Podcasting for…
Financial Advisors
We specialize in helping financial advisors launch, manage, and grow impactful podcasts. With years of experience working with industry leaders like Michael Kitces (Financial Advisor Success Podcast) and Alan Moore (XY Planning Network), we understand the unique needs of financial advisors—including the challenges of compliance and creating client-focused content.
Become a Financial Industry Leader like Caleb Brown
Caleb Brown, co-founder of New Planner Recruiting, is a prime example of how a podcast can elevate a financial planner’s brand. By sharing industry insights and connecting with his audience, Caleb has been able to:
Attract top talent: Build a strong pipeline of qualified candidates.
Generate new business: Attract high-value clients who recognize his expertise.
Establish himself as an industry leader: Become a go-to resource for financial advisors and aspiring planners.
Still feeling unsure?
Here is what Caleb had to say:
“[My goal] was never to have a billion downloads and all that. I mean, it’s a niche podcast. But the people that are listening are the people that we’re trying to reach and it’s worked out for us.”
Caleb explains that before starting the podcast, they had a certain level of inquiries and applications. After launching the podcast, they experienced a significant boost, with approximately 25-30% more people reaching out to them. This increase is directly attributed to the podcast as a new channel for attracting potential clients and candidates.
Now, he's passionate about his podcast:
"I even joke with Kitces. It's like, 'I wish I could get it set up where maybe it's like a John Lee Dumas thing,' where it's like, that's all I do is just interview people on a podcast. I mean, that might get a little boring for me…but I really just love to talk."
Ready to take your financial advisory business to the next level?
Schedule a free consultation with our team today to learn how a podcast can help you achieve your goals.
Our Clients:
We’ve had the privilege of working with financial advisors across various niches:
These clients have leveraged their podcasts to build authority, expand their networks, and grow their practices.
Why Financial Advisors Choose Us
Compliance Expertise
We know compliance is a top concern for financial advisors. Our team has worked with countless advisors, ensuring every episode meets the necessary standards while still delivering valuable, engaging content.
Proven Success
A Turnkey Podcasting Solution
We handle all the technical details so you don’t have to. From recording to editing, transcriptions, social media assets and SEO optimization, we ensure your podcast is polished and professional.
For advisors, it really is possible to take podcasting to the point that your only time commitment is the time it takes to invite the guest, and actually do the interview.
“Our exponential growth that we’ve experienced as a community and as a network can be attributed to the podcast.”
Want to attract more clients and grow your impact?
Who We’ve Worked With:
Resources For Financial Advisors:
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How To Optimize Your Podcast And 5x Your Business
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5 Steps to Get Clients & Grow Your Audience
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How to Start a Podcast That Gets You More Clients
The Power of Podcasting
Podcasting offers a unique and personal way to connect with your target audience. As Kitces explains:
Financial advisors like Alan Moore emphasize the accessibility and ROI of podcasting:
“There is a uniquely intimate experience of literally physically being in someone’s ear… Podcast listeners are more loyal, more regular, and more likely to connect personally with me as an expert.”
“Here’s an opportunity to reach THOUSANDS of people for just a few thousand bucks.”