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Podcasts can be more than just a hobby. For advisors, listening to financial podcasts is a way to stay up-to-date on industry trends, enhance your marketing skills and pick up new business growth strategies. To make the most out of your listening, though, it helps to know what you are hoping to learn, which can vary depending on your career stage and the challenges you’re facing. We’ve compiled a list of top-rated podcasts for financial advisors, with details to help you figure out which one is the right fit for you.
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Finding the Right Financial Advisor Podcasts for You
Before exploring the list below, take a moment to consider the type of podcast content that interests you most. Are you seeking expert tips on marketing your advisory business? Or perhaps you’re drawn to conversations about promoting diversity and inclusion in the financial industry. Identifying your key areas of interest can help you narrow it down from our roundup of the top podcasts for financial advisors. .
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1. Planet Money
Planet Money has earned its reputation as one of the most engaging podcasts for anyone interested in finance, economics and the way money shapes our daily lives. Produced by NPR, it blends storytelling with smart analysis, making complex topics accessible without ever feeling watered down. For financial advisors, this means it’s a source of not only industry-relevant insights but also fresh ways to think about how economic trends affect clients.
At its core, Planet Money attempts to demystify the economy and its inner workings. The podcast examines key issues, like which way inflation might be moving and the potential financial impacts of artificial intelligence (AI) expansion, in a format that’s fun and easy to digest.
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2. The Peter Schiff Show
The Peter Schiff Show offers a perspective that stands apart from mainstream financial media. Hosted by economist and money manager Peter Schiff, the podcast leans heavily on critical analysis of government policies, central banking decisions and global markets. Schiff’s contrarian views make the show a compelling listen for financial advisors who want to challenge conventional thinking and consider alternative outlooks on the economy.
Schiff frequently discusses issues like inflation, the Federal Reserve’s actions and the value of the U.S. dollar against the backdrop of a changing world economy. He is well-known for his strong advocacy of precious metals and skepticism toward fiat currency, which provides a distinct lens through which to view long-term market trends. For advisors, listening can offer insight into the risks of monetary policy decisions and how these might affect client portfolios over time.
3. The Look and Sound of Leadership
The Look and Sound of Leadership, hosted by executive coach Tom Henschel, focuses less on technical finance and more on the soft skills that drive professional success. For financial advisors, it’s a reminder that expertise alone isn’t enough—how you present yourself, communicate with clients and lead conversations can be just as critical as your market knowledge.
Each monthly episode offers practical strategies for improving communication with clients and members of your team. Henschel discusses strategies for learning to listen more effectively, handling difficult conversations and refining presentation skills. Advisors who master these areas are better equipped to earn client trust and make complex financial guidance feel accessible. In a profession built on relationships, these skills can have a direct impact on long-term client satisfaction and retention.
4. Morningstar: The Long View
Morningstar: The Long View is a podcast designed for professionals who want to go beyond surface-level financial news. Hosted by Morningstar’s Christine Benz, Amy C. Arnott and Ben Johnson, the show features in-depth interviews with leading voices in investing, asset management and financial planning. For financial advisors, these conversations provide valuable insights into the strategies and philosophies shaping the industry.
Each episode offers lessons that advisors can apply directly to their work. Whether it’s fresh ideas on asset allocation, perspectives on market valuation or strategies for managing behavioral risks, the discussions are rich with actionable insights. Advisors can walk away with both a broader understanding of the financial landscape and specific talking points to share with clients.
5. Financial Advisor Success
Financial Advisor Success, hosted by industry thought leader Michael Kitces, provides an inside look at the careers and practices of financial advisors across the country. Each episode features a candid conversation with an advisor about their journey, challenges and successes. For listeners in the profession, it offers both inspiration and practical advice drawn directly from real-world experience.
Beyond practice management and growing AUM, the conversations often highlight how advisors build deep, lasting relationships with their clients. Whether it’s through personalized planning approaches, innovative service models or communication techniques, the podcast emphasizes the human side of financial advising. These stories reinforce the idea that trust and connection are as critical as technical expertise.
6. Kitces and Carl
Kitces and Carl brings together Michael Kitces, a renowned financial planning expert, and Carl Richards, a financial planner and author best known for his “Sketch Guy” illustrations in The New York Times. Their conversations highlight the contrast between Kitces’ analytical, detail-oriented approach and Richards’ big-picture, client-centered perspective. For advisors, this dynamic offers a balance of technical insight and practical wisdom.
What sets the show apart is how it bridges the gap between technical expertise and the softer skills of financial advising. Kitces often dives into research-driven strategies, while Richards emphasizes clarity, empathy and simplicity in communication. Together, they model how advisors can pair deep knowledge with strong relationships to deliver better client outcomes.
