Best Financial Advisor Podcasts for Financial Advisors
As I started my journey, I found myself searching for the best financial advisor podcasts for financial advisors but found very few. In my searches, I didn’t find a comprehensive list and often, found them through recommendations. Of the financial advisor podcasts I did find, the app would suggest podcasts geared towards personal finance topics. Such as budgets and how to get out of debt, which wasn’t what I was looking for.
So I decided to make a list. The purpose of this list is to compile the best financial advisor podcasts for financial advisors. Podcasts relevant to the industry and the professionals. Stories of financial advisor’s successes and failures. Trends and issues occurring in the industry. The latest and greatest technology stacks. And lastly, how to become a financial advisor for college graduates and career changers.
I had some help compiling this list and hopefully, I will receive comments or responses suggesting ones I have missed. Please enjoy my list of the best financial advisor podcasts for financial advisors!
The Financial Advisor Success podcast with Michael Kitces is fantastic and is a must for current or future financial advisors with over 147 episodes. It brings you real success stories and insights from financial advisors and leading industry consultants. They discuss current trends, technologies, and how to take your advisory business to the next level. The podcast exposes the inevitable highs and lows of growing a firm.
Whether you’re a new financial advisor trying to get started on the right foot, or an experienced advisor who’s hit a wall, they give you the insights and inspiration you need to break through and reach the level of success you want to achieve.
XYPN Radio is just another branch of the XY Planning Network, a community of fee-only financial planners. The host Alan Moore interviews various guests within the industry to highlight current trends and issues. On occasion, co-host Michael Kitces will jump on to do mailbag episodes, answering questions from listeners and subscribers.
The podcast delivers insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. I have found the podcast very unique and robust with over 226 episodes. I have discovered the various resources and technology stacks available to advisors. Also, how to start, grow, and sustain your firm.
Not to be confused with the book So You Want to Be a Financial Planner: Your Guide to a New Career but very familiar in its delivery to helping new financial planners. The hosts Hannah, Ian, Alexandria, and Matt explore weekly financial planning topics. They interview financial planners to discuss pro bono work, compensation calculations, fee models, and more.
Some interviews get very real about the struggles they faced and how they overcame them, including the things that keep them going. The podcast provides comprehensive insight into the industry and how career changers, or those on the fence, can make the career transition. The podcast boasts 173 episodes, each one worth the listen.
The Model FA is led by host Patrick Brewer, CFA, CFP. It is fairly new with only 17 episodes, but his conversations so far have been with heavy hitters within the industry. The content is informative and intentionally driven which aims to provide fiduciary financial advisors content to build a successful practice.
In one discussion, they talk about the importance of using video blogging for financial advisors to showcase their expertise and value to both clients and prospects. The episode provides tips for all advisors who want to grow their practice using video blogging.
The style of the podcast is conversational, guided by topics and trends, while also being direct. The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.
The conversations and interviews discuss the advances and availability of technology in the independent space which has leveled the playing field. There are in-depth conversations about the future of wealth management, its clients and how it continues to shift fundamentally for advisors.
With 51 episodes that cover a great deal of information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
Stephen Boswell and Kevin Nichols are very entertaining while they provide insightful information. If Will Ferrell and John C. Reilly did a podcast together, this would be the financial advisor version. The discussions are lively and tackle various questions from listeners and subscribers.
They discuss effective financial advisor marketing strategies. The financial advisor-client service models. Tips for getting referrals from clients and online branding for financial advisors. They also discuss how to use LinkedIn, Twitter, Facebook, and Instagram for prospecting and integration into your financial business.
If you want casual but informative conversations that borderline sitting next to a fire with buddies while drinking beers, this is the podcast for you.
The Financial Advisor’s Advisor podcast was created by Elite Consulting Partners President and CEO Frank LaRosa. He gives guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners.
His advice cover topics such as practice management, business ownership, the transition to another firm, technology, wire-house firms, regional firms, independent firms, RIAs, the M&A side of the business, and other topics relevant to being a financial advisor in the wealth management business. The purpose of his podcast is to be the Financial Advisor’s Advisor.
His podcast is new with 20 episodes, each lasting between 15-30 minutes, but filled with great information. I hope he continues to put out great content and I look forward to his future episodes.
Please enjoy my list of the best financial advisor podcasts for financial advisors. I have been listening to these at the gym and when I have downtime. I hope to continually update this list so please provide feedback and recommendations.