Ryan R. Sullivan

Podcast Strategy for Finance, Law & Coaching 🎙️ The Podcast Pipeline | DJ → Rapper → Marketer

You’re an advisor, not a full-time marketer.

Referrals are great…but they’re inconsistent. 

In the meantime, a financial "coach" on TikTok is getting millions of views pushing dangerous advice. 

But you don't have a content problem. 

You have a system problem:

→ Random posts
→ The occasional YouTube video
→ Compliance saying "we'll get back to you."

Let's change that. 

We'll build a repeatable, compliance-friendly, team-run content system with a simple cadence:

One 90-minute recording session per month → 3–4 segments + 15–30 clips

Then we turn that into a weekly rhythm across LinkedIn, email, YouTube, and your podcast.

We helped a client generate 150+ life insurance clients with one podcast.
Built 100+ podcast strategies for finance, CPA's, banks, and law firms. 

If you want a credible, relationship-driven growth system your team can sustain:

📅 Book a Discovery call: https://calendly.com/podcastprinciples/discover

I'll see you there! 

-Ryan R. Sullivan

Founder

We help people launch top-1% podcasts with 0 paid promotion using a proven launch strategy tailored specifically to turn audience members into podcast fans.

Here are what some of our podcasters are saying: 

Mikhail Myzgin, VP of Marketing at Slice 

"Ryan is an excellent resource for anything about podcasting. His advice was spot-on, and his expertise helped us solve a problem we didn't know how to go about."

Calum Johnson, Marketing Manager at Public

"I reached out to Ryan because I wanted to start my own podcast & get some pointers from someone who had experience & expertise launching podcasts. The consultation call with Ryan was 100% worth it, Ryan has started a lot of podcasts & gave me great advice that would be difficult to find anywhere else."

Malik Handoush, Strategic Business Develop Coach

"As someone searching for guidance & direction on beginning a podcast, I decided to reach out to Podcast Principles for a consultation. Ryan surpasses any expectations you may have as he brilliantly identifies and assesses where you are and what you're trying to accomplish. His true superpower is in his listening skills where he will help you simplify and reach a point of clarity."

Ready to humanize your business or brand? 30 mins of free advice is cool too :) 

Let's talk - https://calendly.com/podcastprinciples/discover

We got 12 inches of snow, then lost power and internet. 
My hot girlfriend, now freezing, turns to me.
And says,

"At least we can do our self-care." 

So apparently, these golden eye things are helping?

Thank god the power came back on. I was dreading what day 3 of no-power-self-care was going to look like. 

Back to work! 

PS: Did you get any snow?

Podcast-Style Content for Advisors & RIAs | 15m views, 500k+ Downloads and 1000+ Inbound Leads for Clients | Referrals are not a strategy. Stop waiting and start attracting.

My financial advisor said,
"Starbucks is keeping you poor."
So he made me switch to black coffee.

It's disgusting, sure.

But hey, at least now I can take that $2239 a year I saved and invest that into my Roth IRA. 

By the time I'm 65, that $2239 per year will get me at least another $357,569 to offset the cost of assisted living when I'm 75! 

He said it's all about optimizing for when you're really old and can't enjoy life. 

#financialadvising  

PS: Dave Ramsey is my financial advisor.

Bill Fanter brought us in to create videos.

12 months later: 

• 300,000+ views
• 5,000 subscribers
• 100 short-form videos

These are great metrics, but they don't tell the full story. 

Bill was already making videos, and that's the problem. 

Instead of sitting down to record a podcast or turning his phone camera on, we do one 90-minute recording per month.

No more editing.  
No more fancy cameras.
No more marketers or salespeople. 

Bill is one of the most successful options traders. He left a 25+ year career in banking to trade. Turning him into a "creator" is not the best use of his time when he runs a master class of 200 students. 

He's extremely candid about his wins and losses. 

And teaches his community how to do the same. 

He shouldn't be a video editor, and neither should you. 

#podcasting 

PS: Will you record video content this year?

Yesterday I went back to high school to teach kids about careers in media. It made me more emotional than I expected. 

I haven't spent a lot of time processing how I got here. I've been running so fast that I haven't reflected for myself: 

"How did I get here?"
"Did I think I was going into media?"
"What job did I think I would have in 2026?"

I remember thinking about the 2020's in 2016. 

How one day I would be 25 years old.

What would I be doing? 

Yesterday I went back home. Got to spend an hour with incredible students who are already creating content for themselves and their fellow classmates.  I saw my old teachers, stopped at my old job to see my boss and back home at my dads house to sit on the porch. 

