Successful Financial Advisors and Planners—whether independent or affiliated with financial institutions—require real-time insights into the economy and market trends. Podcasts serve as an invaluable resource, offering timely, expert-driven analysis that complements traditional research methods.
News and industry updates delivered through podcasts are especially valuable for busy professionals who need to stay on top of what’s happening and provide exceptional service to their clients. This comprehensive guide presents the top 16 Financial Advisor podcasts to follow in 2025 to help Financial Advisors do just that.
Main takeaways from this article
- Financial Advisor podcasts are a vital resource to stay informed on industry trends, marketing strategies, and investment discussions.
- Choosing industry-specific and Canada-focused podcasts can provide more tailored insights and actionable strategies for Financial Advisors.
- Podcasts offer expert advice, market insights, and practical tips from respected thought leaders for better client engagement and career growth.
- Snap Projections complements these podcasts by offering features that convert acquired knowledge into actionable, data-driven strategies for client success.
Why Financial Advisors should listen to podcasts
Podcasts offer Advisors and Planners a flexible way to gain insights from industry experts and successful practitioners. They provide valuable learning opportunities during commutes, workouts, or other times when traditional methods aren’t practical. This allows them to potentially:
Stay ahead of industry trends
Podcasts allow you to monitor shifts in market conditions, new regulatory updates, and emerging financial technologies. By keeping pace with these developments, you may be better prepared to advise your clients effectively.
Gain expert insights from industry thought leaders
Many podcasts feature interviews with top-tier Financial Advisors, CFPs, and industry analysts. These conversations provide in-depth perspectives that are not only theoretical but also backed by practical experience.
Discover actionable strategies for client engagement
Podcasts offer practical techniques for cultivating client relationships. From refining communication to mastering digital outreach, Advisors gain insights into building rapport and fostering long-term client retention. In addition, Advisors may learn how to leverage current trends to improve client interactions and strengthen the practice.
Grow their expertise anytime, anywhere
Podcasts provide a flexible learning platform, enabling Advisors to build their knowledge during commutes, workouts, or breaks. This accessibility allows for continuous professional development, ensuring Advisors have the opportunity to stay updated on market shifts, regulatory changes, and emerging financial strategies, regardless of location or schedule.
Learn business hacks and career development insights
Podcasts offer valuable insights into practice management, marketing, and career advancement. They offer strategies for streamlining operations, attracting new clients, and navigating the complexities of the financial industry. By tuning into these discussions, Advisors may discover innovative business practices and career growth tips from seasoned professionals.
How to choose the best Financial Advisor podcasts
With so many options available, choosing the right podcasts to follow can be challenging. Here are key considerations to help guide your decision:
Find podcasts that address Canadian-specific financial topics
Ensure the podcast focuses on the intricacies of the Canadian financial system. Look for discussions on topics such as RRSPs, TFSAs, CPP, OAS, and the unique tax implications relevant to Canadian residents. This focus ensures the information is directly applicable to your client base.
Match podcast content to your specialization
Tailor your podcast selection to your area of expertise. Whether you specialize in retirement planning, estate planning, investment planning, or wealth management, choose podcasts that offer in-depth discussions and insights relevant to your specific field. This targeted approach maximizes the value of your listening time and the content you consume.
Look for industry-leading hosts and guests
Seek out podcasts hosted by reputable Financial Advisors, Wealth Managers, and Economists. Prioritize shows that feature interviews with recognized industry experts and thought leaders. These individuals bring valuable perspectives and insights, enhancing the quality of the information you receive.
Prioritize podcasts that offer actionable tips
Choose podcasts that provide practical advice and strategies that can be immediately implemented in your practice. Look for content that offers concrete steps and real-world examples, enabling you to translate knowledge into tangible improvements in your client service and business operations.
16 top Financial Advisor podcasts to follow in 2025
Exploring the top Financial Advisor podcasts can provide you with a well-rounded understanding of both domestic and international financial landscapes.
Here is a curated list of 16 podcasts every Advisor should consider adding to their playlist.
