10 Best Podcasts for Financial Advisors in 2023
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Podcasting is all the rage these days, but it can be hard to find quality podcasts for financial advisors who are looking for inspiration. Don’t worry, we’ve got you covered.
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Here is our roundup of the top 10 podcasts for financial advisors. Each entry on this list includes a brief description, why we love it, and a couple sample episodes that we think will give you a good feel for the style of the show.
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1. Kitces & Carl
Hosted by: Michael Kitces and Carl Richards
What is it: Practical advice for practical issues advisors face.
Why we love it: Listening to Michael Kitces (Kitces.com) and Carl Richards (Behavior Gap) talk about how to run your firm is like having two of the best mentors an advisor could want. Episodes are around 30 minutes each, and there’s little to no fluff to skip through to get to the good stuff.
Sample episodes:
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When a Prospect Doesn’t Meet Your Minimums – Navigating the Awkwardness Gracefully
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Handling Politically Charged Clients Who Make it Uncomfortable to be Their Advisor
2. XYPN Radio
Hosted by: Alan Moore
What is it: RIAs share tales of how they got established and found their niche.
Why we love it: XYPN Radio is a great podcast for advisors who are starting out or even more established advisors who are looking to sharpen their focus on a tighter niche. The stories are authentic, inspirational and full of food for thought if you want to find the right audience.
Sample episodes:
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Building Your Business with Intention – A Tale of Transitions as We Check Back In
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Finding Balance Building a Boutique Firm & Serving the Dentist Niche
3. Top Advisor Marketing
Hosted by: Matt Halloran
What is it: Conversations about advisor marketing and practice management.
Why we love it: Matt Halloran of ProudMouth sits down for authentic conversations with real advisors who are trying new ideas and finding success. Episodes are light-hearted, highly listenable and sure to inspire.
Sample episodes:
4. The Compound and Friends
Hosted by: Josh Brown & Michael Batnick
What is it: Hot takes on the latest developments in the world of investing.
Why we love it: Downtown Josh Brown and Michael Batnick bring in a rotating cast of friends and industry experts for informal conversations about the week’s market news. It’s kind of like “Todd N Tyler” for the world of investing. Episodes are a little longer, clocking in around 90 minutes.
Sample episodes:
5. CRM Unlocked
Hosted by: Sanjeev Kumar and Ali McCarthy
What is it: Tech tips centered around how advisors can optimize their CRM.
Why we love it: The CRM is the hub of advisor tech, and if anyone is going to help advisors understand how to use their CRMs better, it’s Skience – the tech company behind this podcast.
Sample episodes:
6. Financial Advisor Success
Hosted by: Michael Kitces
What is it: Real advisors telling stories of how they solved real issues in their practice.
Why we love it: Michael Kitces is a no-fluff kind of guy, and he only brings on guests with proven success to talk about how they got there. While a lot of podcasts feature people talking about ideas and theories of what could work, “Financial Advisor Success” features advisors telling stories of what did work.
Sample episodes:
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Competing for Big Clients as a Small Boutique with a Focus on Task Management
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Learning Business Development by Consistently Being Seen Where Your Ideal Clients Are
7. Framework
Hosted by: Jamie Hopkins & Ana Trujillo Limón
What is it: Conversations with industry leaders about what makes them tick.
Why we love it: Episodes can cover everything from favorite foods to hopes and dreams for the future. Hosts Jamie and Ana push conversations into some deep territory that gives rich background on some of the biggest names in the industry and beyond.
Sample episodes:
8. Becoming an Elite Financial Advisor
Hosted by: Sten Morgan
What is it: Growth tips for entrepreneurial advisors.
Why we love it: If Jack Donaghy listened to an advisor podcast, this would probably be it. This one is for the growth-focused advisors who love the competitive nature of business.
Sample episodes:
9. The Model FA
Hosted by: David DeCelle
What is it: Advisor coaching podcast from the Model FA coaching community.
Why we love it: Think of this show as your biweekly coaching call with some of the sharpest minds in the industry. Every episode features inspiring ideas from people like Penny Phillips, Robert Sofia and Dr. Daniel Crosby.
Sample episodes:
10. Humans of Fintech
Hosted by: Nicole Casperson
What is it: Interviews with fintech leaders.
Why we love it: If you want to hear the backstories of some of the leading voices in fintech, this is the place to go. You’ll hear tales of the many paths that lead people to fintech, and how they are influencing the industry today.
Sample episodes:
BONUS! On the Circuit
Hosted by: Johnny Sandquist & Brodrick Lothringer
What is it: Insightful conversations with thought leaders across the industry.
Why we love it: It’s Three Crowns, baby! But also, it’s just really good.
Sample episodes:
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