Top 10 Podcasts for Financial Advisors
Ever feel like the financial industry is shifting faster than you can keep up? You're not alone. Between market fluctuations, new regulations, the AI craze and keeping your clients happy, it's easy to feel overwhelmed. But hey, that's why we're here!
The good news? Staying ahead of the curve doesn't have to mean endless nights glued to textbooks. These highly recommended practice-management-focused podcasts for Financial Advisors will help grow your practice and expertise.
WHY DO FINANCIAL ADVISORS LISTEN TO PODCASTS?
Whether you're a seasoned pro or just starting out, podcasts have something for you. Need the latest industry scoop? Want to master client communication? Looking to grow your business?
Think of podcasts as your own personal financial guru, ready to dispense wisdom (and maybe a few laughs) on your commute, during your workout, or even while you're relaxing in bed. Podcasts are the ultimate convenience - learning that fits seamlessly into your busy life.
But with a seemingly endless list of options, where do you even begin? We've curated a list of the top podcasts for financial advisors, categorized by theme to make your search a breeze.
These podcasts will equip you with valuable insights, actionable strategies, and maybe even a fresh perspective on the financial world. So ditch the textbooks, grab your headphones, and get ready to level up your practice!
THE BEST FINANCIAL ADVISOR PODCASTS
Finding Top Financial Advisor Podcasts for You
We've been in the financial game long enough to know one thing for sure: constant learning is a game-changer. Today, with information flying at us faster than ever and markets flipping on a dime, getting reliable insights isn't just helpful, it's essential. That's where industry podcasts come in. They're one of the easiest (and cheapest) ways for advisors to stay sharp, pick up fresh ideas, and keep that competitive edge.
Before digging into the list, it may help to think about what kind of podcast content you're most interested in. Are you looking for tips and advice on how to market your advisory business? Maybe you're interested in discussions about how to encourage diversity and inclusion in the financial industry. Considering what you most want to learn can help you narrow down which podcasts to check out. This helps you create your own list of what to listen to first.
With that in mind, here are some of the top financial advisor podcasts, in no particular order. These podcasts cover a range of topics, including marketing for financial advisors, financial planning strategies, client and team communication skills, and how advisors can build a more diverse business.
These are podcasts that every financial advisor should have on their radar.
The Top 10 Podcasts for Financial Advisors:
- "Always ON with Duncan MacPherson"
- "The Look & Sound of Leadership"
- "Financial Advisor Success"
- "Kitces and Carl - Real Talk for Financial Advisors"
- "Between Now and Success"
- "Top Advisor Marketing"
- "Standard Deviations"
- "The Indicator from Planet Money"
- "Animal Spirits Podcast"
- "Behind the Advisor"
ALWAYS ON PODCAST
Best For: Advisors focused on working on both yourself and your business in all aspects
Join industry thought leader and best-selling author Duncan MacPherson - best-selling author of The Advisor Playbook and The Blue Square Method, speaker, and CEO of Pareto Systems - as he delves into the core drivers of success in financial services. With each episode, Duncan hosts in-depth conversations on many subjects with some of the most innovative and driven advisors and experts in the industry; people always working on their business in order to be better and never accepting the status quo.
Always On has a conversational, exploratory tone that sucks the listener in as Duncan and his guests delve into a wide variety of subjects vital to financial professionals. These are people telling their own stories and it's extremely easy to find actionable tips that apply to your own situation.
You'll walk away with new ideas and renewed motivation for your own practice!
Frequency/Length: Monthly/40-60 minutes
Format: Duncan MacPherson and guest(s)
Suggested episodes:
83: AI-Powered Leadership for Advisors (Guest Chris Jeppesen, Chief of Advisory Practices at First Trust) See how modern advisory leadership blends clear operating rhythm, role clarity, and intentional culture, with AI as a practical tool to compress research, sharpen meeting prep, and turn ideas into implementation. This pod definitely helped me refine my views on AI as a tool that many are finding irreplaceable.
77: The Power of Reviews (Guest Whit Lanier, CEO and Co-founder of Amplify Reviews) Unpack the growing role of client testimonials in financial services. As trust continues to shift online, reviews have become more than just social proof, they're a scalable strategy. While seemingly simple, the importance of reviews can't be overstated, and having MacPherson and Lanier show how easy it is to implement them was an eye-opener.