Canada-specific Financial Advisor podcasts
These podcasts are designed for Financial Advisors working in Canada and provide insights and strategies tailored to the Canadian financial landscape.
1. The Rational Reminder Podcast (by PWL Capital)
Hosted by Benjamin Felix, Cameron Passmore, Portfolio Managers, and Mark McGrath, Associate Portfolio Manager at PWL Capital in Ottawa, The Rational Reminder Podcast focuses on evidence-based investing and rational decision-making concerning finance. Their discussions offer insightful commentary on market trends and help Advisors understand complex concepts in layman’s terms.
This podcast could be particularly valuable for those interested in enhancing client confidence in their investment strategies through factual insights.
2. The Wealth Professional Podcast
This podcast, hosted by top industry professionals, covers a wide range of topics relevant to Canadian Financial Advisors, including industry trends, regulatory changes, and practice management. It offers practical insights for Advisors seeking to grow their practices and stay informed about the latest developments in the Canadian financial sector.
Engaging with this podcast can offer an edge to Advisors wishing to stay competitive in a dynamic landscape.
3. Canadian Portfolio Manager Podcast (by PWL Capital)
Hosted by Justin Bender of PWL Capital, this podcast focuses on in-depth discussions of investment strategies and portfolio management. It provides valuable insights for Advisors seeking to optimize client portfolios and navigate the complexities of the Canadian market.
With the unique insights tailored for the Canadian market, it is a great listen for Advisors looking to refine their investment strategies.
4. Build Wealth Canada
Hosted by financial expert and former chief investment strategist, Kornel Szrejber, Build Wealth Canada demystifies financial planning for Canadians. His practical tips focus on Canadian-specific financial planning topics, including retirement planning, tax strategies, and investment management, to inspire Advisors to implement sound financial practices in their client relationships.
This podcast could be ideal for those looking to strengthen their understanding of personal finance within Canada’s unique economic framework.
Global Financial Advisor podcasts with Canadian relevance
These podcasts offer global perspectives on financial planning and investment management, with insights that are relevant to Canadian Advisors.
5. The Kitces & Carl Podcast
Hosted by Michael Kitces, CFP, and Carl Richards, this podcast explores the intersection of financial planning and behavioural finance. It provides valuable insights into client communication and relationship management, which is essential for building trust and rapport with Canadian clients.
The combination of Michael’s research-driven insights and Carl’s ability to simplify complex concepts makes this podcast a valuable asset for any Advisor.
6. The Efficient Advisor
Hosted by Libby Greiwe, this podcast focuses on practice management and operational efficiency for Financial Advisors. It offers practical strategies for streamlining processes and enhancing client service, relevant to Advisors seeking to optimize their practices.
For Advisors looking to boost productivity without sacrificing client service, this podcast offers practical strategies.
7. The Perfect RIA
Hosted by industry veterans, Micah Shilanski and Matthew Jarvis, this podcast educates Advisors on running a successful Registered Investment Advisor (RIA) practice. Their candid discussions provide insight into effective client engagement techniques.
This podcast could be helpful for those aiming to refine their Financial Advisory business and improve client relationships.
8. The Advisor Journey
Hosted by Jason Wenk and Dasarte Yarnway, this podcast features interviews with successful Financial Advisors, sharing their experiences and insights on practice management and client service. It provides inspiration and guidance for Advisors seeking to advance their careers.
This podcast provides inspirational stories and practical insights that can resonate with Advisors at any career stage.
9. The Advisor Lab
Hosted by Derek Schwartz of CION Investments, The Advisor Lab showcases actionable strategies and marketing tips for financial professionals. The insights cover varied topics, ensuring that content is always fresh and relevant.
Marketing techniques discussed in this podcast can empower Advisors to attract prospective clients in an increasingly competitive environment.
10. The Financial Advisor Success Podcast
Michael Kitces, CFP, delivers thought-provoking content focused on career development, business success, and client engagement strategies. This podcast features conversations with successful Advisors who share actionable advice.
Listening to podcasts from top performers in the field can provide valuable insights to elevate an Advisor’s practice. Whether you’re just starting out or looking to grow, these podcasts offer expert perspectives that can help you learn from the best and succeed in your own practice.