Back by 3 PM, then off to a networking event at 6. I almost couldn't go because I was reflecting so much. 

It's weird because I know how I got here. 

But I don't know every reason 𝘸𝘩𝘺 I got here.

There can't be just one. 

My grandfather prayed for me every single day. My other grandfather made sure I was making money no matter what. My dad instilled a work ethic that can't be trained. 

It's working. We have clients. I work with my best friend. I live with the love of my life. We dreamed for years of even getting to this point. And man, does it feel good to be doing this. 

This life is crazy. And as my girlfriend often says, 

"Just stop, take it in, and look what you've built."

Thanks for reading, but this post was for me. 

I'm starting to think a lot of them are. 

#appreciation  

PS: What makes you stop and look back? Spending an hour with students did it for me.

When I was 14, my grandpa asked me a question that would change my entire life. 

"Are you making money?"

Luckily, I was. 

Just got my first job at a gas station. 

My dad was happy I was working.
My mom was scared of the customers. 
My soccer coach got real, "I'll let you do both for now..."

My grandpa, Jim, learned the stock market in his 70's. He was tired of replacing tile floors for landlords on the weekend, so he became one.  

Financial advisors, like many of us, don't understand that the impact of the work isn't reflected in the numbers. 

Knowing I would get that question every time I saw grandpa Jim forced me to want to make money. He became my advisor by asking one question every time I saw him. 

That question was more impactful than any other money lesson until I read Rich Dad Poor Dad when I was 19. 

But that's a story for another day. 

#advisors

PS: Who impacted your money habits as a kid?

There are 2 types of founders.
Which one are you? 

🗣️ The Top-of-the-Funnel Founder 

These founders love to advertise. 

They can rake in thousands of likes and comments but struggle to move prospects through the funnel. They often hit a wall when trying to connect marketing with sales.

💰 The Bottom-of-the-Funnel Founder

These founders love closing deals. 

They’re great at converting leads but struggle with attracting the right prospects in the first place. They often miss the mark in reaching people who will eventually face the problem they solve.

👇

Here’s the deal:

Do founders really fall into just 2 categories? 

Of course not.

The goal of this exercise is to help you think in binary terms. This makes it easier to say, "yeah, I might need help with [x] piece of my funnel." We can't fix your marketing if we can't fix you. 

Self-awareness > tips and tricks 

#MarketingStrategy 

PS: Which type of founder are you? Sales, or marketing?

Financial advisors are making LinkedIn way harder than it has to be, and that’s why other people are taking your clients faster than you can say, "401k."

https://lnkd.in/eNQSeK5X

Not because they’re smarter.
Not because they’re “better at content.”

Because they have a system.

Most advisors are doing random acts of content:

* a post for other advisors (the client repellent)
* a market update (prospects don't care)
* a broker-dealer graphic that puts us to sleep 😴

Then they wonder why nothing converts.

In this episode, I break down the 6-step system I’d use if I wanted to get clients (and yeah, it works for CPAs + law too).

Here’s what you’ll get:

✅ The first change I’d make to your targeting 
✅ How to turn your profile into a “pre-sell” page
✅ The minimum weekly posting cadence
✅ What to do daily so you’re not relying on hope
✅ The exact path from DM → call → client 

9 minutes to add as many clients as you want.

Watch here: https://lnkd.in/eNQSeK5X

Or don't and keep "networking."

#financialadvisors 

PS: If you’re still waiting for people to DM you first… you’ll either love or hate this episode.

Open video: LinkedIn for Advisors: How We Turn Posts Into Clients (Simple + Easy) on youtu.be

LinkedIn for Advisors: How We Turn Posts Into Clients (Simple + Easy)

Simplifying marketing for financial advisors I Saving you time so you can focus on your clients I Making sure you stay well connected with your clients and prospects

Hey there! So glad you stopped by!My name is Niki and I am a marketing consultant, coach, and specialist for financial advisors. Sometimes, I’m simply a sounding board. Advisors need someone to talk to also!In 2016 I got my FPQP designation because I find finance incredibly interesting. This designation and education allow me to serve you better.I help with marketing strategies, building brand awareness, thought leadership, and growing your business.Let's show the world what a great advisor you are!As a woman in the finance industry, I am a strong advocate for amplifying the voices of females in finance! People always like to know a person’s “why.”Here’s mine:Working with financial advisors has to be one of the most fulfilling things I get to do.Advisors are some of the most caring and selfless people I know. I see what they do each and every day and how much they care for their clients.If I can help you with your marketing and business growth so you can take care of your clients better, everyone wins!When not working, I am pestering my husband, learning about how to not annoy my pre-teen daughter, kissing all over our little baby boy. chasing after my dogs, and constantly taking pictures. On a quest to dive deeper into the bible and learn more about Jesus! Highly recommend the book Driven by Eternity! We live in an area surrounded by mountains, so there is a lot of time&nbsp;spent&nbsp;exploring, hiking, and searching for antiques in small, mountain towns. Hippie at heart!Specialties:⚫ Content strategy⚫ Social media marketing⚫ Campaign management ⚫ Email marketing strategy⚫ Advocate for relatable content⚫ Brand awareness and recognition⚫ Engagement and relationship managementAnd making finance fun!Follow me for marketing tips and advice.

