Financial advisor podcasts: top picks to stay ahead in 2025
Discover the best podcasts for financial advisors to keep you up to date with your industry in our guide below.
The best financial advisor podcasts offer a wealth of advice and insights from skilled finance professionals.
The Financial Advisor Success Podcast, The Advisor Lab Podcast, and Stay Wealthy are two of the most popular podcasts among financial professionals.
Choose a podcast relevant to your niche that regularly releases new episodes to enhance your industry knowledge and stay up-to-date with the latest developments.
What are the best podcasts for financial advisors in 2025?
Podcasts are rapidly gaining authority as reliable sources of information, expert insights, and news.
A Pew Research Center study shows that two-thirds of podcast listeners hear news discussions in episodes and expect these reports to be accurate. This highlights the high level of trust audiences place in podcasts.
Here are some of the best podcasts for financial advisors in 2025 that share accurate news, views, and insights:
1. The Financial Advisor Success Podcast
The Financial Advisor Success podcast, hosted by Michael Kitces, is designed for advisors looking to scale their firms. This comprehensive podcast is geared toward finance professionals interested in business growth and development.
It offers in-depth interviews with industry-leading financial advisors who focus on advisory best practices, scaling operations, and strategies for connecting and maintaining relationships with prospective clients.
2. Stay Wealthy
The Stay Wealthy financial advisor podcast, hosted by Define Financial founder Taylor Schulte, offers valuable financial and retirement planning advice.
It covers topics from reducing tax and medical expenses to adopting smart investment strategies. It also offers marketing tips, technology guides, and growth strategies tailored to the needs of independent financial advisors.
3. The Advisor Lab Podcast
The Advisor Lab podcast, hosted by Derek Schwartz, is one of the best resources for advisors seeking expert insights and inspiration from renowned finance professionals.
The show provides direct, actionable tips and advice to advisors who want to learn from experienced experts in their fields.
The podcast’s episodes consist of engaging interviews with industry experts who share their expertise on a variety of topics, from increasing client engagement and retention to providing financial advice during economic downturns.
Also included are informative discourses on modern marketing techniques and how to implement innovative experiences for clients.
4. The Money Guy Show
Bo Hanson and Brian Preston host this weekly podcast for financial advisors and other interested parties and focus on sharing the steps in creating financial freedom.
Hanson and Preston provide engaging insights on how to build wealth and effectively manage money for clients. They also offer approachable examples of must-know concepts in finance to expand your knowledge.
5. Framework
This is one of the best podcasts for financial advisors. Designed for financial planning professionals, Framework with Jamie Hopkins helps financial advisors grow their firms and expand their horizons using industry best practices.
Each episode is focused on challenging the status quo and implementing innovative techniques for success. Host Hopkins also hosts intriguing conversations with leaders in finance. These experts share personal anecdotes and their unique professional approaches to financial planning, providing inspiration and invaluable insights to advisors looking to scale their operations.
Why should financial advisors listen to podcasts?
Podcasts serve as a valuable and highly accessible learning tool for professionals, who can listen to them at work, at home, or while traveling to gain essential tips and insights about their focus areas.
Many financial advisors are often on the go, requiring informative resources that can go wherever they do. Podcasts for financial advisors are ideal in this regard, providing a wealth of information, tips, tricks, and inspiration that professionals can access remotely with a smartphone, tablet, laptop, or PC and an internet connection.
The benefits of listening to podcasts
Listening to podcasts as a financial advisor can bring significant benefits to your practice and your professional development. The best podcasts for financial advisors can help you to:
Stay up to date on the latest market trends, regulatory changes, and economic fluctuations in the world of finance.
Gain valuable insights from the finance industry’s leading minds and most experienced professionals.
Improve your client management strategies and how you communicate with your clients to help you stand out.
Use time-efficient, accessible podcasts whenever you can sharpen your skills and industry knowledge.
What key factors should you consider when choosing a financial advisor podcast?
When looking for the best podcasts for financial advisors, consider the following factors:
1. Relevance to your niche
Choosing a financial advisor podcast that focuses on your specific niche grants you access to knowledge and insights that are relevant to your needs and those of your clients.
Seeking tailored content for retirement planning, wealth management, or tax strategies can help you provide the best possible services to your clients. This is essential for retaining clients and expanding your practice.
2. Frequency of episodes
Podcasts that frequently release new episodes are particularly beneficial for keeping you up to date with the latest developments in your industry.
Consistency in publishing helps podcasts stay current. This may, in turn, benefit your firm and your clients by ensuring that you have deep insights into how the financial industry is performing at any given time.
3. Host expertise
Experts with significant experience in financial advice are best equipped to host informative, engaging podcasts.
Experienced hosts ask the most relevant questions related to financial advisors, helping to broaden your scope and answer some of your most pressing concerns in a way that’s easy to understand.
Consider listening to podcasts led by knowledgeable professionals to maximize the value you gain.
How to integrate podcasts into professional development
Integrating podcasts specifically geared towards financial advisors into your professional development is a simple, accessible way to keep your knowledge of your sector and your skills as up-to-date as possible.
Here is how to integrate them effectively:
Schedule time for regular listening, especially when a new episode particularly relevant to your niche is released.
Take notes on actionable advice offered for financial advisors during episodes of your podcast. Apply this advice to how you communicate with and serve your clients to develop your skills and practice.
Use your best financial advisor podcast as reference points or conversation starters in client meetings. Interesting episodes can illustrate important points to your clients in an approachable and novel way.
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