Broader economic and market insights podcasts
These podcasts provide broader economic and market insights, helping Advisors stay informed about global trends and their potential impact on client portfolios.
11. Planet Money
This podcast from NPR provides an entertaining yet informative take on economic principles impacting our world. While not strictly financial planning-focused, the concepts discussed are relevant to Advisors seeking a broader understanding of economic trends.
Keeping abreast of macroeconomic trends can enable Advisors to better advise clients on investment decisions.
12. The Long View (Morningstar)
This podcast, hosted by Christine Benz and Jeff Ptak, features interviews with leading investment experts and thought leaders who provide in-depth analyses of market trends and investment strategies. It can help Advisors connect investment theory with real-world applications, improving client discussions on portfolio management.
13. Standard Deviations Podcast
Hosted by Dr. Daniel Crosby, this podcast presents an analytical take on investing. They examine all aspects of financial markets, from behavioural finance to economic events shaping investment landscapes.
This podcast is particularly valuable for Advisors interested in behavioural analysis and its impact on client decisions.
14. The Human Side of Money
This podcast, hosted by Brendan Frazier, focuses on the psychological aspects of financial decision-making. The host dives into how emotional forces impact clients’ financial journeys. Understanding the human side of finance can empower Advisors to build stronger relationships with clients.
15. The Investing for Beginners Podcast
As the title suggests, this podcast is tailored for newer investors who are looking to start their own financial planning business but holds value even for seasoned Advisors. Hosts Andrew Sather and Dave Ahern break down investment concepts for easy understanding. Advisors can use the information to better explain complicated matters to clients who may be unfamiliar with investing.
16. Capital Allocators Podcast
Hosted by Ted Seides, this podcast features interviews with leading institutional investors and asset managers. The discussions focus on best practices and sophisticated investment and portfolio management strategies that high-level professionals use.
Listening to this podcast can provide Advisors with insights that improve their understanding of asset management functions.
How Snap Projections helps Advisors apply podcast insights to win prospective clients
Consuming financial knowledge from podcasts provides valuable perspectives for Advisors. The next step is finding ways to apply these insights effectively. Snap Projections offers tools that support Advisors in modelling various financial scenarios, allowing them to explore and compare strategies in real time. This helps translate new ideas into actionable strategies, tailored to meet clients’ unique needs and goals.
Real-time financial modelling for smarter client conversations
Snap Projections enables Advisors to model various financial strategies in real time, allowing dynamic adjustments during client meetings. This feature ensures that discussions are engaging and tailored to each client’s unique needs and aspirations, resulting in a more effective consultation experience.
Scenario comparisons to showcase multiple planning options
With Snap Projections, Advisors can create side-by-side comparisons of various financial strategies. This graphical representation simplifies complex data, which allows clients to make informed decisions based on a clear understanding of the potential outcomes of different planning options.
Tax-accurate projections that build trust and credibility
Snap Projections ensures that financial plans are precise and tax-efficient, reducing guesswork and increasing client confidence. Accurate tax modelling helps Advisors showcase long-term financial outcomes more effectively, accounting for elements such as CPP/OAS and OAS clawback implications.
Client-friendly reports that strengthen engagement
The financial plan reports generated by Snap Projections are clear and user-friendly, which helps demystify financial planning for clients. Simplifying complex insights creates an accessible method for clients to understand their finances, ultimately fostering trust and collaboration in achieving financial goals.
Turn knowledge into action with Snap Projections
To excel in an ever-evolving financial landscape, Advisors can stay sharp and competitive by consuming rich, valuable content from podcasts and applying innovative but practical strategies they learn. This will give Advisors the ability to provide clients with actionable financial plans based on high-value analysis.
Advisors can make this valuable information available to clients through Snap Projections, which provides an intuitive platform to model data in real time and generate easy-to-understand financial reports. This, in turn, will strengthen Advisor-client relationships through excellent service delivery.
To elevate their practice and apply the knowledge gained from podcasts and other expert sources, Financial Advisors can start a 14-day free trial of Snap Projections today.
