12 Podcasts for Financial Advisors

Listening to financial podcasts is an excellent way to stay informed on industry trends, enhance your marketing skills and gain valuable insights that can help you grow your business. With countless financial advisor podcasts available, finding the right ones can be challenging. To simplify your search, we’ve compiled a list of top-rated podcasts tailored for advisors. The best choice for you will depend on your career stage and the specific challenges you’re looking to overcome.

SmartAsset’s Advisor Marketing Platform offers financial advisors services like client lead generation, automated marketing and more. Learn about SmartAsset AMP today.

Finding the Right Financial Advisor Podcasts for You

Before exploring the list, take a moment to consider the type of podcast content that interests you the most. Are you seeking expert tips on marketing your advisory business? Or perhaps you’re drawn to conversations about promoting diversity and inclusion in the financial industry. Identifying your key areas of interest can help you narrow down the best podcasts to start with, allowing you to prioritize what to listen to first.

With that in mind, here are some of the top financial advisor podcasts, in no particular order.

1. Planet Money

Best For: Advisors interested in keeping up with economic trends.

Hosted by NPR, Planet Money attempts to demystify the economy and its inner workings. The podcast examines key issues like which way inflation might be moving, in a format that’s fun and easy to digest. Listen to the podcast.

2. Barron’s Advisor: The Way Forward

Best For: Advisors and wealth managers who cater to high net-worth clients.

The Way Forward podcast features insight from top advisors and industry leaders on topics related to wealth management. That includes everything from how to guide clients through an economic crisis to how to improve engagement and attract prospects through storytelling. Listen to the podcast.

3. Morningstar: The Long View

Best For: Advisors who are focused on investing.

The Long View is all about investing and, while the content is largely consumer-focused, there’s a lot of value here for advisors, as well. The podcast features interviews and discussions with industry experts. Episodes focus on different aspects of investing and growing wealth. Listen to the podcast.

4. Financial Advisor Success

Best For: Advisors who want to scale and grow.

Michael Kitces is the host of the Financial Advisor Success podcast, a one-stop shop of sorts for advisors who are interested in business development and growth. Episodes offer deep dives into topics related to the theme of advisor success, such as strategies for connecting with prospective clients and how to maintain work/life balance. Listen to the podcast.

5. The Advisor Lab

Best For: Advisors who are looking for inspiration and insight from industry experts.

The Advisor Lab offers straightforward advice and tips to advisors hoping to learn from financial professionals who have “been there, done that.” Episodes follow an interview format and feature industry experts who share their knowledge and expertise on everything from how to boost client engagement to how to advise clients during times of economic uncertainty. Listen to the podcast.

6. Kitces and Carl – Real Talk for Financial Advisors

Best For: Advisors who want fluff-free advice on managing their businesses.

Michael Kitces and client communication expert Carl Richards team up to host this podcast, which tackles some of the tough questions advisors face. Topics of conversation revolve around how to effectively communicate with clients and how to shape the business you want without sacrificing a healthy lifestyle. Listen to the podcast

7. Fiduciary U

Best For: Fiduciary financial advisors.

Fiduciary U is designed for advisors who want to become smarter ERISA fiduciaries. The podcast covers topics that are relevant to fiduciary advisors, including governance, sales and marketing, practice management and industry trends. The show is updated less frequently than some of the other top financial advisor podcasts, but each episode is packed with helpful information. Listen to the podcast.

8. Between Now and Success

Best For: Advisors who are looking for inspiration, mixed with practical advice.

Between Now and Success is hosted by Steve Sanduski, and it could be a good fit for financial professionals who are interested in cultivating a growth mindset. If you’re interested in how to set business or personal goals more effectively, or you’re looking for high-level advice on niche topics, you can find them covered here. Listen to the podcast.

9. Top Advisor Marketing

Best For: Advisors who want to hone their marketing skills.

Top Advisor Marketing is all about helping advisors market themselves and their businesses more effectively. Each episode features an expert guest who offers a closer look at a specific marketing topic, such as how to be authentic when marketing to prospective clients and how to leverage social media to attract new business. Listen to the podcast.

10. The Peter Schiff Show

Best For: Advisors who want up-to-date market insights.

Peter Schiff is an economist, broker/dealer and all-around financial expert. He uses his podcast to deliver insights on market trends and what they might mean for investors, along with discussions on the overall state of the economy. Listen to the podcast.

11. Standard Deviations

Best For: Advisors who are interested in the psychology of money.

Behavioral finance can be a complex topic and the Standard Deviations podcast helps break it down in an easy-to-understand way. You might consider tuning into this financial advisor podcast if you’re interested in gaining a better understanding of what motivates your clients’ money decisions. Listen to the podcast.

12. The Look and Sound of Leadership

Best For: Advisors who want to excel as leaders.

Though not necessarily specific to financial advisors, this podcast is still worth mentioning for finance professionals who are in leadership roles or are interested in pursuing an executive position. Host Tom Henschel offers coaching advice for professionals who want to communicate more effectively while developing their leadership skills. Listen to the podcast.

Growing Your Financial Advisory Firm

One of the most important reasons many advisors listen to industry-leading concepts is to find new ways to build their business. While all of the options on the list can help you launch, build or sustain your business, it’s still important to find the right method for you to bring in a consistent flow of potential clients. One of the ways you can do that is through an online lead generation service.

SmartAsset AMP, for instance, supplies you with online leads that fit your target client profile. Once investor leads are ready to move forward, you receive them as leads and only have to focus on their needs and closing their business.

For example, Robert Gilliland, Managing Director and Senior Wealth Advisor at Concenture Wealth Management, “has leads going to younger people in different categories.” Then once those leads come in, he distributes them among his team accordingly. “I only get people who are over a million dollars. Those are the ones that I reach out to, and my other people are [handling leads for people with] less than a million bucks.”

With AMP, you can also receive live connections to primed referrals, sales campaigns, CRM integrations, and more.

Regardless of what you decide is right for your business, it’s important to find something that can help you achieve your long-term goals, just as you would hope for your clients.

Bottom Line

Listening to podcasts can be a great way to enhance your knowledge as an advisor and keep a finger on the pulse of the industry. It’s a great way to become a better advisor or to find things that you can help your own financial advisors improve at. After checking out some of the financial advisor podcasts listed here, you might even be inspired to start your own.

Tips for Growing Your Client Base

• Prospect online. 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.
• Try virtual meetings. Investors are increasingly receptive to working with financial advisors online, versus meeting face-to-face. If you’re ready to grow your business, consider how you might be able to attract new clients who might be interested in virtual meetups.

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