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10 Podcasts for Financial Advice Providers

Responsive AI
December 19, 2022

Podcasts are an increasingly popular and convenient way to stay current on technology trends and practice management strategies in the wealth advisory industry. Busy financial advisors are realizing the many benefits of listening to podcasts rather than reading articles – they can listen to podcasts during their daily commutes or while working out.


With so much good podcast content out there for financial advisors and advice providers, we’ve compiled ten of the top podcasts, listed below in no particular order.

Financial Advisor Success

Host: Michael Kitces | @MichaelKitces | Subscribe and learn more here

Interviews with leading advisors and industry consultants, practice management tips, and a behind-the-scenes look at how the best advisory firms are built and run.

Sample Episode:  
#FA Success Ep 305: Accelerating Growth Of (Fee-Only)Clients By Making It Clear You Have Nothing To Sell, With Mindy Crary

Fintech Impact Podcast

Host: Jason Pereira | @jasonpereira | Subscribe and learn more here

The Fintech Impact Podcast is an exploration of the fintech world, where we interview fintech entrepreneurs about their stories, what they do, and what their impact is on consumers, incumbents, and the industry as a whole.

Sample Episode: 
Episode 250 with Guest Host, Guy Anderson

Breaking Banks

Host: Brett King | @BrettKing, JP Nicols | @JPNicols, Jason Henrichs | @jasonhenrichs and Amber Buker | Subscribe and learn more here

The #1 global fintech radio show and podcast exploring the personalities, startups, innovators, and industry players driving disruption in financial services; from Incumbents to unicorns, and from the latest cutting edge technology to the people who are using it to help to create a more innovative, inclusive and healthy financial future.

Sample Episode: 
Episode 470: Dystopian vs. Utopian with Michael Kitces and Theodora Lau

Masters in Business

Host: Barry Ritholtz | @ritholtz | Subscribe and learn more here

Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Sample Episode:
Edward Chancellor on the Real Story of Interest

Fintech Insider

Hosts: David Brear, Jason Bates, Simon Taylor and Ross Gallagher | Subscribe and learn more here

The #1 business podcast for fintech innovators, influencers, and those eager to learn.

Sample episode:
682. News: Would you bank with Twitter?

Top Advisor Marketing Podcast

Hosts: Matt Halloran  | @MattHalloran_ and Kirk Lowe  | @KirkLowe | Subscribe and learn more here

We help you sell less and advise more by amplifying your influence over a growing audience of magnetically attracted fans who’ll chase you down instead.

Sample episode:
Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans With Larry Sprung (Ep. 388)

Bank on It

Host: John Siracusa | @johnsiracusa | Subscribe and learn more here

Tune-in, hear from fintech founders & investors who are building the future of fintech. Catch new episodes every Thursday morning on any podcast application.

Sample episode:
Episode 550 Shelby Austin from Arteria AI

Between Now and Success

Host: Steve Sanduski | @SteveSanduski | Subscribe and learn more here

Steve Sanduski interviews top achievers and visionary voices at the intersection of business and life.

Sample episode:
Creating Client Communities Is the Next Evolution of Client Experience

Banking Transformed

Host: Jim Marous | @jimmarous | Subscribe and learn more here

Jim Marous, examines major leadership and cultural challenges in the banking industry and the impact of digital disruption on banking’s future. Listen to the brightest minds in the banking and business world and get ready to embrace change, take risks and disrupt yourself and your organization.

Sample episode:
Fighting Fraud has Become a CX Differentiator

Advice Architects

Host: Day Wachell | @davyde | Subscribe and learn more here

Hosted by Responsive AI’s CEO, Day Wachell, the Advice Architects podcast features conversations with individuals leading the financial industry’s discussions about the digital wealth advice experience and the technology required to deliver it.

Sample episodes:
All for One and None for All: Finding the Center of the Advice Stack with Craig Iskowitz
WAGMI: Defi, Web3 and the Future of Advice with Lex Sokolin
Choices that Matter: Beating Innovation Blockers in Banking with Leda Glyptis

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