A lot of advisors wonder whether starting a podcast, video series, or interview show is worth the time. Will anyone listen? Will it lead to better conversations? Will it actually help grow the business?
For Alexis Allen, Associate Financial Advisor with the Teixeira Loughran Group of UBS, the answer is yes.
Through her podcast, Dreaming Big, Alexis interviews female founders, operators, and entrepreneurs about the real stories behind what they are building. The show grew naturally out of conversations she was already having in her network, but by giving those conversations a platform, she has created something much bigger than a content project.
She has built a relationship engine.
In this episode of The Real #Finfluencers, Alexis shares how she prepares for interviews, why trust is the key to getting better stories, how LinkedIn has helped drive new business, and why the best ROI is not always found in downloads, likes, or stars.
3 Secrets from Alexis
1. Build trust with the person you’re interviewing
Alexis says the best interviews happen when the guest feels safe enough to share more than the polished version of the story. When founders are willing to talk about challenges, lessons, and vulnerable moments, the conversation becomes more meaningful and more useful to the audience.
2. Try carousels for better engagement on LinkedIn
While Alexis uses a mix of content formats, including audiograms and graphics to attract attention to her podcast episodes, she has found LinkedIn carousels especially helpful. They give people a quick, visual way to understand the key ideas from an interview without needing to stop and listen with sound. For busy people scrolling during the day, that format can make the content easier to engage with.
3. Turn interviews into meaningful conversations
For Alexis, the podcast is not just about publishing content. It creates a reason to reach out, start conversations, and learn more about the people she wants to serve. The discussion before and after the recording often opens the door to deeper conversations about a founder’s business, financial planning, and future goals.
Tools Alexis Likes
Alexis records her podcast interviews on Microsoft Teams. She uses a microphone she bought from Amazon. She edits the episodes herself using Riverside. LinkedIn has been a strong driver of visibility and new business.
Prefer to listen in? Get the full, uncut interview here:
Listen to the podcast on Apple. Listen to the podcast on Spotify. Get the book on Amazon.