Niki Clark, FPQP

I have started something new to ensure I fill my cup and soul every weekend.

Sundays are officially work free. 

The thing with work, there will always be something to do. But I have come to find out I am no good to our clients, my company, family or myself if I haven't filled my cup.

So yesterday I went into the mountains and it was everything I needed.

Our goal as a family is to move into the mountains sooner than later and I personally have fallen in love with a lovely little mountain community in Trust, NC. And that's where I went yesterday. To the Trust General Store. When we pulled up snow flurries started coming and it was just the absolute perfect moment. 

I also know we will make it happen. 

What's on your "sooner than later" list?

Niki Clark, FPQP®

Non-Boring Marketing for Financial Advisors

I've rejoined the 5 am club.

And you 4-amers, don't come after me.

It's official! Niki Clark Marketing has rebranded.

We have a new look but still the same utmost care for our clients, and ridiculously pristine quality.

Thank you to Rachel Clark for the countless meetings about all the different brand color selections.

Thank you Blair Kelly and Sidra A. for helping elevate the brand.

And thank you Jorge and Irvin for our new website.

We've learned a lot with this rebrand and so happy to present it to you all. 

Now, what can we create for you?

NCM Brand Announcement

Kids are sick.

Husband thinks he is.

Send support.

Big fan of this latest edition from InvestmentNews.

I can honestly say I read it from front to back. 

Congratulations to the Top 100 Financial Professionals of 2026.

Also, second photo, I 100% support those stats, specifically the one about how outsourcing marketing saves you time.

😉 

Nice work James Burton, James Rogers, Andrew Cohen, Leo Almazora, and the entire team at InvestmentNews.

P.S. Maxwell approves too.

Advisors don’t lose prospects because they’re not credible. They lose them because their website makes it hard to understand what they do.

Join Laura Garfield 🎬+ an all-star expert panel including 

Me of Niki Clark Marketing
Kelly Edwards of Lawton Marketing Group
Zoe Meggert of Perfectly Planned Content, LLC  

for an exclusive #Finfluencer Community Event:
Website Must-Haves Advisors Can’t Afford to Ignore
March 11 • 9am PT / Noon ET

We’ll cover what most advisors are missing, what’s changing fast (especially in the AI era), and the simplest improvements you can make right now.

Save Your Spot: https://lnkd.in/eDRXTaig

Happily taking any thoughts, feelings, frustrations and questions in the comment section below.

For all those who are utilizing Google Business Profile reviews, this is something you should know.

If your profile all of the sudden goes from a few reviews to 50+, that signals to Google that something is up. Google does not like hacks, tricks or shortcuts. 

Google expects authenticity. (Which there is some irony there but I digress.)

Here are two things to keep in mind:

1. Consistency helps. Google pays attention to reviews from the past 90 days.
So anything over a year old, they aren't doing the job you might think. A good strategy is to aim for at least one new one within every 90 days.

2. Specificity helps a lot. When asking for reviews, you can let your audience know that details are helpful. You can't tell them what to write but you can give an example such as asking them to explain their experience with you or to talk about specific services you offer. Specific keywords really help you rank higher. And if they can add a photo, the better.

Pro tip: make it incredibly easy for people to leave you a review.

✅ Send a direct link
✅ Ask at the peak moment
✅ Put the link everywhere
✅ Make it part of your process

Reviews are a major flex. 💪

What has worked best for you when asking clients for reviews?

The most time-consuming part of design is not design. 

It’s the stock photo hunt.

taplio

The Battle

Ryan R. Sullivan

Niki Clark, FPQP

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Performance ScoreRyan R. Sullivan's LinkedIn Performance

Performance ScoreNiki Clark, FPQP's LinkedIn Performance

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taplio

The Battle

Ryan R. Sullivan

Niki Clark, FPQP

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Ryan R. Sullivan's LinkedIn Performance

Performance ScoreNiki Clark, FPQP's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreRyan R. Sullivan's LinkedIn Performance