Essential Financial Advisor Podcasts for Growth

Picture this: you’re rushing between client meetings, prepping for the next quarterly review, and trying to squeeze in some professional development time. It’s no wonder so many financial advisors are turning to podcasts—what better way to gain fresh insights and sharpen your skill set than by listening to top industry experts while on the go? Podcasts have experienced an incredible surge in popularity, with nearly half of all U.S. homes labeling themselves as “podcast fans.” Busy professionals, particularly financial advisors, are leveraging this trend to stay ahead in an ever-evolving industry.

When balancing existing responsibilities with a desire to grow their client base, many advisors find podcasts a lifeline. They deliver timely knowledge on practice management, client engagement, and more—right through your earbuds. If you’re interested in taking your practice to a new level, there’s a world of content out there that can help. And if you’re curious about boosting your own brand awareness and credibility, podcasting might be your new secret weapon. If you’d like to learn how strategic content approaches can also support your brand, explore this guide on building trust through content marketing. Podcasts for financial advisors are truly a win-win. So, let’s explore how they can help you elevate your advisory practice.

The Value of Learning Through Podcasts

The power of podcasts extends beyond just sharing tips and anecdotes. They fit seamlessly into your daily routine, whether you’re commuting, hitting the gym, or taking the dog for a walk. You can absorb the latest financial advisory trends, marketing tips, and business strategies without missing a beat. Thanks to their easy accessibility, they’ve become a preferred medium among time-strapped professionals.

What’s more, podcasts attract a highly educated and high-income audience—a perfect match for financial advisors seeking serious, growth-focused content. Research shows that a significant chunk of listeners hold four-year degrees and earn above-average incomes, making this podcast-obsessed demographic particularly relevant. Advisors who listen regularly gain access to real-world insights from leading thought leaders. Episodes often break down complex subjects—like behavioral finance, marketing, or operational efficiency—into actionable advice you can consider implementing.

Of course, the abundance of podcast options can be overwhelming. That begs the question: which topics truly matter for your stage of practice? The good news is that you can filter by areas like marketing, wealth management, retirement planning, or even niche topics like technology or sustainable investing. By pinpointing the podcasts aligned with your unique goals, you can make every listening minute count.

Top Recommended Financial Advisor Podcasts

Below is a curated selection of financial advisor podcasts that provide a wealth of practice growth insights, marketing strategies, and thought leadership. While you’ll find a range of styles—from casual chats to deep-dive interviews—all are designed to help you explore fresh perspectives on running an advisory business.

Financial Advisor Success with Michael Kitces

This industry staple is hosted by Michael Kitces and delivers in-depth interviews with top-performing financial advisors. Each episode hovers around 60 to 90 minutes, making it perfect for commutes or treadmill sessions. You’ll hear a combination of practice management tactics, strategies, and marketing approaches. Kitces goes deep into real numbers, staff structures, and growth metrics, giving you a rare behind-the-scenes peek into successful RIA firms.

Kitces and Carl – Real Talk for Financial Advisors

Co-hosted by Michael Kitces and Carl Richards, this bi-weekly show centers on the more nuanced side of financial advising—client communication, managing expectations, and building meaningful client relationships. Episodes typically run around 30 to 45 minutes, ideal for quick listening sessions. Expect insights on behavior-driven planning, addressing client concerns, and staying relatable while maintaining a sense of authority.

The Advisor Lab

Created by The Seven Group team, The Advisor Lab focuses on the intersection of marketing, technology, and practice growth. You’ll hear plenty of financial advisor marketing tips, from automation and lead generation to crafting compelling client experiences. Episodes usually fall in the 30-45 minute range and come out twice a month, so it’s easy to keep up. If you’re looking to optimize your marketing funnel or explore digital strategies, this podcast is worth considering.

Between Now and Success by Steve Sanduski

Hosted by industry veteran Steve Sanduski, this weekly podcast hones in on personal development and business strategy. Episodes stretch from about 45 to 60 minutes, providing ample time to explore leadership, client relationships, and practice management. Sanduski blends interviews with industry leaders, authors, and mindset coaches—so you’ll get a big-picture overview of how to balance a thriving practice with your own passion and well-being.

Advisor Essentials by Raymond James

This monthly show features various experts from Raymond James sharing timely planning insights, from advanced wealth management considerations to new technology tools. Expect discussions around client service enhancements, team-building techniques, and specialized advisory services. Each episode typically runs for 30 to 45 minutes, but the content is packed with practical insights. If you want to stay current on wealth management trends, consider giving it a listen.

The Long View by Morningstar

Morningstar’s Christine Benz and Jeff Ptak co-host this weekly series that delves deep into investment trends, strategies, and sustainable investing. Average episodes range from 60 to 90 minutes, featuring interviews with top portfolio managers, researchers, and financial planners. This show offers a broad spectrum of perspectives—from dissecting the latest market research to exploring how technology is reshaping the advisory landscape.

