10 Marketing Podcasts for Financial Advisors

Are you keeping an eye open (or, more appropriately, an ear) for smart ways to expand your financial advisory business? Podcasts have become popular in the industry. And financial advisors could benefit from them to stay updated on industry trends, gain insights from experts and continually expand their knowledge base to serve their clients better. Below are 10 marketing podcasts that financial advisors could find useful.

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1. The Stephen and Kevin Show

The Stephen and Kevin Show, hosted by Stephen Boswell and Kevin Nichols, is a dynamic podcast that explores essential aspects of marketing, business development and practice management for financial advisors. Boswell and Nichols bring a wealth of industry expertise and often feature interviews with experts, providing listeners with diverse perspectives and actionable strategies. Recent podcast topics include the key mistakes to avoid when setting up your advisor website, effective branding strategies and how to get more referrals.

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2. The Top Advisor Marketing Podcast

The Top Advisor Marketing Podcast is a valuable resource for financial advisors seeking insights into effective marketing strategies. In December 2024, hosts Mark Halloran and Kirk Lowe stepped away from the program, leading to an extended break. As of April 2026, however, the podcast had resumed with a new episode exploring the ins and outs of going independent as an advisor. With a back catalog of 500 episodes covering client acquisition, marketing tactics and client communications, there’s a wealth of information to be found that could help you grow and scale your advisory business.

Find & Close Ideal Clients

Get regular introductions to retirees, pre-retirees, and high network prospects to grow your business.

3. The Advisor Lab By CION

In The Advisor Lab, Derek Schwartz of CION Investments discusses marketing and growth strategies for financial advisors. Frequent topics include lead generation, client acquisition and the integration of technology in marketing efforts. Episodes routinely feature interviews with industry experts who share their behind-the-scenes perspective on what it takes to build a thriving advisory practice. The podcast can be appealing to advisors who want to experiment with new marketing approaches and refine their strategies for optimal business growth.

4. The Modern Financial Advisor Podcast

The Modern Financial Advisor Podcast explores the evolving landscape of financial advisory with a focus on innovative practices, tools and strategies that help advisors stay ahead in a competitive industry. Hosted by Mike Langford, each episode features insights from industry leaders, tech experts, and successful advisors who share their experiences and knowledge on topics ranging from digital transformation and client engagement to regulatory changes and marketing strategies. This podcast offers practical advice and forward-thinking ideas for advisors aiming to modernize their approach, enhance client relationships, and grow their practices in today’s dynamic financial environment.

5. Between Now and Success

A close-up of two people speaking into microphones positioned on a table.

Steve Sanduski’s Between Now and Success podcast shares experiences and insights from financial advisors who have navigated the challenges of building a name for themselves in a competitive industry. Podcast episodes cover a broad range of topics, from marketing and client acquisition to practice management and the rise of AI in the advisory landscape. Sanduski’s interviews offer an in-depth look at the strategies and philosophies that can benefit both aspiring and seasoned advisors.

6. The Perfect RIA Podcast

Matthew Jarvis and Micah Shilanski host The Perfect RIA Podcast, a show dedicated to helping independent financial advisors build efficient and profitable practices. Covering topics from marketing and client relationships to operational efficiency, the hosts share practical tips and real-world examples. Episodes often feature interviews with industry experts, and while much of the content is designed to be practical, there’s also a good deal of inspiration to be found that can help you stay motivated on your growth journey.

7. Do Business. Do Life.

The Do Business. Do Life. Podcast, hosted by Brad Johnson, offers strategies and insights to help advisors level up their businesses and enjoy more freedom in life. Johnson interviews industry experts and successful advisors, covering a wide range of topics, including marketing strategies, client engagement and best practices for running a successful advisory practice. There’s a strong emphasis on community, and this podcast is designed to speak to advisors at every stage of growth.

8. The Marketing Mentor Podcast

Ilise Benun’s Marketing Mentor Podcast is targeted toward creative professionals who want to improve their marketing and gain more clients. While not specifically tailored to financial advisors, the podcast provides valuable information on marketing, client acquisition and building a successful business. Recent episodes attempt to answer the question of whether AI can replace humans and analyze the importance of developing an email newsletter to expand your marketing reach.

9. The Model FA Podcast

David DeCelle hosts The Model FA Podcast, which covers various aspects of running a financial advisory practice, including marketing and growth strategies. Through interviews with industry experts and established advisors, DeCelle provides actionable insights and practical advice for moving your business forward. Recent episodes have covered leadership, the evolving M&A landscape, the power of AI automation and how to form successful partnerships as a financial advisor.

10. The Financial Advisor Marketing Podcast

The Financial Advisor Marketing Podcast offers insights, strategies, and tips tailored for financial advisors looking to enhance their marketing efforts. Hosted by James Pollard of The Advisor Coach, this podcast covers topics like lead generation, client retention, digital marketing tactics and personal branding. Each episode dives into actionable advice and case studies, providing practical tools that advisors can use to grow their practices and connect with clients more effectively. Engaging and easy to follow, this podcast can serve as a valuable resource for advisors seeking to elevate their marketing and expand their reach in a competitive landscape.

Frequently Asked Questions (FAQs)

Should financial advisors start a podcast?

Advisors may benefit from starting a podcast if it allows them to expand their marketing efforts and connect with their ideal clients. You don’t need to start a podcast to grow your firm; you could appear as a guest on someone else’s podcast instead. Collaborating with other podcasters may help you evaluate the benefits of a podcast for yourself.

Is a podcast a good marketing tool for advisors?

A podcast can be a good marketing tool for advisors if you’re creating content to attract your target audience and include a clear call to action (CTA). For example, you might tell listeners to visit your website to schedule a free consultation or join your email list to download a free lead magnet. If your listeners follow the CTAs included in your podcast episodes, that could help get them into your sales funnel.

How to start a financial advisor podcast?

If you’d like to start a podcast for your advisory firm, give some thought to the type of topics you want to cover and the format your episodes will take. Get the necessary equipment (microphone, headphones, etc.) and invest in quality recording software. Upload your recorded episodes to your host so they can be distributed across streaming channels. You could also upload recorded episodes to your website or YouTube channel if you have one.

Bottom Line

Two woman record a podcast in front of a large screen showing charts and data.

Marketing podcasts can offer financial advisors a convenient and comprehensive platform to access diverse perspectives, industry insights and valuable educational content that could enhance their expertise and service offerings. You can listen, learn and leverage these resources to elevate your practice.

Financial Advisor Marketing Tips

Marketing can be time-consuming and you may not have time to do it on your own. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
If marketing feels overwhelming, you may consider outsourcing to a third-party agency. A marketing agency can evaluate your needs and develop a branding and promotion strategy that helps you get more clients.