What if you could learn proven, revenue-driving marketing methods from top industry experts without attending a seminar, reading a dozen books, or hiring an expensive consultant?
That’s precisely what the smartest financial advisors do—tune into the right marketing podcasts. With the number of podcast listeners worldwide amounting to over 500 million internet users, podcasts are more than just entertainment; they’re a direct line to expert insights, actionable strategies, and real-world success stories.
In this blog, I’ll show you which marketing podcasts for financial advisors are worth your time, how to use them effectively, and why financial advisors who listen are always a step ahead of those who don’t.
Why Should Financial Advisors Be Listening to Marketing Podcasts?
Marketing is constantly shifting—what worked last year is already outdated. But keeping up doesn’t have to mean spending hours reading blogs or attending expensive courses. Marketing podcasts make it easy to stay ahead without disrupting your day.
Here’s why they’re worth your time:
- Stay Ahead of the Curve: Social media algorithms change, SEO evolves, and client behaviors shift. Podcasts give you real-time insights to keep your marketing sharp.
- Learn Directly from the Pros: Instead of trial and error, hear what’s working from top marketers, successful advisors, and business leaders who’ve already figured it out.
- Fits Into Your Busy Schedule: No extra time is required. Listen while driving, working out, or between client meetings.
- Tested Insights That Work: Get practical, proven ideas for personal branding, lead generation, and client retention—tactics that have been refined for accurate results.
- Completely Free, High-Value Learning: No hefty course fees, no overwhelming research—just straightforward, expert-driven marketing advice at your fingertips.
The 10 Most Valuable Marketing Podcasts for Financial Advisors
Growing a financial advisory business isn’t just about expertise—it’s about making sure the right people know, like, and trust you. The proper marketing can bring in better clients, but keeping up with what works takes time.
To save you hours of trial and error, here are 10 marketing podcasts packed with insights financial advisors can apply immediately:
1. Top Advisor Marketing Podcast
The Top Advisor Marketing Podcast, hosted by Matt Halloran, is a go-to resource for financial advisors looking to step up their marketing game and build a strong personal brand. With over 500 episodes, it’s packed with practical insights and real-world strategies that advisors can apply immediately.
Why Is This Marketing Podcast Essential for Financial Advisors?
- Covers Everything Marketing-Related: Whether branding, content creation, social media, or digital marketing trends, this podcast dives into topics that matter to financial advisors. Each episode is focused, insightful, and full of valuable takeaways.
- Learn from Industry Experts: Matt Halloran brings on top marketers, successful advisors, and industry thought leaders, giving listeners access to tried-and-tested strategies without the guesswork.
- Actionable, No-Fluff Advice: It’s not just theory—each episode is geared toward helping advisors implement actual marketing tactics that drive results. Whether improving client engagement, refining messaging, or boosting online presence, listeners walk away with clear next steps.
- Keeps Advisors Ahead of the Curve: The financial services world constantly changes, and marketing is no exception. This podcast helps advisors stay on top of what’s working now so they can adjust their approach and keep growing.
2. The Stephen and Kevin Show
Hosted by Stephen Boswell and Kevin Nichols of The Oechsli Institute, The Stephen and Kevin Show is a go-to podcast for financial advisors who want to grow their business through better marketing, stronger client relationships, and more innovative business development.
Why Should Financial Advisors Tune In to the Stephen and Kevin Show?
- Real-World Marketing & Client Growth Action Plans: This podcast explains what works to attract high-net-worth clients and build an online presence. The advice is clear, practical, and based on real industry experience.
- Insights from Industry Experts: Stephen and Kevin bring on top financial professionals, marketing specialists, and business leaders who share what’s working for them. Listeners get firsthand insights from people who’ve built successful practices.
- Engaging & Actionable Format: The show includes their popular #AskStephenAndKevin segment, where they answer real advisor questions, making the advice directly useful for those in the industry.
- Proven Ways to Build a Stronger Practice: Episodes cover referral marketing, social media strategies, client event ideas, branding, and business development techniques that help advisors stand out and attract better clients.
3. The Marketing Mentor Podcast
Growing a business isn’t just about skill—it’s about knowing how to market yourself, attract the right clients, and confidently price your services. That’s exactly what The Marketing Mentor Podcast helps creative professionals do. Ilise Benun, founder of Marketing-Mentor.com, offers straightforward, real-world marketing advice that professionals can apply immediately to build a stronger, more profitable business.
Why Is This Marketing Podcast Essential for Financial Advisors?
- Marketing Solutions That Work: Instead of vague concepts, this podcast focuses on practical, proven methods for promoting services, setting better pricing, and finding clients who truly value high-quality work.
- Expert Opinions & Real-World Lessons: Ilise brings in successful entrepreneurs and industry experts to share how they’ve tackled marketing challenges, grown their businesses, and secured long-term clients.
