Registered Investment Advisors (RIAs) occupy a central spot in today’s wealth management landscape, and staying updated is crucial. These 25 podcasts, selected based on peer recommendations, ratings, and relevance, provide education, inspiration, and tactical ideas for RIAs and those interested in independent advice.
1. Financial Advisor Success Podcast
The Financial Advisor Success Podcast, hosted by Michael Kitces, features in-depth interviews and success stories from leading financial advisors and industry consultants. The podcast is designed to provide actionable insights and practical strategies for building and growing a thriving advisory business.
- Host: Michael Kitces
- Key Topics: Scaling advisory firms, interviewing industry leaders, deep dives into best practices for RIAs
- Why it stands out: Consistently named the industry’s “must-listen” for career and practice development.
2. The Perfect RIA
The Perfect RIA Podcast is a practical resource for financial advisors who are committed to optimizing their practices, improving client relationships, and achieving efficient, profitable growth. The show is co-hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, with regular contributions from Jamie Shilanski and Amber Kuhn.
- Hosts: Matthew Jarvis, Micah Shilanski, Jamie Shilanski, Amber Kuhn
- Key Topics: Building efficient and profitable RIA practices, client communication, business process optimization.
3. The Advisor Lab
The Advisor Lab Podcast is a leading show for financial advisors seeking modern growth strategies and insights. Hosted by Derek Schwartz of CION Investments, the podcast addresses the rapidly evolving financial advisor landscape by showcasing perspectives from industry experts, successful advisors, and thought leaders across various fields.
- Host: Derek Schwartz
- Key Topics: Interviews with top advisors, actionable growth tips, marketing and technology for RIAs.
4. RIA Edge Podcast
The RIA Edge Podcast is a premier show for leaders and professionals in the Registered Investment Advisor (RIA) space who are focused on scaling their firms and navigating the evolving world of wealth management. Hosted by David Armstrong, the podcast stands out for its emphasis on intentional growth, industry best practices, and real-world strategies used by top-performing RIA firms.
- Host: David Armstrong
- Key Topics: Business intelligence for RIAs, scaling and accelerating firm growth, market trends.
5. RIA+
RIA+ is a biweekly podcast created and hosted by Mark Bruno, specifically designed for leaders of large, enterprise Registered Investment Advisory (RIA) firms. The show delivers strategic insights, success stories, and best practices from the industry’s top firms and professionals.
- Key Topics: Leadership issues, firm culture, growth blueprints for large-scale RIAs, talent development.
6. Kitces & Carl – Real Talk for Financial Advisors
Kitces & Carl – Real Talk for Financial Advisors is a candid podcast hosted by Michael Kitces, a prominent industry strategist, and Carl Richards, a renowned financial behavior and communication expert. Together, they offer a unique blend of deep technical expertise and human-centered advice for practicing financial advisors.
- Hosts: Michael Kitces & Carl Richards
- Key Topics: Honest discussions about the challenges and realities of running an RIA practice.
7. Advisor Revelations
Advisor Revelations is a podcast by DPL Financial Partners created for financial advisors seeking actionable growth strategies, best practices, and deep insights into modern wealth management.
- Host: David Lau
- Key Topics: Growth strategies, best practices, innovation among RIAs.
8. The Diamond Podcast for Financial Advisors
The Diamond Podcast for Financial Advisors is a leading industry show hosted by Mindy Diamond and the team at Diamond Consultants. Designed for financial advisors interested in the evolving world of wealth management, the podcast features objective, actionable insights on everything from industry transitions to firm growth, best practices, and career strategy.
- Host: Mindy Diamond
- Key Topics: Career trajectories, practice management, navigating independent advisory space.
9. Barron’s Advisor: The Way Forward
Barron’s Advisor Podcast provides industry professionals and financial advisors with interviews featuring top wealth management experts. The show is designed to keep listeners abreast of key industry issues, actionable strategies, and best practices through real-world stories and insider advice.
- Host: Steve Sanduski
- Key Topics: Industry news, advisor interviews, RIA business strategies.
10. Framework Podcast
Framework is a podcast designed for financial advisors who want to deepen their expertise, challenge industry norms, and drive meaningful firm growth. Hosted by Ana Trujillo Limón of Carson Coaching, the show features weekly interviews with thought leaders, top advisors, and industry experts, focusing on the evolving landscape of financial services.
- Hosts: Jamie Hopkins & Ana Trujillo Limón
- Key Topics: Behavioral finance, advisor growth, industry trends.
11. Between Now and Success
Between Now and Success is a biweekly podcast hosted by Steve Sanduski, CFP®—a business coach, New York Times bestselling author, and experienced financial industry leader. This show stands out for its blend of practical strategies, inspiring stories, and deep-dive interviews with high achievers across finance, leadership, and business.
