Executive Summary
In a world with no shortage of available content, podcasts stand out for their ability to be consumed at a variety of times, whether commuting in the car, walking the dog, or doing the dishes (all of which are challenging times to read articles or books!). For financial advisors, the ecosystem of available podcasts is strong in both breadth and depth, offering insights on a variety of key topics, from practice management and marketing to more 'technical' topics including investment planning, tax planning, and estate planning. Nonetheless, given that busy financial advisors have many competing priorities, curating a podcast playlist focused on the most relevant content that packs the most punch in terms of practical insights can help listeners get the most out of their listening hours.
With this in mind, we have once again compiled a list of "Top Financial Advisor Podcasts", with a particular focus on how advisors can find the 'right' podcasts that fit their interests and business needs, whether they are aspiring financial planners or managing large enterprises. The podcasts are organized by category (e.g., practice management, investment planning), with each podcast capsule including a description of the type of advisor for whom the podcast is best suited (with the lists themselves in random order within each category, given that advisors will have varying preferences and needs).
Notably, this list highlights podcasts that we believe (based on our own listening!) offer a high signal-to-noise ratio, are tailored to the needs of those who are a part of (or hope to join) the financial advicer community (i.e., those who are in the business of selling their financial advice as opposed to financial products), and are currently active, with regularly published episodes. This year, we are also highlighting several "New and Notable" podcasts that have recently debuted and show promise in terms of value for our advisor audience. Further, because choosing 'top' podcasts is inherently subjective (e.g., a financial advisor might find that they 'click' with the style of one podcast host over another covering a similar topic), we offer a number of podcasts to consider for advisors looking for the right host 'fit' for their needs.
With that introduction, we hope you enjoy our list of 23 'top' podcasts for financial advisors!
Best Podcasts For: Investment Planning | Tax Planning | Estate Planning | Behavioral Finance | Practice Management | Early Career Advisors | Mid-Career Advisors | Career Transitions | Financial Planning Industry News | New and Notable Podcasts
For Podcast Hosts: For the embed code to post a "Top Advisor Podcast in 2026" or "New and Notable Podcast in 2026" badge to your own podcast website, click here or scroll to the bottom of this page.
Investment Planning
Rational Reminder
Best For: Advisors looking to nerd out on investment planning topics
Format: Three hosts, guest interviews
Typical Length: 60-75 minutes
Cadence: Weekly
Hosts: Benjamin Felix, Cameron Passmore, Dan Bortolotti
Given the constantly evolving world of investment strategies and products, there is endless potential for an advisor to 'nerd out' on investment planning. To help advisors better understand opportunities (and potential pitfalls) in financial markets, the Rational Reminder podcast offers an in-depth look into investment management topics ranging from portfolio theory to factor investing to expected returns. Produced by Canadian wealth management firm PWL Capital and hosted by portfolio managers Benjamin Felix, Cameron Passmore, and Dan Bortolotti, the podcast features guests from a variety of backgrounds (from advisors to academics) digging deep into emerging issues (e.g., a recent deep dive into covered call strategies) and reexamining commonly held investment views (e.g., several episodes delving into index funds). With nearly 400 episodes in the catalog, the podcast provides a helpful index broken down by category for advisors who want to listen to episodes on a specific topic. Altogether, given the constant barrage of market news available, Rational Reminder provides a refreshing step back to examine the 'big picture' investment management concepts that advisors can use to help their clients achieve their goals.
Facts Vs. Feelings
Best For: Advisors looking for a concise way to stay on top of recent market trends
Format: Two hosts, guest interviews
Typical Length: 45 minutes
Cadence: Weekly
Hosts: Ryan Detrick, Sonu Varghese
A common client touchpoint for financial advisors is a regular written market commentary, in which the advisor provides their view on how markets have acted and adds context for where they might go in the future. However, staying on top of market movements (and determining the possible reasons behind them) can take up valuable time that an advisor could be using for other planning activities. Amidst this backdrop, the Facts vs. Feelings podcast, hosted by Carson Group Chief Market Strategist Ryan Detrick and Global Macro Strategist Sonu Varghese, provides a concise weekly breakdown of the key factors moving markets, from macroeconomic news and the latest Federal Reserve actions to technical analysis of key areas of interest. Which could ultimately help advisors provide additional insights in their market commentaries while saving time in the process by benefiting from the hosts' research!