THE LOOK & SOUND OF LEADERSHIP PODCAST
Best for: Advisors looking to maximize their leadership and ability to learn through coaching
Hosted by Tom Henschel, this top financial advisor podcast lets you "eavesdrop on a monthly coaching conversation and get practical tools you can apply the minute the episode ends." It provides deep and insightful strategic views on how to take coaching aboard and build leadership in ways that center around both client and team communication with an eye on increasing efficiency to let wealth managers grow their business.
Henschel presents in a conversational, clearly understandable way, telling stories and interviewing guests that bring real-world information in a way that is immediately accessible.
Frequency/Length: Monthly/20-30 minutes
Format: Tom Henschel summarizes in story form an interaction/lesson with one of his coaching clients
Suggested episodes:
254: How to Talk So People Understand You. While you'd think this was obvious, it's very much not. Learning to communicate clearly is a core skill to any improvement within a business, and especially so in an advisory business - or when you're leading a team. In this episode Tom breaks down an emergency coaching intervention to help a team leader floundering in a swamp of overthinking and vagueness with four simple steps. One of which I just used on you!
219: How to Set Boundaries. As anyone with kids knows, boundaries are important, and that being too kind to say "no" can be a disaster. This episode and 220 following are a great pair to listen to back-to-back as Tom helps Mandalit - a professional troubleshooter and consultant - learn to set boundaries without being sabotaged by misplaced guilt - something many of us need a refresher on.
FINANCIAL ADVISOR SUCCESS PODCAST
Best For: Advisors actively building their firm
Michael Kitces is "the godfather when it comes to creating content for financial advisors" to help them build their businesses, says financial coach and investing consultant Brad Johnson, who also hosts "The Elite Advisor Podcast." Kitces knows the financial industry through and through.
You can think of the "Financial Advisor Success" podcast as "the fireside chat audio version of (Kitces's) blog, Kitces.com," Johnson says. It focuses on distilling both the benefits and challenges of building advisory firms, as told by their founders. Recent episodes include topics such as creating value for next-generation clients, getting paid to market your own expertise and helping families with multigenerational wealth.
Look for new episodes every Tuesday.
Frequency/Length: Tuesdays/60-90 minutes
Format: Michael Kitces interviews guest(s)
Suggested episodes:
463: Generating 10-15 Referrals per week (with client introductions) with David Stevens
This episode's core message gave me a smile as it absolutely dovetails with Pareto's longstanding approach to differentiating "asking for referrals" from having an introduction process. It's through a slightly different lens, which is a useful way to revisit and polish ideas you may have already been in the know on.
KITCES AND CARL - REAL TALK FOR FINANCIAL ADVISORS PODCAST
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 every day. Topics of conversation include how to effectively communicate with clients, and how to shape the business you want without sacrificing a healthy lifestyle - not just working in the business, but on the business and on yourself.
Frequency/Length: Biweekly/25-30 minutes
Format: Michael Kitces and Carl Richards operate as a team to discuss the subject of the pod
Suggested episodes:
168: Do You Really Have To Go Deep With Every New Client In The First Meeting?
Kitces and Richards bring on client communication expert Carl Richards to talk about "the pros and cons of holding financial psychology conversations early in the client relationship" - which is a question anyone will probably empathize with, and hearing an in-depth conversation on how to build trust and when to move into the tough questions was really useful. It's a great reminder that communication and relationship always trump raw data.
BETWEEN NOW AND SUCCESS PODCAST
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.
Frequency/Length: Biweekly/40-60 minutes
Format: Steve Sanduski interviews guest(s)
Suggested episodes:
August 12, 2025: Sebastian Mallaby on the Fed, Trump, AI, and the Shifting Battle Lines for Financial Power
This particular episode stays with me as it covers a vast array of interconnected forces, all of which have their own effect on markets, politics and investors, with a deep focus on both the Fed and the promise (or doom) of AI. Frankly, there's too much here to summarize! Just go give it a listen - it'll sell you on this podcast.
TOP ADVISOR MARKETING PODCAST
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, hosted by Matt Halloran, 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. While no longer ongoing, Top Advisor has 500 episodes on offer, all of which are potential goldmines.
