Updated: Jul 27
Staying up-to-date on the latest trends is both challenging and essential for financial advisors. A growing number of podcasts are targeting advisors and helping them to stay current on a wide range of practice management and advisor-client relationship topics, while learning from the industry's best.
With so many podcasts to choose from, how do you know which ones are worth your time and attention?
To help, we’ve curated ten of the best podcasts for advisors and selected one episode from each to get started. The selected episodes include discussions of advisor marketing and communication strategy, crafting exceptional client experiences, how to scale your advisory practice to remain competitive in the digital ecosystem, and more. Of course, once you find a podcast you really like, there are many more episodes to choose from.
We hope the selected podcasts and episodes are a helpful resource for navigating rapidly evolving client expectations in the competitive financial services landscape.
If there is a podcast or episode you think should be added to this list, please let us know!
Tune into this episode to learn more about the key elements of making a one-page financial plan, it’s purpose and why it’s not a replacement for a full financial plan but can be used as a reference point by advisors to help clients with financial decision-making.
As an advisor, creating simple, frictionless experiences while highlighting the value that you provide is key to staying competitive in the new normal. Find out how in this Becoming Referrable Podcast hosted by Julie Littlechild, CEO and Founder of Absolute Engagement, and Steven Wershing, advisor marketing expert and President of The Client Driven Practice.
Yes, people want your services. No, they do not want to be on the other side of a sales process. So how do you promote yourself and demonstrate your value without doing traditional selling? Find out in this insightful podcast episode hosted by respected advisor marketing and podcast experts at ProudMouth, Matt Halloran and Kirk Lowe.
Your client’s life experiences determine how they view their financial situations and future goals. That’s why listening to your client’s money stories is key to understanding their motivations so you can craft services that are valuable to them, according to Ph.D and Behavioral Economist at Morningstar, Sarah Newcomb.
Find out more in this Actionable Intelligence Podcast episode hosted by the respected financial planner and influencer Steve Sanduski.
#5 Innovating Advice Podcast: Make Each Year of Your Client Experience Better than the Last with Michael Back
Guest: Michael Back
When it comes to your client’s experience, there should be no end goal. You should be striving to improve it year after year. How exactly do you do that? Find out in this episode with financial services innovation expert and host Kate Holmes in discussion with guest Michael Back, founder of Human to Human in Australia.
Guest: Gil Petersil
In today’s world, knowing how to network online to find clients and business partners is essential. Find out how in this podcast chat between host Jason Pereira, financial planner and commentator, and Gil Petersil business coach, networking expert and mastermind strategist.
#7 The Agile Financial Planner: How to Improve Speaking Skills to Communicate With Your Clients, With Tracy Goodwin
In this podcast episode host and CEO of Agile Retirement Management talks with his professional audio coach, Tracy Goodwin, on how advisors can improve their speaking skills and become better clients.
“As financial planners, we often have to tell people things they don’t want to hear. It’s easy for our clients to tune us out. If we want to really help our clients we have to find ways to be heard.” - Roger Whitney
In this episode of Advisor Talk, Frank LaRosa, CEO of Elite Consulting Partners shares a real and raw analysis of the current trends and development impacting advisors.
The conversation includes discussion on the 2x greater income potential for independent advisors vs. W-2 advisors, how firms can optimize their business structure, what exactly is going on at Merrill Lynch, and more.
#9 Modern Financial Advisor Podcast: How to Build a Niche Focused Financial Advisory Business That Scales
Guest: Nick Cantrell
While many advisors and firms still serve a broad demographic of clients, there are a growing number that are serving a niche market. In this episode hear from host Mike Langford in discussion with Nick Cantrell Founder and CEO of Green Future Wealth Management on why focusing on a smaller client segment is a highly effective way to scale your business.
Guest: Diana Angelini
How can advisors network, build your brand and influence using LinkedIn? Find out practical tips and tricks from Diana Angelinim Director of Business Development for Ladder for Advisors.
Craig Iskowitz is a keen observer of the wealth industry and his podcast features insights from a wide variety of wealthtech providers, as well as his monthly summary of wealthtech news and developments. Highly recommended.