The Compound And Friends
Best For: Advisors seeking commentary on markets and the broader business world from a diverse range of industry participants
Format: Two hosts, guest interviews
Typical Length: 60-90 minutes
Cadence: Two episodes per week
Hosts: Josh Brown, Michael Batnick
While financial advisors frequently take a long-term view toward investing, the financial media pumps out a constant stream of news about both broader market trends and individual companies and products. To help advisors navigate the ever-changing market environment, The Compound and Friends podcast, hosted by Josh Brown and Michael Batnick of RIA Ritholtz Wealth Management, features commentary from both the hosts and expert guests from across the investment management industry on everything from AI's impact on markets to the Federal Reserve, and more. In addition, given the many points of view featured over time (whether bullish, bearish, or otherwise), listeners can come away with a more well-rounded view on market dynamics. In sum, "TCAF" can help advisors both better understand dynamics across the many areas of the investment universe and be prepared to answer client questions about the latest market headlines!
The Long Term Investor
Best For: Advisors looking to more effectively explain investment concepts to clients
Format: Single host, guest interviews
Typical Length: 15-35 minutes
Cadence: Weekly
Host: Peter Lazaroff
While advisors typically receive formal training in investment planning (whether as part of the CFP education curriculum or otherwise), they might not have as much experience communicating these concepts to prospects and clients, who are likely less well-versed in the nuances of portfolio management. Given this challenge, The Long Term Investor Podcast offers listeners remarkably clear explanations of investment concepts that advisors could apply in their own practices. Host Peter Lazaroff, Chief Investment Officer of Plancorp, covers both common client questions (e.g., crafting an investment strategy for retirement) and hot topics (e.g., the potential role of alternative investments in a portfolio), and with more than 235 episodes available, advisors can consult the back catalog the next time they need inspiration for how to discuss a particular investment topic with a client. Because in the end, an advisor's effectiveness is not just a matter of having technical acumen, but also being able to apply and communicate it to clients (and ensuring they're confident in their advisor's recommendations!).
Tax Planning
Retirement Tax Services Podcast
Best For: Advisors who want to offer a deeper level of tax planning for their clients
Format: One host, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Host: Steven Jarvis
As financial advisors look to differentiate themselves from other sources of financial advice, one popular area to go deeper into is tax planning, which can offer advisors the opportunity to identify potential tax savings for their clients. Amidst this backdrop, the Retirement Tax Services Podcast, hosted by CPA and founder of Retirement Tax Services Steven Jarvis offers insights not only into technical tax topics (e.g., the impact of recent tax law changes) but also on how advisors can better incorporate tax planning into their practices (e.g., the decision of whether to offer tax return prep in-house). Which could ultimately help advisors not only deepen their tax planning offerings but also create 'stickier' client relationships given the increased hard-dollar value clients receive!
Estate Planning
The Practical Planner
Best For: Advisors looking for practical advice on implementing estate planning strategies with clients
Format: Two hosts, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Hosts: Anne Rhodes, Thomas Kopelman
While many clients might avoid thinking about their eventual passing, proper estate planning strategies can help them ensure their money passes according to their wishes (and potentially save serious dollars on taxes in the process. However, as with tax planning, most advisors aren't estate planning attorneys themselves. To help advisors navigate the waters of estate planning, The Practical Planner podcast, hosted by Wealth.com's Chief Legal Officer Anne Rhodes and advisor Thomas Kopelman, covers the gamut of estate planning topics, including technical topics (e.g., the importance of trust location) and practice management insights (e.g., how to incorporate estate planning in a financial advisory practice), offering advisors the opportunity to better understand the estate planning landscape and up their game when it comes to communicating and implementing estate planning strategies with their clients.