Frequency/Length: Weekly/30 minutes
Format: Matt Halloran interviews guest(s)
Suggested episodes:
461: How Storytelling Builds Unbreakable Client Relationships With John Bucher
This episode features John Butcher - an actual story consultant - and Matt discussing the power of stories - and how story is a must-have element in your branding and marketing. It introduces the often unmentioned concept of "story-listening," not just story-telling, and their dive into how story can build relationships, trust, referrals and so much else is both thought-provoking and a reminder that we're all talking to people - and people will always love a story more than a summary.
STANDARD DEVIATIONS PODCAST
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. The pod is hosted by Dr. Daniel Crosby, a psychologist and behavioral finance expert who "helps organizations understand the intersection of mind and markets" who is also a serial author in the field.
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.
Frequency/Length: Biweekly to weekly/15-45 minutes (as of 2025 episodes only stay up for a couple of weeks before rotating out, so check in regularly!)
Format: Daniel Crosby interviews guest(s) or presents directly on a topic
THE INDICATOR FROM PLANET MONEY PODCAST
Best For: Advisors who are interested in varied economic forces
Hosted by NPR's Cardiff Garcia and Stacy Vanek Smith, The Indicator from Planet Money is an award-winning podcast that explains often complex economic concepts by making them relevant to your financial planning conversations with clients through engaging stories. The Indicator has mastered short, polished observations, with episodes under 10 minutes that are masterworks of brevity and focus, which span everything from the impacts of AI, China and India factors, inflation and all the many ways the world can stress a client or an advisor!
Frequency/Length: Daily/8-10 minutes
Format: Garcia and Smith present directly on a topic/event
Suggested episodes:
November 6: This indicator hasn't flashed this red since the dot-com bubble
This episode looks at potentially scary current Shiller PE Ratios - the price-to-earnings ratio - and the concept of "irrational exuberance" - as well as how this indicator is simply that - and not a Magic 8-ball foretelling doom. In the chaotic market of today, it was refreshing to hear someone applying some context and nuance to the race to AI and the investment around it. I think this is a great example episode for new listeners to the Indicator, as it gives a glimpse of the podcast's major strength - supplying a simple, balanced summary of issues in the news.
ANIMAL SPIRITS PODCAST
Best for: Advisors studying the interplay of psychology and investor decisions
Presented by Michael Batnick and Ben Carlson, this podcast argues - among other things - that by understanding the psychological factors of behavioral finance, you can better guide your clients towards achieving their financial goals. They cover a swath of content, from financial markets and personal finance, to their favorite books and media, and more. Their stated goal is "to make finance more accessible, speak in plain English, and share our own personal experiences in the markets." Their delivery is crisp, fun and informal, with little jargon and a refreshing amount of common sense.
Frequency/Length: 4-5 times a week/30-60 minutes
Format: Batnick and Carlson present directly on a topic or interview another expert guest
Suggested episodes:
414: Most Stocks Suck
A refreshingly candid overview of actual stock quality, how government will always spend more than it says it will and how all this shows why financial professionals exist. Enjoyable for its "warts-on" but still optimistic view of where we are and where we're going.
BEHIND THE ADVISOR PODCAST
Best for: Advisors working with Gen X and Millennial clients
Hosted by Alan Moore, this XYPN Radio podcast focuses on "what it takes to launch, run, and grow a successful fee-only financial planning firm" Moore interviews a wide selection of professional guests, teasing out the lessons they've learned and taught; lessons that can be applied to any financial planning business, but especially to Gen X and Millennial clients. These are often real-world "where are they now" stories packed with value for the listener.
Frequency/Length: Monthly to Biweekly/35-60 minutes
Format: Roth interviews expert guest(s)
Suggested episodes:
103: From Zero to 38 Clients in 12 Months
A real starting out, boots-on-the-ground story from guest Shawn Tydlaska, delving into the always-tricky initial build of a new practice. A great tale of mistakes, smart choices, finding your niche and leveraging your knowledge. The crossover of Gen X and Millennial advisor AND client needs/wants is enlightening.
MY FINAL THOUGHTS
Whether you're a seasoned financial advisor or just starting out in the industry, these podcasts offer valuable insights and effective resources to help you succeed. By staying informed, continuously learning, and implementing best practices, you can elevate your practice and better serve your clients.
So plug in your headphones and start listening to take your career to the next level!
Mike Lane
Media and Content at Pareto Systems