- Host: Steve Sanduski
- Key Topics: Forward-thinking strategies for advisor growth and leadership.
12. Financial Advisor Marketing Podcast
The Financial Advisor Marketing Podcast is hosted by James Pollard, founder of TheAdvisorCoach.com, and is designed to provide financial advisors with practical, easy-to-implement strategies for growing their practices. Rather than focusing on flashy trends or quick-fix solutions, the podcast emphasizes foundational marketing principles and tactics tailored to the advisory profession.
- Host: James Pollard
- Key Topics: Marketing fundamentals, digital growth, scalable prospecting for RIAs.
13. The Human Side of Money
The Human Side of Money Podcast is hosted by Brendan Frazier, a behavioral finance specialist and Chief Behavioral Officer at RFG Advisory. The show focuses on empowering financial advisors to master the emotional and psychological dynamics that shape client decisions, relationships, and advising success.
- Host: Brendan Frazier
- Key Topics: Emotional drivers of client decisions, enhancing client relationships, behavioral finance.
14. Advisor Talk with Frank LaRosa
Advisor Talk with Frank LaRosa is a leading podcast for financial advisors, wealth management professionals, and entrepreneurs seeking unfiltered, practical guidance on growing their careers and businesses. Hosted by Frank LaRosa, CEO of Elite Consulting Partners, the show features direct advice, candid conversations, and deep dives into the realities of the wealth management industry.
- Host: Frank LaRosa
- Key Topics: Industry innovations, firm transitions, recruitment, branding.
15. Becoming an Elite Financial Advisor
Becoming an Elite Financial Advisor is a weekly podcast hosted by Sten Morgan, CFP®, ChFC®, a national leader in financial services and practice growth. The show is designed for financial professionals seeking to accelerate their potential, overcome industry challenges, and cultivate the mindset and systems required to stand out in a competitive market.
- Host: Sten Morgan
- Key Topics: Business mindset, leadership, practical steps for elite performance.
16. Model FA
The Model FA Podcast is a show designed for fiduciary financial advisors who seek practical strategies, continuous learning, and inspiration for building a successful practice and an abundant life. Hosted by David DeCelle, President of Model FA, the podcast spotlights industry experts, high-performing advisors, and strategic thinkers.
- Host: David DeCelle
- Key Topics: Tools for success as an independent advisor, sales strategies, technology adoption.
17. The Practical Planner
The Practical Planner is a biweekly podcast for financial advisors, attorneys, and professionals focused on delivering more effective estate planning to clients. Hosted by Thomas Kopelman (Top 100 Advisor by Investopedia and Head of Community at Wealth.com) and Anne Rhodes (Chief Legal Officer at Wealth.com and an experienced estate planning attorney), the show is produced by Wealth.com and stands out for its practical, actionable approach to complex estate issues.
- Hosts: Anne Rhodes, Thomas Kopelman
- Key Topics: Practical advice on building RIA success, client service models.
18. Advisor Marketing Made Simple
Advisor Marketing Made Simple is a weekly podcast tailored for financial advisors looking to master simple, effective marketing strategies that deliver real results. Co-hosted by Taylor Schulte, an advisor who tripled his revenue in three years, and Kendra Wright, a marketing agency owner with deep expertise in helping advisory firms, the show demystifies marketing through practical, actionable episodes.
- Hosts: Taylor Schulte & Kendra Wright
- Key Topics: Simplifying RIA marketing, niche marketing, referral systems.
19. WealthTech on Deck
WealthTech on Deck is a leading podcast focused on the intersection of technology and wealth management. Hosted weekly by Jack Sharry, EVP and Chief Growth Officer at LifeYield, the show features candid conversations with innovators, executives, and industry leaders across the financial services sector.
- Host: Jack Sharry
- Key Topics: Fintech for RIAs, digital transformation, platform integration.
20. Modern Financial Advisor
The Modern Financial Advisor Podcast is a show tailored for financial advisors, RIAs, and wealth management executives focused on forward-thinking growth, technology, and best practices. Hosted by Mike Langford and produced by finservMarketing, the podcast illuminates emerging trends, actionable strategies, and innovative solutions impacting the wealth management industry.
- Host: Mike Langford
- Key Topics: Technology, growth strategies, modern client expectations.
21. Bridging the Gap
Bridging the Gap is a leading podcast hosted by Matt Reiner, CFA, CFP®, focused on innovation and transformational change in the financial advisory industry. The show brings together a mix of financial professionals, fintech leaders, and technology experts to discuss the rapidly evolving wealth management landscape and how advisors can adapt and thrive.
