding the effects of Brexit for investors.
Eric was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011.
Goals for Podcast Interviews:
Eric met Jessica and Margy at FinCon 2017 where they were exhibiting for Interview Connections. At the time, he literally didn’t even know what a podcast was but he had a goal to expand his brand and ‘move the needle’ in his business.
Eric began his podcasting journey by appearing as a guest expert on a couple dozen leading finance and business podcasts in 2017.
In 2018, he flew to Providence, RI for a VIP Strategy Day with Interview Connections owners, Jessica Rhodes and Margy Feldhuhn to map out the launch of the second phase of his podcasting journey; hosting the show, Don’t Retire, Graduate!
Jessica and Margy worked with Eric to map out a strategy so his interview appearances on other shows, and his own podcast would ultimately lead to more clients in his financial planning firm in Baltimore, Maryland.
Eric has seen a 400-500% return on his investment with Interview Connections. One of his podcast interview appearances went viral and led to over 20 new clients in his firm.
Eric has also added over 2000 people to his email list by creating a landing page with a specific lead magnet that Jessica and Margy helped him create at his VIP Strategy Day in Providence.
In order to maximize your impact as a podcast guest and achieve the highest return on investment, it’s crucial to put some basic systems in place within your own team for tracking your interviews. This will help you more effectively nurture long term relationships with hosts, promote your appearances and track your results.
Stacey Brown Randall, an expert in how to generate referrals without asking, is an Interview Connections client who has gotten amazing results through podcast interviews. Stacey uses an assistant to help schedule and organize her podcast interviews. She has a simple and easy to use system in place for booking, scheduling, and promoting her interview appearances that you can implement in your business, whether or not you have a team.
How can podcast guests keep all their interview connections with hosts organized?
For Stacey, her process is the same whether it’s managed by her or an assistant. She believes in processes and workflows that are super simple. By keeping systems simple, there is less of a possibility for mistakes. She adds that the best CRM for your business is whatever one you’ll actually open up in the morning.
Use a Master Spreadsheet
Stacey tracks all of her podcast interviews in Microsoft Excel in one master spreadsheet. As soon as she is connected with a podcast host, she schedules the recording right away or forwards the connection email to her assistant to schedule. Since most podcast hosts will ask the same kinds of questions when scheduling a guest, Stacey keeps a spreadsheet with those answers to make it easy for her and her assistant to complete the booking. Once she secures a date and time for her recording, the podcast is added to her spreadsheet.
Enter The Right Info onto the Spreadsheet
When adding a podcast interview to her master spreadsheet, Stacey will include the podcast name, host name, and date of the scheduled interview. This helps her track when her interviews are occurring for each show (interviews are also being tracked in her calendar). Once the interview is recorded, Stacey will add to her spreadsheet the live link (which most hosts will send), the episode number, and the host’s mailing address. Stacey recommends asking the host for their mailing address so you can send them thank you cards, holiday cards, and anything else that will help nurture this new relationship.
Nurture Your Relationships with Podcast Hosts
Having a great connection with a podcast host during an interview can also lead to organic leads. Hosts will often reach out after hearing her on a podcast, or through the recommendation of a host asking her to be a guest on their show! She tracks these interviews on the same spreadsheet, keeping a separate tab for these organic leads in the same format she uses for the shows we book her on.
Download this Spreadsheet Template!
Stacey was generous enough to share this spreadsheet template with our listeners to make it easy for you to track your interviews!
Offering a free gift to the podcast audience is a great way to drive traffic to your website and build your email list. This is something Stacey did a lot when she first started working with Interview Connections to get booked.
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