Podcasts have quietly become one of the most useful tools in a financial advisor’s toolbox.
Not because they’re flashy. Not because they promise shortcuts. But because they let you learn from people who are actually doing the work. Running advisory firms. Navigating market shifts. Building real client relationships. Making tough decisions when there isn’t a perfect answer.
If you’re a financial advisor, financial planner, or firm owner, your time is already stretched thin. Client meetings. Follow ups. Planning work. Team management. The last thing you need is more noise. What you do need are clear ideas, practical advice, and real world insights you can use right away.
That’s where the right podcasts come in.
The best podcasts for financial advisors don’t just recap headlines. They help you think differently about your advisory business. They break down complex topics like behavioral finance, practice management, succession planning, and fintech in plain English. They let you hear directly from industry leaders, top advisors, and industry experts who’ve already made the mistakes and learned the lessons.
Think of it like sitting in on a series of smart conversations. You’re not being pitched. You’re not being sold a system. You’re listening while experienced professionals talk through what actually works, what doesn’t, and why.
In this guide, we’ve pulled together the top 17 financial advisor podcasts to listen to in 2026. This list is built for advisors at every stage, from those building their own RIA to those managing high net worth relationships or thinking about what comes next. You’ll find podcasts focused on financial planning, wealth management, investment management, client service, advisor marketing, and the broader financial industry.
Some are deep dives that reward your full attention. Others are easier listens that still deliver valuable insights. All of them earn their spot because they respect your time and help you become a better advisor.
If your goal this year is smarter growth, stronger client relationships, and staying ahead of industry trends without burning out, this is a great place to start.
Our Top Picks of Financial Advisor Podcasts to Check out in 2026
There’s no shortage of podcasts talking about money. The challenge isn’t finding something to listen to. It’s finding shows that actually help you become a better financial advisor.
The podcasts below earned their spot because they go beyond surface-level commentary. They offer real conversations about financial planning, wealth management, practice management, and what it really takes to run a successful advisory business. Some focus on growth strategies. Others dive into behavioral finance, client relationships, or the changing financial industry. All of them deliver practical ideas you can use in your own firm.
You don’t need to listen to all 17 at once. Think of this list as a menu. Pick a few that line up with where you are right now and rotate as your goals change.
1. Financial Advisor Success Podcast
Host: Michael Kitces
If there’s one podcast almost every financial advisor has heard of, this is it.
The Financial Advisor Success Podcast is built around long, in-depth conversations with real advisors who’ve built successful careers in very different ways. Some run large RIAs with significant AUM. Others have built highly specialized practices serving niche or high-net-worth clients. What ties them together is that they’ve all figured out how to make the business work on their terms.
What makes this podcast stand out is the depth. These aren’t quick soundbites or polished success stories. Michael Kitces digs into the full journey. The early struggles. The wrong turns. The systems that didn’t work. And the practice management decisions that eventually made everything click.
You’ll hear detailed discussions around financial planning philosophies, referral growth, client service models, and how advisors actually built strong client relationships over time. It’s especially valuable if you’re thinking about growing your own firm or refining how your advisory business operates day to day.
If you want real-world insight into what successful advisors actually did, not just what they post on social media, this podcast is a must-listen.
2. The Human Side of Money
Host: Brendan Frazier
Most financial advisors don’t struggle because they lack technical knowledge. They struggle because money decisions are emotional, messy, and deeply personal.
That’s exactly where The Human Side of Money stands out.
This podcast focuses on behavioral finance in a way that’s practical and usable. Brendan Frazier doesn’t talk like an academic or expect you to become a therapist. Instead, he breaks down why clients think the way they do and how advisors can respond with better questions, clearer communication, and more empathy.
Episodes explore what’s really happening beneath the surface in client meetings. Fear during market volatility. Resistance to change. The unspoken beliefs clients carry from childhood or past experiences. Brendan connects those behaviors to everyday advisory conversations, from first meetings with prospects to long-standing client relationships.
