Staying sharp isn’t optional in today’s fast-moving wealth management world. Whether you’re looking for fresh ideas to improve client engagement, build operational efficiency or scale your practice with less stress, podcasts are a low-lift way to keep learning
Podcasting has entered a new era in terms of popularity and availability. It’s estimated that 160 million Americans consume podcasts every month. It’s no surprise that podcasts have entered the mainstream because they offer a venue to learn about new topics, broaden perspectives and stay current on industry trends. The financial services world is no exception.
To help save you time and effort poring through the extensive library, we’ve put together this helpful list to help you find your new favorite.
1. The Michael Kitces Podcast (Financial Advisor Success)
Hosted by the personality Michael Kitces, this one looks at real-life success stories and challenges from the trenches. Tune in for practice management advice, opinions on growth strategies and insights into client service models. This one is recommended for advisors looking to scale their practice or refine client customer service.
2. Barron’s Advisor: The Way Forward
A long-respected name in the business, Barron’s journalists bring you interviews with leading wealth advisors on leadership, market projections and operational efficiency. Follow along weekly to hear nuggets of wisdom related to practice management, like marketing to hiring.
3. The Perfect RIA
Micah Shilanski and Matthew Jarvis detail what it takes to establish and manage a profitable, client-centric RIA firm in 2025. You’ll take away helpful knowledge such as real-world tactics, productivity tips and deep dives into processes. This one is a helpful guide to improving systems and driving profitability.
4. The Human Side of Money
As the name suggests, Brendan Frazier takes listeners on an audio journey through behavioral finance topics. He also educates advisors on the art of better communication and how it can build trust with clients. You can’t go wrong with this one if you’re looking to expand your knowledge around the psychology of money and its relationship to client trust. Data from Morningstar makes the case for giving this topic due diligence and care. The company’s research found that clients cite emotional reasons as the top motivation for hiring a financial planner. In other words, you can’t extricate emotions from decision-making around money.
5. Capital Ideas (by Capital Group)
A complement to the blog of the same name, Capital Group analysts and portfolio managers break down economic and investment insights. Designed to be bite-sized, each episode will leave you more informed on the nuances of global markets and macro trends.
6. XYPN Radio
Alan Moore is your guide, bringing stories and strategies from advisors building fee-only, digital-first practices. His target audience is young advisors or those transitioning to independent planning, though all types of listeners could benefit from his perspectives.
7. Investopedia Express
Also short but packed with insights, editor-in-chief Caleb Silver brings you a weekly digest of financial headlines, economic trends and investing concepts presented in clear terms. You’ll enjoy this one if you want access to knowledge in plain language that you can easily share with clients.
8. The Efficient Advisor
Libby Greiwe is a bit of an industry legend in that she purportedly built a seven-figure practice while only working three days a week. Now, she wants to pay it forward by sharing her systems, processes and shortcuts to success. Follow along to get clear on the actionable step-by-step processes necessary to achieve results and get you out of the cycle of overwhelm.
Podcasting is a powerful way to fast-track industry knowledge, get inspired and pick up new strategies that can help you grow. Whether your focus is improving your firm’s efficiency, delivering a stronger client experience or creating systems that scale, the podcasts above are worth a listen.
Want to see how PreciseFP can help support your growth goals? Sign up for a 14-day free trial to explore how our client data tools help reduce friction, improve engagement and make your processes more consistent across the board.