Behavioral Finance
The Human Side Of Money
Best For: Advisors who want to apply behavioral finance concepts to forge deeper connections with their clients
Format: Single host, guest interviews
Typical Length: 60-90 minutes
Cadence: Semi-monthly
Host: Brendan Frazier
While knowledge of retirement income strategies, tax laws, and portfolio construction techniques is an important part of developing effective financial planning recommendations, so too is the ability to understand what makes a client 'tick' to increase the chances that they will actually execute and be satisfied with the path they choose. Amidst growing recognition of the value of an understanding of behavioral finance, The Human Side of Money podcast, hosted by RFG Advisory's Chief Behavioral Officer Brendan Frazier, stands out for the breadth of topics covered as well as practical applications discussed, from communicating the 'intangible' value of financial planning to the emotional challenges clients face when retiring to applying behavioral finance principles when prospecting for clients. In the end, behavioral finance is not just about the psychological principles behind individuals' relationships with money, but also the practical steps advisors can take to help clients understand the value they provide, potentially leading to more new clients and better client retention in the process!
Planning & Beyond
Best For: Advisors looking to improve how they handle challenging client conversations
Format: Single host, guest interviews
Typical Length: 30-40 minutes
Cadence: Bi-weekly
Host: Ashley Quamme
Given the long-term nature of advisor-client relationships, challenging conversations are bound to occur, whether due to major transitions in a client's life (e.g., death of a spouse) or dramatic changes to their financial circumstances (e.g., being forced to retire earlier than expected). While financial advisors typically aren't licensed therapists themselves, being able to navigate these conversations confidently can reassure clients that their advisor can handle a range of contingencies that might arise and ultimately solidify their relationship with their clients. Planning & Beyond, hosted by licensed therapist and financial behavior specialist Ashley Quamme, explores many of these conversations, such as handling money conflicts when working with client couples, exploring clients' money histories without jumping in too quickly, and understanding the dynamics of both clients' and advisors' emotional responses when things don't go according to 'plan'. Combining insights from a professional therapist with real-world case study conversations with advisors and the situations they've faced, Planning & Beyond offers practical insights into the conversations that can make (or break) an advisor's relationship with their client.
Practice Management
The Perfect RIA
Best For: Small- to mid-sized advisory firm founders who need a push to make changes to their practice
Format: Two hosts, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Hosts: Matthew Jarvis, Micah Shilanksi
Financial advisors typically are passionate about their craft and want to share their skills with as many clients as possible. However, at some point, an advisor could spread themselves too thin and potentially cut into the profitability of their business. With this in mind, The Perfect RIA podcast, hosted by advisory firm owners (and founders of The Perfect RIA coaching program) Matthew Jarvis and Micah Shilanski offers straight-to-the-point insights into running a practice that "delivers massive value" to clients while allowing advisors to live their desired lifestyle (covering topics from determining appropriate advisory fees to implementing a "surge" meeting structure). And with a large catalogue of episodes covering the breadth of practice management topics, The Perfect RIA podcast can also serve as a resource for advisors looking to dive deep into a particular topic as they seek to run a more efficient, profitable practice!
The Efficient Advisor
Best For: Solo advisory firm owners looking to make themselves more efficient in their practices
Format: Single host, guest interviews
Typical Length: 30-45 minutes
Cadence: Twice weekly
Host: Libby Greiwe
As a solo advisor grows their practice, they might find themselves increasingly time-stretched and trying to keep up with a massive number of to-dos. To help firm founders facing these issues, The Efficient Advisor podcast, hosted by advisor coach Libby Greiwe (who built her own $1M revenue practice while working just 25 hours per week), helps advisors break down seemingly 'big' practice management tasks (e.g., calendar management, processing email, gathering details about clients) into bite-sized chunks with the help of refined processes and templates. Which can ultimately help firm owners free up time, whether to work with more clients, offer a deeper level of service to current clients, or have more free time for themselves!
Kitces & Carl
Best For: Advisory firm owners who want to break down thorny practice management decisions from different angles
Format: Two hosts
Typical Length: 30 minutes
Cadence: Bi-weekly
Hosts: Michael Kitces, Carl Richards
Financial advisors often find significant value in bouncing ideas off their peers, for example, through 'mastermind'/study groups where advisors with different strengths and ideas can share their perspectives. Given the value of learning from others who might think differently, the Kitces & Carl podcast provides valuable insights from two (sometimes very) different perspectives, with financial planning industry 'nerd' Michael Kitces often taking an analytical, data-driven approach to practice management issues, with his counterpart, client communication expert Carl Richards, bringing a more relationship-based perspective to the table, whether in terms of thinking about fees in terms of the value an advisor provides, getting value out of generative AI tools like ChatGPT as an advisor, or building credibility as a younger advisor. Which could provide listeners with a vicarious 'thought partner' or a valuable supplement (or source of new ideas to spark conversation) for an established mastermind group.