What makes this show especially valuable is how actionable it feels. You’ll hear specific ways to run better discovery meetings, improve re-discovery conversations, and strengthen trust without sounding scripted or salesy. It’s ideal for fiduciary-minded advisors who care deeply about helping clients make better decisions, not just better returns.
If your goal is stronger client relationships and more meaningful financial advising, this podcast belongs in your regular rotation.
3. Standard Deviations
Host: Daniel Crosby
If you’ve ever wondered why clients say one thing and then do another, this podcast will feel like it’s reading your mail.
Standard Deviations sits at the intersection of psychology and financial advising. Daniel Crosby is a psychologist by training, but he speaks in a way that makes complex ideas feel approachable and relevant to everyday advisory work. You don’t need a background in psychology to get value from this show. You just need clients who are human, which means all of them.
The episodes explore how emotions, cognitive bias, and behavior shape financial decisions. Not in theory, but in practice. Why investors panic at the wrong time. Why they chase performance. Why they struggle to follow through on plans they agreed to when markets were calm.
What makes this podcast especially helpful for financial professionals is how clearly these ideas connect back to client conversations. You’ll come away with better ways to explain market behavior, set expectations, and guide clients through uncertainty without sounding condescending or overly technical.
This show is a great fit if you enjoy thoughtful, in-depth discussions and want to improve how you communicate during volatile markets. It’s also a strong complement to The Human Side of Money, offering another angle on behavioral finance that deepens your understanding of why clients act the way they do.
If you want to nerd out a bit and walk into your next client meeting more prepared, Standard Deviations is well worth your time.
4. Morningstar: The Long View
Hosts: Christine Benz, Dan Lefkovitz, Amy C. Arnott
If your clients ask thoughtful questions about markets, valuations, or long-term strategy, this podcast will give you better answers.
Morningstar: The Long View is built for financial advisors and financial professionals who want more than hot takes. The conversations here are calm, deliberate, and grounded in research. Instead of reacting to daily headlines, the hosts focus on what actually matters over time and how those ideas apply to real portfolios.
Each episode features in-depth interviews with industry leaders across investment management, financial planning, and wealth management. Topics often include asset allocation, retirement income strategies, market trends, and how investors behave when conditions change. The pace is steady, but the insights add up quickly.
What makes this show especially useful is how client-ready the ideas are. You’ll hear perspectives that help you explain why staying disciplined matters, how to frame risk in plain language, and what long-term investors should focus on when short-term noise gets loud. It’s the kind of context that strengthens client relationships and reinforces your role as a steady guide.
If you’re managing high-net-worth households or simply want to sharpen how you talk about markets and planning decisions, this podcast earns a regular spot in your rotation.
5. The Compound and Friends
Hosts: Josh Brown, Michael Batnick
Markets move fast. Headlines move faster. And clients usually hear the noise before you do.
The Compound and Friends helps close that gap.
This podcast blends market commentary with broader business and investing conversations, all delivered in a way that feels informed without being alarmist. Josh Brown and Michael Batnick bring strong opinions, but they also bring context. That combination makes the show especially useful for financial advisors who need to understand what’s happening without overreacting to every data point.
Episodes cover market trends, investment management, behavioral dynamics, and what’s driving investor sentiment in real time. You’ll hear from a wide range of guests across the financial industry, which gives you exposure to different viewpoints instead of a single narrative.
What advisors tend to appreciate most is how usable the content is. After listening, you’re better prepared for client questions like, “What’s going on right now?” or “Should we be worried about this?” The show doesn’t hand you scripts, but it does sharpen your thinking so your responses feel confident and grounded.
If you want a podcast that helps you stay current, think critically, and bring perspective into client conversations, The Compound and Friends is a strong addition to your weekly listening.
6. The Advisor Journey
Hosts: Jason Wenk, Dasarte Yarnway
At some point, many advisors hit a crossroads.
Do you keep your firm small and personal, or do you lean into growth and build something bigger?