7. Barron’s Advisor: The Way Forward
The Way Forward podcast features insight from top advisors and industry leaders on topics related to wealth management, including hiring, marketing, investing and compensation. Past episodes have covered everything from how to guide clients through an economic crisis to how to improve engagement and attract prospects through storytelling.
The podcast often highlights strategies for building stronger practices, from enhancing client experiences to leveraging new technologies. Episodes also delve into leadership and organizational growth, offering ideas that can help advisors position their firms for long-term success. These discussions provide practical insights into what’s working at the top levels of advisory businesses.
8. Fiduciary U
Fiduciary U, hosted by Josh Itzoe, zeroes in on the unique challenges and responsibilities of retirement plan advisors. The show is designed for professionals who work with 401(k)s, pensions and other employer-sponsored plans, making it a specialized resource in the broader world of financial advising. For advisors serving business owners or plan participants, it offers tailored insights that are hard to find elsewhere.
The podcast features conversations with industry experts, from ERISA attorneys to plan consultants, who share best practices and emerging trends. Advisors can walk away with new approaches to plan benchmarking, investment selection or participant education. These discussions provide both the strategic and tactical knowledge needed to serve plan sponsors more effectively.
9. The Advisor Lab
The Advisor Lab offers straightforward advice and tips to advisors hoping to learn from financial professionals who have “been there, done that.” Hosted by Derek Schwartz of CION Investments, episodes follow an interview format and feature industry experts who share their knowledge and expertise on everything from how to boost client engagement to how to advise clients during times of economic uncertainty.
The podcast also addresses how shifting demographics and client preferences are reshaping financial advising. With younger generations demanding more transparency, digital access and personalized service, The Advisor Lab offers guidance on how to meet those expectations without losing sight of traditional client relationships.
Other Podcasts to Consider
There are plenty of other financial advisor podcasts that explore a variety of tops.
BIF Bites is a bi-monthly podcast developed by the Boston Institute of Finance. Hosted by Jerry Mee and Adam Scherer, the program primarily examines topics designed to be of interest to advisors who hold a CFP® mark or are considering obtaining one.
A typical podcast episode offers an inside look at the processing of becoming a certified financial planner. For example, recent episodes have discussed the kind of questions advisors can expect on the CFP® exam and documented one advisor’s journey to reach the halfway mark in preparing for exam day.
You might find this advisor podcast valuable if you’re weighing the merits of obtaining a CFP credential to advance your career.
RIA Edge, hosted by David Armstrong, is geared toward advisors in the wealth management space who are interested in the latest industry trends, as well as the strategies and tactics that can lead to tangible growth. Each podcast episode features a guest sharing their perspective and insights.
Episodes are posted a few times per month and typically last anywhere from 20 to 40 minutes, which is perfect for listening over your lunch break or during your commute. You may find the insights shared helpful if you’re ready to scale up and grow a thriving advisory practice.
Growing Your Financial Advisory Firm
One of the most important reasons that many advisors listen to podcasts is to find new ways to market and build their businesses. While all of the options on the list can help you launch, build or sustain your business, it’s still important to find the right method for you to bring in a consistent flow of potential clients.
One of the ways you can do that is through an online lead generation service.
SmartAsset AMP, for instance, supplies you with online leads that fit your target client profile. Once investor leads are ready to move forward, they are handed off to you, so you just have to focus on getting their business and meeting their needs.
For example, Robert Gilliland, Managing Director and Senior Wealth Advisor at Concenture Wealth Management, “has leads going to younger people in different categories.” Once those leads come in, he distributes them among his team accordingly. “I only get people who are over a million dollars. Those are the ones that I reach out to, and my other people are [handling leads for people with] less than a million bucks.”
With AMP, you can also receive live connections to primed referrals, sales campaigns, CRM integrations and more.
Regardless of what you decide is right for your business, it helps to choose an approach that supports your long-term goals, just as you would for your clients.
Bottom Line
Listening to podcasts can be a great way to enhance your knowledge as an advisor and keep a finger on the pulse of the industry. A podcast may even help you to become a better advisor or more effectively mentor other financial advisors. . To get the most out of your listening, though, it helps to pinpoint what you’re hoping to hear about in a podcast for financial advisors. Some podcasts for advisors focus on industry trends while others offer business and marketing insights.
Tips for Growing Your Client Base
- Prospect online. 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.
- Try virtual meetings. Investors are increasingly receptive to working with financial advisors online, versus meeting face-to-face. If you’re ready to grow your business, consider how you might be able to attract new clients who might be interested in virtual meetups.
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