- Focused, Actionable Episodes: Each episode is clear, to the point, and designed for busy professionals who want useful takeaways without wasting time.
4. The Model FA Authority Program
The Model FA Authority Program, created by David DeCelle, clearly positions financial advisors as industry leaders through podcasting and video content. This program simplifies content creation, making it easier for advisors to reach more people, build credibility, and attract high-value clients.
Why Should Financial Advisors Consider the Model FA Authority Program’s Podcast?
- A Structured Way to Use Podcasting for Growth: Advisors who want to use podcasting as a business development tool can choose from three professionally managed packages—Podcast Originator, Podcast Growth, and Podcast Elite. Each level provides different levels of support, from basic production to advanced audience growth strategies.
- Expands Online Presence and Client Reach: The program includes dedicated podcast landing pages, automated social media content, and LinkedIn audience-building tools—all designed to get advisors in front of their ideal prospects. Instead of relying on word-of-mouth alone, advisors can grow their visibility on multiple platforms without doing all the heavy lifting themselves.
- Positions Advisors as Credible Industry Experts: Podcasting isn’t just about content—it’s about authority and trust. The Model FA Authority Program helps advisors establish themselves as thought leaders in their niche, making attracting clients who actively seek their expertise easier.
- Improves Client Acquisition & Shortens the Sales Cycle: By nurturing relationships through podcast content, advisors can create trust with prospects before they even book a call. The program also integrates automated webinars, making client education and lead nurturing more efficient.
- Provides Business Growth Coaching for Long-Term Success: Besides content creation, the Podcast Elite package includes business growth coaching to help advisors develop a long-term marketing plan that goes past podcasting.
5. The Elite Advisor Blueprint® Podcast
The Elite Advisor Blueprint®, hosted by Brad Johnson, is a podcast dedicated to sharing the “blueprint for success” in independent financial advising. The podcast draws from Brad’s extensive experience consulting top advisors in the U.S. to help financial advisors enhance their practices, whether doubling revenue, increasing personal time, or achieving both.
Why Is This Marketing Podcast Essential for Financial Advisors?
- In-Depth Conversations with Industry Experts: Brad Johnson engages with leading thought leaders and industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, and many others. These interviews provide listeners with diverse perspectives and actionable strategies tailored to the financial advisory profession.
- Actionable Insights for Practice Growth: Each episode distills practical advice on client acquisition, marketing strategies, and business development. Listeners gain access to proven methods that can be implemented to streamline operations and enhance client relationships.
- Real-World Success Stories: The podcast features success stories from top advisors, offering inspiration and real-world examples of strategies that have led to significant growth and efficiency. These narratives provide valuable lessons and motivate advisors to apply similar approaches in their practices.
- Hosted by an Experienced Mentor: Brad Johnson, formerly the VP of Advisor Development at Advisors Excel, has mentored a select group of elite financial advisors. His experience and insights add depth to the podcast, making it a valuable resource for advisors aiming to elevate their practices.
6. The Perfect RIA Podcast
The Perfect RIA Podcast, hosted by Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, is a dedicated resource for financial advisors aiming to enhance their practices. The podcast addresses essential topics such as time management, client interactions, profitability, and overall practice value. Drawing from their personal experiences, Matthew and Micah provide actionable insights advisors can implement to achieve tangible results.
Why Is This Podcast Essential for Financial Advisors?
- Real-World Application: Unlike theoretical discussions, the hosts share strategies they’ve successfully applied in their practices. This practical approach ensures listeners receive advice grounded in real-world experiences, making it more relatable and implementable.
- Comprehensive Coverage of Practice Management: The podcast delves into various facets of running a financial advisory practice, including:
- Time Management: Techniques to optimize schedules and enhance productivity.
- Client Relationships: Strategies for improving client interactions and satisfaction.
- Operational Efficiency: Insights into streamlining processes for better efficiency.
- Profitability: Guidance on increasing revenue and practice valuation.
- This broad spectrum ensures advisors gain a holistic understanding of effective practice management.
- Engaging and Accessible Content: The podcast is updated weekly, offering fresh perspectives and timely advice. The hosts’ engaging delivery makes complex topics approachable, catering to seasoned advisors and those new to the field.
- Community and Support: Besides the podcast, Matthew and Micah have fostered a community where advisors can share experiences, seek advice, and find support. This network enhances the learning experience and provides a platform for continuous professional growth.
7. Kitces & Carl Podcast
The Kitces & Carl Podcast, co-hosted by Michael Kitces and Carl Richards, offers candid discussions addressing the challenges and intricacies of financial advising. Michael Kitces, renowned for his analytical expertise, and Carl Richards, celebrated for his insights into client communication, provide listeners with diverse perspectives on practice management, client relationships, and industry developments.
Why Is This Podcast Essential for Financial Advisors?
