The 6 Best Podcasts For Financial Advisors

Michael Kitces is highly knowledgeable and many would argue this is the No. 1 podcast for financial advisors on the planet. The show focuses on helping financial advisors create and build their businesses. Michael dives deep into every aspect, getting to the heart of the benefits and challenges of building an advisory firm. Kitces distills these topics with the help of his guests.

Taylor Schulte was recently named the No. 2 financial advisor in the U.S., and is the founder of Define Financial, a San Diego-based fee-only financial planning firm. Schulte’s “Experiments in Advisor Marketing” podcast is exactly what it sounds like. His experiments include spending tens of thousands of dollars on print ads, hiring a Harvard data specialist to run Facebook Ad campaigns, and so many more. He’s probably experimented more with marketing in the last five years than most other financial advisors would in their lifetime. Schulte brings his marketing tactics and experience to his podcast. Taylor is a client of ours and we’ve helped him create some of the assets he uses in the experiments he shares on the show.

Jarvis and Shilanski teach that time is the most valuable asset for financial advisors and a healthy work-life balance is the key to a great life. They offer ways to run a successful financial advisory firm while also making time for family and travel. If you’re looking to build a highly profitable business without working 80 hours a week, this podcast is for you.

Steve Sanduski is a professional coach for financial advisors, bringing his wealth of knowledge to his podcast. As a CFP® with many years of experience in the financial services industry, Steve interviews high achievers and visionaries. He has worn many different hats during his career, and now focuses on running Carson Group Coaching, with over 1,000 financial advisor coaching clients.

This podcast is not specifically for financial advisors but it’s a great example of how a financial advisor can leverage their own podcasts to get more clients. If you’re a financial advisor who wants to learn to podcast to get clients, Ben’s podcast is an excellent example of how to do it right. Ben is also a client of ours, and we helped him launch his podcast and create a lead-generating strategy for it.

Another example of podcasting done right. Jeff originally created this blog “Good Financial Cents” to get more leads for his firm. Since then, it has grown into one of the most popular personal finance sites on the internet. Many consider him to be one of the best content marketers in the financial niche. We helped Jeff set up his website for success.

Tim Ferriss’ podcast is one of the most listened-to podcasts globally. He interviews top minds from various industries, including the financial world, distilling their processes down to extract the tools, tactics, and routines that you can use for success. He regularly interviews the top financial minds in the industry, asking insightful questions that financial advisors will find incredibly useful.

“The Ed Mylett Show” delves into how the top people and performers in various industries have found success, sharing their journeys and experiences with listeners. There are a wide variety of guests on the show, including many who have found success in the financial industry.

If you are looking for ways to be more productive, or squeeze more out of the time you have, you’ll love David Allen’s podcast. “Getting Things Done” is all about personal productivity methods that can help you be more effective.