How the Retire Well Podcast Boosted Enquiries for Wealth of Advice
Background
Wealth of Advice, a financial planning firm based in Durham, wanted to increase enquiries and expand brand awareness beyond its local market.
Traditionally, most new clients came through referrals, and marketing reach was limited to the North East.
The challenge?
How to stand out in a competitive industry and showcase expertise in a way that builds trust.
The Solution
Launching the Retire Well Podcast
In January 2025, Wealth of Advice launched the Retire Well Podcast, hosted by Chartered Financial Planners Matthew and Joe. The format is conversational, tackling retirement planning topics in a clear, approachable way. Episodes are released weekly, creating a steady stream of valuable content.
The podcast became the foundation for a content ecosystem:
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Blog posts for each episode, shared on the website and in monthly newsletters
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Short-form video clips for LinkedIn and YouTube
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Social engagement through episode snippets
This strategy positioned Wealth of Advice as an authority in retirement planning while creating multiple touchpoints for potential clients.
The Results
The impact has been significant:
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Enquiries increased by 45% year-on-year
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YouTube growth skyrocketed with a 577% increase in less than a year
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Expanded reach beyond the North East with several new clients from outside the region discovering Wealth of Advice through the podcast
Why Podcasting Works for Professional Services
Builds Authority
Regular episodes showcase expertise and thought leadership
Creates Trust
Having real conversations makes advice feel personal and relatable
More Content
Each episode fuels blogs, social posts, and video clips, maximising ROI
Expands Reach
Podcasts attract audiences beyond local markets, opening new opportunities
Matthew, Retire Well Podcast
Skye at Belta Branding has helped us at Wealth of Advice to launch our successful podcast Retire Well. Skye films, edits and schedules the podcast episodes. For any professional service firms who are wanting to film and share video content it is worth a chat with Skye! ⭐️⭐️⭐️⭐️⭐️