- Diverse Perspectives on Practice Management: The podcast delves into various facets of running a financial advisory practice, including:
- Client Communication: Strategies to enhance interactions and build stronger client relationships.
- Business Development: Insights into growing and managing a successful advisory firm.
- Technological Integration: Discussions on leveraging tools like ChatGPT to enhance advisory services.
- Engaging and Accessible Content: The hosts’ conversational and approachable style makes complex topics relatable. Episodes are designed to provide actionable insights, ensuring advisors can implement new strategies effectively.
- Continuous Professional Development: The podcast is an ongoing resource for advisors seeking to refine their skills, adapt to industry changes, and better serve their clients.
8. XY Planning Network
XYPN Radio, produced by the XY Planning Network (XYPN), is a podcast for financial advisors contemplating starting their own Registered Investment Advisory (RIA) firms. The show offers insights into the challenges and rewards of establishing an independent practice and features interviews with advisors who have successfully navigated this path.
Why Is This Podcast Essential for Financial Advisors?
- Real-Life Success Stories: Each episode features advisors sharing their journeys from traditional roles to launching their firms. These narratives provide listeners with practical insights into the decision-making process, initial challenges, and strategies that led to successful practice management.
- Diverse Perspectives on Career Transitions: The podcast covers various experiences, including career changers and those transitioning from broker-dealer environments. This diversity offers listeners a comprehensive understanding of the multiple pathways to establishing an independent advisory practice.
- Actionable Advice for New Firm Owners: In addition to storytelling, XYPN Radio provides concrete guidance on overcoming common obstacles new firm owners face. Topics such as client acquisition, operational efficiency, and marketing strategies are discussed, equipping listeners with tools to build and grow their practices effectively.
- Community and Support: Advisors who tune in become part of a supportive community. The podcast fosters a sense of camaraderie, reminding listeners that while the journey to independence is challenging, they are not alone, and resources like XYPN Radio are available to guide them.
9. Advisor Marketing Made Simple
Advisor Marketing Made Simple is a podcast tailored for financial advisors seeking straightforward and effective marketing strategies. Hosted by Taylor Schulte, founder of Define Financial, and Kendra Wright, founder of Rebel Media, the show combines their extensive real-world experience to provide actionable insights.
Why Is This Podcast Essential for Financial Advisors?
- Practical Marketing Strategies: Each episode delves into marketing tactics that advisors can implement immediately, covering topics like building effective marketing funnels, leveraging established platforms, and creating high-converting email sequences.
- Real-Time Problem Solving: The “Advice Line” episodes feature live consultations with advisors, addressing specific marketing challenges and offering tailored solutions. This format provides listeners with relatable scenarios and practical advice applicable to their practices.
- Diverse Perspectives from Experienced Hosts: Taylor Schulte brings firsthand experience as a financial advisor who tripled his revenue in three years. Kendra Wright offers insights from her background in implementing successful marketing plans for advisory firms. Their combined expertise provides a well-rounded perspective on effective marketing strategies.
- Consistent and Engaging Content: The podcast releases new episodes every Wednesday, ensuring a steady stream of up-to-date marketing insights. Its engaging discussions and practical advice make it a valuable resource for advisors at any career stage.
10. The Human Side of Money Podcast
The Human Side of Money, hosted by Brendan Frazier, explores the psychological and emotional facets of financial planning, offering advisors insights to deepen client relationships and enhance advisory practices.
Why Is This Podcast Essential for Financial Advisors?
- Understanding Behavioral Finance: The podcast explores how clients’ emotions and behaviors influence financial decisions, equipping advisors with strategies for effectively guiding clients.
- Expert Advice and Practical Applications: Through interviews with industry experts, the podcast provides actionable ideas on topics like effective client meetings and leveraging client feedback for meaningful planning conversations.
- Enhancing Client Relationships: By focusing on the human side of money, advisors can foster deeper connections, leading to improved client satisfaction and retention.
- Continuous Professional Development: The podcast is an ongoing resource for advisors seeking to refine their skills and adapt to industry changes.
These Podcasts Teach Marketing, But Who’s Actually Doing It?
These marketing podcasts for financial advisors are a surefire way to stay ahead, refine your strategies, and position yourself as a thought leader in your niche. But let’s be honest—learning is one thing, and implementing is another.
Testing strategies, figuring out what works, and optimizing your approach takes time, effort, and consistency—time better spent serving your clients and growing your business. Meanwhile, the advisors who have marketing dialed in attract the best clients and scale faster.
So, you have two options:
- Try to master marketing independently, testing different tactics and hoping for results.
- Partner with marketing experts who know what works so you can focus on what you do best—helping clients secure their financial future.
If you’re serious about standing out, growing your firm, and attracting the right clients, it’s time to stop guessing and start marketing smarter.
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