Do you want an advisory practice, or do you want an advisory business?
The Advisor Journey exists for advisors who are wrestling with those exact questions.
Hosted by Jason Wenk and Dasarte Yarnway, this podcast focuses on what it really takes to scale an advisory firm and whether scaling even makes sense for you. The conversations are honest and grounded in real experience, not hype. You’ll hear from advisors who chose to grow, advisors who chose not to, and industry experts who’ve seen both paths up close.
Episodes dig into topics like firm structure, leadership, hiring, technology decisions, and succession planning. There’s also plenty of discussion around lifestyle tradeoffs, because growth always comes with consequences, good and bad.
What makes this podcast especially valuable is that it doesn’t assume there’s a single right answer. Instead, it helps you think clearly about your goals, your energy, and what kind of business you actually want to run.
If you’re building your own firm or thinking about what the next stage of your career should look like, The Advisor Journey offers perspective that’s hard to find anywhere else.
7. Rethink. Financial Advice
Hosts: Adam Holt, Derek Notman
The financial advisory industry has changed a lot over the last few decades. It’s still changing. And it’s not slowing down.
Rethink. Financial Advice is built for advisors who want to step back and look at the bigger picture. Instead of focusing on tactics or tools, this podcast explores how financial advising is evolving and what those changes mean for advisors who want to stay relevant.
The hosts bring on a wide range of industry leaders, fintech founders, and experienced financial professionals to talk openly about what’s working, what’s broken, and what might come next. Topics often include fiduciary responsibility, advisor technology, client engagement, and how advisory firms can adapt without chasing every new trend.
What makes this show valuable is its willingness to challenge assumptions. It doesn’t tell you what to think, but it does encourage you to think more critically about your role, your business model, and the direction of the financial industry.
If you enjoy thoughtful conversations that stretch your perspective and help you see around corners, this podcast is worth your time.
8. The Diamond Podcast for Financial Advisors
Host: Mindy Diamond and the Diamond Consultants team
Career paths in financial services aren’t as fixed as they used to be.
Many advisors eventually start asking questions about independence, compensation, control, and long-term flexibility. The Diamond Podcast for Financial Advisors focuses on exactly those issues, with a clear lens on how different industry channels compare.
The podcast explores trends across wirehouses, independent broker-dealers, and RIAs, often using real data and real advisor stories. You’ll hear from advisors who’ve made transitions, those who considered it and stayed put, and industry experts who understand the mechanics behind these moves.
Episodes often touch on mergers and acquisitions, succession planning, and how advisory firms are structured behind the scenes. Even if you’re not actively considering a change, the insight helps you understand how the advisor market is shifting and where opportunities may emerge.
If you like having clear information before making big decisions, this podcast brings valuable clarity.
9. Do Business. Do Life.
Host: Brad Johnson
Growth is great. So is having a life.
Do Business. Do Life. is built for financial advisors who want both. The podcast focuses on how to build a successful advisory business without sacrificing health, family, or personal fulfillment along the way.
Brad Johnson combines solo insights with guest interviews to explore how advisors manage their time, energy, and priorities. Topics include scheduling, boundaries, productivity, and redefining success beyond just AUM or revenue.
What makes this podcast resonate is its honesty. It acknowledges that many advisors fall into the trap of always pushing harder, even when they don’t need to. The conversations help you step back and ask whether your business is supporting your life or quietly running it… (Leading to the infamous financial advisor burnout.)
If you’re an entrepreneur at heart and want growth strategies that don’t come at the expense of everything else, this podcast offers a refreshing perspective.
10. Retirement Tax Services Podcast
Host: Steven Jarvis
Tax planning is one of the clearest ways financial advisors can demonstrate value. It’s also one of the easiest areas to overlook when time is tight.
The Retirement Tax Services Podcast helps close that gap.
Hosted by CPA Steven Jarvis, this show takes complex tax topics and breaks them down into clear, usable ideas. You don’t need to be a tax expert to follow along. Steven explains what matters, why it matters, and how advisors can apply the insight without getting lost in the weeds.
