Are you keeping an eye open (or, more appropriately, an ear) for smart ways to expand your financial advisory business? Podcasts have become popular in the industry. And financial advisors could benefit from them to stay updated on industry trends, gain insights from experts and continually expand their knowledge base to serve their clients better. Below are 10 marketing podcasts that financial advisors could find useful:
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1. The Stephen and Kevin Show
The Stephen and Kevin Show, hosted by Stephen Boswell and Kevin Nichols, is a dynamic podcast that explores essential aspects of marketing, business development and practice management for financial advisors. Boswell and Nichols bring a wealth of industry expertise and often feature interviews with experts, providing listeners with diverse perspectives and actionable strategies. Topics can include client acquisition, effective communication or industry trends.

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2. The Top Advisor Marketing Podcast
The Top Advisor Marketing Podcast, hosted by Matt Halloran and Kirk Lowe, is a valuable resource for financial advisors seeking insights into effective marketing strategies. The hosts delve into digital marketing, branding and client communication topics, offering practical tips and real-world examples. The show is not currently making new shows, but there are over 250 episodes that provide a great amount of content for you to draw from.
3. The Advisor Lab By CION
In The Advisor Lab, Chris Patterson discusses marketing and growth strategies for financial advisors. These can include lead generation, client acquisition and the integration of technology in marketing efforts. The podcast can be appealing to advisors who want to experiment with new marketing approaches and refine their strategies for optimal business growth.
4. The Modern Financial Advisor Podcast
The Modern Financial Advisor Podcast explores the evolving landscape of financial advisory with a focus on innovative practices, tools, and strategies that help advisors stay ahead in a competitive industry. Hosted by Mike Langford, each episode features insights from industry leaders, tech experts, and successful advisors who share their experiences and knowledge on topics ranging from digital transformation and client engagement to regulatory changes and marketing strategies. This podcast offers practical advice and forward-thinking ideas for advisors aiming to modernize their approach, enhance client relationships, and grow their practices in today’s dynamic financial environment.
5. Between Now and Success

Steve Sanduski’s Between Now and Success podcast shares experiences and insights from financial advisors. They cover a broad range of topics, from marketing to client acquisition and practice management. Sanduski’s interviews offer a behind-the-scenes look at the strategies and philosophies that can benefit both aspiring and seasoned advisors.
6. The Perfect RIA Podcast
Matthew Jarvis and Micah Shilanski host The Perfect RIA Podcast, a show dedicated to helping financial advisors build efficient and profitable practices. Covering topics from marketing and client relationships to operational efficiency, the hosts share practical tips and real-world examples.
7. The Elite Advisor Blueprint Podcast
The Elite Advisor Blueprint Podcast, hosted by Brad Johnson, is a valuable resource for financial advisors seeking insights from top-performing professionals. Johnson interviews industry experts and successful advisors, covering a wide range of topics, including marketing strategies, client engagement and best practices for running a successful advisory practice.
8. The Marketing Mentor Podcast
Ilise Benun’s Marketing Mentor Podcast offers insights into general marketing strategies applicable across industries. While not specifically tailored to financial advisors, the podcast provides valuable information on marketing, client acquisition and building a successful business.
9. The Model FA Podcast
David DeCelle hosts The Model FA Podcast, which covers various aspects of running a financial advisory practice, including marketing and growth strategies. Through interviews with industry experts and successful advisors, DeCelle provides actionable insights and practical advice. The podcast serves as a model for financial advisors looking to implement effective strategies for business growth and client acquisition.
10. The Financial Advisor Marketing Podcast
The Financial Advisor Marketing Podcast offers insights, strategies, and tips tailored for financial advisors looking to enhance their marketing efforts. Hosted by James Pollard of The Advisor Coach, this podcast covers topics like lead generation, client retention, digital marketing tactics and personal branding. Each episode dives into actionable advice and case studies, providing practical tools that advisors can use to grow their practices and connect with clients more effectively. Engaging and easy to follow, this podcast can serve as a valuable resource for advisors seeking to elevate their marketing and expand their reach in a competitive landscape.
Bottom Line

Marketing podcasts can offer financial advisors a convenient and comprehensive platform to access diverse perspectives, industry insights and valuable educational content that could enhance their expertise and service offerings. You can listen, learn and leverage these resources to elevate your practice.
Financial Advisor Marketing Tips
- Marketing can be time-consuming and you may not have time to do it on your own. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
- You may also need additional marketing help. Look no further than these expert marketing tips for financial advisory firms to get some ideas for finding your next client.
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