The financial-education show
Teach the concepts clients ask about — in plain English — to build trust and authority.
For Financial Advisors
Podcast for Financial Advisors
We produce done-for-you, compliance-aware podcasts and video for financial advisors, RIAs and planners — content that builds trust, educates prospects, and grows assets without you living on social media. Remote, from $1,000/month.
Book a Free Strategy Call See Pricing
Why it works
Why Financial Advisors Grow With a Podcast
- People choose an advisor they trust — a show lets prospects get to know your thinking before the first meeting.
- Educational content answers the money questions people are quietly Googling.
- Clips keep you visible to clients and centers of influence between reviews.
Formats
Show Formats That Work for Financial Advisors
The life-stage series
Address retirement, business owners, or specific milestones your ideal clients face.
The expert interview
Interview CPAs and attorneys to serve clients and grow your referral network.
Content ideas
10 Episode Ideas for Financial Advisors
A starting point — we build a custom content plan on your strategy call.
- The retirement questions everyone asks
- How to think about risk at every age
- Tax moves worth understanding before year-end
- What a financial plan actually includes
- Market noise vs. what matters for you
- Questions to ask before hiring an advisor
- Business owners: planning beyond the business
- Common money mistakes we see
- Interview: a CPA on tax and investing
- How we work with clients, step by step
Compliance
Keeping Financial Advisors Content Compliant
Advisor communications are regulated as advertising under the SEC Marketing Rule and FINRA rules. Testimonials and endorsements carry specific disclosure requirements, performance claims are restricted, and records must be kept — so every episode should be reviewed and archived by your compliance team. We build a format designed for review and keep content educational.
This is general information, not legal or compliance advice — have your CCO review all content. Source: U.S. Securities & Exchange Commission — Investment Adviser Marketing Rule.
The math
What It's Worth
Illustrative example: if your show reaches 500 pre-retirees a month and just 0.4% book a meeting, that's ~2 qualified prospects — and a single new client relationship can cover years of production.
Illustrative example only — not a guarantee of results.
Pricing
Financial Advisors Podcast Production
$1,000 / month
Done-for-you, remote, month-to-month. See all packages →
FAQ
Financial Advisors Podcast FAQ
Can a financial advisor podcast be compliant?
Yes, when it's educational and reviewed by your compliance team. We design episodes for easy review and archiving, and avoid testimonials or performance claims unless they meet the rules.
Can clients appear on the show?
Only with the disclosures the SEC Marketing Rule requires — we'll keep it compliant or keep clients off-air.
Who should host?
Usually the advisor — trust is the whole point. We coach you and edit for polish.
How much time does it take?
About 60–90 minutes a month, plus your compliance review.
How much does it cost?
From $1,000/month. See pricing.
Ready to grow financial advisors with content?
Book a free strategy call and we'll map a plan built for your goals — done for you, from $1,000/month.