Episodes cover everything from Roth conversion strategies to coordinating with CPAs, along with broader conversations around estate planning and proactive tax planning throughout a client’s life. The format is concise, which makes it easy to fit into a busy schedule.
If you want to offer more value through smarter tax conversations and strengthen client relationships with tangible outcomes, this podcast is a strong addition to your lineup.
11. Planet Money
Host: (Rotating)
Not every great podcast for financial advisors is aimed directly at advisors.
Planet Money is a perfect example. Produced by NPR, this show uses storytelling to explain how the economy actually works. Inflation, interest rates, labor markets, and global trade all get covered, but in a way that feels accessible and even entertaining.
For advisors, the value here is communication. Planet Money helps you understand economic concepts well enough to explain them to clients without charts, jargon, or long lectures. It gives you analogies and stories you can borrow when clients ask, “What’s really going on right now?”
If you want to sharpen how you talk about market trends and economic forces in everyday language, this podcast is well worth your time.
12. The Peter Schiff Show
Host: Peter Schiff
It’s healthy to hear perspectives you don’t always agree with.
The Peter Schiff Show offers a contrarian take on markets, monetary policy, and the broader financial system. Peter Schiff is known for challenging mainstream narratives, especially around inflation, central banking, and the long-term value of fiat currency.
For financial advisors, this podcast isn’t about adopting every viewpoint. It’s about understanding alternative arguments so you’re better prepared for client questions and market debates. Many high-net-worth clients follow a wide range of voices, and it helps to know what they might be hearing elsewhere.
If you value broad awareness and want to stress-test your thinking against different economic views, this show adds useful context to your listening mix.
13. The Look and Sound of Leadership
Host: Tom Henschel
Being a great financial advisor or CFP isn’t just about what you know. It’s about how you show up.
The Look and Sound of Leadership focuses on communication, presence, and leadership skills that directly affect client relationships and team dynamics. Tom Henschel has a talent for spotting the small habits that quietly shape how others experience you, then offering practical ways to improve them.
Episodes often center on everyday moments. Leading difficult conversations. Listening without interrupting. Explaining ideas clearly when emotions run high. These skills might not feel technical, but they’re often the difference between a good client experience and a great one.
For advisors, this podcast is especially helpful if you’re managing a team, mentoring younger planners, or simply want to sound more confident and clear in meetings. The lessons are subtle, but they add up quickly.
If you’ve ever walked out of a meeting thinking, “I could’ve handled that better,” this show will help you do exactly that next time.
14. Fiduciary U
Host: Josh Itzoe
Retirement plan advising comes with its own rules, risks, and responsibilities.
Fiduciary U is designed for financial advisors who work with employer-sponsored plans and want to do it well. The podcast zeroes in on the fiduciary obligations that come with advising on 401(k)s, pensions, and similar plans, without turning every episode into a compliance lecture.
Josh Itzoe brings on attorneys, consultants, and industry experts to talk through best practices, emerging trends, and common mistakes advisors make in the retirement plan space. The conversations balance strategy with real-world application, which makes the content useful even if retirement plans aren’t the core of your business.
If you serve business owners, committees, or plan participants, this podcast helps you sharpen your approach and stay grounded in your fiduciary role.
15. The Advisor Lab
Host: Derek Schwartz
Sometimes the most helpful advice comes from people who’ve already tried things, failed, and adjusted.
The Advisor Lab takes that approach. The podcast focuses on practical advice for running and growing an advisory business, with conversations that feel honest and experience-driven. Topics range from client engagement and service models to navigating change during uncertain markets.
What makes this show especially relevant right now is its attention to shifting expectations. Younger clients. Digital communication. Transparency. Advisors are expected to adapt, and The Advisor Lab explores how to do that without losing the personal touch that client relationships are built on.
If you’re looking for grounded ideas you can test in your own firm, without chasing trends for the sake of trends, this podcast delivers steady, useful insight.
