Looking for the Best Podcasts for Financial Advisors?

Are you a financial advisor looking to improve your game, grow your practice and deliver superior client service? Are you tired of waking up and reading the same financial newsletters? Do you want a change of pace? If so, this article is for you.

In the fast-paced and ever-changing world of finance, staying ahead of the curve is essential for financial advisors seeking to grow their business and provide the best service to their clients. As the economic landscape continues to evolve, podcasts have emerged as a powerful tool, offering knowledge, practical insights, and real-life experiences from industry experts and successful practitioners.

This article will delve deeper into the best podcasts for financial advisors. Ready to up your financial advisory game? Let’s jump right in.

1. The Long View

As a financial advisor, one piece of advice that you have probably used with your clients is to “take the long view.” Hosted by Christine Benz and Jeff Park, The Long View is an incredible financial podcast for anyone in the finance industry. On the show, Benz and Park invite many influential leaders to discuss investing, personal finance, markets, and many more topics.

For Kevin Estes, financial planner and founder of Scaled Finance, The Long View is a top favorite. Kevin praises the podcast for its reliability in keeping him up-to-date with economic changes and investing. Despite investments being a relatively small part of comprehensive advisory practices, they are essential for clients.

Additionally, the show’s wonderful guests and in-depth responses to insightful questions make it an invaluable resource for financial advisors seeking to navigate the complexities of the financial landscape. The podcast’s consistent focus on economic trends and world insights ensures advisors can make informed decisions for their client’s financial well-being.

Whether deciphering market fluctuations or understanding the impact of global events, “The Long View” delivers valuable information that empowers financial advisors to provide sound guidance in even the most uncertain times.

2. The Perfect RIA

Hosted by Matthew Jarvis and Micah Shilanski, “The Perfect RIA” is a financial podcast unlike any other. With over 200 episodes, The Perfect RIA is for advisors who need guidance on how to grow. For one, Matthew himself was in terrible debt just ten years prior, yet he managed to turn his life around and grow to become one of the top producers in the industry. On top of running their firms, Matthew and Micah share with other financial advisors how to replicate their success and reach huge profits.

For Certified Financial Planner Angela Dorsey (at Dorsey Wealth Management), The Perfect RIA is her favorite podcast. Angela says this podcast stands out for its unique approach of being hosted by two successful financial advisors who generously share tips and real-life examples to help advisors build profitable practices.

Angela highlights another standout feature of the podcast: “I also like that at the end of each episode, they give action items to implement what you learned.” This emphasis on actionable advice empowers financial advisors to put the insights gained from each episode into practice, fostering continuous improvement and tangible results in their advisory businesses.

With a focus on business growth, client management, and time management, “The Perfect RIA” provides a comprehensive toolkit for financial advisors seeking to enhance the efficiency and profitability of their registered investment advisor practice.

3. The Financial Advisor Success Podcast

Do you need help with building up your financial advisory business? Do you sometimes need ideas to keep building your book of clients? If so, The Financial Advisor Success Podcast is for you!

Hosted by the esteemed Michael Kitces, “The Financial Advisor Success Podcast” provides a fascinating glimpse into what’s possible for advisory practices. Michael primarily interviews owners of independent advisory firms, uncovering the secrets behind how they built and scaled their businesses.

Estes finds this podcast enlightening, as almost every episode features owners of large RIAs and industry consultants sharing their best practices forged through experience. He notes, “The Financial Advisor Success Podcast helps me see what’s possible for an advisory practice.” The show is a treasure trove of practical takeaways and real-world examples that financial advisors can learn and apply in their practices.

Through insightful interviews with industry leaders, Michael Kitces delivers a powerful platform for financial advisors to gain a deeper understanding of the strategies, techniques, and lessons that have contributed to their achievements. By sharing stories of successful practitioners, “The Financial Advisor Success Podcast” offers a roadmap for aspiring advisors to follow in the footsteps of those who have built thriving independent advisory firms.