Building The Billion-Dollar Business
Best For: Founders looking for bite-sized guidance to help better scale their firms
Format: Single host
Typical Length: 10-15 minutes
Cadence: Weekly
Host: Ray Sclafani
As an advisory firm grows, so too does the complexity of operating it, from crafting an effective hiring strategy to the temptation to shift away from a firm's ideal client type in the hunt for growth. Amidst this backdrop, Building The Billion-Dollar Business, hosted by Ray Sclafani, founder of advisor coaching and consulting firm ClientWise, offers insights into a range of issues faced by growing RIAs, including conducting a marketing strategy review, enhancing client engagement, and developing next-generation leaders, among others. In addition, given that founders of growing firms tend to be extremely busy themselves, this podcast's 10 to 15-minute episodes pack a significant punch in a short amount of time (also, each episode ends with coaching questions that could allow listeners to keep the 'conversation' going with their leadership team). Altogether, Building The Billion-Dollar Business provides significant value to founders looking to take the next step in their growth journey while remaining focused on what they and their firm do best.
Full Advisor Coaching
Best For: Growth-minded advisors and firm leaders
Format: Single host, guest interviews
Typical Length: 30-45 minutes
Cadence: Bi-weekly
Host: Kristen Harad
With dozens of potential marketing tactics to choose from, selecting the 'right' ones for a particular advisor or firm can be challenging, particularly when marketing is just one function within a broader portfolio of responsibilities. Which is where the Full Advisor Coaching podcast, hosted by advisor coach and advisory firm founder Kristen Harad, offers value to its listeners by linking advisor marketing and growth to the systems and practice management considerations needed to ensure this growth is sustainable. Combining Harad's own insights with guest interviews, episode topics range from mindset shifts to build business momentum and cultivating talent within a firm to building a business development 'engine' and creating a workable content calendar. Which could provide advisors with the inspiration to chart their own path to client growth and long-term sustainability.
Early Career Advisors
BIF Bites
Best For: Candidates for CFP certification who are preparing for the CFP exam
Format: Two hosts
Typical Length: 20–45 minutes
Cadence: Semi-monthly
Hosts: Multiple, including Jerry Mee
One of the main obstacles standing in the way of advisors pursuing CFP certification is the CFP exam, a challenging 6-hour, 170-question test of knowledge of CFP Board's eight principal knowledge domains and topics. Which, even for candidates with industry experience, can be challenging given the breadth and level of detail in the questions they'll face. With this in mind, the BIF Bites podcast, hosted by the Boston Institute of Finance team, offers candidates an upbeat, conversational take on planning topics covered on the exam (e.g., the alphabet soup of trust types) as well as how to dissect and answer specific question types (through regular 'Question-Palooza' episodes), which could appeal to both aspiring planners (who likely don't have real-world experience with many of the topics on the exam) and those with previous experience (who might not have taken an exam in many years). In sum, BIF Bites provides an extra study boost within CFP candidates' broader plan to pass the exam!
New Planner Podcast
Best For: Aspiring and newer financial planners looking for career inspiration
Format: Single host, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Host: Caleb Brown
While financial advisors on the whole report high levels of wellbeing, given the many different types of jobs within the industry and paths into it, finding the 'right' option for a given individual (whether a recent college graduate or a career changer) can be a challenge. Amidst this backdrop, the New Planner Podcast offers listeners firsthand perspectives on different career paths for aspiring financial advice professionals as well as the insights from host Caleb Brown, an expert in advisor recruiting and co-founder of New Planner Recruiting. Episodes cover a variety of topics, including working in small versus large firms, compensation trends across a range of experience levels and launching a firm as a relatively newer advisor. Which makes the New Planner podcast a valuable resource for aspiring planners looking to get off on the right foot in their careers as well as for newer planners to gain inspiration for the next step of their advisor journey.