- Host: Matt Reiner
- Key Topics: Practice management, operational improvements for RIAs.
22. Voice of FinTech
Voice of FinTech is a premier podcast for professionals, entrepreneurs, and enthusiasts navigating the evolving landscape of financial technology. Founded and hosted by Rudolf Falat, a senior corporate finance professional based in Zurich, the show offers weekly interviews and insights across the global FinTech ecosystem.
- Host: Rudolf Falat
- Key Topics: Innovation and new technologies relevant to RIAs.
23. Always On with Duncan MacPherson
Always On with Duncan MacPherson is a biweekly podcast dedicated to financial professionals who are driven by a passion for continuous improvement, innovative business development, and intentional leadership. Hosted by Duncan MacPherson, best-selling author, business coach, and CEO of Pareto Systems, the show spotlights top-performing industry experts and ambitious advisors who refuse to plateau in their personal and professional lives.
- Host: Duncan MacPherson
- Key Topics: Business process refinement, advisor coaching.
24. Only Fee-Only
The Only Fee-Only Podcast is a weekly show dedicated to highlighting stories, strategies, and experiences from fee-only financial planners. Hosted by Broc Buckles and Peter Ciravolo, the podcast features interviews with advisors who exclusively operate under a fee-only compensation model—eliminating sales commissions and product-based incentives in favor of transparent, client-focused advisory services.
- Hosts: Broc Buckles & Peter Ciravolo
- Key Topics: The fee-only model, compliance, and differentiation in the RIA space.
25. The Wiser Financial Advisor Podcast
The Wiser Financial Advisor Podcast is hosted by Josh Nelson, CFP®, founder and CEO of Keystone Financial Services. The show delivers honest, practical, and clear-cut financial advice aimed at helping listeners make smarter decisions about their money and future. New episodes are released every Tuesday.
- Host: Josh Nelson
- Key Topics: Practical advice, honest conversations, growth stories from real advisors.
Honorable Mentions
- Stay Wealthy (Taylor Schulte): Niche on retirement and tax planning.
- New Planner Podcast: For next-gen RIAs and planners.
- Allworth Financial: Market updates with a practitioner’s view.
Why These Podcasts Matter
Listening to podcasts such as these offers numerous advantages for financial advisors intent on staying ahead in a rapidly changing industry. Here’s a summary of the key benefits:
Continuous Education and Professional Growth
Up-to-Date Insights: Podcasts allow advisors to keep pace with industry trends, regulatory changes, marketing strategies, and emerging technology without the need for formal courses or conferences.
Diverse Expertise: Advisors learn from leading practitioners, business coaches, behavioral finance experts, and technology innovators—all sharing actionable ideas and success stories.
Digestible Content: Episodes are often concise and tailored to busy professionals, making it easy to consume new knowledge during commutes or between client meetings.
Practical and Actionable Strategies
Real-World Solutions: Many podcasts feature in-depth interviews with successful advisors and leaders who candidly share what works (and what doesn’t) in practice, offering tips immediately applicable to advisory businesses.
Problem Solving: “Live advice” and problem-solving segments help advisors tackle challenges like client acquisition, marketing, technology adoption, and business growth.
Broader Perspectives and Innovation
Exposure to New Models: Podcasts frequently spotlight guests who have pioneered innovative business models, marketing techniques, or service approaches, inspiring advisors to try new ideas.
Challenging the Status Quo: Advisors can hear how others have successfully navigated the shifting landscape, motivating them to adapt and thrive amidst change.
Community and Motivation
Sense of Belonging: Hearing stories of peers fosters community and alleviates the isolation common to solo practitioners and small firm owners.
Encouragement and Accountability: Many shows highlight the importance of mindset, resilience, and personal growth, offering inspiration and practical steps for improvement.
Convenience and Accessibility
On-Demand Learning: Podcasts are accessible anytime and anywhere, making it easy for advisors in all career stages to learn at their own pace.
Variety of Topics: Content spans everything from technical financial planning to behavioral advice, marketing, technology, succession, and leadership—addressing every facet of an advisor’s journey.
Enhanced Client Service
Improved Communication: Behavioral finance and communication-focused episodes give advisors tools to better understand and serve their clients’ needs.
Latest Solutions and Products: Advisors can stay aware of new products, strategies, and legal updates relevant to their clients’ financial lives.
Listening to relevant podcasts enables advisors to sharpen their skills, remain competitive, and deliver more value to their clients—all in a flexible, easily accessible format. This ongoing exposure to ideas, stories, and best practices is an indispensable part of modern professional development in wealth management.