16. AdvisorTechBook Live
Host: Joe Moss
Advisor technology moves fast. Sometimes too fast.
AdvisorTechBook Live is built for financial advisors who want to understand tech stack decisions without getting swept up in hype. Joe Moss has a reputation for cutting through marketing language and focusing on what actually matters in day-to-day advisory work.
The conversations center on real-world use cases. What AI tools advisors are actually using. Where technology creates leverage. Where it quietly creates friction. You’ll hear honest takes on fintech, platforms, integrations, and the tradeoffs that come with every tech decision.
What makes this podcast especially valuable is its practicality. The goal isn’t to chase the next shiny object. It’s to help advisors make smarter, more confident choices that support client service, internal workflows, and long-term growth.
If you want a grounded perspective on advisor technology and how it fits into a modern advisory business, this podcast is a must-listen.
17. WealthTech Today
Host: Craig Iskowitz
Staying informed is part of the job now.
WealthTech Today focuses on the trends, companies, and shifts shaping the advisor technology landscape. Hosted by longtime industry journalist Craig Iskowitz, the podcast delivers timely insights without forcing you to read every press release or product announcement yourself.
Episodes often cover acquisitions, platform changes, new entrants, and how these developments affect financial advisors and advisory firms. The tone is informative and measured, which makes it easier to separate real signals from noise.
For CFPs and advisors who want to understand where the industry is heading and how technology decisions may impact their firm over time, this podcast offers a clear, reliable pulse on the wealthtech space.
18. BONUS: Bill Good Marketing Webinars
Hosts: Matt Hicken, Matthew Bailey
Link: BGM Official Website | YouTube
Not all valuable education comes in podcast form.
Bill Good Marketing webinars deserve a mention because they focus on one thing many advisors care deeply about but rarely get formal training in: growing an advisory business the right way. These sessions cover advisor marketing, client communication, referral strategies, digital marketing, and practice growth, all grounded in decades of real-world experience working with financial advisors.
If you’re looking for actionable insights you can apply immediately, especially around messaging and client relationships, these webinars complement the podcasts on this list extremely well.
Why Ongoing Learning Matters for Financial Advisors
Great advisors don’t stop learning. They just get more selective about how they do it.
The podcasts on this list give you a front-row seat to how thought leaders, top advisors, and industry experts think about financial planning, wealth management, and the future of financial advising. Some episodes will challenge how you approach client relationships. Others will spark ideas around business growth, practice management, or succession planning. Over time, those ideas compound in the same quiet way good advice does.
The key is consistency. You don’t need to binge every show or keep up with every new episode. Pick two or three podcasts that match where you are right now. Listen during a commute, a walk, or between meetings. Whether you’re tuning in on Apple Podcasts or Spotify, the goal is the same. Stay sharp without overwhelming yourself.
For CFP professionals and advisors building toward the next generation of advisory firms, staying curious matters more than ever. Markets change. Technology changes. Client expectations change. The advisors who keep growing are the ones who keep learning from people who are already a few steps ahead.
That same mindset applies to the tools you use to run your firm.
At Altitude CRM, we believe technology should support how advisors actually work, not force them into rigid systems. Just like the best podcasts on this list, Altitude is built to deliver clarity, reduce friction, and help advisors focus on what matters most. Strong client relationships. Smarter decisions. Sustainable growth.
If you make learning part of your routine and pair it with systems designed for modern advisory businesses, you don’t just keep up with the industry. You help shape where it goes next.
Add the “Top Financial Advisor Podcast” Badge to Your Website
If you host one of the podcasts featured on this list, we’ve created a “Top Financial Advisor Podcast” badge you can add to your website.
The badge serves as social proof, highlights your role as an industry leader, and helps advisors discover high-quality content they can trust. You’re welcome to display it on your site, share it on social media, and link back to this article.
It’s a small signal, but for many advisors, those signals matter.
You can embed a badge for your podcast website or marketing materials using the following:
Copy the embed code below:
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