Mid-Career Advisors
Financial Advisor Success
Best For: Advisors looking to learn from mid-to-late career peers who have found success as an advisor
Format: Single host interviewing guests
Typical Length: 90 minutes
Cadence: Weekly
Host: Michael Kitces
It's not hard to find examples of advisors who have found 'success', whether it's a speaker at an advisor conference or a guest on a podcast for advisors. What is less obvious, though, is the work and struggles that went into getting them to where they are today. With this in mind, the Financial Advisor Success podcast, hosted by Michael Kitces, helps advisors go beyond the success that is just the 'tip of the iceberg' to explore the factors 'beneath the surface' that got these advisors to where they are today (whether in terms of career transitions, service models, marketing approaches, or management styles). With more than 450 episodes (at approximately 90 minutes each), advisors can 'go deep' with a wide range of advisors and topics, better understanding how they found success (by the definition they reveal at the end of each episode), hopefully inspiring listeners' next moves on their own success journey!
Do Business. Do Life.
Best For: Advisors seeking a better balance between their work and their personal life
Format: Single host, guest interviews
Typical Length: 30-60 minutes
Cadence: Weekly
Host: Brad Johnson
Given the regular cadence of life as a financial advisor (from the annual tax season to a firm's chosen client meeting schedule), it's possible to fall into a steady rhythm. One day, though, an advisor might realize that the path they've been on (whether in terms of their lifestyle or how they work with clients) is not the one they want to pursue in the years ahead. Amidst this backdrop, the Do Business. Do Life. podcast, hosted by advisor coach Brad Johnson, helps advisors imagine how their professional lives might be different, whether in terms of their business or their personal lives. Featuring Brad's own insights as well as guest interviews, the podcast covers a variety of issues (e.g., avoiding burnout, building a business in line with one's core values) that might be on mid-career advisors' minds. Which could ultimately help advisors ensure that their business success doesn't come at the expense of their personal values and goals.
Becoming An Elite Financial Advisor
Best For: Advisors looking for practical ways to better attract and serve clients
Format: Single host, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Host: Sten Morgan
Given the many potential sources of financial advice for consumers, being able to stand out might make an advisor want to 'up their game' in demonstrating and executing on their value proposition. With this in mind, the Becoming an Elite Financial Advisor podcast, hosted by firm owner and advisor coach Sten Morgan, offers practical guidance and systems to help advisors improve how they communicate with and serve clients. Featuring Sten's own insights (gained in part from building his own firm) as well as guest interviews, episodes have included discussions on Sten's value-first prospecting framework, having fee confidence, and a model to overcome resistance and move forward in one's work. Altogether, Becoming an Elite Financial Advisor can give mid-career advisors the leg up they need to take the next step on their career journeys, whether in leading an advisor team or refining their own skills.
Career Transitions
Behind The Advisor
Best For: Advisors who are considering whether to start (over with) their own RIA
Format: Single host interviewing guests
Typical Length: 45-60 minutes
Cadence: Bi-weekly
Host: Alan Moore
Many financial advisors start their careers working at a firm, whether in an RIA or in another advisory channel. Over time, though, they might feel the desire to go out on their own and build a business tailored to their preferences (e.g., types of clients they work with) and lifestyle (e.g., greater freedom to set one's schedule). This urge (perhaps combined with an entrepreneurial mindset) has led many advisors to launch their own firm, an exciting, though challenging process. To help advisors better understand what it takes to make this entrepreneurial leap (and succeed in the process), Behind the Advisor (formerly XYPN Radio), hosted by XY Planning Network co-founder Alan Moore, offers listeners an inside look into how firm founders launched and grew their businesses. Whether it's understanding how these owners got clients soon after starting their firms, building a team, or following up with guests to see how their practices have evolved over time, Behind The Advisor offers insights for advisors all along their entrepreneurial journey, whether considering launching their own firm or contemplating their next growth phase.
Transition To RIA
Best For: Advisors in other advisory channels seeking practical guidance on transitioning to the RIA model
Format: Single host
Typical Length: 15-30 minutes
Cadence: Semi-monthly
Host: Brad Wales
While some RIA founders previously worked at another RIA before going independent, others come from different advisory channels seeking the independence and autonomy the RIA model provides. However, given the differences involved in operating as an RIA (from compliance responsibilities to building a tech stack), some advisors might hesitate to make this transition. To support those thinking about starting their own RIA, Transition To RIA, hosted by transition consultant Brad Wales, addresses these issues head-on with each episode tacking a specific question such advisors might ask (e.g., "What is the best custodian to use with your RIA?", "What are the biggest ways to screw up a transition to the RIA model?", and "What type of fees can I charge my clients in the RIA model?"). Further, with more than 135 episodes available, curious advisors will likely find many of their questions have been answered in previous episodes. Which could help give advisors considering a transition more confidence to make a move and to ultimately find greater success after doing so!