Barron’s Advisor: The Way Forward

This podcast comes from the well-respected Barron’s brand. Hosted weekly, each 30- to 45-minute episode interviews top advisors and industry leaders to uncover trends in wealth management, economic shifts, and client engagement methods. It’s a reliable resource for those wanting to keep their finger on the pulse of the industry while hearing stories from advisors who’ve reached the top of their professions.

The Efficient Advisor

For a practical approach to running a more streamlined advisory business, tune in to The Efficient Advisor. In episodes of around 25 to 30 minutes, you’ll learn about practice efficiency, technology integration, and everything related to “working smarter, not harder.” With each installment, the host tackles common bottlenecks—like scheduling, follow-ups, or compliance details—and offers workable suggestions you can adapt in your firm. Want to explore productivity tips for your marketing strategy? Book a free strategy call with us at AdvisorGenie.

Key Content Themes & Trends

When you listen to these financial advisor podcasts, you’ll notice a few recurring themes that can reshape how you approach your practice:

Practice Management: Learn how to manage team dynamics, create efficient workflows, and integrate new tech solutions with minimal friction.

Client Acquisition & Retention: Hear expert takeaways on how to fine-tune your marketing, meet evolving client expectations, and build rapport that goes beyond mere transactions. If high-net-worth individuals are part of your growth strategy, discover how to market to them effectively and win their trust.

Industry Trends: Stay up to date on regulatory changes, the rise of AI-driven tools in finance, and new ways to deliver your services in an increasingly digital world.

Investments & Financial Planning: Gain insights on everything from sustainable investing to risk management, with discussions on portfolio theory and market dynamics.

Personal Development & Leadership: Whether it’s time management or mindset strategies, many episodes offer valuable insights to keep you motivated and balanced in a high-pressure career.

Tips to Maximize Podcast Learning

Consuming a steady diet of top-tier podcasts is one thing—actually putting those lessons into practice is another. Here’s how to bridge that gap:

1. Schedule Dedicated Listening Time: Busy days can easily push “podcast time” to the sidelines. Consider blocking out segments each week, so you treat professional development as a priority. Some advisors like to queue episodes for commutes or morning walks.

2. Note-Taking & Implementation: It’s easy to let insights slip away once you’re back in the office. Jot down key points in a note-taking app or even a simple spreadsheet. At the end of each episode, identify one actionable step you can apply to your own practice.

3. Team Discussion: A quick 10-minute chat in your next team meeting can help solidify new ideas. Sharing what you learn not only clarifies your thinking, but also increases the odds of actually implementing these strategies.

4. Plan Monthly Goals: Rather than overwhelming yourself with everything at once, pick one marketing tactic or client engagement method to focus on each month. Consistency is key, and incremental changes can yield major benefits over time.

5. Use Smart Productivity Hacks: If you’re short on time, try listening at 1.25x or 1.5x speed. You’ll still catch key insights, and it’s a simple way to fit extra learning into a busy schedule.

Starting Your Own Podcast: A Growth Strategy

Beyond simply listening, many advisors discover that hosting a podcast can benefit their marketing and brand authority. By stepping behind the mic, you differentiate yourself from competitors, cultivate a loyal audience, and engage prospective clients in a more personal way. Additionally, focusing on local SEO for financial advisors can help you broaden your digital presence.

Launching a podcast may sound daunting, but it doesn’t have to be. First, find a niche that aligns with your expertise and your ideal clients’ interests—this could be wealth accumulation for tech entrepreneurs or retirement planning for medical professionals. Next, invest in good audio equipment. Crisp sound quality signals professionalism and helps retain your listeners.

Consistency is especially important. Whether you aim for weekly or bi-weekly episodes, stick to a schedule so your audience knows when to expect fresh content. Lastly, don’t forget to promote your show across every channel you have—social media, email campaigns, and your website. Highlighting guest speakers or unique episode themes can pique interest and drive traffic.

Real-world examples abound of advisors who have seen measurable improvements in client engagement and lead generation through podcasting. One firm reported a significant jump in website traffic after launching a podcast that tackled life planning and investing concepts in a relatable way. Another advisor noticed that prospective clients had already “met” him before the initial meeting by listening to episodes, which shortened the onboarding cycle. If you’re curious about how to map out your own show, book a free strategy call with us at AdvisorGenie and let’s explore a tailored podcast marketing plan.

Actionable Takeaways & Next Steps

Podcasts have moved far beyond mere entertainment; for financial advisors, they are strategic tools that deliver up-to-the-minute insights, foster professional growth, and even open new business opportunities. By listening to at least one relevant episode a week—and sharing the highlights with your team—you can integrate fresh strategies into your own practice. Whether you’re refining your client onboarding process, adopting new technology solutions, or exploring marketing techniques, the knowledge is there for the taking.

If you’re ready to elevate your marketing and practice growth, remember that you don’t have to navigate it alone. AdvisorGenie is here to help with everything from content creation and podcast production to live events and SEO. We’re full-service, so consider us your go-to partner for all marketing activities that financial advisors need to thrive without adding the overhead of a traditional agency.

Ready to turn insights into action? Book a free strategy call at AdvisorGenie and let’s unlock your practice’s full potential.