Moreover, the podcast instills inspiration and provides tangible ideas for advisors to implement in their practices. From refining client acquisition strategies to streamlining business operations, the actionable advice gleaned from the podcast empowers financial advisors to take their businesses to new heights. With Michael Kitces at the helm, this podcast continues to be a driving force in shaping the future of the financial advisory profession.

4. XYPN Radio

“XYPN Radio,” hosted by Alan Moore and previously Maddy Roche, is a powerful motivator for financial advisors. XYPN Radio has a mission to build a network of financial advisors who can serve “who they want, how they want,” and is insightful for many professionals in the field.

Kevin Estes shares, “XYPN Radio is a shot of adrenaline! They draw out actionable insights for those starting their firms from scratch. I feel inspired each time I listen to an episode.” For advisors seeking inspiration and innovative ideas to shape their practice, “XYPN Radio” is a potent catalyst for growth and success.

With Alan Moore’s dynamic hosting style and Maddy Roche’s previous contributions, the podcast creates a captivating atmosphere that keeps listeners engaged from start to finish. Each episode features interviews with trailblazing founders who share their entrepreneurial journeys, triumphs, and challenges in building their advisory firms from the ground up.

Aspiring advisors can glean valuable lessons from the successes and missteps of these industry pioneers as they provide practical advice that is directly applicable to the startup phase of financial advisory practice.

5. Other People’s Pockets with Maya Lau

Unlike other podcasts in this article, Other People’s Pockets is not a show made explicitly for financial advisors. Yet, in its unique way, it is also the perfect podcast to listen to as a financial advisor.

Other’s People’s Pockets is all about precisely what it sounds like – other people’s money. Maya Lau invites people onto her show from all walks of life and asks them to get radically transparent about money. Whether you’re an investment banker on Wall Street, or a nomad living in an RV, you care about your money! Listeners of the show will understand why some people can afford a vacation home and why others ask to split a tab down to the diet coke on the bill!

As a financial advisor, a vital part of the job is following the markets and understanding fundamental finance. However, understanding people is an even more significant portion of the job, which people constantly overlook. By listening to Other People’s Pockets, financial advisors can dive deep into what makes certain people tick and thus glean more insight into the inner workings of their clients.

For Certified Financial Planner Tim Melia (at Embolden Financial Planning LLC), “Other People’s Pockets” offers the exact insight he needs. Tim believes the podcast provides financial advisors with valuable insights into people’s lives’ emotional and economic aspects. He shares, “I think it’s really valuable for financial advisors to hear the open and candid conversations around money and all of the emotions and thoughts that the guests deal with.”

The show offers a deeper understanding of money management and decision-making, and a recent episode interviewing a professional, Death Doula, left Tim fascinated with the experiences and observations shared. Tim states, “I did not know that was a profession, and I was fascinated to hear her experiences and observations, especially her interactions with people dying who have no wills, no written instructions for handling their possessions, and no delegated person responsible for financial and medical decisions.”

For financial advisors who want a change of pace yet still learn information highly relevant to their profession, Other People’s Pockets is a great place to start.

Have You Subscribed to the Top Podcasts for Financial Advisors?

Podcasts have revolutionized how financial advisors access knowledge, practical insights, and success stories from industry experts. The best podcasts above are invaluable resources for financial advisors seeking to stay informed, inspired, and on top of their game. Have you subscribed?

Whether it’s keeping abreast of economic changes, learning from real-life success stories, or exploring innovative ideas to elevate their practice, these podcasts offer actionable advice, industry expertise, and fresh perspectives. 

So, plug in your earphones and continue learning and growing with these exceptional podcasts that will take your financial advisory career to new heights!

About the Author

Jeff Fang

Jeff is a Harvard 2025 student who is passionate about learning, living, and sharing all things personal finance-related. He has experience working in the financial industry and enjoys the pursuit of financial freedom. Outside of blogging, he loves to cook, read, and golf in his spare time.