The Diamond Podcast For Financial Advisors
Best For: Advisors at broker-dealers thinking about breaking away and wanting to better understand the options in other industry channels
Format: Multiple hosts, guest interviews
Typical Length: 45-60 minutes
Cadence: Weekly
Hosts: Mindy Diamond, Louis Diamond, and other members of the Diamond Consultants team
While some advisors 'grow up' within the same firm and stay there throughout their careers, others find that the time has come for a change, whether for a move to another firm within the same business channel (which might offer better infrastructure or greater compensation potential) or perhaps a jump to a new model (with many advisors in recent years moving from the broker-dealer model to RIAs). Those considering such a transition today are fortunate to have ample resources at their disposal to make this decision, from industry consultants to fellow advisors who have successfully made the jump. The Diamond Podcast for Financial Advisors, produced by the team at transition specialists Diamond Consultants, offers insights from both of these sources, including episodes with advisors who successfully completed transitions and insights from Diamond's own data from working directly with firms and transitioning advisors. Altogether, the Diamond Podcast can help advisors considering a move better understand the opportunities, challenges, and industry dynamics that could influence whether their own transition will be a successful one.
Financial Planning Industry News
This Week In Wealth
Best For: Advisors looking to keep up with the latest financial advisory business news and industry trends
Format: Multiple hosts, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Host: Citywire RIA Team
While financial advisors spend a significant amount of time working on their own business or practice, there is a broader set of forces impacting the advice industry that could eventually affect a particular advisor. With this in mind, This Week In Wealth, hosted by the team at Citywire RIA, offers a concise recap of key events and news in the financial advice space. Going beyond the headlines, the show's hosts are also able to provide commentary on key trends given their wealth of sources around the advice industry. Whether it's industry mergers and acquisitions activity, developments at advisor technology providers, or the latest news on RIA custodians, listeners will have a better understanding of the influences that are shaping the advice industry and, perhaps, their own practices as well.
WealthTech Today
Best For: Advisors who want to understand the latest developments in advisor technology
Format: Single host, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Host: Craig Iskowitz
The business of financial planning is in some ways low-tech, as an effective advisor will be able to understand a client's needs and communicate with them effectively. Nonetheless, the growth of advisor technology platforms (both in terms of the breadth of categories of software and the depth of functionality they provide) in recent decades has been significant. Helping advisors parse the latest news and trends in advisor technology, WealthTech Today, hosted by Craig Iskowitz, CEO of the advisor technology research and consulting firm Ezra Group, offers headlines, commentary, and interviews with leaders at the nexus of technology and the financial advisory business. Whether an advisor is interested in the latest developments in AI and wealth management, harnessing technology to provide a deeper level of service, or employing tech tools to win more new clients, WealthTech Today offers valuable insights to help them make the best decisions for their own practice.
New And Notable Podcasts
Craft On Tap
Best For: Advisors looking for both strategic and tactical marketing advice
Format: Two hosts
Typical Length: 30-60 minutes
Cadence: Semi-monthly
Hosts: Stephen Beach and Faustin Weber
While attracting new clients is a necessary part of firm growth, most advisors aren't marketing professionals themselves. And with a wide range of available marketing tactics to choose from, picking the 'right' overall strategy for a firm can be challenging. Amidst this backdrop, Craft on Tap, hosted by Stephen Beach and Faustin Weber of advisor marketing firm Craft Impact, helps advisors think through both the big picture of their marketing (e.g., aligning a firm's marketing strategy with its business goals or deciding between hiring a marketing agency or building out capabilities in house) and how to get the most value out of specific marketing methods (e.g., visibility on large language models like ChatGPT or running paid ads). Which could ultimately help advisory firms have a more focused marketing approach that reflects their strengths and ideal client profile.
