- December 19, 2024
14 Best Podcasts for Financial Advisors
Podcasts have become a dominating force over the last few years as a go-to source of information and entertainment. Financial advisor podcasts are among some of the most popular, and have proven a valuable tool to independent advisors and RIAs for staying ahead of industry news, trends, and tips of the trade.
Whether you’re looking for new ideas to engage your clients, ways to grow your practice, or the latest and greatest from industry leaders, podcasts are a convenient and enjoyable way to stay up-to-speed. With so many great podcasts out there, we’ve compiled a list of the 14 best podcasts for financial advisors that will provide you with actionable tips, amazing stories, and expert opinions to help you thrive in today’s competitive landscape.
1. What Works: Over 1000 Years Experience in Financial Planning with Don Patrick
By Don Patrick, founder and Chief Strategy Officer of Integrated Financial Group, this financial advisor podcast digs deep into the nuts and bolts as well as actionable advice related to real financial advisors’ practices. The shows include expert guest contributors and real-world success stories that will help advisors be better business builders and more impactful to their clients.
Listen to What Works with Don Patrick
2. Financial Advisor Success with Michael Kitces
Michael Kitces interviews top-performing advisors and shares their journey of trials and triumph. The podcast delves deeper into what makes success in a financial advisory firm tick, namely practice management, client engagement, and growth strategies.
Listen to Financial Advisor Success with Michael Kitces
3. Kitces and Carl – Real Talk for Financial Advisors
Michael Kitces and Carl Richards discuss the softer side of financial advising, from client communication to managing emotions and building meaningful relationships. The conversational format makes it both insightful and highly relatable.
Listen to Kitces and Carl – Real Talk for Financial Advisors
4. The Advisor Lab
This podcast, presented by the team at Seven Group, covers marketing and growth strategies for financial advisors. Focused on contemporary business development tactics, it’s ideal for advisors seeking to grow their reach and attract the right clients.
5. Morningstar: The Long View
Hosted by Morningstar analysts Christine Benz and Jeff Ptak, this podcast features deep-dive interviews with investment professionals and thought leaders. The Long View emphasizes sustainable investing and long-term success for financial advisors and their clients.
6. Between Now and Success by Steve Sanduski
Steve Sanduski examines the juncture of personal growth and business enterprise for the financial advisor. Every show provides the strategies and tools needed for advisors to improve their practices and build stronger relationships with their clients.
Listen to Between Now and Success by Steve Sanduski
7. Barron’s Advisor: The Way Forward
Created by Barron’s, this podcast aggregates perspectives from some of the most successful financial advisors in the profession. Discussions range from topics such as leadership and practice management to how to adapt to changing industry dynamics.
Listen to Barron’s Advisor: The Way Forward
8. Planet Money
This NPR classic breaks down big and complex financial and economic issues in a fun way. Though not exclusively directed toward financial advisors, it supplies useful insights and stories that aid in informing clients and market strategies.
9. Standard Deviations
Hosted by Dr. Daniel Crosby, this podcast blends behavioral finance with practical investing tips. Advisors will appreciate its focus on how psychology impacts financial decision-making and how to apply those insights with clients.
10. Top Advisor Marketing
Helping financial advisors master their marketing strategies, this podcast features actionable tips for building a personal brand, generating leads, and strengthening client relationships.
11. Fiduciary U
Hosted by Josh Itzoe, this podcast covers best practices and compliance insights for fiduciary advisors. Episodes provide extensive knowledge to the advisors in the ever-changing regulatory environment.
12. The Look and Sound of Leadership
Executive coach Tom Henschel helps listeners polish their leadership and communication skills. While not industry-specific, it is a great resource for financial advisors seeking to improve their presence and influence.
Listen to The Look and Sound of Leadership
13. The Peter Schiff Show
Peter Schiff shares his often contrarian views on economic trends, market movements, and global finance. Though this podcast can be polarizing at times, its unique perspectives broaden an advisor’s understanding of economic theory and policy.
Listen to The Peter Schiff Show
14. Rethink by Adam Holt
Adam Holt and his guests encourage financial advisors to “rethink” their technology, client relationships, and business growth. It’s an ideal show for any advisor looking to stay ahead in the game as technology shapes the future.
What Works.
Join Don Patrick, Founder and Chief Strategy Officer of Integrated Financial Group, as he discusses business, strategy, and life with the world’s top Financial Planning professionals.
Tune into the Top Financial Advisor Podcasts
Be it honing your technical acumen, developing client relationships, or keeping up to speed with the latest trends in your field, these podcasts offer great lessons and inspiration. Each of these shows brings something different to the table for financial advisors in every season of their career. We hope you enjoy tuning into these top financial advisor podcasts for discussions about practical strategies and thought-provoking discussions.
