In recent years, the surge in podcast popularity has transformed the way we consume information and learn new skills, making it easier than ever to stay informed and educated while tending to a busy schedule.
The financial services industry is fast-moving and has undergone significant change over the years. There is little reason to believe things will stop changing.
For the advisor that looks to stay informed on the latest industry developments, podcasts offer a low-barrier platform for lifetime learning that can lead to a higher level of service offered to clients.
Below you’ll find some of the top financial advisor podcasts that cater to both financial professionals and their clients, ensuring you have the tools and knowledge to succeed in the financial world.
Financial Podcasts for Advisors
Financial Advisor Success Podcast
Frequency: Weekly
Average Length: 90 minutes
Great for: Financial Advisors focused on growth
Self-proclaimed “Chief Financial Planning Nerd”, Michael Kitces is considered by many the leading authority in financial planning. A passionate lifetime learner, Kitces aims to better the financial advice industry by encouraging advisors to dedicate themselves to ongoing improvement, which leads him to produce resources such as his “Nerd’s Eye View” blog and the Financial Advisor Success Podcast.
Potentially the most popular and well-acclaimed podcast produced specifically for financial advisors, the Financial Advisor Success Podcast by Kitces and his team explores topics ranging from marketing strategies and efficiency improvement tips to hiring and retaining talent as an RIA, by discussing real success stories from experienced advisors.
Bonus Podcast: Kitces and Carl
Frequency: Bi-weekly
Average Length: 30 minutes
Great for: Financial Advisors focused on personal fulfillment
In addition to the Financial Advisor Success Podcast, Kitces teams up with Carl Richards every other week for an episode of “Kitces and Carl – Real Talk for Real Financial Advisors”.
On this shorter podcast, Kitces’ industry knowledge and love of a good spreadsheet combines with Richards’ communication expertise to offer practical and applicable information to advisors looking to improve their relationships with clients as well as their relationship with their work.
Barron’s Advisor: The Way Forward
Frequency: Weekly
Average Length: 30 minutes
Great for: Financial Advisors focused on leadership
The team at Barron’s, a leading source of financial news published by Dow Jones & Company, produces a weekly show that discusses a wide range of topics pertinent to the financial services industry. Greg Bartalos and Steve Sanduski trade off as co-hosts, as they interview industry leaders to get their insights and perspectives on various topics that are (or should be) top of mind for many financial advisors.
Thoughtful and effective leadership is a recurring theme throughout the show as guests of the podcast have included the CEO of a majority woman-owned RIA discussing hiring and working with women, the CEO of a consulting firm and think tank discussing navigating generational change, an Emmy Award-winning journalist discussing the power of vulnerability, and a sailor discussing leadership lessons from his experience at sea.
The Efficient Advisor: Tactical Business Advice for Financial Planners
Frequency: Twice per week
Average Length: 30 minutes
Great for: Advisors focused on work-life balance
A 16-year financial planning veteran, Libby Greiwe exemplifies the power of defining and pursuing one’s personal vision of success. Having previously built a seven-figure practice while working three days a week, Greiwe lays out specific and actionable ideas for advisors to take and implement in their own businesses.
Episodes vary in length from quick, 10-minute recaps clarifying content previously discussed to 45-minute deep dives on building systems and processes to increase practice efficiency. She asks good questions that top financial advisors across the country are facing and encourages listeners to build their businesses in a way that works for them as long as quality of service is at the forefront.
Greiwe goes so far as to offer listeners free downloadable resources that complement topics discussed. Much can be gleaned from her persistent focus on maximizing advisors’ time.
Retirement Tax Services (RTS) Podcast
Frequency: Weekly
Average Length: 30 minutes
Great for: Advisors focused on tax planning
In contrast to many of the top financial advisor podcasts on this list that cover wide-ranging topics related to business and financial services, the Retirement Tax Services (RTS) Podcast is more targeted in its aim. Hosted by Steven Jarvis, CPA, the RTS podcast focuses specifically on one of the biggest opportunities for financial advisors that simultaneously creates some of the biggest and most frequent headaches: tax planning.
Looking to bridge the gap between tax professionals and advisors, Jarvis examines best practices for advisors wanting to expand their service offerings when it comes to reducing clients’ lifetime tax bills. He also simplifies tax planning concepts and tax implications of investing in an effort to improve communication between advisors and their clients as well as between advisors and their clients’ tax preparers.
Morningstar: The Long View
Frequency: Weekly
Average Length: 50 minutes
Great for: Advisors focused on market trends
For advisors looking for a podcast that addresses current events and market trends, Morningstar’s The Long View fits the bill. Jointly hosted by the investment research firm’s director of personal finance and retirement planning, Christine Benz, and Chartered Financial Analyst Jeffrey Ptak, The Long View blends technical investment insights with an eye for what is actionable for the end client.
In addition to the expertise of Benz and Ptak, listeners of The Long View benefit from frequent guest appearances from other industry experts, such as economists, fund managers, and chief executives. While Benz, Ptak, and the show’s guest contributors shine for their technical knowledge regarding investment markets, the podcast does a good job of simplifying and clearly conveying complex economic and financial concepts.
The Meb Faber Show
Frequency: Weekly
Average Length: 60 minutes
Great for: Financial Advisors focused on portfolio allocation and investment strategies
Meb Faber, Founder and Chief Investment Officer (CIO) of Cambria Investment Management, has a track record two decades long of successful evidence-based investing. What makes his podcast so engaging though is his candid humility and ability to dissect complex information and investment strategies as well as the star-studded list of guests he brings on to his show on a regular basis.
Past guests have included billionaire investor and founder of Oaktree Capital Management Howard Marks, poker champion turned cognitive behavior and decision science expert Annie Duke, Vanguard Chief Economist Joe Davis, and a number of other movers and shakers in the investment world.
Faber’s podcast rightfully attracts professional money managers and casual investors alike, as it digs deep into technical aspects of investing while refraining from overloading his audience with industry jargon. Advisors can benefit from Meb’s comfort with the complex and gain confidence in communicating concepts with clients.
Whether you’re looking for knowledge on current events and market trends or in-depth advice on the business side of managing a financial planning practice, there is a podcast for you on this list.
Sometimes continuing education is hard to find time for during the work week when you have more pressing priorities like serving your clients. Podcasts allow you to tap into time you may not otherwise be able to leverage, such as your commute or your morning workout.