Talking Wealth
Best For: Advisors looking for commentary on the latest wealth management industry news and innovations
Format: Multiple hosts, guest interviews
Typical Length: 30 minutes
Cadence: Weekly
Host: Multiple, including Josh Brown and Ben Carlson
As an advisor, it can be easy to have one's attention scattered in multiple directions, from client needs to business development to team management. Which can leave little time for digging deep into trends affecting the wealth management industry. With this in mind, Talking Wealth, produced by The Compound (an affiliate of Ritholtz Wealth Management) focuses on helping financial advisors build their practices through discussions of industry trends (e.g., the challenge of achieving strong organic growth), emerging opportunities for advisors (e.g., turning client portfolios into ETFs), and technical planning topics (e.g., retirement income strategies for clients), all with The Compound's trademark high-energy format. In sum, Talking Wealth helps listeners better understand how the wealth management industry is changing and how they can potentially apply new developments in their own practices.
Don't Do That
Best For: Advisors who want to avoid pitfalls that could negatively impact their practices
Format: Single host, guest interviews
Typical Length: 30-45 minutes
Cadence: Semi-monthly
Host: Kelly Waltrich
Whether it comes to practice management, marketing, or career development, there is no shortage of experts telling advisors what they 'should' be doing. On the flip side, though, advisors might consider the pitfalls that could limit the trajectory of their practice or career. To fill this gap, Don't Do That, hosted by Intention.ly CEO Kelly Waltrich, brings on guests from around the wealth management industry (including advisors, industry professionals, and advisor technology leaders) to reflect on the mistakes they've seen (and made themselves) on their career paths. From being honest about a firm's financials to the importance of hiring for culture fit to being willing to accept honest feedback, Don't Do That can help advisors both examine their current business practices and help inform future decisions to improve the chances that they'll make the 'right' choices for their firm and career!
The Advisor Summit Podcast
Best For: Data-focused advisors looking to scale their firms efficiently
Format: Two hosts, guest interviews
Typical Length: 30-45 minutes
Cadence: Bi-weekly
Host: Molly Pierce and Erica Pauly
While financial planning is itself a 'numbers game' (e.g., helping clients determine how much they can afford to spend in retirement), so too is the business of running a financial planning practice. Whether it's understanding productivity metrics (e.g., revenue per advisor), marketing metrics (e.g., average client acquisition cost), or a firm's retention rates (for both clients and employees). In this environment, The Advisor Summit Podcast, hosted by Track That Advisor founder Erica Pauly and CEO Molly Pierce, combines their firm's insights gained from helping advisors better manage and integrate their data with guest perspectives, covering topics including measuring average case size, leveraging data to scale a practice without burning out, and making data-driven marketing decisions. Which could ultimately help advisors better leverage their data and identify the metrics they want to track as they build a more efficient, scalable firm.
Find Your Host
This list is by no means a comprehensive guide to the broader landscape of podcasts for financial advisors. For many listeners, finding the host(s) who 'clicks' with them (whether based on style or from the range of topics discussed) ends up leading them to the podcast(s) they listen to regularly. With that in mind, we wanted to flag several of these podcasts (in which one or more hosts interview guests on a wide range of topics) for consideration. Such podcasts include Only Fee-Only (focusing on fee-only planners), ModelFA Podcast (for growth-minded advisors), Business of Advice (business management guidance), Next Mile (technology and broader trends in wealth management), Resilient Advisor (interviews to help advisors live more resilient professional and personal lives), The Long View (investment and retirement planning), Top Advisor Podcast (marketing and scaling a practice), and The Advisor Journey (making the transition from an advisory practice to a business), though advisors might find other valuable shows in the podcast ecosystem (or perhaps decide to start their own?).
Ultimately, the key point is that the ecosystem of podcasts for advisors remains vibrant (even as several popular podcasts, including Advisor Marketing Made Simple and the Top Advisor Marketing Podcast ended their runs this year), giving advisors more choices than ever for their consumption. Nonetheless, given the limited amount of free time available to advisors, we hope that this list helps you choose the podcasts that best meet your unique needs!
What are your go-to advisor podcasts? Do you have any favorite advisor podcasts that we didn't include in the list? Please share in the comments section below!
Disclosure: The Financial Advisor Success and Kitces & Carl podcasts are productions of Kitces.com. Kitces.com Chief Financial Planning Nerd Michael Kitces is a co-founder and partner of both New Planner Recruiting and XY Planning Network, which produce podcasts featured on this list.
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