The 7 Best Podcasts Financial Advisors Should Listen to in 2025 to Stay Ahead

Advisor Resource Council • January 13, 2025

Recommended Shows to Help Financial Advisors Grow Their Business, Enhance Client Relationships, and Stay Competitive in a Changing Industry.

The financial advisory industry is evolving at lightning speed. With Artificial intelligence, automation, fee compression, and shifting client expectations, staying ahead isn’t just an option—it’s a necessity if you want to remain relevant.


The most successful advisors are constantly learning, refining their client experience, and optimizing their businesses for sustainable growth.

That’s where podcasts come in.


Whether you want to scale your practice, improve client relationships, or position yourself as a thought leader, listening to the right podcasts can provide valuable, real-life insights from industry experts who have already paved the way.


At ARC we know that the best advisors never stop learning. That’s why we’ve curated a list of the 7 best podcasts for financial advisors in 2025—handpicked for those who want to grow, serve, and lead in the modern financial landscape.

Two men are standing in front of a napkin that says this will be fun

1. Kitces & Carl Podcast

Listen if you want to:

✅ Strengthen client relationships
✅ Improve communication skills
✅ Differentiate yourself through behavioral finance


Kitces and Richards aren’t just industry thought leaders—they’re masters of the client conversation. This podcast is about more than numbers; it’s about how to connect, communicate, and serve clients at the highest level.


Where other podcasts focus on strategies, this one dives into the psychology of advising. Advisors who master client conversations will win in the age of AI, where emotional intelligence matters more than ever.

A blue and green logo for the perfect ria

2. The Perfect RIA Podcast

Listen if you want to:

✅ Run a leaner, more profitable firm
✅ Spend less time on low-value tasks
✅ Charge what you’re worth with confidence


If you want to build a highly profitable and efficient practice, this podcast is a must. Jarvis and Shilanski break down how top advisors optimize their time, fees, and value delivery to run a smarter business.



Most podcasts give high-level advice. The Perfect RIA gets specific—from how to increase your fees with confidence to outsourcing non-revenue tasks so you can focus on what matters..

A logo for the human side of money podcast

3. The Human Side of Money

Host: Brendan Frazier

Listen if you want to:

✅ Strengthen trust and loyalty with clients
✅ Improve client retention
✅ Stand out by mastering behavioral finance


In an industry where trust is everything, this podcast helps advisors better understand client behavior, emotions, and decision-making.


While many podcasts focus on markets and portfolios, The Human Side of Money equips you with tools to create an emotional connection with clients—increasing retention and referrals.

A group of business people standing in front of a model fa graph

4. Model FA Podcast

Host: David DeCelle

Listen if you want to:

✅ Build your brand authority
✅ Master content marketing and social media
✅ Attract high-quality clients organically


The best advisors aren’t just good with numbers—they’re strong marketers and entrepreneurs. The Model FA teaches advisors how to grow their brand, attract ideal clients, and differentiate themselves online.



This podcast bridges the gap between financial planning and personal branding—a game-changer in 2025 as clients increasingly search for advisors online.

A logo for advisorlab by cion with a microphone

5. The Advisor Lab Podcast

Host: The Seven Group

Listen if you want to:

✅ Future-proof your marketing strategy
✅ Learn how to attract clients using AI & automation
✅ Build a scalable prospecting funnel

 

Marketing is no longer optional—it’s a key growth driver for advisory firms. This podcast offers a deep dive into digital marketing strategies tailored for financial advisors.


Few podcasts blend financial advising with cutting-edge marketing strategies. The Advisor Lab helps advisors stay ahead of client acquisition trends, automation, and digital lead generation.

A man in a suit and tie is on the cover of a podcast called financial advisor success

6. Financial Advisor Success Podcast

Listen if you want to:

✅ Learn from successful advisory firms
✅ Optimize your business model for scale
✅ Get insights on the latest regulatory trends

 

This is the gold standard for practice management insights. Kitces interviews top-performing advisors to uncover what’s working in real-world financial practices.



Unlike many surface-level shows, this podcast dives deep into the numbers, models, and business structures of successful advisory firms.

A black and white photo of a woman with glasses and the words framework

7. Framework Podcast (Carson Group)

Listen if you want to:

✅ Stay ahead of market and industry trends
✅ Improve leadership and business growth skills
✅ Get actionable strategies from top experts


This podcast provides a well-rounded look at the industry, covering everything from investment trends to practice management and client relationships.


It’s one of the few podcasts that blends markets, business growth, and personal development—giving you a 360-degree view of success as a financial advisor.

Final Thoughts: How Advisors Can Apply This Knowledge

At ARC, we believe that the best advisors never stop learning.


These podcasts will help give you the tools to:
✅ Attract more ideal clients
✅ Enhance your advisory business
✅ Future-proof your firm in an AI-driven world


One of the greatest benefits of learning through podcasts is the flexibility they offer. Whether you’re driving to a client meeting, working out, or catching up between appointments, you can stay ahead of industry trends without disrupting your daily routine. Plus, with episodes archived and readily available, you can go back and revisit key points and actionable items anytime—ensuring you never miss a strategy that could transform your practice.


Knowledge alone isn’t enough—it’s how you apply it that drives real success. That’s where ARC comes in -  we equip financial advisors with the resources, expert guidance, and a thriving community to turn insights into action—helping them scale their firms, enhance efficiency, and achieve sustainable growth.


Contact us today to learn more about joining our network of elite financial advisors!

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